Teams | Collaboration | Customer Service | Project Management

How to Optimize Your Agency Sales Process: Lessons From Six-Figure Agencies

Building off a founder’s network and relying on inbound sales can help your agency grow at the start. But it’s not a sustainable long-term approach. We talked to Friday Solved founder Ryan Hall about his approach to scaling sales. With over 23 years of agency experience, including two successful exits, Ryan knows how to sell. Here are his insights and tips to improve each of your funnel stages for the long run.

6 essential project metrics for agencies to track performance

There is only one way to measure whether a project is a success or a failure—with data. Thanks to project metrics (and the right tools to track that data), it's now easier than ever to crunch the numbers on previous projects to see where we went right and what task ended up causing a major delay. I use project metrics to track performance and spot problems before they become catastrophes.

How to create a simple project proposal (free outline included)

Early in my marketing career, I had plenty of big ideas. Campaigns I wanted to run, events I thought we should attend, tools I believed we should invest in. But more often than not, those off-the-cuff suggestions didn’t go far. They lacked three important things: With 10+ years of experience growing B2B SaaS organizations, one thing has become clear: it’s not just about having a great idea. It’s about how you pitch it.

Introducing Guru AI: AI-Powered Efficiency

We’re thrilled to introduce Guru AI — an all-in-one assistant designed to empower product teams across the entire organization. What can Guru AI do for my team? Guru AI helps with tasks like analyzing data, generating content, and uncovering meaningful insights to support smarter, more efficient workflows. This video walks you through practical examples of how to immediately integrate Guru AI into your daily workflow, transforming complex tasks into efficient routines and simplifying your day-to-day work.

Three steps for successful tech stack reviews

Leading IT organizations recognize that competitive advantage comes not from having more tools, but from having the right tools working in harmony. Follow these criteria for assessing what’s working and where to optimize. First, security. This isn’t about finding the most locked-down tools—it’s about identifying platforms that enable secure collaboration at scale. Second, simplicity.

6 steps to implement Zendesk WFM - Step 4: Set up and optimize Forecasts

Join us and learn how to read and understand your forecast, manually adjust forecasted inbound volume and required staffing, and grasp algorithm selection. Gain clear, practical skills to optimize your planning and staffing needs with confidence. Zendesk makes customer service better. We build software to meet customer needs, set your team up for success, and keep your business in sync.

Unlocking Zendesk: Why the pending status is your most underrated feature

The pending status might be Zendesk's most underrated feature. Most support teams ignore it, but it can transform how your team manages tickets and protects your SLA performance. In this video, Jude explains exactly when to use pending status and how to set it up properly for maximum impact. What you'll learn: When to use pending vs keeping tickets open How pending status keeps agent views focused on actionable work Why tickets automatically reopen when customers respond How pending status pauses SLA timers (protecting your targets) Setup tips for views and follow-up automation.