Looking for something? Search for: Why you need a document upload portal — and the best tools for the jobMarch 28, 2023 - by Nicholas Edwards A secure document upload portal is essential for any kind of business. In this article, we’ll explain why, and highlight the best tools for the job.Why you should be using a creative request form — and how to write oneMarch 19, 2023 - by Drazen Vujovic A content request form can help you improve client communication and align expectations from the start. In this article, we’ll explain everything you need to know.How to create the perfect design request formMarch 16, 2023 - by Nicholas Edwards To meet all your client’s design needs, you’ll need to use a design request form. In this article, we’ll explain everything you need to know.How to write a killer copywriting questionnaireMarch 2, 2023 - by Nicholas Edwards Want to know how to write the perfect copywriting questionnaire? We’ve got you covered. In this article, we’ll cover the questions you need to be asking.How to write a new client welcome emailFebruary 26, 2023 - by Drazen Vujovic Read this post to learn about the best new client welcome email tips, examples and templates. Life insurance questionnaire — how to get the information you needFebruary 16, 2023 - by Nicholas Edwards Need help crafting the perfect life insurance questionnaire? Read on to find out what to include — and how to capture customer information more efficiently.How to streamline your agency client onboardingAugust 29, 2022 - by Content Snare Team Learn how to see your agency’s client onboarding process as an opportunity to impress new clients and a chance to set your projects up for long-term success.What to include in an audit engagement letterJuly 25, 2022 - by Kathryn Yanchycki, CPA An audit engagement letter outlines the contractual agreement between the auditor and the client. Here’s why you need one and what to include.How to create a killer bookkeeping client intake formJuly 18, 2022 - by Marina Lovejoy-Black Get a list of the most important questions to ask in your next bookkeeping client intake form in order to gather as much vital information as possible to help facilitate the onboarding phase.Get to know your clients with a tax preparation client intake formJuly 14, 2022 - by Marina Lovejoy-Black Get to know your new clients before you begin onboarding them with a quick and easy tax preparation client intake form.How to write an accounting engagement letterFebruary 4, 2022 - by Kathryn Yanchycki, CPA An engagement letter is a formal agreement between you and your clients. Find out what you should include in yours to prevent a headache in the future.How to create an audit PBC request listJanuary 21, 2022 - by Kathryn Yanchycki, CPA A Provided by Client (or PBC) list is a checklist of supporting documents required by your client in preparation for their audit. Save time having this pre-made, tweaking it for each client and re-using it every year.Month-End close checklist for bookkeepersDecember 16, 2021 - by Kathryn Yanchycki, CPA A month-end checklist for bookkeepers. Use this to stay organized, automate, and delegate. Save time and money for your firm.Business coaching intake form: 22 must-ask questionsDecember 13, 2021 - by Marina Lovejoy-Black Learn how to create the perfect business coaching intake form for new clients.How to win clients over with a flawless consulting questionnaireDecember 9, 2021 - by Marina Lovejoy-Black Get a list of 23 questions to ask in your next consulting questionnaire.Pre-coaching questionnaire: 20 questions to ask your clientsDecember 2, 2021 - by Marina Lovejoy-Black Learn how to create the ideal pre-coaching questionnaire for new prospects.Law firm client intake form for seamless onboardingNovember 29, 2021 - by Marina Lovejoy-Black Learn how to create the perfect law firm client intake form for your clients.A guide to creating the perfect life coaching intake formNovember 25, 2021 - by Marina Lovejoy-Black Get a list of 22 questions to include in your next life coaching intake form.How to create file upload forms for your clients (a step-by-step guide)July 22, 2021 - by James RoseThis guide will show you how to create a file upload form using Google Forms and Typeform.Real estate questionnaire for sellers: 25 questions to askJuly 12, 2021 - by Marina Lovejoy-Black Get a list of 25 questions to ask in your real estate questionnaire for sellers.Use this KYC checklist (Know Your Customer) to keep your company safeJuly 8, 2021 - by Marina Lovejoy-Black Delve 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-Black Learn how to create a real estate questionnaire perfectly suited to buyers.Graphic design questionnaire: 30 questions to askJune 23, 2021 - by Sylva Sivz Get 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 Vujovic Get 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-Black Get an outline of which questions to include in a merchant onboarding form so you can speed up the process and boost productivity.Event planning questionnaire: 30 questions to askMay 13, 2021 - by Sylva Sivz Get 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 Sivz Get a list of 30 telling questions to ask candidates in your recruitment questionnaire or use our template.Avoid project failure with this 6-step requirements gathering process for agenciesMarch 18, 2021 - by Sylva Sivz 70% of projects fail due to poor requirements gathering. Use this 6-step requirements gathering process to see better success with your agency projects.Interior design questionnaire: 30 insightful questions to askMarch 16, 2021 - by Sylva Sivz Get 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 Sivz Learn 4 different ways to create a client portal for your agency using WordPress features, plugins, and other client collaboration tools. 1 2 Next »
