Looking for something? Search for: Client Onboarding See All Master the art of seamless client onboarding. Learn how to welcome new clients with swift data acquisition. How to conduct online ID verification in Australia December 2, 2024 - by Drazen Vujovic Verifying your client’s identity is essential for the overall security of your business operations. In this post, we’ll explain how to conduct online ID verification for the Aussie market. 7 tips to improve B2B SaaS onboarding (examples included) November 12, 2024 - by Drazen Vujovic Client onboarding in the B2B SaaS field is tough, but it gets easier if you use the right tactics. In this post, we’ll show you 7 ways to improve your onboarding process. B2B onboarding checklist template November 10, 2024 - by Drazen Vujovic A B2B onboarding checklist makes it easier to get your new project up and running. In this post, we’ll show you a template you can use for frictionless client onboarding. A beginner’s guide to customer onboarding metrics August 21, 2024 - by Sylva Sivz Not sure what to track to measure the effectiveness of your onboarding process? Here are 5 customer onboarding metrics to track and what they’re all about. Client Relationships See All Discover ways to strengthen client relationships through communication, processes & tools. Client management software: A simple guide to find the right tool April 14, 2025 - by Drazen Vujovic Organizations working with many clients simultaneously can strengthen business relationships using the right tool. This post will help you pick the best client management software. Improve client comms in 7 steps: A no-nonsense guide April 10, 2025 - by Drazen Vujovic If you’re tired of endless email chains, misunderstandings, and last-minute surprises, check out this seven-step guide on how to improve client comms. Client data collection: Get what you need without the headache March 10, 2025 - by Drazen Vujovic Do you find it hard to get the right information and files from your clients? Check out this post to learn how to improve your client data collection process. Client answers: How to get them as quickly as possible? October 18, 2024 - by Drazen Vujovic Are you struggling to get timely answers from your clients? Don’t worry — we’ll discuss a few practical tips on how to overcome this hurdle. Growth & Marketing See All Fuel your business growth with data-driven marketing insights and best practices. 25 email facts worth knowing December 28, 2023 - by Drazen Vujovic Many people find email to be somewhat annoying, but we actually think it’s cool. Check out these email facts to learn why. Learning & Skills See All Develop essential data collection skills and expertise through practical resources and educational content. 50+ questions for a market research questionnaire (free template included) July 14, 2024 - by Drazen Vujovic Not sure how to compile a solid market research questionnaire? We’ll show you 50+ questions to include in your template. How to create a perfect digital strategy questionnaire (free template included) June 18, 2024 - by Drazen Vujovic Not sure how to compile a solid market research questionnaire? We’ll show you 50+ questions to include in your template. How to build forms in SharePoint step by step June 11, 2024 - by Drazen Vujovic SharePoint is a popular collaboration platform with hundreds of functionalities. In this post, we’ll show you how to build forms in SharePoint. HTML history: Milestones in the web markup language February 9, 2024 - by Drazen Vujovic HTML is a markup language that has been powering the Internet ever since its early days in the 1990s. This post will present you with a brief history of HTML. Management & Leadership See All Empower your management and leadership teams with optimized decision-making, fostering company-wide success. Overcoming entrepreneur imposter syndrome: Growth lessons from FreshBooks co-founder February 17, 2025 - by Drazen Vujovic We interviewed Mike McDerment, co-founder of FreshBooks, to learn how he dealt with imposter syndrome and self-doubt as an entrepreneur. Running productive team meetings: Expert tips from Kimberly Lipari November 14, 2024 - by Drazen Vujovic Team meetings don’t have to be a waste of time. Kimberly Lipari from Valet.io explains how they’ve revolutionized their team meetings to run much more efficiently. A beginner’s guide to customer onboarding metrics August 21, 2024 - by Sylva Sivz Not sure what to track to measure the effectiveness of your onboarding process? Here are 5 customer onboarding metrics to track and what they’re all about. Pricing See All Explore data-driven pricing strategies that enable you to make informed decisions while staying competitive in the market. Improve your business model with Jonathan Stark’s value-based pricing tips February 24, 2025 - by Drazen Vujovic Discover Jonathan Stark's insights on value-based pricing and learn how to maximize profits, align client incentives, and eliminate hourly billing. Process & Operations See All Optimize your company’s processes and operations for maximum efficiency and accuracy. Project management questionnaire (free template) October 28, 2024 - by Drazen Vujovic A questionnaire can help you manage projects faster and more efficiently. Check out this post to see some of the most important questions to include in your template. Cybersecurity questionnaire (30 questions + free template) October 20, 2024 - by Drazen Vujovic Need a cybersecurity questionnaire, but you’re not sure how to create one? This post will show you 30 questions to include in your form. 3 modern tools for effective payroll onboarding October 6, 2024 - by Sylva Sivz Explore how the integration of modern technology and dedicated tools can streamline your payroll onboarding process. Employee onboarding form (questions + template) September 2, 2024 - by Drazen Vujovic Learn how to create an employee onboarding form that keeps new workers well-informed about their roles and company policies. Tech & Tools See All Stay up-to-date with the latest tech trends tools to make your business more efficient. Client management software: A simple guide to find the right tool April 14, 2025 - by Drazen Vujovic Organizations working with many clients simultaneously can strengthen business relationships using the right tool. This post will help you pick the best client management software. How Content Snare keeps your data safe March 24, 2025 - by Drazen Vujovic Learn how Content Snare goes beyond standard security practices to deliver best-in-class protection, keeping your data encrypted and safe from sophisticated threats. 21 tools for human resources November 8, 2024 - by Drazen Vujovic Modern HR professionals need an entire tech suite to get a firm grip on internal operations. In this article, we will discuss some of the best tools for human resources. Tools for recruiters: 20+ options worth testing November 4, 2024 - by Drazen Vujovic Wondering how to streamline your recruitment process? We’ll help you out by discussing some of the best tools for recruiters. Templates See All Access a range of customizable templates designed to simplify and standardize your procedures. 50 questions to ask clients in a business planning questionnaire August 19, 2024 - by Sylva Sivz Get a list of 50 questions to ask clients in a business planning questionnaire to craft a strong and detailed business plan. Client onboarding email: Templates and best practices August 15, 2024 - by Sylva Sivz Get 5 onboarding email templates you can copy and paste from then edit to suit your business.
