Teams | Collaboration | Customer Service | Project Management

June 2023

The 8 paid search KPIs your agency should monitor

Do you feel like your paid search campaigns are stuck in a rut? Are you struggling to take it to the next level and don’t know where you’re going wrong? If so, you’re not alone. Success in paid search marketing comes down to monitoring the right key performance indicators (KPIs). These KPIs provide insight into your campaigns’ effectiveness and give you the information you need to meet objectives and improve your key results.

The #1 retainer agreement template for agencies

Hourly. Project-based. Value-based. Hybrid. There are a ton of pricing models available for agencies, and while the options listed above do have advantages, they’re not without their risks. For growing agencies, the pricing model you choose could have a significant impact on your profitability. That’s why working with clients on a retainer is a smart choice. Monthly retainers give you steady, predictable revenue and make it easier to structure your team’s workload.

The best marketing contract template for agencies

When you discuss a contract, it can make everyone’s eyes glaze over fast. Most people are far more interested in the meat of the deal: how you’ll execute the project and the payoff. However, thorough marketing contracts are vital to an agency’s success. Proper contracts between your marketing agency and the client, independent contractors, and subcontractors protect all parties, outline expectations, and establish boundaries.

Introducing Time Reminders: More filled in timesheets and time back in your day

We’ve all been there—the wild chase to get teammates to log their time. Whether you distribute an email mid-week, comb through individual timesheets and send one-off direct messages, or post an announcement on a broader channel, chasing teammates to log their time is a big annoyance. Enter Time Reminders!

7 Jira alternatives for streamlining project management

Are you looking beyond Jira for your agency’s project management software? Sure, Jira offers some distinct advantages. It’s an agile project management tool that gives users a way to communicate and customize workflows and complete scrum projects. It also offers several helpful integrations. But (you knew there was going to be a “but,” right?), it’s hard to learn how to use it and the interface seems outdated and confusing.

14 project management KPIs your agency should track

To succeed as an agency — or a business of any kind — you need a clear vision of what success looks like. Is success more revenue? More clients? Higher customer satisfaction? A Super Bowl ad? All of the above? Key performance indicators (KPIs) are a time-tested way to measure performance and the success that strong performance generates. Tracking KPIs is also a part of project management best practices.

Beyond Trello: 6 powerful project management tools

50 million users can’t be wrong: Trello is a great way to manage work and projects… until it isn’t. Launched in 2011, Trello took the project management scene by storm with a refreshingly simple approach to keeping track of work. And for small teams and lightweight workflows, Trello still has a lot to offer. The only problem? Teams and projects aren’t always small and lightweight.

Building a DevOps pipeline: The stages, benefits, and how to develop one

Researchers expect growth in the DevOps market to reach a whopping $25.5 billion by 2028, so now is a great time to learn what it takes to execute an efficient DevOps project. Understanding how to build a DevOps pipeline is a crucial first step. If pipelines exist to move things forward, a DevOps pipeline is about moving software projects forward from one process to the next.

The ultimate guide to the DevOps process

"Currently, DevOps is more like a philosophical movement, not yet a precise collection of practices, descriptive or prescriptive." Like abstract art or that indie movie your quirky friend made you watch, the DevOps methodology is one that is largely open to interpretation. Nevertheless, there is still a range of principles and best practices that DevOps engineers and project managers need to be aware of.

8 media planning tools your agency needs

We’ve all heard it before: “Failing to plan is planning to fail.” When Alan Lakein said this back in the 1970s, he may not have been talking specifically about media planning — but the shoe absolutely fits. Media planning (the process of determining when, where, and how frequently to run ads for an organization across which media and channels) is nothing if not a bit chaotic. There are so many parts and pieces going into simply creating the media.

The Best Agile Project Management Tools To Use In 2023 & Beyond

You and your team need great software to manage your work. But great project management software needs to keep up not only with your team but also with market changes. Over the past five years, a new method of project management, called Agile, has responded to the demand for a more adaptive and evolutionary project management process. It does little good to adopt the Agile method while still using software that bogs down or complicates your projects.

