#client-management

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fromEntrepreneur
1 day ago

Being 'Nice' Almost Cost Me My Business - Here's What I Do Differently Now | Entrepreneur

When nice replaces clarity, it becomes dangerous. Nice masks the truth in soft language. It dulls useful tension. It delays discomfort and multiplies damage.
Business
#business-growth
#templates
fromLondon Business News | Londonlovesbusiness.com
1 month ago

The benefits of a proactive mindset for financial advisors - London Business News | Londonlovesbusiness.com

A proactive mindset actively shapes our daily activities, allowing advisors to predict needs and align their actions with future goals. It leads to more effective client management.
Mindfulness
fromClickUp
5 months ago

10 Chili Piper Alternatives and Competitors in 2025 | ClickUp

When searching for alternatives to Chili Piper, look for features that matter most, including seamless integrations, customization options, and budget-friendly pricing.
Marketing tech
fromClickUp
2 months ago

10 Best Consultancy Software for Consultants in 2025 | ClickUp

Consultancy tools are designed to streamline workflows, enhance productivity, and help consultants manage multiple tasks effectively amidst their often hectic schedules.
Agile
#tariffs
fromSearch Engine Roundtable
2 months ago

Microsoft Advertising Temporarily Suspends Client Connection Requests

These requests have been forwarded to our Engineering team, who will handle the linking on your behalf. At this time, due to a recently implemented security measure, agencies are temporarily unable to send new client connection requests directly... the policy is currently applied universally.
Marketing tech
#freelancing
fromClickUp
3 months ago

How to Create an Effective Cancellation Policy (Examples)

Cancellations and no-shows can significantly affect businesses, making a cancellation policy essential for managing client expectations and protecting revenue.
Mental health
fromEntrepreneur
3 months ago

How to Fire Bad Clients the Right Way | Entrepreneur

Firing bad clients can improve business health and focus resources on profitable relationships.
Startup companies
#crm-systems
fromClickUp
8 months ago

How to Create an Excel Database (With Templates and Examples) | ClickUp

Databases aren't just for big companies with hundreds or thousands of clients and products. It's for anyone who wants to put manual work on autopilot, so they can track, retrieve, and protect all types of information.
Data science
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