Industry: Digital Agency

Access comprehensive checklists and step-by-step guides to optimize business performance.

How to collect video submissions: A step-by-step guide

July 27, 2023

Looking for an easy way to receive video files from your clients? In this post, we’ll show you how to collect video submissions with Content Snare.

Marketing client questionnaire: 30 questions to ask

June 24, 2022

- by Marina Lovejoy-Black

Get a list of the must-ask questions to ask in your next marketing client questionnaire for better insight into your client’s customer base and marketing needs.

Ultimate Guide: How to do a website audit to boost SEO, usability, and conversion rates

June 7, 2022

- by Benjamin Boman

Performing a website audit is a great way to assess how to best improve an existing website. Here is a thorough guide on carrying one out.

Client Onboarding

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

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

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

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

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

Discover ways to strengthen client relationships through communication, processes & tools.

Client answers: How to get them as quickly as possible?

October 18, 2024

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.

How to wow new clients: 8 proven methods (with examples)

October 10, 2024

Would you like to leave a lasting impression on your new clients? This post will show you proven ways to do so along with real-life examples.

20+ customer success statistics that will inspire you to boost your CX

August 17, 2024

Discover key customer success statistics that highlight the importance of a positive customer experience and will inspire you to enhance your CX.

How to create a CRM questionnaire (examples included)

August 6, 2024

CRM questionnaires can cover different aspects of your business. In this post, we’ll discuss three common options and show you how to create questions for each.

Design

Learn how to improve your designs, design workflows, and requirements gathering processes.

25 graphic design statistics every business should know

December 30, 2024

Check out key graphic design statistics that can help you shape your creative strategy and make impactful visuals.

30+ questions to ask clients in a UI design questionnaire (+ free template)

October 4, 2024

Get a list of 30 helpful questions to ask clients in a UI design questionnaire to make sure you nail project expectations right from the beginning + get our free template!

Creating a graphic design checklist for flawless project execution

July 31, 2024

Discover how creating a graphic design checklist can help you create a structured workflow, streamline communication with your clients, and help you deliver exceptional work!

How to build a landing page questionnaire (free template included)

April 26, 2024

Web design is so complex that it often turns client onboarding into a data-gathering bottleneck. We’ll show you how to streamline the process with a landing page questionnaire.

Growth & Marketing

Fuel your business growth with data-driven marketing insights and best practices.

CRO for digital agencies: Kurt Philip from Convertica shares his insights

November 18, 2024

We interviewed Kurt Philip, founder of Convertica, to hear how he helps clients with conversion rate optimization. Check out this post to see what insights we gained from it.

6 ways to help your clients get more website traffic fast

August 7, 2024

- by Kris Hughes

Content strategy consultant Kris Hughes shows you six ways to grab more website traffic fast for your clients without writing a word.

25 email facts worth knowing

December 28, 2023

Many people find email to be somewhat annoying, but we actually think it’s cool. Check out these email facts to learn why.

Top 11 graphic design blogs in 2024

March 30, 2023

Want to know more about graphic design? Check this post out to learn about the best graphic design blogs in 2024.

Hiring & Team

These hiring automation hacks will help you find your next team member without digging through mounds of email.

Streamline your business through data-driven recruitment and team management techniques.

Hiring automation hacks: How to save a ton of time when hiring

August 17, 2021

- by Andy Cabasso

7 tips for hiring a project manager in your web design agency

November 15, 2020

- by Jessica Malnik

Hiring 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.

How we hired an amazing web design project manager & virtual assistant

October 15, 2016

I was chatting with a potential new client about coming on board with our On Demand Web Guy service. They were totally sold on the concept but there was one obstacle. The boss had told my contact to outsource. “Try Upwork” was the advice... Possibly the worst outsourcing advice ever. But this is so common. […]

Interviews

Gain valuable insights from interviews with industry experts on trends, automation, tools, and many other interesting topics.

