Process & Strategy

A good strategy turns goals into a clear plan, and a good process makes that plan repeatable. These articles cover how organizations set and track goals with OKRs, design operating models, plan work, and make better decisions. The guidance applies across functions and focuses on frameworks you can adapt to your own team, along with advice on documenting processes so everyone works the same way.

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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

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

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

Hiring Strategies for “The Great Resignation”

Hiring during the Great Resignation calls for new ways to attract candidates. Understand why filling roles got harder and four hiring strategies recruiters can use, plus how TextExpander helps them connect with talent.

Marcelle Santos

Optimize Your Holiday Marketing Planning with TextExpander

Holiday marketing planning involves many channels and repeated messages. See how TextExpander Snippets help with picking the right holidays, preparing campaigns, publishing updates, and writing holiday emails.

Brad McCarty