Blog/Author
Vivienne Chen
Product Marketing Lead at Assembly. Vivienne writes about client experience and client management.
170 posts
300+ Travel agency name ideas and how to choose yours
Finding the right travel agency name can be harder than it looks. I put together 300+ options by niche, from luxury to group tours, to help you get started.
Vivienne ChenApr 4, 202611 Best client reporting tools for better business insights in 2026
Not every client reporting tool is built with your client in mind. I tested dozens to find the 11 best platforms for agencies and service businesses in 2026.
Vivienne ChenApr 3, 2026The 11 Best CRM software for small businesses in 2026 (free & paid)
I tested the top CRMs for features and ease of use. Here are the 11 best client relationship management software platforms for small businesses in 2026.
Vivienne ChenMar 23, 2026HoneyBook Pricing: Plans, Costs, and Key Features in 2026
HoneyBook pricing looks simple, but transaction fees can make costs add up. I’ll break down every plan, fee, and feature so you know what you’ll pay in 2026.
Vivienne ChenMar 23, 202633 Best SEO agency software tools to grow your agency in 2026
SEO agency software can help you manage bigger workloads, but hidden costs make budgeting hard. I tested the top platforms and found the 33 best in 2026.
Vivienne ChenMar 22, 2026How to create a Wix client portal in 2026 (easiest guide)
Wix doesn't have native client portal features, but you can still build one with workarounds. I tested the current methods, and here's what works best in 2026.
Vivienne ChenMar 22, 2026Dubsado vs. HoneyBook: What you need to know in 2026
Dubsado offers deep automation, while HoneyBook offers faster setup. I tested both on workflows, branding, and payments to see how they compare in 2026.
Vivienne ChenMar 22, 2026Best customer portal software: Honest review of 23 top tools in 2026
The best customer portal software tools can help you replace scattered emails with branded client workspaces. I tested dozens, and here are the top 23 in 2026.
Vivienne ChenMar 22, 2026The 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.
Vivienne ChenMar 22, 2026The 10 best CoordinateHQ alternatives and competitors in 2026
CoordinateHQ handles basic tasks, but teams outgrow it fast. I tested dozens of tools to find the 10 best CoordinateHQ alternatives for growing teams in 2026.
Vivienne ChenMar 22, 2026The 7 steps for a successful agency onboarding process in 2026
Good agency onboarding processes build client trust from day one. Here's a 7-step process with tips to improve contracts, billing, and communication in 2026.
Vivienne ChenMar 14, 2026How to create a QuickBooks Online customer portal in 5 steps
Learn how to create a QuickBooks Online customer portal. See what QuickBooks includes and how to build a client login beyond basic invoice access in 2026.
Vivienne ChenMar 9, 2026The 7 best knowledge base software platforms for 2026
The best knowledge base software tools help teams reduce support requests. After testing dozens, here are the top 7 plus the key features to look for in 2026.
Vivienne ChenMar 9, 202621 Best client management tools for client success in 2026
Client management tools are getting smarter, but only some are worth the price. I tested many to find 21 that strengthen client relationships and growth in 2026.
Vivienne ChenMar 4, 2026How to create a Notion client portal: Ultimate guide for 2026
Learn how to create a Notion client portal using databases and permissions. This step-by-step guide also includes Notion's limitations and scaling tips for 2026.
Vivienne ChenMar 3, 2026SEO reporting dashboards: Complete guide + examples for 2026
SEO reporting dashboards turn messy data into something clients can read. This guide covers the key metrics to include, with examples and tools for 2026.
Vivienne ChenMar 3, 2026The 10 best insurance agency software tools for your firm in 2026
Insurance agency software helps you manage policies, track clients, send quotes, and collect payments. I tested dozens to find the 10 best tools for 2026.
Vivienne ChenMar 2, 2026The 11 best client database software for 2026: Features & pricing
Client database software ranges from basic contact lists to full CRM platforms with client-facing portals. I tested dozens and found the 11 best tools for 2026.
Vivienne ChenMar 2, 2026How to create a Webflow client portal: 2 ways in 2026
Learn what a Webflow client portal is, how it connects to your website, and two proven ways to set one up for client access, delivery, and ongoing work in 2026.
Vivienne ChenFeb 20, 2026SuiteDash reviews: Pros, cons, features, and pricing in 2026
SuiteDash reviews mention strong features at low prices, but the interface shows its age. Here's what I discovered testing its capabilities and usability in 2026.
