Welcome to the May edition of What’s new in Asana. First, build rules faster with smart workflows. Next, use the “Viewer” privacy level to give project members view-only access to project information. Finally, filter and sort portfolio items to quickly analyze data and derive insights.

How can you leverage thought leadership to gain new followers, win new clients, keep them longer and increase referrals for your agency? Susan Baier, Founder of Audience Audit, where they help agencies create thought leadership content based on quantitative research that builds trust with potential clients, has seen thought leadership done well (with great results) and has seen it done poorly (with wasted time and money).

Should you productize your services? Does a productized service business completely differ from the standard agency model? Can both models co-exist within the same business? These are all questions we answer in today's conversation with Sam Shepler, CEO of Testimonial Hero. He transitioned from leading a full-service video production agency to founding a productized service business in 2018. In this episode, Sam shares the 3 specific benefits of productizing your services--and the potential pitfalls to look out for.

If your agency’s become a trusted advisor to your clients, then you’re probably getting asked for recommendations & advice all the time. I can border on a feeling of frustration if you’ve faced this enough: Can you help with this? Do you know anyone you’d recommend for that? If your clients are asking about other areas where you *can’t* help, you hate to not be able to help. But… What if you could add more value to your clients AND tap into partnerships that could generate net-new clients for your agency?

Where would you spend an extra $10,000 a month if you suddenly had that extra cash to invest in your agency? No strings attached--available today--where would you use that sudden infusion of capital? That's the 1st of our Fast Five questions you've likely heard us ask before on every episode of this show. Last week we had the chance to ask this same question to more than 20 agency owners and their team members while several members of the Teamwork.com team descended on Boston for INBOUND 23.

Do you feel the pressure of having to rely almost solely on word of mouth and referrals to continue growing your agency? If so, you're not alone. Even if you have all the systems and capabilities to grow your agency, you may not be effectively marketing your firm...and it's often for a common reason: You've become an "interchangeable agency.".

Watch the full podcast episode at https://www.youtube.com/watch

#rework #smallbusiness #smallbusinesstips #37signals #podcast #projectmanagement #sellingabusiness

From comprehensive CRM tools, project management, and team collaboration features to time tracking and efficient communication solutions, Bitrix24 is your all-in-one platform designed to streamline your business processes. Dive into our tutorial to unlock the full potential of Bitrix24 for your business success!

Over 1/3 of agencies frequently struggle with overservicing clients. You’ve likely felt the pain yourself. When projects are going well out of scope and things are taking longer than your team planned, it can have a major impact on your agency’s profitability. Alyson Caffrey, Founder & COO of Operations Agency, has identified the 5 biggest scoping mistakes across dozens of agencies that are often leading to this overservicing problem–and ultimately underperforming profit margins.

We just revamped an essential part of HEY — working with long email threads. Before, clicking one entry expanded all of them, which was disorienting. Now you can take a peek into individual messages in a thread, and the rest stay in place. HEY now reliably detects previous replies and tucks them away until you need them. Previous content will be collapsed, making reading and replying easier.