Practical guides for growing businesses
Actionable, zero-gloss writing on customer tracking, sales discipline and small business digitalization.
Guide
How to set up a customer portal: the six questions to answer before you open one
Six questions before you open a portal, the three tabs a portal user actually sees, how the data gets filtered, the five steps from invite to sign-in, who picks up a portal case and where access is switched off.
Guide
How to analyze website traffic in your CRM: five common beliefs and what the records actually say
Does more traffic mean more business, is it worth moving Google data into a CRM, whose job is search query data, can AI traffic be measured and what a connection actually changes. Five beliefs, five records.
Guide
How to segment customers in a CRM: building audiences that hold up when you press send
A guide that starts on a Tuesday morning: which question you split on, which fields a segment can actually read, four working recipes, how a segment reaches a send and a campaign, the consent gate in the middle, and what to do when a segment runs out of road.
Guide
Influencer collaboration tracking: the route a brand deal takes from first message to payment
A guide that opens with one creator's month of collaboration chaos: the six links in the life of a brand deal, the six places they break, the eight things a deal record needs, reading the content calendar next to the payment board, and setting it up in Influencer360.
Guide
Task management software for small teams: where the work goes missing and how to bring it back
Five people promised 74 jobs in one week and 31 of them slipped. Where work goes when it is written in five places, how one-line capture works, when a reminder actually fires, and why personal to-dos and team tasks belong in different lists.
Guide
How to build a knowledge base: an internal knowledge base for a small business with a support desk
How often the same question gets answered in a month, which questions deserve an article, what belongs in one, how many categories you need, how an article attaches to a support case, and how to tell whether any of it is working.
Guide
Hotel reservation software for small hotels: stopping double bookings, reading occupancy and tracking deposits
The six points where a paper booking book breaks, how a double booking actually happens, why room inventory comes first, the right way to calculate occupancy, deposit discipline and a 7-day setup plan.
Guide
How to run a customer satisfaction survey: NPS vs CSAT, eight questions and getting answers onto the record
The difference between NPS, CSAT and CES in plain words, eight questions worth asking, which trigger the survey should follow, five things that lift response rates, and what it takes to get an answer onto a customer record.
Guide
Email newsletter for small business: building the list, writing the send, reading the numbers
How to build an opt-in list, the seven parts of a newsletter, how often and when to send, what open and click rates really tell you, how to stay out of the spam folder, and what to do with the people who opened.