The blog
Insights on document tracking, video walkthroughs, sales follow-up, and turning PDFs into engaging lead magnets.
139 articles
Lead magnet examples for SaaS that aren't another ebook
Lead magnet examples for SaaS that work: free tools, templates and teardowns, why the ebook keeps losing, and how to match a magnet to a buyer.
Read moreVideo walkthrough real estate: what to record and how to share it
A video walkthrough real estate agents can use to screen buyers: what to film, why one link beats attachments, and which buyer signals are worth tracking.
Read moreDirect Link File Sharing: A Practical Guide That Works
Learn how direct link file sharing works, when to use public or private links, and how to keep documents secure without slowing your team down.
Read moreDocument uploader: what to check before you trust one with a client file
A document uploader is easy to find and easy to regret. Here is what to check on file limits, links, replacing files and read tracking before you choose.
Read moreHow to build a lead follow up system that actually gets used
Build a lead follow up system in four parts: capture, first touch, cadence and stop rules. Plus the tools worth paying for and the ones that are not.
Read moreAuto lead generation companies, and how to pick one without wasting a quarter
How to compare auto lead generation companies: the models they sell, the questions that expose weak leads, and what to do with a lead once you've paid.
Read moreLead capture device: what to use at events and what happens next
A lead capture device is whatever grabs a contact's details at an event. Badge scanners, tablets, QR codes and cards compared, plus what to do after.
Read more10 Vacation Request Forms You Can Copy and Use in 2026
Ten vacation request forms you can copy, with the fields to include, approval workflows, and tips for connecting them to HR or team tools.
Read more13 prospecting methods, and how to pick the two that fit you
13 prospecting methods, from referrals and cold email to trigger events and closed-lost revival, plus how to choose the two worth your week.
Read moreBusiness plan for a beauty supply store: a working template
A business plan for a beauty supply store, built as a five-stage method with sample numbers, inventory controls and a cash stress test you can actually use.
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