Spreadsheets as a Data Hub: When It Works (and When to Switch)
Spreadsheets as a Data Hub: When It Works (and When to Switch) Why disorganized data slows teams down How to improve naming and data consistency Signs it’s time to upgrade from spreadsheets Simple steps to stabilize your setup today Tools and tips for making smarter, AI-ready decisions Why Messy Data Blocks Results Spreadsheets start out […]
automation platforms vs Automation Platforms for SMB Automation
automation platforms vs Automation Platforms for SMB Automation Understand the difference between general and SMB-focused automation platforms. Discover why not all tools are built with small businesses in mind. Learn how to evaluate automation tools based on outcomes, not features. Find quick, no-code automations you can use right away. Get clear on what to track, […]
Designing Reliable Workflows: Branching, Loops & Lists
Designing Reliable Workflows: Branching, Loops & Lists What branching, loops, and lists mean in business workflows (no tech jargon) Real-world examples—no code needed Quick wins using tools you already know Common mistakes to avoid when building workflows Simple tweaks that improve team speed and reduce errors Plain‑English Overview: What Are Branching, Loops & Lists? If […]
Automation Platforms 101: First 5 Workflows to Try
Automation Platforms 101: First 5 Workflows to Try What automation platforms are (in plain English) Why they matter for time-strapped business owners 5 simple workflows you can set up today—no code required What to consider before turning anything on How to measure impact and avoid common missteps What Are Automation Platforms, Really? Think of automation […]
AI Tools & Platforms — Hub
AI Tools & Platforms — Hub Who this guide is for: business owners, marketing and ops leads, and small teams Real problems AI can help solve without a tech team Beginner-friendly projects you can launch today What data powers these tools (and where it lives) Privacy, bias, and reliability — what to watch for Key […]
Support Deflection: How to Measure & Improve It
Support Deflection: How to Measure & Improve It What support deflection is (and what it isn’t) How to measure whether it’s working Clear ways to improve it—for business and customer wins Introduction Support deflection is when customers get the help they need without needing to contact your team directly. Done right, it saves you time, […]
CRM Integration: Logging Chats as Contacts & Deals
CRM Integration: Logging Chats as Contacts & Deals What your CRM should be capturing — and what it shouldn’t How to log contacts and deals automatically from chats, forms, and calls Why cleaning up duplicates matters more than most people think How to structure lifecycle stages and handoffs for less busywork What to track to […]
Post‑Chat Surveys & NPS Automations
Post‑Chat Surveys & NPS Automations Why post-chat feedback matters and where it fits in How to collect meaningful input you can act on What questions to ask (and what not to ask) Using NPS to measure loyalty—not just satisfaction Setting up a simple feedback loop that improves your service Top reasons customers contact you (find […]
Auto‑Training Your Knowledge Base from Resolved Tickets
Auto‑Training Your Knowledge Base from Resolved Tickets Learn why resolved tickets are your best learning tool Understand what to automate — and what not to Set up feedback loops to make your content stronger over time Track the right metrics to stay focused on outcomes Leave with a clear starter setup and next steps Top […]
Ticket Triage & Tagging with AI (Helpdesks)
Ticket Triage & Tagging with AI (Helpdesks) Why AI-powered triage & tagging boosts support outcomes What kinds of questions AI should and shouldn’t handle Key metrics to track and what success looks like Next steps to get started — without needing to change platforms Top Reasons Customers Reach Out to You (And Why It Matters […]