Meeting Packet Workshop Tips

Last week the Account Management team held their first Meeting Packet Workshop. We demonstrated preparation for the LAP review, an important client-facing review meeting! Here are some tips for creating a meeting packet like the LAP review: Guides for Margins You can set where your margins appear on a PowerPoint presentation to keep items like …

NextDoor Advertising

What is NextDoor? NextDoor is a social media app that is specifically geared toward neighbors staying connected and sharing information about their neighborhoods. Some of what you see here often are posts: Recommendations for service providers from dog sitting, to pizza, or home improvement contractors. Updates on neighborhood events like block party or community day …

Zero-Party Data

With the pending death of the cookie and the increasing concerns over data tracking, a new buzz is ‘zero-party data”. Zero-party data is data that a customer intentionally and proactively shares with a company. Some benefits of zero-party data include that the quality and accuracy of responses is generally quite high. Zero-party data is also …

Asana Task Management: Priority Sorting

Now that PIC is using Priority Tags to identify 3 levels of urgency to a task (P1, P2, P3), we need a method to organize these tasks accordingly. You can easily identify what your upcoming P1 (High Priority) and P2 (Medium Priority) tasks are using a report within Asana. Follow the steps below! Go to …

Phone Call Tracking with Google My Business

Google My Business recently added a new option to track calls from your GMB profile if their phone number shows to viewers. You can see recent, missed calls, and more! This GMB function uses a call forwarding number. When the business receives a call from this system, they will hear the message “Call from Google” …