Practical guides for managing client work.

For small agencies, studios, and service teams. Find a practical way to handle inquiries, hand over projects, and report to clients. Take a template and choose software that fits your work and budget.

Find help for my task

What do you need to fix today?

Choose your situation and go straight to the guide.

See what you can work with.

Templates are free, with no sign-up. Open them in Excel or Google Sheets; each guide explains how.

Shared inquiry tracker

See the project, reply owner, and next action on one row.

Excerpt from the filled example · fictional data
Project	Reply owner	Next action
Website design	Alex	Check for client reply
Training	Sam	Ask about scope

Open the tracker and example · CSV ↗

Materials for a new project

Check what is missing for the first task and who will supply it.

Access to working filesNeeded before starting
Approved work scopeNeeded before starting
Contact personAdapt to your project

Open the checklist and guide · CSV ↗

From the first inquiry to getting paid.

Start where your project is today. Each stop takes you to the relevant guide.

Do inquiries come through a form? →Missing materials before kickoff? →

Choose how to make the work easier.

Start with the job you need to do. Then compare the options, their limits, and the total cost.

Do we need a CRM, or is a spreadsheet enough?

Find out when shared email is enough, when to add a spreadsheet, and when a CRM is worth considering. Answer a few questions for a suggested setup.

I want to connect apps and reduce manual copying.

Choose around the apps you need to connect and the person who will maintain the connection. See the differences through an inquiry-to-spreadsheet example.

Is this task worth automating?

Compare manual work with the setup and running costs of automation. The calculator includes checking and maintenance time, with optional subscription costs.

Choosing a specific CRM? Compare Pipedrive and HubSpot →

Who is behind this?

Chill&Automate is a Duha Works project. We use public documentation and our own fictional examples to create guides with AI assistance. Recommendations include conditions and limits; an example is not a tool test with a real client.

Our approach →