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By Jordan Wellin
We're rolling out the orange carpet to introduce an all-new HubSpot workflow! You may already know and love the dynamic duo of HubSpot and Teamwork.com from our popular integration, with multiple automations and workflows that help you cut down on manual work.
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By Ben Brigden
No matter what type of business you run, you can’t do it successfully without having a handle on your cash flow. At least not for very long. One of the troublesome parts of dealing with balance sheets and working capital is that expenses are unpredictable, especially if your organization is in a growth phase. Your day-to-day expenses don’t occur evenly, and even if they did, bills don’t come in or come due at even increments.
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By Ben Brigden
Every project manager deals with financials on some level: planning the project budget is the project manager’s responsibility, after all. But financial project managers live and breathe it. Let’s take a deep dive into exactly what finance project managers do and the skills they need to succeed.
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By Ben Brigden
When it comes to understanding future cash flow, there is no crystal ball — but there are plenty of major clues hiding in your data. Cash flow forecasting or the accounts receivable forecasting process is the method most businesses use to predict future payments and ultimately profitability.
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By Ben Brigden
The shift toward product-focused business models has sparked a major demand for product project management within agencies. And in fact, Gartner projects that 40% of large enterprises are moving toward product-centric delivery to drive innovation and commercialization. Agencies working with early-stage founders (where every penny and second counts) need a more adaptable and fluid approach that balances product vision and startup agility.
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By Ben Brigden
Computing pioneer Alan Kay once said, “The best way to predict the future is to invent it.” As an agency in charge of developing, launching, and marketing new products, each new product development process is an opportunity for you to mold the future. It’s also a process where a lot can potentially go wrong.
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By Ben Brigden
Deadlines are much like taxes — inevitable, stressful, and often dreaded. You may be all too familiar with the feeling of scrambling to meet client deadlines, working long hours, and drinking one too many cups of coffee. But missed deadlines can damage your agency’s reputation, affect future business, and ultimately impact your bottom line. Yet, despite the high stakes, it’s common for project teams to struggle with keeping track of tasks, managing priorities, and meeting deadlines.
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By Ben Brigden
Financial professionals rely on financial planning tools and software to work efficiently and accurately. Some of these tools are as old as the PC itself, while a new generation of financial services tools is also competing for your attention. But with so many of these tools offering wide-ranging, overlapping feature sets, choosing the right mix of tools is a time-consuming process for investment advisors.
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By Janelle Santi
It’s time to say farewell to nasty billing surprises and hello to more financial control. Introducing Time Approvals, our latest feature that will ensure you get the final say over your team’s time for the ultimate in accurate client billing. Take comfort in knowing that there are guardrails in place to protect your time data and billing details. Follow these four steps to work through the entire process, from setup to approval.
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By Ben Brigden
Your accountants and CPAs have better things to do than fiddling around with invoices and calculating billable hours. …But you also need to get paid. Is spending hours on billing and payroll just a necessary evil in the accounting field? Or is there a better way? Time and billing software promises to solve this problem, introducing automation and real-time tracking to your accounting and billing workflows.
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By Teamwork
If your agency’s become a trusted advisor to your clients, then you’re probably getting asked for recommendations & advice all the time. I can border on a feeling of frustration if you’ve faced this enough: Can you help with this? Do you know anyone you’d recommend for that? If your clients are asking about other areas where you *can’t* help, you hate to not be able to help. But… What if you could add more value to your clients AND tap into partnerships that could generate net-new clients for your agency?
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By Teamwork
Where would you spend an extra $10,000 a month if you suddenly had that extra cash to invest in your agency? No strings attached--available today--where would you use that sudden infusion of capital? That's the 1st of our Fast Five questions you've likely heard us ask before on every episode of this show. Last week we had the chance to ask this same question to more than 20 agency owners and their team members while several members of the Teamwork.com team descended on Boston for INBOUND 23.
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By Teamwork
Do you feel the pressure of having to rely almost solely on word of mouth and referrals to continue growing your agency? If so, you're not alone. Even if you have all the systems and capabilities to grow your agency, you may not be effectively marketing your firm...and it's often for a common reason: You've become an "interchangeable agency.".
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By Teamwork
Over 1/3 of agencies frequently struggle with overservicing clients. You’ve likely felt the pain yourself. When projects are going well out of scope and things are taking longer than your team planned, it can have a major impact on your agency’s profitability. Alyson Caffrey, Founder & COO of Operations Agency, has identified the 5 biggest scoping mistakes across dozens of agencies that are often leading to this overservicing problem–and ultimately underperforming profit margins.
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By Teamwork
Just because you're a good baker, doesn't mean you can run a successful bakery. It's the same for agency life. You may be great at content marketing, branding, website development or building custom software, but none of that means you'll be great at all the things required to run an agency that delivers those services. It also doesn't mean you'll enjoy all the necessary elements of running an agency either.
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By Teamwork
Do you have less in your agency's pipeline now than you did at this point last year? If so, you're probably not alone. But, what's even better? There's something you can do about it--something that doesn't require anything spammy or even overly salesy. You can leverage what Dev Basu calls The Dead Lead Reviver.
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By Teamwork
How can you get your team to track their time, let alone do it accurately? That's a question that we've heard so many times from agency leaders, and it's one that many struggle to answer effectively. Deb Andrews, Owner of Marketri, a successful marketing agency with nearly 20 years in business, says it all comes down to 4 P's that help you explain the WHY of time-tracking to your team.
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By Teamwork
41% profit margins. Sounds good. Right? That's exactly what one marketing agency has been able to drive with a results-oriented workplace & corresponding compensation model. Courtney Tarrant, Owner & COO of The Ad Girls shares in today's episode that when they went away from this model for a short period, profit margins shrank closer to typical industry norms.
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By Teamwork
What happens when you’re faced with an upset client…and it’s actually your team’s fault? Kyle Duford, President and Executive Creative Director at The Brand Leader, and author of Twice Found, joins the podcast to talk about leading with grace and learning through failure. He also discusses balance in all things — how to balance challenges, healthy vs. unhealthy failure, and transparency in the face of furious clients.
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By Teamwork
Clients who are “happy” may still leave you. But clients who are seeing results–and seeing them fast? Now, that increases the value you deliver and decreases the chances that new clients will churn. So, how did this digital marketing agency drive client results 70% faster, increase customer satisfaction scores and start getting glowing feedback from more clients? It was all about strategy.
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Today, Teamwork Chat, Teamwork Projects, Teamwork Desk form the backbone of Teamwork.com. Each product serves to enhance the performance of teams by coordinating both process and people simultaneously.
Teamwork Projects is all about getting things done by creating task lists and tasks and assigning them to the team. It increases visibility across each project as well as aligning every dependent function within the business.
Teamwork Desk incorporates the customer into the equation. It streamlines all contact between you and your customers by way of a ticket management system. It creates a much more efficient process for handling customer queries.
Teamwork Chat is an instant messenger that can be used by all of the team for immediate communication. Each of the three products integrates together seamlessly. Every user has the ability to create an action within each product that influences activity in another. Creating a task for Teamwork Projects as a result of a ticket received in Teamwork Desk.