Teams | Collaboration | Customer Service | Project Management

Our November update is here to spice up your fall in half a dozen different ways. From a revamped project view to some light revenue forecasting magic to more serious custom field access control – there’s something here for everyone.

Increasing productivity improves cost efficiency. The more productive your people are, and the more repeatable the processes underpinning that productivity, the more costs stay under control while revenue rises. This is because ‘productivity’ is greater than the sum of its parts – those parts being broadly categorized into ‘people’ and ‘performance’.

Maintaining client relationships and preventing churn is a never-ending battle for most companies, B2B and B2C alike. Based on our users’ experience, we’ve identified that client churn is most commonly linked to low work output, lack of innovation, and employee engagement. Preventing client churn is not only a key profitability driver, but it can also contribute to expansion and acquisition through referrals and relevant case studies.

As businesses across the globe evaluate post-pandemic work models, many CEOs are considering novel strategies to motivate employees to return to the office. One notable approach that is gaining traction involves offering tangible rewards for consistent office attendance.

For an agency, winning over new clients is only part of the journey. Once you have them, how can you make sure you keep them? (Or even more ideally, maximize those contracts’ value?) Some might think the answer is simple: Just provide excellent service, right? Not quite — although that is a critical piece of the puzzle. So, what works best?

Project managers shoulder lots of responsibility. Keeping the team productive, addressing problems, creating solutions, and fostering collaboration are all items that land on their plate. So is process management. If processes are ill-managed, the entire project pays the price. Communication can break down, accountability can decrease, errors can increase, and milestones can go unmet. If this scenario gives you indigestion, you’re not alone.

Is your customer churn rate stopping you from growing your agency? In an industry where most agencies have a relatively small number of customers, loyalty is incredibly important. Unfortunately, there are all sorts of ways that customer experience and satisfaction can suffer. Potential causes of customer churn include poor customer service, inattention to customer needs, and a weak onboarding process.

Do you love crushing sales goals and being part of new development? Are you the type of person who wants to make a direct contribution to the agency you work for? If you answered an enthusiastic “YES” to these questions, a sales project manager position may be right up your alley. For projects to succeed, they need strong leaders to manage timelines, work well with teams, and solve problems that could impact the deliverable. This role isn’t for everybody.

For many of us, the way we work is broken. But the combined power of humans and AI offers a potential solution. At The Work Innovation Summit, we explored the potential for AI to transform the way we work. The event highlighted the magic that unfolds when AI—rather than adding to the work pile—alleviates repetitive tasks and allows humans to channel their ingenuity, empathy, and passion into purposeful, meaningful work.