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.

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

How To Avoid Wasting Time in Sales

Sales reps lose hours chasing prospects who were never a good fit. See how better qualification, nurturing, and follow-up help avoid no-decision deals, and how TextExpander reduces repetitive typing in sales outreach.

Marcelle Santos

Why TextExpander Has Always Been Remote

TextExpander has been a remote company from the start. Team members explain how remote work supports flexibility, inclusion, location independence, trust, work-life balance, and access to a wider talent pool.

Kerry Provenzano

Improving Efficiency in CX Operations

CX Operations has grown as customer service evolved into customer experience. Get guidance on finding inefficiencies, breaking down silos between teams, and building efficiency into how your CX organization works.

Brad McCarty

How To Train Your Virtual Assistant Using TextExpander

A virtual assistant needs a clear plan before taking work off your plate. Get step-by-step guidance on onboarding and training a VA, why it matters, and practical tips, including how shared Snippets support consistency.

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

What Do TextExpander Values Mean to Our Employees?

TextExpander's four company values shape how its team works. Hear what passion for customers and the other core values mean to employees in their own words, and how those values connect to a lasting company culture.

Kerry Provenzano