The blog
Insights on document tracking, video walkthroughs, sales follow-up, and turning PDFs into engaging lead magnets.
98 articles
How to share large files on a Mac without the file bouncing
Want to share large files on Mac without the email bouncing? AirDrop, Mail Drop, iCloud and the link-based options, with the size limits that bite.
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Digital sales rooms: what they are and why they matter
What digital sales rooms are, what their analytics actually tell you, and how to tell when a tracked document link is all the deal needs.
Read moreThe best way to share confidential documents (it depends what's in them)
The best way to share confidential documents depends on the file. How to pick between password PDFs, restricted links, expiring links and data rooms.
Read moreClient prospecting that doesn't feel like begging for work
Client prospecting explained by a founder who does it daily: who to target, how to reach out, and how to follow up without sounding desperate.
Read moreLead scoring criteria for the healthcare industry (and why the usual model breaks)
Lead scoring criteria for the healthcare industry: what to score when selling to hospitals, what to ignore, and where health data rules bite.
Read more10 secure file sharing platforms compared
Ten secure file sharing platforms compared on encryption, permissions, compliance and what actually happens after someone opens the file.
Read moreFile sharing portals: what they are and when you actually need one
What file sharing portals actually do, which client portal tools are worth a look, and when a shared folder or a single link does the job better.
Read moreLead magnet ideas for coaches: sorted by effort, not hype
Practical lead magnet ideas for coaches, plus how to choose the right format and turn one sharp freebie into booked consults.
Read moreProspecting meaning in personality tests, and what it says about how you sell
The prospecting meaning in personality tests explained: what the P trait is, how it differs from Judging, and what it means if you do sales prospecting.
Read moreProspecting synonym: better words, and the ones that mean something else
Looking for a prospecting synonym? The words that mean the same thing in sales, the ones that don't, and which to use on a CV or job ad.
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