6 best project management apps for mobile

Not a fan of meetings? You aren’t the only one. Lencioni is right: In many cases, meetings are both boring and unnecessary — a double whammy. They don’t necessarily help your agency accomplish its goals and drive growth. That’s why we recommend replacing all of your meetings (okay, maybe not all, but most of them) with a project management app instead. A smooth project management system helps your agency work efficiently and effectively.

Introducing proofs, the new feature that lets you take control of the client review process

Nothing can slow down the work you do for clients more than the approval process. Whether you’re going back and forth between various iterations because feedback was unclear, or chasing down a client to get final sign-off, it can be a huge time waste that often results in missed deadlines or less-than-stellar work. Enter proofs, the latest (and most requested!) feature we’re excited to roll out at Teamwork.

Building a project management communication plan: What is it and why you need one

As a project manager, you’re constantly juggling responsibilities like keeping team members focused, creating achievable schedules, task management, project deadlines, and wayward stakeholders, not to mention the overall project management communication plan. Take a breath. It's a challenging role in any organization. Have you ever wondered what sets successful project managers apart from the rest? Are the best just really good at convincing team members to meet project deadlines?

11 challenges startups face

We originally posted this blog back in 2016, but now that we’re a little older and wiser, we thought it was time to revisit it. As a company, we’re now over a decade old, and this year our founders Peter and Daniel won the prestigious EOY Entrepreneur(s) of the Year award (yay!). So it’s probably safe to say we’re not exactly a startup anymore. But we were. And it taught us some of the most important lessons we needed to know in order to get to where we are today.

Automating your new hire checklist with HR project management software (template included)

If you’ve ever hired a new employee, you know how stressful the process can be. Applications. Interviews. Decisions. And once you’ve hired somebody, your job still isn’t done — now it’s time to provide a comprehensive, stellar onboarding experience to give them everything they need to do their job, and a great first impression of your agency. A new hire checklist is the best way to help new employees blend into your agency quickly and easily.

7 useful email templates for project managers

Geoff Reiss once said: "Project management is like juggling three balls: time, cost, and quality." As a project manager, you've got a lot on your plate. Streamlining your processes with the right tools and templates can potentially save you a lot of time. One effective way for project managers to speed up their daily workflows is to use email templates.

A guide to DevOps project management: Essential tools and best practices

This quote rings true for most project managers, but especially for DevOps project managers. DevOps project management allows agencies to take an agile approach to software development where continuous improvement is the primary goal. It’s also a model that can ask a lot of project managers, requiring them to manage multiple teams and master new disciplines. In other words, it’s a model that includes a lot of different colors that have to be blended together into something beautiful!

10 best project management software for Mac users

Are you searching for the perfect project management software for Mac computers? Look no further. We’ve done the research and found the top ten project management software and tools that’ll work seamlessly for Mac users. Give our list a scan and check out each tool’s best features and pricing. Soon, you’ll find the solution that fits perfectly with your business and team's needs.

Top 14 marketing agency software options for 2023

One of the hardest parts about choosing your marketing agency software is finding solutions that deliver perpetual motion and innovation. With so many options on the market, it's easy to go overboard on the number of tools you use. Here are 14 marketing agency software choices across several categories to consider in 2023 to take your business to the next level.

Introducing Company Timesheet: A single place to oversee your team's time

In the world of client work, it’s no easy feat to manage multiple projects and numerous clients, all while leading a fully-staffed team. Between day-to-day project details and regular client meetings, how do you keep a pulse on what your team’s working on? Or more importantly, how do you know if they’re logging their time?

10 monday.com alternatives for project and task management

Project managers have one of the most challenging roles in any organization. From coordinating goals, tasks, and people, to ensuring every project is delivered on time and under budget, it’s a constant juggling act where one dropped ball can cause chaos. Thankfully, we now have project management software to help plan projects, manage time, and allocate resources.