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Most agencies don’t lose deals on sourcing. They lose them in the handoff: email approvals, missing timesheets, and exports stitched together at 11:59 pm. Here’s a practical blueprint to move from scattered tools to one operating system and win back weeks.
Approvals shouldn’t live in inboxes. A lightweight client portal cuts cycle time and eliminates “who approved this?” fights. Use these patterns to roll out requests, reviews, and timecard approvals that your managers actually use.
Treat no-shows as a product issue. With a worker-first app, you’ll boost confirmations, verify attendance, and clean up payroll — minus the friction that drives people away.