Vivienne ChenFeb 20, 2026The 8 Best free and paid invoicing software for freelancers [2026]
Invoicing software for freelancers should save time, not add more work. I tested dozens to find the 8 best platforms for payment speed and ease of use in 2026.
Vivienne ChenFeb 20, 202636 Best agency client management software tools for 2026
Discover the best agency management software of 2026 to optimize your daily workflows, foster client relations, and boost your agency's growth.
Vivienne ChenFeb 20, 20263 Free SEO contract templates and agreements for 2026
SEO contract templates help set clear scope, timelines, and payment terms. Here are 3 free customizable templates for clearer terms and expectations in 2026.
Vivienne ChenFeb 20, 202613 Best client management software in 2026: Features & pricing
Client management software organizes data and tracks renewals, but not all handle the full client lifecycle. I tested dozens and found the 13 best for 2026.
Vivienne ChenFeb 15, 202610 Best no-code client dashboard tools in 2026: Tested & reviewed
The best no-code client dashboard platforms promise customization, but some deliver generic templates. Here are 10 tools offering branded client experiences.
Vivienne ChenFeb 15, 202616 Best client portal software tools for small businesses in 2026
Client portal software for small businesses must have secure file sharing, white-label branding, and clear pricing. Here are the 16 best tools and how to choose yours.
Vivienne ChenFeb 15, 20269 Client dashboard examples for reporting & client portals (+ tips)
Dashboards range from analytics to client portals. After testing dozens, here are 9 client dashboard examples across marketing and service delivery in 2026.
Vivienne ChenFeb 15, 202611 Best agency billing software for invoicing and getting paid
Agency billing software automates invoices and payments, but many have steep learning curves. After testing dozens, here are 11 that simplify billing in 2026.
Vivienne ChenFeb 12, 2026Moxo review: Pricing, pros, cons, and is it worth it in 2026?
Moxo reviews call it powerful for client work, but the setup demands a big time investment. Here's what I found testing its features, pricing, and usability in 2026.
Vivienne ChenFeb 12, 202611 Best Bloom alternatives for client & task management in 2026
Bloom alternatives work well when you need more flexibility. I tested dozens and found 11 with better control over contracts, invoicing, and collaboration in 2026.
Vivienne ChenFeb 12, 2026TaxDome vs Karbon vs Assembly: Best for accounting in 2026?
Comparing TaxDome vs Karbon vs Assembly isn't straightforward because each prioritizes different things. Learn which one matches your firm's needs in 2026.
Vivienne ChenFeb 5, 2026Top 11 Moxo alternatives & competitors: An honest review [2026]
Moxo covers client communication, but you may need separate project tracking. I tested many tools to find 11 that handle collaboration and delivery together.
Vivienne ChenFeb 5, 202611 Essentials to include in client contracts (examples & template)
Vague client contracts can lead to issues like scope creep. Here are 11 must-have elements that keep projects on track and protect your business in 2026.
Vivienne ChenFeb 5, 2026How to write a marketing proposal in 10 steps + templates [2026]
Knowing how to write a marketing proposal helps you win more clients. Discover 10 steps to writing effective pitches, plus examples and templates for 2026.
Vivienne ChenFeb 2, 202627 Best remote team software tools for collaboration in 2026
Remote team software can make or break distributed work. I tested dozens and found 27 tools that actually improve collaboration and productivity in 2026.
Vivienne ChenFeb 2, 2026What is a project implementation plan? Template + example
Project implementation plan templates save time, but many lack essential components. Here's what to include and how to create an effective template in 2026.
Vivienne ChenFeb 2, 202616 Best client portal software tools in 2026: Features & pricing
Good client portal software should eliminate scattered emails and lost files. I tested the top platforms and found 16 tools that give clients visibility in 2026.
Vivienne ChenJan 26, 2026SuiteDash pricing plans: Features, pros, and cons in 2026
SuiteDash pricing uses flat rates, but automation tools and storage differ vastly between tiers. I analyzed each plan, and here's what you actually get in 2026.
Vivienne ChenJan 26, 2026How to deal with difficult clients: 11 proven strategies
Problematic clients damage team morale and drain resources. Here are 11 strategies for how to deal with difficult clients now and prevent similar problems later.
Vivienne ChenJan 25, 2026What is customer collaboration? 9 tips + examples in 2026
Customer collaboration requires deliberate systems, not just responsive teams. Learn 9 tips to help you speed up approvals and reduce back-and-forth in 2026.
Vivienne ChenJan 25, 202610 odd but effective ways to get graphic design clients in 2026
Many designers chase the same crowded channels for clients. Here are 10 overlooked strategies that help you stand out and avoid competing on price in 2026.
