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Short, practical articles on client work: quotes, deposits, feedback, Obsidian setups. A new one every week.

  1. The client project lifecycle in six stages: what must exist at each one

    A client project runs through six stages (brief, scope, production, feedback, delivery and handoff), and each one closes on a written decision: brief complete, quote signed, milestone ready, round approved, final sign-off, access handed over. When one of these six records is missing, you can’t show what was agreed on the day the client questions it.

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  2. Obsidian 1.14 is out: what changes when you manage client projects

    Obsidian 1.14, public since October 5, 2026, adds a Kanban view to Bases and a Group menu that orders, hides and adds groups in every view, so a board of projects by stage no longer needs a plugin. It also opens Markdown files from outside the vault on desktop and brings Quick Capture to iOS 26.

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  3. A vault of files or a subscription tool for client work: what you gain and what you give up

    Over three years, a $15-a-month tool costs a solo freelancer $540, while an Obsidian vault costs $144 of official sync plus the time to build it: at $90 an hour, the saving is gone after 4.4 hours of setup. In exchange, your client records stay readable without any account, but you lose client access, reminders and real-time teamwork.

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