Looking for something? Search for: Use this KYC checklist (Know Your Customer) to keep your company safeJuly 8, 2021 - by Marina Lovejoy-BlackDelve into and discover the ideal questions to include in your next KYC checklist.Real estate questionnaire for buyers: 33 questions to askJuly 5, 2021 - by Marina Lovejoy-BlackLearn how to create a real estate questionnaire perfectly suited to buyers.Can you save progress on Google Forms?July 1, 2021 - by Marina Lovejoy-BlackMaking clients answer long forms in one sitting is a real pain in the a** for them. Here’s how to make the process easier and keep everyone happy.How to save and continue with Gravity FormsJune 29, 2021 - by Marina Lovejoy-BlackLet’s face it: clients HATE save and continue. Why not give your clients something they’ll love instead? Read on to learn more.How to create a content style guideJune 25, 2021 - by Drew GulaA content style guide helps your team create consistent, on-brand content. Here's how you can create one.Graphic design questionnaire: 30 questions to askJune 23, 2021 - by Sylva SivzGet a handy list of 30 questions to ask clients in a graphic design questionnaire to avoid project failure.Client interview questions: Best tips and examplesJune 4, 2021 - by Drazen VujovicGet a list of the vital questions to ask in your next client interview for better-suited, stronger partnerships.How to create a merchant onboarding form for a smoother processJune 4, 2021 - by Marina Lovejoy-BlackGet an outline of which questions to include in a merchant onboarding form so you can speed up the process and boost productivity.How to write internal company newsletters your team will loveJune 4, 2021 - by Helen HeidelDive into tips for writing an internal company newsletter that your team will love.Know when and how to fire a clientMay 31, 2021 - by Helen HeidelSpot the signs of a strained client relationship and learn best practices on how to fire a client.How to write a content brief for your clientsMay 24, 2021 - by Sylva SivzLearn 5 steps for writing your own content brief when working with clients who aren’t great at providing direction.Event planning questionnaire: 30 questions to askMay 13, 2021 - by Sylva SivzGet a list of 30 questions to ask clients in an event planning questionnaire so you can pull off a successful event.Recruitment questionnaire: 30 questions to askMay 4, 2021 - by Sylva SivzGet a list of 30 telling questions to ask candidates in your recruitment questionnaire or use our template.How to write a web design brief (plus free template)April 22, 2021 - by Sylva SivzLearn how to write a detailed web design brief to nail your next website design project.Logo design brief: 5 steps to make it rightApril 14, 2021 - by Sylva SivzLearn 5 steps for developing a logo design brief so you can avoid rejection and nail your concepts from the very start.8 of the best form builders and how they stack upApril 14, 2021 - by Sylva SivzCompare some of the best form builders on the market by exploring their advantages, disadvantages, and unique features.Requirements gathering: 6 steps to avoid project failureMarch 18, 2021 - by Sylva Sivz70% of projects fail due to poor requirements gathering. Use this 6-step requirements gathering process to see better success with your agency projects.Present web design ideas to your clients effectively using these website wireframe examplesMarch 17, 2021 - by Sylva SivzExplore website wireframe examples of common website pages and learn how to use them to present your design ideas to clients more effectively.Interior design questionnaire: 30 insightful questions to askMarch 16, 2021 - by Sylva SivzGet a list of 30 insightful questions to ask new clients in your interior design questionnaire so you can nail your next design project.4 ways to create a WordPress client portal for your agencyFebruary 15, 2021 - by Sylva SivzLearn 4 different ways to create a client portal for your agency using WordPress features, plugins, and other client collaboration tools.Create a website design questionnaire (includes template)January 25, 2021 - by James RoseFind a list of questions to ask in a website design questionnaire before getting started on designing your clients' new websiteClient onboarding questionnaire: 20 questions to askJanuary 15, 2021 - by Sylva SivzGet a list of 20 great questions to ask new clients in your marketing agency client onboarding questionnaire.SEO questionnaire: 10 must-ask questionsJanuary 14, 2021 - by Sylva SivzDiscover what questions to ask clients in an SEO questionnaire to make sure you nail your SEO strategy.How to create a social media questionnaire to onboard clientsJanuary 11, 2021 - by Sylva SivzLearn how to create social media questionnaires to onboard new clients, what survey questions to include, and tools for sending clients your questionnaire.How to use OneDrive file requestsDecember 17, 2020 - by Sylva SivzLearn how to use OneDrive file requests to receive files, limitations of the shared drive, and a OneDrive alternative worth exploring.A step-by-step guide to Dropbox file requestsDecember 15, 2020 - by Sylva SivzLearn how to use Dropbox file requests to receive files, limitations of the shared drive, and a Dropbox alternative you might want to explore.How to use Google Drive for file requestsDecember 9, 2020 - by Sylva SivzLearn how to make file requests using Google Drive shared folders and some limitations of receiving files with Google Drive.4 ways to request files from your clientsDecember 3, 2020 - by Sylva SivzExplore 4 different ways to request files from your clients, including considerations for using each tool to collect or receive files.How to build a web design portfolio that turns visitors into clientsNovember 18, 2020 - by Sylva SivzYour web design portfolio should act as a sales tool, not just look good. Here's how to use your portfolio to your advantage, along with a few web design portfolio examples7 tips for hiring a project manager in your web design agencyNovember 15, 2020 - by Jessica MalnikHiring a project manager can help you build a more efficient and resilient agency. In this post, we’re sharing seven tips to help you hire a great project manager. « Previous 1 … 8 9 10 11 12 13 Next »