CloseEase BlogNotes on fixing the systems and processes that make work harder than it needs to be.https://closeease.com/blog/2026-10-23T08:20:00ZGeorgio16 things AI and automation can fix in a service firm (that you might not know about)https://closeease.com/blog/ai-and-automation-use-cases.html2026-10-23T08:20:00Z2026-10-23T08:20:00ZThe best uses of AI and automation for agencies, consultancies and recruiting firms, from routing enquiries to starting onboarding when a client signs, plus what not to automate.What should happen between a client signing and the work starting?https://closeease.com/blog/client-signed-to-work-starting.html2026-10-22T09:30:00Z2026-10-22T09:30:00ZThe five things that should happen between a client signing and the work starting, in order, and who should own them. A guide for agencies, consultancies and recruiting firms.How to hand a new client from sales to delivery without losing anythinghttps://closeease.com/blog/sales-to-delivery-handoff.html2026-10-22T09:05:00Z2026-10-22T09:05:00ZWhat a sales-to-delivery handoff note should include, how to run the handoff meeting, and when the seller should let go of a new client.The client onboarding questionnaire: what to ask before kickoff (and what not to)https://closeease.com/blog/client-onboarding-questionnaire.html2026-10-22T08:40:00Z2026-10-22T08:40:00ZA client onboarding questionnaire you can copy, with extra questions for agencies, consultancies and recruiting firms, and what to leave out so clients actually finish it.How long should client onboarding take?https://closeease.com/blog/how-long-should-client-onboarding-take.html2026-10-22T08:15:00Z2026-10-22T08:15:00ZFor most service firms, signed to ready to start should take days, not months. Why published answers vary, how to measure yours, and how to make it shorter.Too many tools: how to tell which ones your team actually needshttps://closeease.com/blog/too-many-tools.html2026-10-22T07:50:00Z2026-10-22T07:50:00ZA one-afternoon audit to decide which software tools to keep, cut or connect, and why the gaps between your tools cost more than the subscriptions.What "support" should actually cover after a system goes livehttps://closeease.com/blog/what-support-should-cover.html2026-10-18T09:14:00Z2026-10-22T09:14:00ZVague support agreements are why fixed systems quietly break again. Here is what clear post-launch support should spell out.Why your team types the same information in three placeshttps://closeease.com/blog/same-information-three-places.html2026-10-17T08:42:00Z2026-10-22T08:42:00ZRetyping the same details into different tools feels like a people problem. It is usually a connection problem, and it can be fixed.The app that stalled halfway: finish it, fix it, or start over?https://closeease.com/blog/the-app-that-stalled.html2026-10-10T10:05:00Z2026-10-22T10:05:00ZA half-built internal app is not automatically a write-off. Here is how to tell whether it is worth finishing.