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.

How to Host a Webinar: Tips for Recruiters

Hosting a webinar helps recruiters build their brand, train clients, and source talent creatively. Follow seven steps, from setting up a team and choosing a topic and format to picking a platform, scheduling, and promotion.

Marcelle Santos

How to Test Sales Communication Cadences

Testing sales communication cadences keeps a working sequence from going stale. Document your current cadence, choose key metrics to track, and run A/B tests to see which calls, emails, and touches perform best.

Kerry Provenzano

Empathy is the Secret to Great Customer Support

Empathy in customer support means understanding what customers actually need, beyond following best practices. Learn what empathy is, how to build it, where to apply it, and who needs it most to set your service apart.

Sarah Chambers

5 Talent Acquisition Strategies to Find Top Talent

Talent acquisition strategies look beyond today's vacancies to long-term company growth. Use five approaches, including aligning hiring with business goals, building an employer brand, nurturing relationships, and using data.

Marcelle Santos

Creating Knowledge Base Content that is Indispensable

Knowledge base content helps customers find answers without waiting for support. Create indispensable articles by making a plan, guiding writers, considering your audience, involving marketing, and keeping it easy to use.

Sarah Chambers

7 Keys To A Successful Sales Cadence

Sales cadences set the sequence of calls, emails, and social touches used to reach a prospect. Build a successful one with seven keys, from using data and defining your steps to automation, buyer personas, and variety.

Kerry Provenzano

Building the Ultimate Customer Service Dream Team

A customer service dream team rests on three pillars: the right people, process, and technology. Plan hiring, training, and career growth, then shape measurement, channels, self-service, tools, and automation as you scale.

Sarah Chambers

How to Onboard Remote Employees and Build a Stronger Team

Onboarding remote employees takes deliberate structure when new hires can't learn by sitting beside the team. Build a solid training process, clear documentation, a new-hire journey, collaboration tools, and peer coaching.

Marcelle Santos

Does Your Sales Data Hold The Key to More Sales?

Collecting and using sales data well can guide better decisions across a sales team. See how sales data informs decisions, supports problem solving, reveals areas to improve, builds customer insight, and measures success.

Kerry Provenzano