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Notes from running outsourced operations

Practical, specific writing — not top-10 listicles. If a post doesn't teach you something you can use this week, we haven't done our job.

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LatestOperations

The Handover Document That Makes a Virtual Assistant Useful in Week One, Not Month Three

Most of what makes a VA relationship work is written down exactly once, in the first week, and referred back to for as long as the relationship lasts.

July 8, 2026 · 2 min read

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Sales

TCPA, PECR and CASL: What "Compliant Outbound" Actually Means in Three Markets

US, UK and Canadian outbound rules are not the same rulebook with different names. Here is what genuinely differs, and what a compliant operating procedure has to cover.

June 24, 2026 · 3 min

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Marketing

Attribution Basics: Agreeing What Counts as a Conversion Before You Spend a Dollar

The single most common cause of a marketing report nobody trusts is not the channel mix. It is that "conversion" was never actually defined.

June 9, 2026 · 3 min

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Engineering

Build vs Buy: When a Dedicated Offshore Dev Team Beats Hiring Locally

Offshore development is not automatically cheaper-and-worse or cheaper-and-fine. It is a genuinely different trade-off, and it fits some roadmaps far better than others.

May 21, 2026 · 3 min

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Accounting & Taxation

The Month-End Close Calendar We Give Every New Accounting Client

A close that slips is rarely one big failure — it is five small dependencies nobody assigned an owner to. Here is the calendar structure that fixes that.

May 2, 2026 · 3 min

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Customer Support

How to Brief an Outsourced Support Team So the First Month Isn’t Wasted

Most support-outsourcing disappointment traces back to the brief, not the team. Here is what a brief needs before day one, and what almost always gets left out.

April 14, 2026 · 3 min

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