Notes Gallery

A visual collection of all notes.

Using Post-Purchase Surveys to Understand Customers & Drive Strategy

Using Post-Purchase Surveys to Understand Customers & Drive Strategy

Post-Purchase

Customer Service

Highlights from Shopify 2023 Winter Edition

Highlights from Shopify 2023 Winter Edition

Announcements

Shopify

Making Delayed Subscription Shipments Easy Drives Retention & Revenue

Making Delayed Subscription Shipments Easy Drives Retention & Revenue

Subscriptions

Simple Steps for Personalized E-commerce Communication

Simple Steps for Personalized E-commerce Communication

Personalization

Email/SMS

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

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

Loyalty

E-Comm Strategy

Nurturing Relationships with New Parents in the Baby Brand Industry

Nurturing Relationships with New Parents in the Baby Brand Industry

E-Comm Strategy

Customer Retention

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

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

Omnichannel

Shopify

Experimenting with Proposals

Experimenting with Proposals

No items found.
All Is Good ...Or Not?

All Is Good ...Or Not?

No items found.
Why We Started Recording New Business Calls

Why We Started Recording New Business Calls

No items found.
Timelines for Monthly Initiatives

Timelines for Monthly Initiatives

No items found.
Integrating Regular, Real-Time Feedback

Integrating Regular, Real-Time Feedback

No items found.
2023 Account Planning

2023 Account Planning

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Evolving Quarterly Team Leads Debrief Session

Evolving Quarterly Team Leads Debrief Session

No items found.
Creating Consistency from Project Scoping through Implementation

Creating Consistency from Project Scoping through Implementation

No items found.
Rethinking QA (Quality Assurance)

Rethinking QA (Quality Assurance)

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The Benefits of Pre-Sending Deliverables

The Benefits of Pre-Sending Deliverables

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Recent Launch: Arthur Ashe Collection

Recent Launch: Arthur Ashe Collection

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Website Audit Follow-Up Meeting

Website Audit Follow-Up Meeting

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Exploring Website Audits & Website Strategy Presentations

Exploring Website Audits & Website Strategy Presentations

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Integrating URL Crawls Pre-SOW

Integrating URL Crawls Pre-SOW

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Embedding Requirements into Our Process

Embedding Requirements into Our Process

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Podcasts & New Business

Podcasts & New Business

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Request for Information: A Performance Tool

Request for Information: A Performance Tool

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Mental Checklist: Guiding Behaviors for Client Calls

Mental Checklist: Guiding Behaviors for Client Calls

No items found.
Recording Client Calls

Recording Client Calls

No items found.
Driving Performance Culture

Driving Performance Culture

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Customer Comment Cards for Clients

Customer Comment Cards for Clients

No items found.
SOW (Scope of Work) as SOP (Standard Operating Procedure)

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

Client Relationships

New Business

Why to Give Every Retainer Contract an End Date

Why to Give Every Retainer Contract an End Date

No items found.
Evolution of Client Services: Account Management vs. Project Management

Evolution of Client Services: Account Management vs. Project Management

No items found.
New Biz Proposals: Are We Putting Our Best Foot Forward?

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

No items found.
Client Services in Business Development

Client Services in Business Development

No items found.
Small Steps, Big Gains

Small Steps, Big Gains

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Developing Process Through Client Work

Developing Process Through Client Work

No items found.
Creating a Channel for Feedback

Creating a Channel for Feedback

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Layoffs & Teaching the Biz

Layoffs & Teaching the Biz

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Learning Through Client Challenges

Learning Through Client Challenges

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Pizza Tracker, Project Tracker

Pizza Tracker, Project Tracker

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Client Feedback & Executive Sponsors

Client Feedback & Executive Sponsors

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Noticing the Gap Between Leadership & the Executing Team

Noticing the Gap Between Leadership & the Executing Team

No items found.
First-Person Job Descriptions

First-Person Job Descriptions

No items found.
Roles & Responsibilities Workshops

Roles & Responsibilities Workshops

No items found.
Green Bananas: Den Mixtape

Green Bananas: Den Mixtape

No items found.
Kicking Off Growth Moments

Kicking Off Growth Moments

No items found.
Collaborative Proposals

Collaborative Proposals

No items found.
Dog or Human: Lead with Your Desired Energy

Dog or Human: Lead with Your Desired Energy

No items found.
3-2-1 Growth 2.0

3-2-1 Growth 2.0

No items found.
Welcoming the Day

Welcoming the Day

No items found.
Branding the Development Process

Branding the Development Process

No items found.
Project Org Charts

Project Org Charts

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Website Audit vs. Redesign: Bridging the Gap

Website Audit vs. Redesign: Bridging the Gap

No items found.
What is Company Culture?

What is Company Culture?

No items found.
The Power of Email

The Power of Email

No items found.
Act Natural

Act Natural

No items found.
Ask. Listen. Gut Check.

Ask. Listen. Gut Check.

No items found.
Managing "Last Minute" Requests on Retainers

Managing "Last Minute" Requests on Retainers

No items found.
Unpacking Baggage With New Experiences

Unpacking Baggage With New Experiences

No items found.
Motorcycling & Leadership: You Go Where You Look

Motorcycling & Leadership: You Go Where You Look

Motorcycling

Agency Leadership

Management

Motorcycling & Leadership: Accountability

Motorcycling & Leadership: Accountability

Motorcycling

Agency Leadership

Personal Growth

Leading with Hope

Leading with Hope

No items found.
Fostering Client Relationships With Executive Sponsors

Fostering Client Relationships With Executive Sponsors

No items found.
Why We Focus On Outcomes

Why We Focus On Outcomes

No items found.
Avoiding Ambiguity in One-on-Ones

Avoiding Ambiguity in One-on-Ones

No items found.
Curiosity First

Curiosity First

No items found.
Learning to Unlearn

Learning to Unlearn

No items found.
Barrel's New Reel

Barrel's New Reel

No items found.
Playing with Movement: "Rules of the Game"

Playing with Movement: "Rules of the Game"

No items found.
Resourcing for Growth

Resourcing for Growth

No items found.
A Wider View

A Wider View

No items found.
Exploring Burnout

Exploring Burnout

No items found.
Candor as a Value

Candor as a Value

No items found.
A Hard Lesson in Client Comms

A Hard Lesson in Client Comms

No items found.
Why I Love Reference Calls

Why I Love Reference Calls

No items found.
Do. Learn. Clarify. Repeat.

Do. Learn. Clarify. Repeat.

No items found.