Before you hire
Make the work clear before comparing the proposals.
Choose a service model, write the brief, and agree what the engagement should deliver. These 18 guides focus on commissioning the work; specialist shortlists help you find possible partners.
Growth & Revenue
- Before commissioning conversion copy, decide who owns the customer research
Hiring guide · Conversion & experimentation
- Hire for lifecycle implementation, not just an email sequence
Hiring guide · Lifecycle & community
- Put conversion and order value in the same purchase-flow brief
Hiring guide · Conversion & experimentation
- 20 product-led sales advisers and partners for a working handoff
Hiring guide · PLG & growth product
- CRO consultant, agency, or fractional growth lead: who should you hire?
Hiring guide · Conversion & experimentation
- How much does CRO consulting cost?
Pricing guide · Conversion & experimentation
- What should a SaaS onboarding audit include?
Hiring guide · Onboarding & activation
Product & Design
- An accessibility audit is only half the engagement
Hiring guide · Accessibility
- How to evaluate a product builder before you hand over the roadmap
Hiring guide · Product development
- A product localization brief needs more than a word count
Hiring guide · Localization
- Recruiting for product research: specialist panel or your own customers?
Hiring guide · Research & discovery
Technology, Data & Security
- Billing migration partners: 20 options and the brief to send them
Hiring guide · Billing infrastructure
- A penetration-test proposal should include the retest and the handoff
Hiring guide · Cybersecurity
- How to evaluate AI automation for ad operations before rollout
Hiring guide · Advertising technology
Finance & Operations
- How to brief a process-improvement firm so the work survives the handoff
Hiring guide · Process improvement
- Fractional CFO, controller or bookkeeper: write the brief around the work
Hiring guide · CFO & finance
People & Talent
- Before hiring an executive search firm, settle the brief and the off-limits list
Hiring guide · Executive search
- Fractional HR firm or PEO: decide which responsibilities you want to outsource
Hiring guide · HR & people operations