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.

Leveraging Skills Tests for Recruitment

Skills tests for recruitment let hiring teams evaluate what candidates can do, not just what their resumes say. Learn how pre-hire assessments evolved, how modern tests work, and why they can improve quality of hire.

Marcelle Santos

How to Calculate Your Company’s Sales Growth Rate

Sales growth rate shows how quickly revenue is rising over a set period. Learn why measuring growth matters, what data to collect, how to calculate the rate, and how to add context so the number means something.

Kerry Provenzano

How AI is Changing Customer Service

AI is changing customer service through virtual agents, suggested help articles, case classification, and chatbots. See how each one speeds up responses and frees human agents to handle more complex requests.

Sarah Chambers

Key Sales Metrics Every Team Should Track

Key sales metrics show whether your team is putting effort in the right places. See which numbers to track across company goals, rep performance, sales activity, engagement, and inbound marketing results.

Kerry Provenzano

Soft Skills Employers Should Recruit For

Soft skills like emotional intelligence often predict success as well as technical ability. Learn why EQ matters in recruiting and how hiring teams can assess candidates for soft skills during the hiring process.

Marcelle Santos

Customer Retention Strategies to Earn and Build Loyalty

Retaining customers starts with knowing your churn signals. See how special offers, listening to top customers, ongoing education, and clear company values help support and success teams earn lasting customer loyalty.

Sarah Chambers

Why Revenue Operations Is Essential to Sales Success

Revenue operations, or RevOps, brings sales and marketing functions together around shared revenue goals. Learn what revenue operations is, why more businesses are adopting it, and how it benefits sales success.

Kerry Provenzano

Candidate Engagement Tips for Recruiters

Candidate engagement keeps job seekers informed and improves how they see your employer brand. Map your hiring stages, set a timeframe for each, create communication templates, and consider bots, texting, and onboarding.

Marcelle Santos

6 Actionable Tips to Level Up Customer Onboarding

Better customer onboarding shapes first impressions and can reduce early churn. Apply six tips, including segmenting customers, focusing on high-value product touchpoints, measuring engagement, and crafting customer journeys.

Sarah Chambers