Everything under control

In Easylim, create a project "Clients · 2026" with a sub-project per active client. At the parent level keep a list with fields: last activity, active projects, revenue MTD, status (hot/cold). This isn't a Salesforce-grade CRM — it's the "who am I actually working with" report you open once a week.

A client showing $600 in the last three months and no recent activity is a signal: either upsell or accept they're gone. Without a visible list, both outcomes happen invisibly.

In Easylim, use public share: create a "Portfolio" project, add case studies as pages (one per project — problem, solution, metrics), publish under a custom slug. One URL — yourname.easylim.app/work — that updates automatically as you add new projects.

Bonus: you can keep private and public content in the same workspace. The client's working tasks stay private. The case study after delivery goes public. No migrations, no copy-paste, no separate site to update.

But solo stops working when: (1) demand exceeds your capacity — you're turning away 3+ clients a month; (2) incoming work needs designer + copywriter + developer, and the client wants one contract; (3) you're at 60 hours a week and four months from burnout.

In all three, the choice is hire subcontractors (you become a 2–3 person mini-agency) or join an existing agency as senior. Easylim covers both paths — for a 2–15 person team see startups, which walks through going from solo to a small team without chaos.