Process
How to Prevent Scope Creep & Keep Your Projects Profitable
The term ‘scope creep’ can strike fear in the hearts of project managers, business owners, and even clients. It can mean the difference between a profitable project and a business loss. Here's how to prevent scope creep from taking over your next project.
Firing an Employee the Right Way
Firing an employee is the elephant in the room at any company. No one wants to talk about it, think about it, or actually do it. But sometimes, in the best interest of your business, it needs to be done. Here's how to do it right—or even better, not have to do it at all.
7 Sales Tools Every Inbound Team Needs (Plus Our Personal Favs)
Software may not actually do the selling for you, but it sure makes the job easier. Here are the tools we used at Proposify to simplify and automate parts of our sales process and how we tied them all together.
Why You Shouldn't Pay Finder’s Fees for Business Referrals
Finder’s fees can be a murky area. Is paying money to someone for referring a new buyer, customer, or investor just good business manners? Or is it a bad business decision for your agency? Here’s why I don’t think it’s the best way to scale a business, plus the few exceptions to my rule and what to do instead.
Our Rebranding Process Revealed: How We Positioned Proposify for Success
Your brand is one of the most important assets of your business. No matter how great your product or service is, if your brand is weak or misguided, you’re going to have a hard time differentiating yourself in the market and connecting with your target audience. We just recently rebranded here at Proposify and we want to share the what, why, and how we did it.
A Deep Dive Into Our New User Onboarding Process
How do you guide a new user to succeed using your product? It’s a question we often ask ourselves as it’s critical to retention and growth. We recently redesigned our user onboarding from the ground up and we’re sharing our process in the event it helps as you design your own product or service.
Closers Rejoice! We added 6 new free business proposal templates.
Check out our six new free sales proposal templates to help jumpstart your proposal process! And don’t forget, all our templates are 100% customizable so you can tailor them to fit your business, brand, and client.
How to Onboard New Clients for a More Profitable Agency
You’ve landed a new client, they’ve signed on the dotted line and everyone’s ready to start that juicy new project. Here are some onboarding best practices to start your relationship out on the right foot, deliver value early, and retain this client profitably for years to come.
So You Made a Mistake: 5 Steps to Save the Day and Your Business
Your business made a mistake that affected a client negatively. It happens to the best of us. The important question is, what are you going to do about it? Here’s how to help save your client relationship and your business in the face of a mistake.
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