Teams | Collaboration | Customer Service | Project Management

October 2023

8 proven customer retention strategies

For an agency, winning over new clients is only part of the journey. Once you have them, how can you make sure you keep them? (Or even more ideally, maximize those contracts’ value?) Some might think the answer is simple: Just provide excellent service, right? Not quite — although that is a critical piece of the puzzle. So, what works best?

Understanding process management: The key to organizational efficiency

Project managers shoulder lots of responsibility. Keeping the team productive, addressing problems, creating solutions, and fostering collaboration are all items that land on their plate. So is process management. If processes are ill-managed, the entire project pays the price. Communication can break down, accountability can decrease, errors can increase, and milestones can go unmet. If this scenario gives you indigestion, you’re not alone.

The role of the cost breakdown structure (CBS) in effective project planning

Projects have lots of moving parts that can make it difficult for agencies to create an accurate budget. But while that’s true, not having an accurate budget can result in negative consequences, like not having enough money allocated or being too optimistic and ending up missing deadlines — which can significantly impact client satisfaction.

9 ways agencies can reduce churn and strengthen client retention

Is your customer churn rate stopping you from growing your agency? In an industry where most agencies have a relatively small number of customers, loyalty is incredibly important. Unfortunately, there are all sorts of ways that customer experience and satisfaction can suffer. Potential causes of customer churn include poor customer service, inattention to customer needs, and a weak onboarding process.

What is a sales project manager? (And how to become one)

Do you love crushing sales goals and being part of new development? Are you the type of person who wants to make a direct contribution to the agency you work for? If you answered an enthusiastic “YES” to these questions, a sales project manager position may be right up your alley. For projects to succeed, they need strong leaders to manage timelines, work well with teams, and solve problems that could impact the deliverable. This role isn’t for everybody.

Pilot project excellence: A comprehensive how-to (+ an example)

Project management, whether small-scale or large-scale, is an art form. It takes a blend of knowledge, creativity, and the right tools to launch and manage a successful project effectively. Even simple projects can quickly spiral into disaster without the right planning, resources, and management. One of the best ways to assess a project’s viability, effectiveness, and efficiency is to conduct a pilot project.

7 Examples of companies embracing product-led growth

Product-led growth probably won’t have a direct impact on your own agency. But it could be the missing piece that helps your clients grow and keeps them coming back for more. As you continue refining your marketing project management, it’s worth looking at whether the product-led growth model is relevant for any of your agency’s clients. If a client should be using it and isn’t, it could be the most meaningful piece of consultancy you ever give.

Customer feedback analysis: How to unlock customer insights and analyze feedback

How do you determine what your clients want from you? And how do you figure out what their customers want from them? The answer’s simple: you ask them. That’s the heart behind customer feedback — and our topic for today, customer feedback analysis. Below, we’ll show you what customer feedback analysis looks like, why your agency needs to use it, how to do it right, and the benefits you’ll enjoy if you do.

Improve your Timesheet game with these new wins

How many times have you been told “Don’t sweat the small stuff”? Probably too many to count! Well, us at Teamwork.com are here to tell you it’s okay to sweat the small stuff—we will always hear you out. Since the launch of My Timesheet and Company Timesheet, we’ve listened to your feedback and released numerous improvements to help make managing time in your timesheets as decluttered, connected, and pleasant as possible.

How to bill a client: An easy agency guide to more convenient payments

Prioritizing your client interactions is a no-brainer, right? So why do several agency owners ease up on their white-glove service when it comes to billing the client? Clients demand strong and healthy relationships. And what is one of the biggest reasons personal relationships fail? Money. Part of fostering strong business relationships is establishing healthy boundaries around topics like billing.

Implementation plan: What to include and 5 essential steps

A project plan or project implementation plan is a key strategic document that keeps teams on track throughout a project, indicating how a project is expected to run along with who’s responsible for what. It’s an extremely valuable planning tool — one that can be the difference between project success and project failure. It’s also a fairly comprehensive document, and if you’ve never built one before, the concept can feel a bit overwhelming.

12 Web Dev Projects for Beginners & Intermediate

Becoming an in-demand web developer takes more than book knowledge. While it’s great that you made it through your first courses, experience is what it will take to succeed in the field. When you go in for an interview, you're almost guaranteed to be asked about what you’ve built outside the classroom. Luckily, there’s no shortage of web development projects you can dive into and expand your current skill set.

How to take flawless meeting notes (Free template included)

Whether it’s a strategy planning session, client meeting, or catch-up with your line manager, note-taking is an under-appreciated skill in workplaces. With many teams working remotely, it’s more important than ever to be able to capture the information shared, and discussions had. Without good notes, meetings can be pointless and teams left wondering what to do next. In this post, we’ll show you exactly how to take flawless meeting notes.

PLG marketing: What it is, how it accelerates growth, and strategies to know

Product-led growth (a go-to-market strategy that uses the product itself as the primary means of growing the customer base) is an increasingly popular approach. It’s highly effective in the right situations, but marketing a product-led business is a little bit different. It might even require some adjustments to your marketing team structure — which is how we’ve ended up with a new approach called PLG marketing.

8 ways to increase customer lifetime value

Which is better: One week off starting tomorrow, or four extra days off every month for the entire next year? A whole pie for dessert tonight, or a slice every night, forever? Five bags of potato chips (but you have to eat them all today), or a steady supply of free chips over the next 20 years? We all agree, right? The long-term play (or lifetime value) is better because long-term stability beats short-term success every time.

3 agency leader segments: A new way to solve agency operational challenges

If you’ve ever wondered what the recipe for smooth agency operations is, you may be surprised to learn that the type of business you are – your size, how long you’ve been around, the services you offer – don’t apply. A creative agency of five can be wildly successful, yet an event agency of 2,500 can be stuck in a rut.

The State of Agency Operations Report: Make your agency run smoothly with these 5 takeaways

How would you describe your agency’s operations right now? Chaotic? Falling short? Missing a little something (organization, transparency, alignment)? If you recognize room for improvement, you’re in good company with two-thirds of the agency leaders who participated in our recent agency operations research.