Teams | Collaboration | Customer Service | Project Management

IT audit checklist for professional services teams

Are you completing all the critical tasks that fall under the umbrella of an IT security audit? At Teamwork, we're all about helping professional services organize their important projects via the most capable and user-friendly project management software available today. That includes creating an IT audit checklist. Of course, creating an IT audit workflow with or without using Teamwork starts with understanding what an IT audit should accomplish.

4 tips for creating the perfect org chart for your agency

“How should I structure my agency?” First, we’d like to be the first to congratulate you on asking the hard questions. This is one we at Teamwork hear a lot. Most recently it came up during our webinar with Refine Labs COO Megan Bowen on Mastering Agency Profitability. Organizational design is inherently not fun to think about. But whether your agency is brand new or you have hundreds of employees, the way you structure your agency is important.

PPC project management: A comprehensive guide for agencies

Your client could be throwing out thousands of dollars per month on PPC campaigns by not checking in on them regularly. This is where your agency comes in. Beyond working with clients on their PPC strategies, strong project management is a key to success. Keep reading to uncover components of PPC project management, how you can build your project management process, and general best practices.

10 groundbreaking ABM campaigns to level up your client's pipeline

Agencies are responsible for helping their customers move the needle. If there are paltry results, then the agency probably won’t have those clients for long. No pressure, right? Fortunately, agencies that proactively plan their strategy and hone their focus can achieve results that make their clients jump for joy. Helping clients fill their pipelines, convert high-quality leads, and get new business takes a powerful account-based marketing (ABM) strategy.

The ultimate guide to ABM project management

Businesses trust their marketing agencies to help them find, engage with, persuade, and close the accounts they need to maintain success and sustainability. Instead of the “spaghetti against the wall” approach of gathering as many prospects as possible then narrowing in on the highest-quality ones, it makes sense to proactively target a client's ideal customer and create a personalized marketing strategy. This idea is the premise for account-based marketing (ABM).

Pay-per-click best practices: Planning, building, bidding, and beyond

Managing multiple pay-per-click (PPC) ad campaigns is tough. How tough? Well, according to PPCsurvey’s The State of PPC Global Report 2022, agencies face several major challenges: While we may not be able to soothe your clients' ruffled feathers for you, or make updates to buggy ad platforms, we can help you make your PPC campaigns run smoothly and perform better. How?

Help clients generate qualified leads with these 11 account-based marketing strategies

Account-based marketing (ABM) may not exactly be the Wild West, but it’s not old school either. Recently, The State of ABM Report showed that only 17% of companies that have implemented an account-based strategy have it fully embedded in their marketing plan. This stat means more people than not could still benefit from an agency to help them get their feet wet with ABM. And that news smells like a big opportunity.

Agile vs. waterfall: Which project management methodology is right for your agency?

What exactly is project management? That seems like a simple enough question — but it's not really, is it? Good project management can transform processes and workflows at any agency, infusing direction and organization while reducing the chaos factor. At the same time, “project management” doesn’t mean the exact same thing to everyone — and it certainly doesn't look the same at every business.

The client-first email marketing agency pricing guide

“How much does email marketing cost?” This is probably the top question a brand considering an email marketing agency will ask — and they should. After all, staying within their marketing budget is crucial for businesses, especially smaller businesses with limited resources. But the value that your email marketing agency can offer these businesses is with its weight in gold.

11 tips to plan, organize, and execute software engineering processes

Have you ever sat back and thought about just how many things have to fall into place for your agency to pull off a successful software engineering project? Planning, testing, measuring, refining… the list goes on. And somehow, you need to keep your team motivated along the way. What’s more is that no two software engineering projects are ever the same, with software specifications, end goals, audiences, and process activities varying from one to the next.