Managing client relationships in the accounting world involves much more than keeping contact info in one place. For small business accountants, it means staying on top of recurring deadlines, securely handling sensitive financial data, and ensuring no client communication falls through the cracks. These unique needs make it essential to have a CRM that’s not…
Category: Marketing
The 15 best “Meet the Team” pages I’ve ever seen
I’ve worked on many websites that have pretty standard “Meet the Team” pages. But I think it’s a huge missed opportunity for your brand if you don’t try to get a little creative or, at the very least, make sure the page is engaging and up to date. One client I worked with had spent…
Traditional marketing vs. digital marketing: Why not both?
Traditional marketing vs. digital marketing shouldn’t be a controversial decision. From my experience, the smartest brands aren’t choosing sides. They’re learning how to blend both worlds to reach people where it matters. I personally work with a SaaS company that invested relentlessly in billboards across the US and saw a jaw-dropping spike in leads. So…
4 best CRMs for oil and gas businesses in 2025
The oil and gas industry faces unique challenges that standard business software often can’t address. From managing complex, multi-year drilling projects to tracking equipment across remote locations, energy companies need specialized tools to stay competitive. Customer relationship management (CRM) systems designed for oil and gas operations help companies streamline vendor relationships, manage lengthy sales cycles,…
5 best CRMs for call center businesses in 2025
Managing customer relationships in call centers presents challenges that standard business software simply can’t address. Unlike typical sales environments, call center teams handle hundreds of interactions daily, require instant access to customer history across multiple touchpoints, and need sophisticated routing and monitoring capabilities to maintain service quality. These high-volume, fast-paced environments demand specialized tools to…
5 best CRMs for investment banking businesses in 2025
Investment banking operates in a fast-paced environment where relationship management, deal tracking, and regulatory compliance determine success. Investment banks face rapid market changes and growing client demands, increasing regulatory demands, and the need to manage intricate client relationships that traditional spreadsheets and generic tools simply cannot handle effectively. This comprehensive guide compares the best 5…
Writing a perfect executive summary that sets your document up for success (templates + examples)
One of the first real jobs I landed as a B2B content writer was summarizing a couple of campaign reports for a product adoption platform. I’ll be honest — I was terrified. Coming from a fiction-writing background, I was way more comfortable describing things in detail. Summarizing? Not my strong suit. Every time I heard…
33 ChatGPT prompts I keep in my toolkit
Honestly, I used to be an AI critic. When ChatGPT first came out, I tried a bunch of ChatGPT prompts. The output I got was often surface-level and sometimes inaccurate. I concluded that it would take more time to edit the work than to do it from scratch myself. The main problem, though? My prompts…
5 best CRMs for HVAC businesses in 2025
Running an HVAC business means juggling emergency calls, seasonal demand spikes, and multi-visit jobs that can span weeks. You’re dealing with a technician shortage, meanwhile customers expect rapid response times when their AC fails or their furnace breaks. Customer relationship management (CRM) software solves these challenges by centralizing customer data, automating routine tasks, and streamlining…
What a decade in SEO taught me about keyword research that works
Keyword research is changing. The rise of AI search and content discovery through platforms like TikTok means people aren’t clicking through to websites as much as they used to. You can rank at the top of Google and still get zero clicks because AI Overviews are now answering queries directly in the SERP. But in…