Blog/Author
Marlon Misra
Cofounder/CEO at Assembly
193 posts
Introducing Assembly Studio
The AI app builder for professional service firms
Marlon MisraAug 11, 2026Assembly is now available in ChatGPT & Claude
Manage your client relationships in your favorite AI tools with the Assembly MCP.
Marlon MisraJul 17, 2026Q2 2026 Release
Featuring: audit log, bulk file management, and more actions in the CRM
Marlon MisraJun 4, 20261250+ Accounting firm names for inspiration (+ free download)
Picking an accounting firm name involves more than it looks, from trademark checks to state compliance rules. I compiled 1,250+ ideas to help you get started.
Marlon MisraApr 18, 2026Introducing Assembly 2.0
AI-powered customizability and context that meets you where you are.
Marlon MisraMar 20, 2026Winter 2025 Edition
Assembly announces a Xero integration, task automations, and more, to wrap up 2025.
Marlon MisraDec 19, 2025Fall 2025 Edition
We’ve released 50 product improvements this month to support you and your clients’ experience.
Marlon MisraNov 5, 202510 Client communication tips: top ways to improve in 2026
Good client communication helps keep clients loyal and prevents churn. Learn 10 ways to make your conversations clearer and more effective in 2025.
Marlon MisraOct 14, 2025Meet Assembly — the AI-powered platform for professional service firms
Since 2020, thousands of firms have used our platform to deliver a better client experience. Today we’re changing our name from Copilot to Assembly and rolling out our largest release yet — including our first step into AI Agents.
Marlon MisraSep 29, 2025Assembly Assistant is in beta
Learn more about Assembly Assistant, the AI colleague who helps professional service businesses provide better customer experiences.
Marlon MisraSep 28, 202510 client acquisition strategies that work (with examples)
An expert shares proven-to-work client acquisition strategies and shows how you can implement them to grow your business.
Marlon MisraSep 2, 2025Introducing multi-company clients
Customizing your client experience is easier and more flexible now that you can assign “clients” to multiple “companies” and rename these terms to your business.
Marlon MisraAug 26, 2025Clinked review: An honest look at this client portal
In this Clinked review, we go over who Clinked is best for, how it works, it's pros and cons, and if it's right for your service business.
Marlon MisraAug 21, 20258 client outreach examples to grow your clientele in 2025
Looking for some client outreach examples and ideas to help you close more deals? Here are my eight favorite ways to grow a client base in 2025.
Marlon MisraAug 19, 20258 powerful ways to find more B2B clients in 2025
Looking to get more B2B clients? In this article, we'll go over eight different strategies you can use to find more prospects for your business.
Marlon MisraAug 14, 202511 Best productized service software to scale your agency [2026]
Looking to scale your agency or freelancing business? Here are our top favorite productized service software and tools to help you do just that.
Marlon MisraAug 12, 2025How to create bookkeeping pricing packages (3 examples)
Learning how to create bookkeeping pricing packages is integral to running your business. In this article, we'll explore options and give real examples.
Marlon MisraAug 12, 2025Summer 2025 Edition
Summer just got more productive with an upgraded QuickBooks sync, automatic reminder emails, and other refreshing updates.
Marlon MisraAug 5, 2025How to automate your freelance client onboarding in 2025
In this guide, we'll go over a six-step freelance client onboarding checklist to make sure you make a great first impression every time.
Marlon MisraJul 11, 2025Ecommerce for services: Build your own online service store
Looking for the ecommerce for services? In this article, I'll show you how to sell your services like an ecommerce business owner. Yes, it's possible.
Marlon MisraJul 9, 2025Shopify for service businesses: How to run a top agency
Looking for the Shopify for service businesses? In this article, I'll show you how to run your service business like an Shopify ecommerce store.
Marlon MisraJul 8, 20256 step guide to automating client onboarding for agencies
In this guide, we'll go over a six-step client onboarding for agencies checklist to make sure you make a great first impression every time.
Marlon MisraJul 3, 20257 best file sharing software of 2025 (features + pricing)
Learn about the best file sharing software on the market right now and what features to look for when deciding to pick one.
Marlon MisraJun 27, 2025How modern accountants automate client onboarding in 2025
Discover our full guide on client onboarding for accountants. Learn how to automate your onboarding process to create a great client experience.
Marlon MisraJun 26, 2025Introducing Shopify-like stores for professional services
Bring the best of eCommerce to your professional firm. Create a custom storefront for your services.
Marlon MisraJun 23, 202510 best AI marketing agency ideas and companies in 2025
Artificial intelligence is creating a new wave of marketing agencies. Here's a list of the best AI marketing agency ideas and companies of 2025.
Marlon MisraJun 23, 2025The 11 best Hello Bonsai alternatives and competitors for 2026
Hello Bonsai alternatives range from simple task managers to complete agency platforms. I tested dozens of tools to find the 11 best competitors for 2026.
Marlon MisraJun 17, 20257 best client portal tools for law firms in 2025
Looking for a law firm client portal to manage your clients and give them an exceptional experience? Here are our favorite client portals for law firms.
Marlon MisraJun 17, 2025Why is a knowledge base important for productized agencies?
If you want to run an efficient productized agency, you need a knowledge base. Learn more about the benefits of knowledge bases for productized businesses.
Marlon MisraJun 17, 202510 best SEO reporting tools that impress clients [2026]
Running an SEO agency and looking for the best SEO reporting tools? Here are some of my favorites I use to run my SaaS SEO marketing agency.
Marlon MisraJun 16, 2025Client management: 7 practical tips for winning and retaining clients
Learn practical tips to help you improve client management from 7 business experts.
