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Notes Gallery

A visual collection of all notes.

Understanding When a Quiz Makes Sense

Understanding When a Quiz Makes Sense

E-Commerce

A Prime Case for Amazon's "Buy With Prime"

A Prime Case for Amazon's "Buy With Prime"

E-Commerce

Keeping Subscribers Engaged Beyond Month One

Keeping Subscribers Engaged Beyond Month One

E-Commerce

On the Wonderment Blog: How Marketing & CX Teams Can Increase Customer Retention

On the Wonderment Blog: How Marketing & CX Teams Can Increase Customer Retention

E-Commerce

Beyond Subscriptions: How Recharge Drives LTV

Beyond Subscriptions: How Recharge Drives LTV

E-Commerce

Building Trust with SMS

Building Trust with SMS

E-Commerce

The Power of Customer Data with Okendo

The Power of Customer Data with Okendo

E-Commerce

Top Placements for Upsells and Cross-Sells in E-Commerce

Top Placements for Upsells and Cross-Sells in E-Commerce

E-Commerce

Rebuy's Free Plan and Checkout Extensions Announcement

Rebuy's Free Plan and Checkout Extensions Announcement

E-Commerce

Using Website Navigation to Introduce the Brand

Using Website Navigation to Introduce the Brand

E-Commerce

Amazon Buy With Prime Has Finally Arrived on Shopify

Amazon Buy With Prime Has Finally Arrived on Shopify

E-Commerce

Beyond Conversion Rate: Low-Hanging Fruit Opportunities

Beyond Conversion Rate: Low-Hanging Fruit Opportunities

E-Commerce

From Personalization to the Environment: Client E-Commerce Trends

From Personalization to the Environment: Client E-Commerce Trends

E-Commerce

Focusing on the Right Customers

Focusing on the Right Customers

E-Commerce

A Look Inside Shopify 2023 Summer Edition

A Look Inside Shopify 2023 Summer Edition

E-Commerce

Maximizing Holiday Sales: Post-Purchase Gift Card Tactics for Black Friday

Maximizing Holiday Sales: Post-Purchase Gift Card Tactics for Black Friday

E-Commerce

Sweet Loren's Move to Shopify

Sweet Loren's Move to Shopify

E-Commerce

Maximizing Marketing Investments with Tailored Landing Pages

Maximizing Marketing Investments with Tailored Landing Pages

E-Commerce

Returns Don't Have to Suck

Returns Don't Have to Suck

E-Commerce

When to Say Goodbye to Discount Code Fields

When to Say Goodbye to Discount Code Fields

E-Commerce

SMS Marketing: Navigating Compliance & Best Practices

SMS Marketing: Navigating Compliance & Best Practices

E-Commerce

Using Post-Purchase Surveys to Understand Customers & Drive Strategy

Using Post-Purchase Surveys to Understand Customers & Drive Strategy

E-Commerce

Highlights from Shopify 2023 Winter Edition

Highlights from Shopify 2023 Winter Edition

E-Commerce

Making Delayed Subscription Shipments Easy Drives Retention & Revenue

Making Delayed Subscription Shipments Easy Drives Retention & Revenue

E-Commerce

Simple Steps for Personalized E-commerce Communication

Simple Steps for Personalized E-commerce Communication

E-Commerce

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

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

E-Commerce

Nurturing Relationships with New Parents in the Baby Brand Industry

Nurturing Relationships with New Parents in the Baby Brand Industry

E-Commerce

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

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

E-Commerce

Experimenting with Proposals

Experimenting with Proposals

Agency Leadership

All Is Good ...Or Not?

All Is Good ...Or Not?

