Teams | Collaboration | Customer Service | Project Management

Here at Teamwork, we love helping organizations improve their approach to projects. When businesses systematize and automate as many project elements as possible, organizations can use our tools to do more, faster, better. But what happens when the problem isn’t the organization of the project but something about the business processes and workflows an organization uses to execute the project? Project management gives us a few tools to identify problems like these on the project level.

Need to create a new client website? We’ve got your back! First up, you’re going to want to check out our website project template. This template is designed specifically for website projects — and as such, it’s laid out to take you and your team through each step of the process. You can take a look at it here. Now that you have your project arranged, how do you go about actually developing your client’s website?

We use emails for business all the time. Transactional emails to share pricing with a prospect, as a meeting follow-up, or as a notification that an item has shipped are common. Email campaigns differ from one-off emails and can make or break important company initiatives. And they don’t just happen: Hitting the right target at the optimum time with the perfect message is no easy feat. Email campaign management's many moving parts can be confusing to execute and oversee.

Over a quarter (26%) of workers struggle to prioritize daily tasks, citing the lack of a system and the effort needed to create one as the major reasons why. In a busy agency where every minute counts, these “systems” can mean the difference between success and failure — making project management tools a top priority. On the surface, email project planning tools may seem like an obvious solution.

Most agencies don’t have unlimited resources. They must use their time and budgets wisely to get the most bang for their buck. Reaching out to every contact via one-off emails is an inefficient (and unrealistic) communication method. So, how can your agency connect with its audience effectively without overwhelming your staff? It's smarter to keep up with your email marketing efforts, even with a small team, by building automated email workflows.

Quick pulse check: How is everyone feeling right now? Are you still in hibernation mode after the holidays, already behind and struggling to catch up? If you are feeling a tad rusty, you’re not alone. Switching mindsets from unwinding to ramping up can take some time. We’re only human after all. Setting goals for your agency is one way to boost motivation and activate forward motion.

Professional service projects are different animals than “normal” projects. While both offer challenges, professional service firms must meet their internal goals AND the client’s expectations. More companies and more people involved usually equates to greater risk. This article is your ultimate guide for understanding professional services, why companies use them, and the challenges professional service firms have in common.

“Operations keeps the lights on, strategy provides a light at the end of the tunnel, but project management is the train engine that moves the organization forward.” ~ Joy Gumz Pulling off client projects successfully is no small feat. Project managers and team members hyper focus on delivering high-quality work all day, every day; planning workflows and proactively addressing obstacles as they arise.

The saying “too many eggs in your basket” is apt for the professional service world. Juggling multiple accounts, a spread of different team members, and wildly differing client expectations can get out of hand very quickly. Luckily, with the right professional services software, you can keep processes tight and on track. By providing key features like time tracking, automated invoices, and handy checklists, you have the space you need to actually do the work.

Is your marketing team spread way too thin? Endless email chains. Missed deadlines. Frustrated team members. Unhappy clients. Ah, the classic signs of insufficient marketing project management. We know them all too well. There’s a reason why marketers that are proactive about project management are three times more likely to report “success.” Are you struggling to exceed client expectations without totally burning your team out?