Shruthisagar

Content Marketer
Preflight Conversations
Structuring variable compensation for professional services teams: insights from industry leaders
This article explores how successful PS organizations are structuring their compensation plans to drive delivery excellence.
BLOGS
12 books that every service professional needs to read
The ultimate reading list for operators and owners in the professional services domain.
Expert Advice
A guide to mastering profitability in professional services
Unlock the secrets to profitability in professional services. Learn key strategies for success in today's competitive landscape.
Propel24
Navigating the future of customer onboarding
Donna Weber shares her perspectives on how customer onboarding has changed, and what teams can do to adapt.
Financial management
How to improve project profitability and stop discovering margin problems too late (A complete guide for 2026)
Profitability erodes during delivery, not after. Here's the system PS teams use to track margins in real time and act before it's too late.
Project management
Gantt charts in project management: A complete guide for modern delivery teams
Learn how to create a Gantt chart for effective project management and planning in this step-by-step guide.
Financial management
Price quote in professional services: Examples, formats & complete guide (2026)
Price quotes set a margin before delivery begins. Formats, examples, quote-to-cash, and AI quoting guide for professional services teams.
Customer onboarding
Client onboarding: process, checklist, templates & best practices (2026)
Process, checklist, templates, and best practices for client onboarding — including how AI cuts time-to-value by 30–50%.
Customer onboarding
Sales to Customer Success Handoff: Process, Checklist and key KPIs (2026 Guide)
The sales to CS handoff sets the trajectory for onboarding. Learn the process, checklist, KPIs, and systems that prevent context loss.
Project management
How to Create a Project Risk Register [Free Template]
Most risk registers get filled at kickoff and forgotten by week three. Here's the system that keeps them working throughout delivery.

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