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Process & Operations

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

How to keep track of clients’ information: Top tools and tips

- 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.

Strategies for preventing common delays in the graphic design process

- by Sylva Sivz

Frustrating delays can take the joy out of the graphic design process. Learn helpful strategies to reduce common bottlenecks so you can do more with your time.

How to build a trademark questionnaire (free template included)

- 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.

Request access to Facebook page: A step-by-step guide

October 19, 2023

- by Drazen Vujovic

Accessing your client’s Facebook Page is often a daunting task. Read this post to learn how to do it in a few simple steps.

Improve your project intake process: A step-by-step tutorial

- by Drazen Vujovic

Looking to improve your project intake process? Read this post to see a step-by-step guide on how to manage project proposals.

How to create the perfect client onboarding form

- by Nicholas Edwards

A client onboarding form is one of the best ways to streamline and systematise your onboarding process. In this article, we’ll explain how to create the perfect one.

The ultimate website design checklist

- by Nicholas Edwards

Web design can be a complicated process, with a lot of moving parts. To help you deliver websites that tick every single box, we’ve put together the ultimate website design checklist. Enjoy!

Form abandonment: What is it and how to avoid it?

- by Drazen Vujovic

Struggling with form abandonment? Read this post to learn what it is, why it happens, and how to avoid it.

What is a project intake form — and how to make one

- by Drazen Vujovic

Not sure how to kick off your next project? Read our guide to learn what a project intake form is and how to create one for your organization.

Everything you need to know about sales qualification questions

- by Nicholas Edwards

By asking the right sales qualification questions, you can filter the best leads from the rest. In this article, we’ll explain everything you need to know — from the right questions to ask to the best way to ask them.

The best agency management software: Top picks for boosting productivity

- by Drazen Vujovic

Looking to boost the productivity of your digital agency? Check out our top picks for the best agency management software on the market.

Why you need a document upload portal — and the best tools for the job

- 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.

How to reduce back-and-forth emails

February 28, 2023

- by Nicholas Edwards

Back-and-forth emails can be a time-consuming, exhausting, and inefficient way to communicate. But what are the alternatives? Read on to find out.

How to write a survey reminder email

February 21, 2023

- by Drazen Vujovic

If you are struggling to get feedback from customers, check out this post to see how to prepare a survey reminder email.

How to send sensitive information via email

January 30, 2023

- by Drazen Vujovic

Check out how to send sensitive information via email and learn about much safer file-sharing alternatives.

How to streamline your agency client onboarding

August 29, 2022

- by James Rose

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.

Marketing client questionnaire: 30 questions to ask

- 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.

Client discovery questionnaire: How to ace it

- by Marina Lovejoy-Black

Get a list of the most important questions to ask in your next client discovery questionnaire to figure out exactly what your prospective client’s needs are and whether or not you’d be a good fit.

Sample email for requesting documents from clients

- by Kathryn Yanchycki

Sample email for requesting documents from clients and increase your odds of getting a response. What to include, ways to save time and is email the best way?

How secure is email? Hint: not secure enough

December 6, 2021

- by Rachel Dalrymple

Many people wonder how secure is email? Although email is convenient, it’s a bad idea to send sensitive information through such an unprotected platform. Learn about your options for securely sending and receiving information.

7 business automation tools to grow your business in 2021

- by Helen Heidel

Discover how to grow your business at scale with these business process automation tools.

The web design process: 10 steps to turn your client’s vision into a reality

- by Suzanne Scacca

Want your web design projects to go more smoothly and to finish on time and under budget? This 10-step web design process will make that dream a reality.

Can you save progress on Google Forms?

- by Marina Lovejoy-Black

Making 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.

Graphic design questionnaire: 30 questions to ask

- by Sylva Sivz

Get a handy list of 30 questions to ask clients in a graphic design questionnaire to avoid project failure.

How to write a content brief for your clients

- by Sylva Sivz

Learn 5 steps for writing your own content brief when working with clients who aren’t great at providing direction.

How to write a detailed web design brief to keep your project on track

- by Sylva Sivz

Learn how to write a detailed web design brief to nail your next website design project.

Graphic designers: 5 steps to developing a thorough logo design brief

- by Sylva Sivz

Learn 5 steps for developing a logo design brief so you can avoid rejection and nail your concepts from the very start.

Requirements gathering: 6 steps to avoid project failure

- 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.

Present web design ideas to your clients effectively using these website wireframe examples

- by Sylva Sivz

Explore 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 ask

- 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.