Notes Gallery

A visual collection of all notes.

Highlights from Shopify 2023 Winter Edition

Highlights from Shopify 2023 Winter Edition

Making Delayed Subscription Shipments Easy Drives Retention & Revenue

Making Delayed Subscription Shipments Easy Drives Retention & Revenue

Simple Steps for Personalized E-commerce Communication

Simple Steps for Personalized E-commerce Communication

Unlocking Revenue & Sustainability: Treet's Resale Solution for Brands

Unlocking Revenue & Sustainability: Treet's Resale Solution for Brands

Nurturing Relationships with New Parents in the Baby Brand Industry

Bridging Online and In-Store Experiences with E-commerce Fulfillment

Bridging Online and In-Store Experiences with E-commerce Fulfillment

Experimenting with Proposals

Experimenting with Proposals

All Is Good ...Or Not?

All Is Good ...Or Not?

Why We Started Recording New Business Calls

Why We Started Recording New Business Calls

Timelines for Monthly Initiatives

Timelines for Monthly Initiatives

Integrating Regular, Real-Time Feedback

Integrating Regular, Real-Time Feedback

2023 Account Planning

2023 Account Planning

Evolving Quarterly Team Leads Debrief Session

Evolving Quarterly Team Leads Debrief Session

Creating Consistency from Project Scoping through Implementation

Creating Consistency from Project Scoping through Implementation

Rethinking QA (Quality Assurance)

Rethinking QA (Quality Assurance)

The Benefits of Pre-Sending Deliverables

The Benefits of Pre-Sending Deliverables

Recent Launch: Arthur Ashe Collection

Recent Launch: Arthur Ashe Collection

Website Audit Follow-Up Meeting

Website Audit Follow-Up Meeting

Exploring Website Audits & Website Strategy Presentations

Exploring Website Audits & Website Strategy Presentations

Integrating URL Crawls Pre-SOW

Integrating URL Crawls Pre-SOW

Embedding Requirements into Our Process

Embedding Requirements into Our Process

Podcasts & New Business

Podcasts & New Business

Request for Information: A Performance Tool

Request for Information: A Performance Tool

Mental Checklist: Guiding Behaviors for Client Calls

Mental Checklist: Guiding Behaviors for Client Calls

Recording Client Calls

Recording Client Calls

Driving Performance Culture

Driving Performance Culture

Customer Comment Cards for Clients

Customer Comment Cards for Clients

SOW (Scope of Work) as SOP (Standard Operating Procedure)

SOW (Scope of Work) as SOP (Standard Operating Procedure)

Why to Give Every Retainer Contract an End Date

Why to Give Every Retainer Contract an End Date

Evolution of Client Services: Account Management vs. Project Management

Evolution of Client Services: Account Management vs. Project Management

New Biz Proposals: Are We Putting Our Best Foot Forward?

New Biz Proposals: Are We Putting Our Best Foot Forward?

Client Services in Business Development

Client Services in Business Development

Small Steps, Big Gains

Small Steps, Big Gains

Developing Process Through Client Work

Developing Process Through Client Work

Creating a Channel for Feedback

Creating a Channel for Feedback

Layoffs & Teaching the Biz

Layoffs & Teaching the Biz

Learning Through Client Challenges

Learning Through Client Challenges

Pizza Tracker, Project Tracker

Pizza Tracker, Project Tracker

Client Feedback & Executive Sponsors

Client Feedback & Executive Sponsors

Noticing the Gap Between Leadership & the Executing Team

Noticing the Gap Between Leadership & the Executing Team

First-Person Job Descriptions

First-Person Job Descriptions

Roles & Responsibilities Workshops

Roles & Responsibilities Workshops

Green Bananas: Den Mixtape

Green Bananas: Den Mixtape

Kicking Off Growth Moments

Kicking Off Growth Moments

Collaborative Proposals

Collaborative Proposals

Dog or Human: Lead with Your Desired Energy

Dog or Human: Lead with Your Desired Energy

3-2-1 Growth 2.0

3-2-1 Growth 2.0

Welcoming the Day

Welcoming the Day

Branding the Development Process

Branding the Development Process

Project Org Charts

Project Org Charts

Website Audit vs. Redesign: Bridging the Gap

Website Audit vs. Redesign: Bridging the Gap

What is Company Culture?

What is Company Culture?

The Power of Email

The Power of Email

Act Natural

Ask. Listen. Gut Check.

Ask. Listen. Gut Check.

Managing "Last Minute" Requests on Retainers

Managing "Last Minute" Requests on Retainers

Unpacking Baggage With New Experiences

Unpacking Baggage With New Experiences

Motorcycling & Leadership: You Go Where You Look

Motorcycling & Leadership: You Go Where You Look

Motorcycling & Leadership: Accountability

Motorcycling & Leadership: Accountability

Leading with Hope

Leading with Hope

Fostering Client Relationships With Executive Sponsors

Fostering Client Relationships With Executive Sponsors

Why We Focus On Outcomes

Why We Focus On Outcomes

Avoiding Ambiguity in One-on-Ones

Avoiding Ambiguity in One-on-Ones

Curiosity First

Curiosity First

Learning to Unlearn

Learning to Unlearn

Barrel's New Reel

Barrel's New Reel

Playing with Movement: "Rules of the Game"

Playing with Movement: "Rules of the Game"

Resourcing for Growth

Resourcing for Growth

A Wider View

Exploring Burnout

Exploring Burnout

Candor as a Value

Candor as a Value

A Hard Lesson in Client Comms

A Hard Lesson in Client Comms

Why I Love Reference Calls

Why I Love Reference Calls

Do. Learn. Clarify. Repeat.

Do. Learn. Clarify. Repeat.

A Fling, Feedback, and the Future

A Fling, Feedback, and the Future