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 improve your KYC onboarding process May 3, 2024 - by Drazen Vujovic Haven’t developed your KYC onboarding process yet? Read on to learn the basics of this concept and how to make it right using some of the best software solutions. Client-to-agent linking: how Content Snare eases the headache November 27, 2023 - by Steve Ash The ATO's client-to-agent linking process can be difficult for your clients to go through. Here's how to make it easier. Client Relationships See All Discover ways to strengthen client relationships through communication, processes & tools.'; How to keep track of clients’ information: Top tools and tips April 22, 2024 - by Drazen Vujovic Are you struggling with scattered client-related information? In this post, we’ll share some of the best tools and tips on how to improve your information gathering process. The etiquette of writing a professional client termination letter February 23, 2024 - by Sylva Sivz Figure out what to say in a client termination letter to ensure a professional exit and use our letter template to save time. Three ways to improve your firm's client experience September 18, 2023 - by Steve Ash What to improve your firm’s client experience? We’ll show you three highly effective ways to do just that. 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.'; 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. Process & Operations See All Optimize your company’s processes and operations for maximum efficiency and accuracy.'; How to keep track of clients’ information: Top tools and tips April 22, 2024 - by Drazen Vujovic Are you struggling with scattered client-related information? In this post, we’ll share some of the best tools and tips on how to improve your information gathering process. How to build a trademark questionnaire (free template included) April 10, 2024 - by Drazen Vujovic Not sure how to build a trademark questionnaire? We got you covered! Get a full list of questions to include in your online form. Tech & Tools See All Stay up-to-date with the latest tech trends tools to make your business more efficient.'; Typeform vs Jotform: Which one is better? April 3, 2024 - by Drazen Vujovic Typeform and Jotform are two of the most popular form builders. We discuss their pros and cons and show you the best alternative to both platforms. Jotform vs Microsoft Forms: Choosing the right form builder April 1, 2024 - by Drazen Vujovic Is Jotform better than Microsoft Forms or vice versa? We’ll show you a detailed comparison of these form builders so you can pick the right tool. Google Forms vs Microsoft Forms: Who has the upper hand? March 29, 2024 - by Drazen Vujovic Having a hard time choosing between Google Forms or Microsoft Forms? This article will give you a detailed overview of both tools so you can make the right decision. Google Forms vs Typeform: Which reigns supreme? March 27, 2024 - by Drazen Vujovic People who use online forms probably know about Google Forms and Typeform. In this post, we’ll explain their differences, pros, and cons. Templates See All Access a range of customizable templates designed to simplify and standardize your procedures.'; 5 copy & paste-able onboarding email templates for better client success April 5, 2024 - by Sylva Sivz Get 5 onboarding email templates you can copy and paste from then edit to suit your business.
