By Profession

Find productivity advice written for your role. This section groups TextExpander’s guides by profession, so customer support agents, sales reps, recruiters, clinicians, developers and founders can go straight to the templates, scripts, metrics and workflows that matter in their day-to-day work. Each guide explains the task, shows real examples you can copy and covers how teams save time by standardizing the messages and notes they write most often.

Using TextExpander for Startup Public Relations

Startup public relations often falls to founders before a dedicated PR hire exists. See why in-house PR can work, when to hold off on pitching media, and how TextExpander helps with outreach, relationships, and reviews.

Brad McCarty

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

How and Why to Create a Public Group

Publishing a TextExpander Public Group lets other users subscribe to your Snippets. See why people share groups and how to prepare yours with the right permissions, privacy checks, prefixes, notes, labels, and organization.

Brad McCarty

Setting Up Snippets Based on Time of Day

Time-of-day Snippets in TextExpander adapt greetings and replies to when you write. Set up timely hellos, a dropdown for weekdays, availability reminders, and messages that match when your reader opens the email.

Kerry Provenzano

Adding TextExpander to Your Sales Collaboration Tools

Sales collaboration tools help reps work together on deals and outreach. See which tools the TextExpander sales team uses, including Close, Slack, and Zoom, and specific ways TextExpander fits into a sales workflow.

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