How to write amazing web design and marketing proposals that win bigger clients

April 17, 2018

Writing a great proposal for your web design or marketing clients makes a big difference in winning that work, and being able to charge more. Adam shares a ton of good advice on how you can do that

James Schramko Interview - Work Less, Make More

January 31, 2018

Get James' Book Prefer podcasts? Listen to this interview here instead. Transcript James R: Hey guys, in this interview you are about to watch I'm speaking with James Schramko. If you don't know who he is, he's an Australian marketer who I've been following for, I think it's nearly seven years now, I just […]

Learning & Skills

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

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

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

SharePoint is a popular collaboration platform with hundreds of functionalities. In this post, we’ll show you how to build forms in SharePoint.

11 HTML facts worth knowing

February 16, 2024

HTML is the Internet’s powerhouse. This post will focus on some of the most interesting facts about this markup language

Management & Leadership

Empower your management and leadership teams with optimized decision-making, fostering company-wide success.

Running productive team meetings: Expert tips from Kimberly Lipari

November 14, 2024

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

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.

How to write internal company newsletters your team will love

June 4, 2021

- by Helen Heidel

Dive into tips for writing an internal company newsletter that your team will love.

Pricing

Explore data-driven pricing strategies that enable you to make informed decisions while staying competitive in the market.

How much to charge for a website? Your web design pricing guide

September 14, 2023

Not sure how much to charge for a website? Read on to learn key factors that influence web design pricing and gain insights into setting competitive rates for your projects.

5 ways to increase your fees as a web designer

March 1, 2018

- by Martin Huntbach

Most web designers struggle when it comes to pricing their services. In this post, Martin shares exactly what he did to double his prices and attract more of these high paying clients.

Process & Operations

Optimize your company’s processes and operations for maximum efficiency and accuracy.

Optimizing agency workflow: Insights from Gray MacKenzie

October 28, 2024

We interviewed Gray MacKenzie, founder of ZenPilot, to hear how he helps agencies improve their processes and profitability. Check out this post to see what insights we gained from it.

Project management questionnaire (free template)

October 28, 2024

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.

IT audit questionnaire (free template)

October 26, 2024

Regular IT audits are the cornerstone of cybersecurity. In this post, we’ll show you the most important questions that should be in your questionnaire.

Cybersecurity questionnaire (30 questions + free template)

October 20, 2024

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.

Product

Learn how data collection influences product development and client satisfaction, refining your offers based on our insights.

Content Snare results survey

August 6, 2021

When you put a product out into the world, it’s hard to know exactly how effective it is. While we get lots of positive feedback for Content Snare, this doesn’t give us actual numbers to demonstrate how much time it saves companies. To get answers, we asked Content Snare customers about how much time they […]

Why use Content Snare over an alternative?

July 19, 2021

Here's why you should use Content Snare over the most common Content Snare alternatives

7 ways to automate your workflow with Content Snare and Zapier

May 5, 2020

Ideas for Zapier workflows using Content Snare to automate your content, data and document collection. Save even more time with Content Snare.

Content Snare and GDPR

May 3, 2018

As you’d expect, GDPR has been a big part of our internal chats between our team, lawyers and the online community in general. First things first… This is not legal advice. You will almost definitely need to consult a lawyer to determine what you need to do to be GDPR compliant, and to determine if […]

Tech & Tools

Stay up-to-date with the latest tech trends tools to make your business more efficient.

21 tools for human resources

November 8, 2024

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

Wondering how to streamline your recruitment process? We’ll help you out by discussing some of the best tools for recruiters.

3 modern tools for effective payroll onboarding

October 6, 2024

Explore how the integration of modern technology and dedicated tools can streamline your payroll onboarding process.

Legal document automation: The ultimate guide

September 6, 2024

Document automation is how lawyers can free up time for more important tasks. This post will discuss the essentials of legal document automation.

Templates

Access a range of customizable templates designed to simplify and standardize your procedures.

30+ questions to ask clients in a UI design questionnaire (+ free template)

October 4, 2024

Get a list of 30 helpful questions to ask clients in a UI design questionnaire to make sure you nail project expectations right from the beginning + get our free template!

50 questions to ask clients in a business planning questionnaire

August 19, 2024

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