Teams | Collaboration | Customer Service | Project Management

How the best-run agencies use checklists and how to get started yourself

Little known fact: the best run agencies use checklists for everything. As the CEO and co-founder of Teamwork, I talk to hundreds of our agency customers every single month. I also used to run an agency myself, so I can tell you with certainty that when it comes to running a successful business, checklist templates are not only a time-saver, but they're also a game-changer.

9 team building activities your employees won't hate

If there’s one secret to enhancing your team’s productivity and maximizing efficiency, it’s team-building activities. Imagine working in a company where team members barely collaborate, water cooler conversations are a foreign concept, and everyone’s working in isolated silos. You wouldn’t like it, and neither would your business KPIs. In fact, statistics show that workplace isolation can lead to a 21% drop in performance and productivity.

How to create true project visibility: 7 helpful strategies

What’s one business concept that's widely recognized as important, often blamed when projects go off the rails, and rarely defined clearly? If you guessed project visibility, you’ve got a great mind for projects – or maybe you just read the giant title up above. Either way, kudos to you! Many organizations and project leaders seem to recognize the importance of project visibility, but too often it’s defined by its absence.

Guide to stakeholder management: Why it matters to do it right

Are you meeting, exceeding, or falling short of your stakeholders’ expectations? Because how you manage relationships between colleagues and collaborators matters. And your approach to stakeholder management does too. It’s no surprise that manager engagement drops as your team size and workload increase. If you’re juggling multiple projects, the struggle gets amplified. Meanwhile, the rise of remote work and cross-team collaboration forces teams to move and make decisions ASAP.

Project management workflow: A step-by-step guide to running a more efficient agency

If you work on projects or manage a team that does, you know how quickly a project can start to spiral. Without a proper project management workflow in place, things start to get tricky. One of the most common threats to a project's success happens when contributors don't have clarity about what needs to happen, who needs to do it, and the order everything should be completed. This kind of dysfunction has serious cost implications.

How to utilize SMART goals for better project management

As a project manager or leader, helping your teams achieve better results and work more efficiently is key. A good set of goals is one of the best tools for motivating teams and keeping them on track. And crafting goals end up being a significant part of project management. A good project management plan will include some high-level goals for the project, and every level deeper into project execution typically contains its own more specific goals. The only problem? Writing good goals is hard.

What all successful client services CEOs have in common

Becoming a successful CEO at a client services company doesn't just happen overnight. It can be easy to overlook the hard work, failure, and sometimes even loneliness that comes with the territory. You might assume people in these positions are simply naturals who were born to take on these types of high-pressure roles. But in reality, it can be a tough hill to climb. So what is it that all client services CEOs have in common that helps them reach that next level of success?

6 real-world tips for managing client expectations

When you’re running a business, it’s not all about bringing in new clients, but keeping the ones you have too. Managing client expectations is really no different. Of course, it helps to keep your current clients happy, but it also ensures you have enough room to bring on more. In fact, data shows retaining clients is overall more profitable than gathering new ones — and that’s why companies with higher retention rates typically bring in more money. Just how much more money?

Teamwork named one of G2's best software solutions of 2022

Thanks to our amazing customers and their ongoing support for our platform, Teamwork has been named one of G2’s best software in 2022! We’re delighted to receive this honor and proud to provide all of our customers with the tools they need to run more efficient, organized, and profitable businesses.

How to run the perfect client presentation

Pitching your agency as the perfect fit during a client presentation is daunting. You have to remember product positioning, messaging, client goals, and most importantly, selling your service. Most of all, a client presentation must add value. The aim is for clients to envision what it’ll look like if they work with you and how you’ll help them reach their goals. The failure of most client presentations is how they land. Some are full of text-heavy slide decks. Yuck.