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Mid-Year Is a Natural Moment to Reflect on What’s Working—and What Could Shift
Hey there, friend — Jerry here!
The Benefits of a Centralized Client Onboarding Portal for All Stakeholders
Many solution providers rely on a variety of tools and technologies to facilitate the client ...
How Traditional Data Intake Slows Down High-Performing Teams
Momentum is everything, whether you're kicking off a new client relationship or executing a major ...
How a Little Preparation Now Can Make Upcoming Time Off Smoother for Everyone
I’m all for slowing down, and when it’s time for a vacation, I’m already picturing the perfect ...
Onboarding & Retention Statistics: How Effective Client Onboarding Boosts Retention
Client retention is a key aspect of the growth strategy for solution providers. Not only is it far ...
Invoicing is Where Expectations, Execution, and Revenue Converge
It should reflect the work delivered — accurately, transparently, and in sync with the client ...
Is It Time To Change Your Client Project Management Software?
Choosing client project management software is a big decision, and chances are, you made your ...
Simpler Processes Mean Fewer Fire Drills—And a Bit More Breathing Room
Hey friends—Jerry the Sloth here. If it feels like every week brings a new surprise “urgent” task ...
Smoothing Over the Implementation to Customer Success Handoff
The passing of the baton from implementation to customer success is a key transition point in the ...
Why Community Matters More Than Ever in the Onboarding Field
Whether you’re leading onboarding strategy or managing dozens of implementations at once, one truth ...
