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.

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

11 Tools for Startup Success

Startup succeess is never guaranteed, but you can definitely help your odds when you use the right tools. Here are 11 to get you started.

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

Building the Ideal Remote Customer Support Team

Customer support has a long history as a remote role, and clear best practices have emerged. Get guidance on hiring remote support staff, using video chat, daily pulse checks, knowledge sharing, and the KPIs worth tracking.

Brad McCarty

Expand Your Team’s Productivity with TextExpander

TextExpander often stays inside one department, such as customer success. Here's why marketing, sales, and other teams benefit from shared Snippets, lower barriers to adoption, and consistent knowledge across the company.

Brad McCarty

Company Benefits: Software Catalogs, Education & More

Company benefits now reach well past salary, yet employees often miss them. Explore how software catalogs, team tools, education budgets, and paid time off help employers attract and keep people, and why promotion matters.

Brad McCarty

What Are OKRs and How To Use Them To Grow in 2026

OKRs, or Objectives and Key Results, help teams set clear goals and measure progress. Learn why OKRs matter, how to write an objective and key results, how to track and grade them, and where TextExpander fits in.

Marcelle Santos