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.
Customer-centric culture puts customer needs at the center of how a company hires and decides. Build one by hiring for customer focus, sharing customer insights widely, having everyone talk to customers, and rewarding it.
Sales forecasting helps sales teams shift from tactical selling to strategic planning. Learn what a sales forecast is, why it's worth the time, and the building blocks for creating a reliable forecast for your business.
Remote recruiting covers sourcing, screening, selecting, and hiring candidates entirely online. Follow practical steps, starting with understanding the job and writing a detailed listing, to find the right remote hire.
Communicating with customers in a crisis, whether an outage, PR problem, or pandemic, can protect or damage trust. Align your crisis team, refine your messaging, communicate across channels, and keep talking after it ends.
Retaining diverse talent takes more than inclusive hiring. Apply nine practices, from addressing unconscious bias and onboarding well to transparent growth paths, mentorship and sponsorship, and a formal retention plan.
Sales tech stacks, the tools a team relies on to sell, need regular review to stay useful. Audit yours by identifying each element, interviewing stakeholders, finding gaps, and sourcing new tools where they help.
Sales process productivity depends on giving reps more time for high-impact selling. Go stage by stage, from prospecting and first contact to qualifying, presenting, and closing, with metrics and tools for each.
Account-based selling replaces mass outreach with personalized attention for high-value accounts. Learn what ABS is, how to define your ideal customer, align teams, build a strategy, and monitor results as you adapt.
Employer branding shapes how candidates see your company before they ever apply. Strengthen yours by defining an employee value proposition, involving employees, auditing your brand, building personas, and using social media.
