Monday Task Management

MARCH 15, 2022

Business services intake forms are useful for the execution of B2B projects. When you automate repetitive parts of your workflow, you free up your time to complete more valuable tasks and maximize your revenue. That’s why you should automate your intake workflow by adding automations when someone completes an intake form.

Onboarding 52

Onboarding Small Business Workflows B2B 52

Andrew Chen

DECEMBER 13, 2018

And just like make all these workflows, these really complicated workflows that you know for the most part are still being managed in spreadsheets and docs and chat and sort of like streamline all that. And so I think that’s Fin’s hook to try to get you into the workflow, that way. It’s like a viral B2B thing.

Engineering 79

Engineering Scaling Workflows B2B 79

Andrew Chen

JULY 20, 2020

Seeing how your adjacent user uses a product in their environment expands your understanding of their workflow, constraints, and needs. Are B2B customers constantly sharing screens with colleagues for a product that you previously thought of as a personal tool? One account was public-facing, and one was more private for friends.

Retention 59

Retention Accounts Marketing Metrics 59

Harvard Business Review

AUGUST 21, 2012

billion consumers around the globe have an account on a social networking site and almost one in five online hours is spent on social networks), marketing departments have increasingly shifted their attention to social media. The business world knows (or thinks it knows) a lot about how social technologies are changing the world.

Media 18

Media Workflows A/B Testing B2B 18

Andrew Chen

DECEMBER 13, 2018

And just like make all these workflows, these really complicated workflows that you know for the most part are still being managed in spreadsheets and docs and chat and sort of like streamline all that. And so I think that’s Fin’s hook to try to get you into the workflow, that way. It’s like a viral B2B thing.

Engineering 40

Engineering Scaling Workflows B2B 40

Harvard Business Review

JUNE 16, 2014

You can’t be the only one holding everyone accountable because you can’t possibly observe everything that’s going on,” she says. At the start of a new project, help your direct reports “decide how they’re going to work together” — and importantly, how they will “hold each other accountable,” says Shapiro.

B2B 15

B2B Workflows Insurance Accounts 15

Harvard Business Review

APRIL 10, 2013

The personal connection is equally important in B2B as B2C sales — so long as you are not just competing on price and there is risk in the purchase decision, prospects will always be inclined to buy from someone they feel they know, like, and trust. As a sales rep, your social media accounts are a gold mine of data.

Sales 8

Sales Sales B2C B2B 8

Harvard Business Review

OCTOBER 5, 2015

These changes are driven by seismic shifts in consumer behavior and an explosion of both consumer- and B2B-facing technologies. Sales people from media companies, agency account teams serving brands, and the clients themselves connected demand with supply. The balance is subtle and sophisticated. Monetization.

Media 8

Media Advertising Scaling Metrics 8

Harvard Business Review

JUNE 30, 2015

We’ve also used the data to continuously improve our software and services; if some aspect of our product slows doctors down or creates more work for front-office staff, we can see the pain and adjust workflows to make it go away. We adjust our products to our clients’ behavior or workflows, acting as a benevolent invisible hand.

Benchmarking 15

Benchmarking Workflows A/B Testing B2B 15