Process & Collaboration

Why We Started Recording New Business Calls

Why We Started Recording New Business Calls

Process & Collaboration

Timelines for Monthly Initiatives

Timelines for Monthly Initiatives

Agency Leadership

Integrating Regular, Real-Time Feedback

Integrating Regular, Real-Time Feedback

Management

2023 Account Planning

2023 Account Planning

Agency Leadership

Evolving Quarterly Team Leads Debrief Session

Evolving Quarterly Team Leads Debrief Session

Process & Collaboration

Creating Consistency from Project Scoping through Implementation

Creating Consistency from Project Scoping through Implementation

Process & Collaboration

Rethinking QA (Quality Assurance)

Rethinking QA (Quality Assurance)

Process & Collaboration

The Benefits of Pre-Sending Deliverables

The Benefits of Pre-Sending Deliverables

Process & Collaboration

Recent Launch: Arthur Ashe Collection

Recent Launch: Arthur Ashe Collection

Updates

Website Audit Follow-Up Meeting

Website Audit Follow-Up Meeting

Process & Collaboration

Exploring Website Audits & Website Strategy Presentations

Exploring Website Audits & Website Strategy Presentations

Process & Collaboration

Integrating URL Crawls Pre-SOW

Integrating URL Crawls Pre-SOW

Process & Collaboration

Embedding Requirements into Our Process

Embedding Requirements into Our Process

Process & Collaboration

Podcasts & New Business

Podcasts & New Business

Agency Leadership

Request for Information: A Performance Tool

Request for Information: A Performance Tool

Management

Mental Checklist: Guiding Behaviors for Client Calls

Mental Checklist: Guiding Behaviors for Client Calls

Agency Leadership

Recording Client Calls

Recording Client Calls

Agency Leadership

Driving Performance Culture

Driving Performance Culture

Company Culture

Customer Comment Cards for Clients

Customer Comment Cards for Clients

Agency Leadership

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

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

Agency Leadership

Why to Give Every Retainer Contract an End Date

Why to Give Every Retainer Contract an End Date

Agency Leadership

Evolution of Client Services: Account Management vs. Project Management

Evolution of Client Services: Account Management vs. Project Management

Agency Leadership

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

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

Agency Leadership

Client Services in Business Development

Client Services in Business Development

Agency Leadership

Small Steps, Big Gains

Small Steps, Big Gains

Fitness & Wellness

Habits

Developing Process Through Client Work

Developing Process Through Client Work

Management

Creating a Channel for Feedback

Creating a Channel for Feedback

Personal Growth

Layoffs & Teaching the Biz

Layoffs & Teaching the Biz

Company Culture

Learning Through Client Challenges

Learning Through Client Challenges

Process & Collaboration

Pizza Tracker, Project Tracker

Pizza Tracker, Project Tracker

Process & Collaboration

Client Feedback & Executive Sponsors

Client Feedback & Executive Sponsors

Process & Collaboration

Noticing the Gap Between Leadership & the Executing Team

Noticing the Gap Between Leadership & the Executing Team

Agency Leadership

First-Person Job Descriptions

First-Person Job Descriptions

Management

Roles & Responsibilities Workshops

Roles & Responsibilities Workshops

Management

Green Bananas: Den Mixtape

Green Bananas: Den Mixtape

Updates

Kicking Off Growth Moments

Kicking Off Growth Moments

Management

Collaborative Proposals

Collaborative Proposals

Process & Collaboration

Dog or Human: Lead with Your Desired Energy

Dog or Human: Lead with Your Desired Energy

Agency Leadership

3-2-1 Growth 2.0

3-2-1 Growth 2.0

Agency Leadership

Welcoming the Day

Welcoming the Day

Personal Growth

Branding the Development Process

Branding the Development Process

Process & Collaboration

Project Org Charts

Project Org Charts

Agency Leadership

Website Audit vs. Redesign: Bridging the Gap

Website Audit vs. Redesign: Bridging the Gap

Process & Collaboration

What is Company Culture?

What is Company Culture?

Company Culture

The Power of Email

The Power of Email

Process & Collaboration

Next

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On Mondays, I write a newsletter called Borrowed, Learned, & Thought (BL&T) about lessons learned in life, agency leadership, and e-commerce. Details.

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