Marlon MisraJun 15, 202510 best Flowlu alternatives for service businesses in 2026
Looking for a Flowlu alternative to help run your service business? Here are our top picks to help you manage client communications, payments, and more.
Marlon MisraJun 13, 20257 client intake form examples (with templates)
Here are some of my favorite client intake form examples to help inspire your client onboarding. Discover real examples and templates for your services.
Marlon MisraJun 13, 202510 best SimplePractice alternatives & competitors in 2026
Looking for a SimplePractice alternative to manage and grow your health and wellness business? Here are 10 great alternatives to SimplePractice.
Marlon MisraJun 12, 2025How to productize a service (the right way) in 2025
Learn how to productize a service, make your revenue more predictable, and get the benefits that come with scaling your service-based business.
Marlon MisraJun 12, 20257 best travel agency software to boost revenue in 2025
Looking for ways to streamline operations for your travel agency? Here are our favorite travel agency software and tools to help you run your business.
Marlon MisraJun 12, 202511 Zendo alternatives and competitors in 2026
Discover the best Zendo alternatives to help you run your service business - from client portals to invoicing software, these tools have it all.
Marlon MisraJun 11, 2025How to build and grow your clientele in 2025
Want to learn how to build clientele fast? Here are 10 proven strategies I've used to find clients for my own marketing agency.
Marlon MisraJun 10, 20258 critical tools I use to automate lead generation in 2025
Having an automated lead generation process is how you win in 2025. Here are 8 different tools I use to help with my lead generation workflows.
Marlon MisraJun 10, 202510 best freelance jobs in high demand that pay well (2025)
Freelancing is on the rise. Here are 10 best freelance jobs you can start a career in and places you can sign your first client.
Marlon MisraJun 10, 20255 free bookkeeping pricing templates to grow your revenue
An expert overview of the 5 pricing templates for bookkeeping that you can start using today to showcase the value of your services and get paid.
Marlon MisraJun 5, 2025Social media pricing guide: How to nail your packages
In this article, we'll go over pricing strategies for your social media packages so you can confidently sell your services and get paid what you're worth.
Marlon MisraJun 5, 2025How to nail your marketing retainer packages for clients
It's no question that marketing retainer packages have evolved over the years. In this article, I'll show you how to nail your packaging in 2025.
Marlon MisraJun 4, 202515 best accounting blogs you should be reading in 2025
Discover the best accounting blogs to help you stay up to date with the latest accounting-related news, resources, and articles.
Marlon MisraJun 4, 2025How to write a consulting proposal (template & tools)
Master the art of how to write a consulting proposal. Learn key elements, formatting tips, and tools for creating proposals that win clients!
Marlon MisraMay 29, 2025The ultimate guide to law firm automation workflows
Maximize your firm's efficiency with law firm automation. Streamline client acquisition, intake, billing, and boost your bottom line. Learn more here.
Marlon MisraMay 28, 2025How to start an AI automation agency (with examples)
In this article, I'll show you how to start an AI automation agency in 2025. We'll go over types of services, along with examples, to help inspire you!
Marlon MisraMay 23, 2025Client reporting: 5 steps to perfecting them
Reporting can be a pain, but it doesn't have to be. Learn my approach to perfecting client reporting meetings using just five crucial steps.
Marlon MisraMay 21, 2025How to bill a client for the first time: My 6 step guide
Learning how to bill a client for the first time is an important (and exciting) skill to have in your professional career. Here's my 5 step guide.
Marlon MisraMay 8, 2025300+ real estate business names and ideas to inspire yours
Discover over 300 unique real estate business names. Dive into creative ideas and strategies to create a brand your clients will love.
Marlon MisraMay 8, 20257 best invoice apps for contractors and consultants in 2025
Discover the best invoice app for contractors and consultants who are looking to take payments from their clients in 2025.
Marlon MisraMay 1, 2025Email marketing services pricing for agencies in 2025
Are you working with clients and want to learn what the standard email marketing services pricing options are? Here are some real-world examples.
Marlon MisraApr 25, 202510 best customer onboarding portals for your clients
Having a proper customer onboarding portal is the first step to building a memorable customer experience. Here are the top platforms you can use in 2025.
Marlon MisraApr 24, 2025The ultimate accounting firm tech stack for 2025
Looking to build the best accounting firm tech stack for your accounting or CPA business? Here are my favorite tools to use to run your firm in 2025.
Marlon MisraApr 24, 202510 best Vendasta alternatives and competitors in 2025
Looking for a Vendasta alternative to help you run your agency? In this article, we'll go over our favorite alternatives to Vendasta.
Marlon MisraApr 21, 20255 marketing invoice templates for agencies & freelancers
Ready to bill your next client? Here are five of the best marketing invoice templates you can use as an agency owner or freelancer.
Marlon MisraApr 18, 20258 powerful ways to get clients as a travel agent in 2025
Want to learn how to get clients as a travel agent? In this article, I'll show you 8 unique client acquisition strategies you probably haven't seen before.
Marlon MisraApr 17, 2025B2B customer portal: 5 examples and platforms in 2025
B2B customer portals are an integral part of many services businesses. Discover what they are, five customer portal examples, and tools for 2025.
Marlon MisraApr 16, 2025TaxDome vs Canopy: An honest comparison for 2025
Comparing TaxDome vs Canopy for your accounting firm or CPA practice? We put these tools head to head to help you make a decision on which to go with.
Marlon MisraApr 15, 202510 best Ignition alternatives and competitors in 2025
Looking for an Ignition alternative to run your service business? Here are our top 10 favorite alternatives to Ignition in 2025 worth checking out.
Marlon MisraApr 15, 2025