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Quick Start : 20 Questions

This page contains 20 short podcasts from Clients & Profits developer Mark Robillard, walking you through the process of setting up your Clients & Profits database for both the creative and business side of your agency. Once you've entered all of the necessary information on both sides of the Quick Start process, all that's left is clicking the button at the bottom of the window to build your Clients & Profits database. Point your mouse at a target to see details about its feature.

quick start

image descriptionSelect a creative side question, then click the Go button. When you select a question, you will be taken to an area of the C&P Quickstart where you can set up information pertaining to that area of the program. Once completed, click save and you will automatically go to the next setup question. Your completion percentage will appear at the top of this window.

Select a business side question, then click the Go button. When you select a question, you will be taken to an area of the C&P Quick Start where you can set up information pertaining to that area of the program. Once completed, click save and you will automatically go to the next setup question. Your completion percentage will appear at the top of this window.

Once you have completed the Quick Start and both your Creative and Business sides are 100% complete, you're ready to build your database. Click the Build Your Database button and in just a few minutes your database will be ready to use and you're ready to get to work!



What about your company?

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Who are your clients?

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What services do you offer to clients?

What about creative briefs and work orders?

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What is included on estimates?

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How do you traffic your jobs?

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How do you number your jobs?

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What are you working on now?

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Do you plan, buy, and bill media?

What about your accounting?

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How do you track time?

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How do you bill your clients?

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What's taxable?

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Who are your vendors?

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Who owes you?

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Who do you owe?

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What are the opening job balances?

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What are the open orders?

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What are the opening G/L balances?

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Which staff members can use Clients & Profits?

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"Hands down, this Clients & Profits Helpdesk is the best of any support team." -- Kate Mistler, Fabiano Communications