Elevating Work

Elevating work means improving how the work itself gets done. This section covers workflow automation and the tools behind it, including text expanders, macros, and hotkey apps, plus side-by-side comparisons and lists of alternatives. It also covers planning and operating models, such as OKRs, and how things change as a team or company scales. Start here if you’re deciding which processes to automate or which tool fits your team.

Sourcing Principles and Strategies

Sourcing helps companies find candidates who aren't actively applying. Understand what sourcing is, its core principles of knowing hiring needs, meeting candidates where they are, and building relationships, plus tips.

Marcelle Santos

5 Reasons You Should Hire a Virtual Assistant

A virtual assistant can take on scheduling, email, and travel planning for busy professionals. Here are five reasons to hire one, from better time management to skills you lack, and why the cost often pays for itself.

Brad McCarty

What Happens When You Upgrade from Individual to Teams

Upgrading from TextExpander Individual to a team plan adds shared Snippets and admin features. Compare what the Business, Growth, and Enterprise plans include so you can choose the right fit for your team's needs.

Kerry Provenzano

Online Vs. In-Person Surveys

Online and in-person surveys each carry tradeoffs in reach, cost, and answer reliability. Weigh the draws and drawbacks of both formats, including privacy concerns, so you can pick the right method for your research.

Brad McCarty

What Is Tiered Support?

Tiered support organizes a support team by skill level, routing simple issues to Tier 0 or Tier 1 and escalating complex cases. Learn how each tier works, why companies use this model, and tips for setting it up.

Marcelle Santos

Scaling a Sales Team: Six Essential Steps

Scaling a sales team quickly depends on a foundation laid before demand spikes. Drawing on Zoom's rapid growth, these six steps cover repeatable processes, scalable systems, and hiring for the next stage.

Marcelle Santos

Why Small Accounts Deserve Time From Your Sales Team

Small accounts can grow into major customers, yet sales teams often overlook them. See what snubbing smaller clients looks like and four reasons nurturing small accounts pays off in loyalty and long-term revenue.

Marcelle Santos

The Ultimate Customer Success Automation Playbook

Customer success automation handles the repetitive tasks behind a CS program, not the relationship itself. See how to automate organization, timely content, health monitoring, onboarding, and spotting opportunities.

Brad McCarty

9 Freelancing Hacks to Keep Your Business Growing

Freelancers who treat their work like a business tend to grow faster. These nine hacks cover automation, single-tasking, admin time blocks, saying no to poor-fit clients, reusable templates, and repeatable processes.

Brad McCarty