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.
Hiring a salesperson is a multistep process, from defining what you need to making the offer. Follow each stage, including writing the job description, deciding on a recruiter, shortlisting applicants, and interviewing.
SaaS customer churn is the rate at which customers cancel their subscriptions. Learn how to calculate churn, then see seven ways to reduce it, from better onboarding and early warnings to customer education.
Sales and marketing teams share the same goal of converting leads into loyal customers. See five ways to structure both teams, from a clear org chart and strong managers to shared messaging and joint success metrics.
Remote employee engagement depends on the right tools for communication, collaboration, and time tracking. Compare popular options like Slack, Zoom, Trello, Asana, Google Docs, Toggl, and Harvest for distributed teams.
Proactive selling helps sales teams grow beyond existing accounts. See six strategies to apply now, including building a proactive mindset, cold calling, selling on social, networking, and rewarding proactive reps.
Hiring biases often stem from unconscious, oversimplified judgments about groups of people. Learn how to surface and question your biases, then take practical steps like structured interviews and mixed interview panels.
Inbound customer service creates enough value that customers come to you. See how self-service docs, webinars, easy onboarding, and free trials attract customers, and how staffing and metrics keep them engaged.
Cold calling still has a place in sales, even with so many newer outreach channels. Weigh the case for picking up the phone against alternatives so your team can decide where cold calls fit in its prospecting mix.
Data-driven hiring uses recruiting metrics to guide better decisions. Talent acquisition teams can see which new metrics are rising, how hiring data is collected, and how to build a data-based hiring strategy.
