We’re in the age of remote and hybrid working, and our physical distance from one another is having a huge impact on company culture. Previously, grabbing lunch or a drink after work was easy. But now, even small talk needs to be consciously brought into our scheduled Slack calls to avoid things becoming too transactional. This new way of working can lead to serious challenges like feeling disconnected from colleagues and the company mission, lacking motivation, and experiencing loneliness.

Is your agency leaving nearly 2/3rds of your new client acquisition up to chance? If so, you’re not alone. But it doesn’t have to be that way. According to research from WordStream, 60% of most new agency clients are coming from a channel that you can’t directly control, let alone scale. That scary stat is exactly what today’s guest is helping agencies avoid by building a portfolio of offers you can use to drive more inbound leads and create a re-usable marketing asset that pays for itself.

Pings are an essential communication tool in Basecamp — if you need to collaborate outside of a project or discuss something more privately, send a ping. But when you have a lot of pings with a lot of people, it’s hard to tell conversations apart. A single name and a few avatars are all you have to go by. You have to open each thread to figure out who’s in which one. Not anymore! Now in Basecamp, you can add a name and image to your pings so they’re easier to identify.

Without financial results, we can’t see the impact of the decisions we make on our agency’s profit. In this episode we’re joined by Alfie Wenegieme, a seasoned chartered accountant with over 17 years of commercial finance experience. Alfie shares important metrics for us to understand, report, and improve on. We explore the fundamentals of agency finances, common issues agencies face, and tips for improving your team’s understanding of key financial metrics.

Welcome to the July edition of What’s new in Asana. This month is all about Asana AI. First, let AI streamline the project creation process with smart projects. Next, write more effective goals based on best practices with smart goals. Finally, use portfolio-level smart summaries to get an AI-generated summary to get up to speed on any notable changes.

Sign up for a free 30 day trial: https://www.teamwork.com/project-management-software/

If you’re still learning how to use Teamwork.com, sign up for one of our daily webinars: https://www.teamwork.com/webinars/

Some platforms for niche use cases don’t require much consideration – you can try, and if it doesn’t work as intended, you can move onto something else. Other platforms, particularly those that are linked to your client services and business finances, require careful consideration. How do you ensure you’re making the right decision? In this episode, we discuss why growing and maturing agencies looking to scale make the transition from disjointed tools to professional services automation (PSA) platforms.