Vivienne ChenJan 25, 202631 Best project management software for consultants for 2026
Project management software for consultants ranges from basic task boards to full client portals. Here are the 31 best tools for consulting workflows in 2026.
Vivienne ChenJan 22, 2026How to set your bookkeeping services rates: Full guide for 2026
Hourly bookingkeeping service rates can cap your income. Learn two better pricing models that let you charge what you're actually worth in 2026, with an example package.
Vivienne ChenJan 22, 2026How to get marketing clients in 2026: 18 strategies
Cold outreach only gets you so far when getting marketing clients. Discover 18 strategies that build predictable pipelines in 2026, from positioning to referrals.
Vivienne ChenJan 22, 20267 Ways to use ChatGPT for accountants (and what not to do)
Using ChatGPT as an accountant can save time or create liability, depending on how you apply it. Learn 7 effective ways to use it and what to avoid in 2026.
Vivienne ChenJan 22, 2026Hello Bonsai pricing plans: Is it still worth it in 2026?
Hello Bonsai pricing starts low per user, but costs stack fast as your team grows. I compared all four tiers, plus the hidden payment fees, to help you budget in 2026.
Vivienne ChenJan 19, 2026Hello Bonsai review 2026: Good for freelancers? [Tried & tested]
Hello Bonsai reviews praise the templates and clean interface, but payment delays keep frustrating users. I tested it in 2026, and here's what I found.
Vivienne ChenJan 19, 2026How do you onboard new clients? 6 stages + templates for 2026
Learning how to onboard new clients the right way takes more than a welcome email. Here’s how to do it in steps, with templates and checklists in 2026.
Vivienne ChenJan 13, 2026Accounting firm automation guide (2026): +11 ideas to try
Accounting firm automations cut manual work, but many firms automate the wrong tasks first. Learn 11 automation ideas and how to implement them in 2026.
Vivienne ChenJan 13, 202631 Best marketing project management software for 2026
Not all marketing project management software handles client delivery well. I tested 31 across campaigns, content, and client work to find the best fits for 2026.
Vivienne ChenJan 6, 20269 Best CRMs with invoicing tools in 2026: Features and pricing
CRMs with invoicing promise faster billing, but the wrong setup can still slow your quote-to-cash flow. Here are the 9 best tools I found after testing in 2026.
Vivienne ChenJan 6, 202620 Best white label project management software: Tested in 2026
White label project management software lets you brand your workspace, but full customization often costs extra. I tested dozens to find the 20 best in 2026.
Vivienne ChenJan 6, 2026Top 9 Tools To Automate Invoice Processing: + Full 2026 Guide
You can automate invoice processing to cut busywork, but messy workflows can still slow your billing. Learn how to do it right with the top 9 tools in 2026.
Vivienne ChenJan 5, 2026Top 12 legal document management systems for law firms [2026]
Legal document management systems help organize case files, but many lock tools behind steep upgrades. I tested dozens, and these are the top 12 in 2026.
Vivienne ChenJan 5, 2026ManyRequests pricing plans and features: Is it worth it in 2026?
ManyRequests pricing can seem predictable, but some key limits can change the math fast. Learn how each plan works and how to choose yours in 2026.
Vivienne ChenDec 18, 2025Hubflo reviews: Key features, pros, cons, and pricing in 2025
Hubflo reviews highlight a smooth setup process, but pricing tiers and customization gaps make buyers pause. Here's what I found when I tested it in 2025.
Vivienne ChenDec 18, 2025Hubflo pricing plans: Features and alternatives in 2025
Hubflo pricing fits small teams, but costs can climb quickly as you add more people. Learn how each plan works and see the 3 best alternatives for 2025.
Vivienne ChenDec 18, 202511 Best client management software for CRM and projects [2026]
The best client management software tools help solve issues like slow client handoffs and missing notes. I tested dozens and found the 11 best tools in 2026.
Vivienne ChenDec 17, 202511 Best SuiteDash alternatives and competitors in 2026
SuiteDash alternatives simplify setup, but many still slow teams with cluttered menus, lag, or limited integrations. I tested dozens, these are the 11 best in 2026.
Vivienne ChenDec 17, 2025Best CRMs for small consulting businesses: Full guide + 10 tools
Discover the 10 best CRMs for small consulting businesses in 2026. I tested the top tools, and these are my picks for managing notes, tasks, and client updates without losing track of work.
Vivienne ChenDec 14, 2025