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Process & Operations

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

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.

Succession planning questionnaire template: 21 questions

- by Drazen Vujovic

Still haven’t developed a feasible succession plan? We’ll help you kickstart the process with the right succession planning questionnaire.

50 questions to ask new hires in your employment intake form

- by Sylva Sivz

Get a list of questions to ask new hires in an employment intake form to set them up for success in their new role. Get access to our template you can use to save time.

Strategic planning questionnaire template: 30 questions

- by Drazen Vujovic

Strategic planning is the cornerstone of organizational success. In this post, we’ll show you how to prepare for it by creating a comprehensive questionnaire.

How to create a bankruptcy questionnaire (free template included)

- by Drazen Vujovic

Learn the basics of creating a bankruptcy questionnaire and some of the most important questions to include in your template.

50+ questions to help you make a due diligence questionnaire

- by Drazen Vujovic

Create a comprehensive due diligence questionnaire by following the best practices and real examples.

Tips and tools to improve your document approval workflow

- by Drazen Vujovic

Interested in streamlining collaboration and timely approvals within your organization? Read on for the tips and tools to streamline your document approval workflow.

Questions to ask in an immigration intake form (free template included)

- by Drazen Vujovic

An immigration intake form is a critical document for legal counselors and their clients. In this post, we’ll show you 30+ questions to ask in your questionnaire.

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.

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.

Questions to ask in a student registration form + free template

October 26, 2023

- by Sylva Sivz

Get a list of questions you can ask in a student registration form and use our free template to start building your form for your school.

5 client onboarding best practices for making a lasting first impression

October 17, 2023

- by Sylva Sivz

Learn 5 client onboarding best practices you can apply to any type of business to impress your clients.

How to streamline your workflow with automated email reminders

September 21, 2023

- by Drazen Vujovic

Do you frequently send reminder emails to your clients? If yes, read on to learn how to automate the process using some of the best tools in the business.

Getting in control of practice workflow: No more wasted 'pick up, put down' time

September 18, 2023

If you’re struggling to optimize your practice workflow, read on to learn a few ways to streamline your client-facing tasks.

How to organize client files: A comprehensive guide

September 10, 2023

- by Nicholas Edwards

Need some tips on how to organize client files? In this article, we’ll explain everything you need to know.

How tech can help you streamline the seller onboarding process

August 29, 2023

- by Nicholas Edwards

Looking to onboard new sellers to your marketplace as smoothly and quickly as possible? In this article, we’ll explain how technology can help you do this.

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.

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.

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.

Health insurance satisfaction survey guide (+free template)

December 12, 2022

- by Marina Lovejoy-Black

Get a list of the most important questions to ask in your next health insurance survey to keep both you and your clients happy and on the same page.

Vendor questionnaire: 47 questions to ask

- by Marina Lovejoy-Black

Worried about potential cyber attacks? Ease those concerns with an extensive vendor questionnaire, helping you effectively assess any risks associated with third party vendors.

Home insurance questionnaire: How to nail it

- by Marina Lovejoy-Black

Get a list of the most important questions to ask in your next home insurance questionnaire to help guide you towards the best home insurance policy for your client.

How to effectively screen renters with a tenant questionnaire

- by Marina Lovejoy-Black

Experiencing trouble with tenants? Get a list of the most important questions to ask in your next tenant questionnaire in order to ensure you end up with only the most reliable tenants.