Client-Side Project Management

Client-Side Project Management

Someone On Your Side Who Speaks Your Language

You hired a marketing agency to rebuild your website. They promised "strategic thinking" and "data-driven results." They send monthly reports with impressive graphs. What they won't do is protect your budget, meet their deadlines, or tell you when their recommendations don't make sense for your practice. Because they work for their sales targets, not your outcomes. We embed on your side of the table—with the experience to manage the agency you hired, translate their proposals, and make sure you get what you're actually paying for.

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The Agency Problem

You hired a marketing agency to rebuild your website or implement new software. They're not on your side. They're on their revenue target's side. They're measured by how much they sell you, not whether it works. They speak in jargon because confusion is profitable. They show you metrics that look impressive but don't connect to actual cases, policies, or new business.

The agency you hired builds websites for fifty firms a year. You build one every five years. They know every trick to expand scope, extend timelines, and justify additional phases. You're trying to get a compliant website that doesn't trigger bar association violations, HIPAA breaches, or regulatory problems.

Here's what actually happens on these projects:

  • The proposal promised "strategic SEO" - what you got was blog posts that don't rank and don't bring cases
  • The timeline said six months - you're at month nine and the site still isn't live
  • The budget said $45K - you've approved $63K in "necessary additions" and it's still not done
  • They said "mobile-responsive" - but didn't mention it wouldn't work with your case management software
  • They promised "conversion optimization" - but never asked how many consultations you can actually handle
  • The monthly reports show traffic graphs - but you haven't seen an increase in actual client inquiries
  • They recommended "marketing automation" for $35K - but you only get three contact form submissions a week
  • They keep saying they need "more content from you" - but never explained what they actually need or why

We work for you, not your agency. We speak your language - not marketing jargon. We manage your projects from your side of the table. When your agency proposes something that doesn't make sense, we tell them no. When they miss a deadline, we hold them accountable. When they try to sell you something you don't need, we stop it before you waste money.

What We Actually Do

Service 01

Manage Your Agency or Vendor

You hired an agency to build your website or implement new software. We make sure they deliver what they promised, on the timeline they committed to, for the budget you agreed on. When they try to add scope or extend deadlines, we push back on your behalf. When they deliver work that doesn't meet requirements, we send it back.

  • Review contracts before you sign them
  • Translate proposals from marketing language into plain English
  • Set clear milestones with actual acceptance criteria
  • Review deliverables to make sure they're what you paid for
  • Evaluate change orders and tell you if they're reasonable
  • Hold weekly meetings so problems don't hide for months
  • Manage the project through completion and launch
Service 02

Help You Hire Marketing Staff

You need to hire someone to handle marketing. The resumes all say "strategic thinker" and "results-driven." We help you figure out what you actually need, write a job description that attracts the right people, and evaluate candidates based on whether they can do the work, not just whether they interview well.

  • Define what the role actually needs to accomplish
  • Write job descriptions that attract qualified candidates
  • Screen resumes for real skills, not buzzwords
  • Develop interview questions that reveal actual capability
  • Check references with questions that uncover truth
  • Help you evaluate candidates and make the final decision
  • Build onboarding plans so new hires can succeed
Service 03

Select The Right Vendor

You're getting proposals from three agencies. They all promise the same things with different price tags. We help you evaluate which one can actually deliver what your firm needs, at a fair price, without regulatory problems or technical issues down the road.

  • Write requirements documents so vendors know what you need
  • Research vendors who work with firms like yours
  • Evaluate proposals for scope gaps and inflated pricing
  • Check references with questions that reveal problems
  • Review technical capabilities and past work
  • Negotiate contracts and pricing
  • Make recommendation with clear reasoning
Service 04

Translate Vendor Proposals

Your agency wants to add "personalization features" for $28K. Or implement "marketing automation" for $45K. Or rebuild your "content architecture" for $35K. We translate what they're actually proposing, whether it makes sense for your practice, and what it will really cost including hidden complexity.

  • Decode marketing jargon into plain language
  • Assess whether the proposal solves an actual problem
  • Evaluate if your infrastructure can support it
  • Identify hidden costs in implementation and maintenance
  • Compare against simpler or cheaper alternatives
  • Estimate realistic timeline to see results
  • Recommend whether to proceed, modify, or decline

Real Examples From Our Work

Law Firm Website Rebuild

"We hired an agency who promised a new website in four months. We're at month seven. They keep asking for more content, but won't tell us exactly what they need. We've paid $47,000 of the $55,000 budget and the site still isn't launched. Now they're saying they need another $15,000 for 'necessary features' that weren't in the original proposal."

What we did: Reviewed the original contract and statement of work. Identified that the agency had completed about 60% of promised work. The "necessary features" were basic functionality that should have been included. Created a completion checklist with dates. Told the agency we weren't paying another dollar until original scope was complete. Site launched six weeks later with no additional payment. Firm saved $15,000 and got what they originally contracted for.

Insurance Agency Marketing Manager Hire

"We interviewed six candidates. Three said they were 'SEO experts.' Two promised they could 'transform our digital presence.' One seemed good but wanted $20,000 more than we budgeted. We don't know who can actually do the work versus who just interviews well."

What we did: Asked each candidate to review the agency's current website and explain three specific things they'd change and why. Two of the "SEO experts" gave generic advice you'd find on any blog. One candidate couldn't explain how their recommendations would help sell policies. The expensive candidate had solid ideas but they were for enterprise companies, not insurance agencies. Found the right candidate wasn't in the interview pool yet—helped expand search and found someone with actual insurance marketing experience at appropriate salary.

Bank CRM Implementation

"We're evaluating two vendors for new CRM software. Both say they integrate with our core banking system. Both promise the implementation will take three months. Vendor A costs $85,000. Vendor B costs $52,000. We can't tell which one is actually better or if the price difference means anything."

What we did: Called both vendors' references at similar-sized banks. Vendor A had good product but implementation took 7 months at all three references, not 3 months. Vendor B had implementations that actually completed on time but two references said ongoing support was slow. Checked if either actually had pre-built integration with the bank's specific core system—neither did, both would require custom development. Got quotes for that integration work. Recommended delaying project three months to properly scope integration requirements before committing to either vendor.

Healthcare Practice Marketing Proposal

"The marketing agency we hired is proposing a 'comprehensive content strategy' for $3,500 per month. They say we need two blog posts per week, social media management, email newsletters, and video content to 'establish thought leadership.' They showed us traffic projections and 'engagement metrics' that look impressive."

What we did: Asked basic questions the agency should have asked first: How many new patients can you actually accept per month? (Answer: About 12.) How many contact form submissions do you get now? (Answer: 4-6 per week.) Do you have time to write blog posts or be on camera? (Answer: No.) The agency was selling a content program designed for companies with different patient capacity and staffing. Recommended starting with basic SEO and review generation focused on the practice's actual capacity—at one-third the cost and better aligned with HIPAA requirements.

Get Someone On Your Side

The marketing agency you hired works for their revenue targets. We work for you. We speak your language, protect your budget, hold your vendors accountable, and make sure you get what you're paying for. No jargon. No fake metrics. Just experienced project management from someone who's already managed these projects hundreds of times and knows what actually works for law firms, insurance agencies, banks, and healthcare practices.

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