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8 Essential Features Every Engineering Website Needs

by Monica Shepherd on Sep 1, 2014 in Engineers

As a copywriter, I’ve worked with several engineering firms to help them create content for their website. After finally acknowledging that they actually should have a website (and yes, you should!), the stalling point for my clients had been on actually putting words together for the pages. The website content just kept getting bumped to the bottom of the too hard basket.

I’m not an expert on engineering, but I do have a fair idea about what works for creating a successful website to promote your business. If you want to ensure your website is working hard to bring in leads and strengthen your brand, then here’s my advice on the eight essential features you should include on your engineering website:


How to make the Xero and WorkflowMax Integratation Work for Your Creative Agency.

by Maree Maxfield on Aug 29, 2014 in Agencies & Creatives, WorkflowMax Customers (Tips, etc.)

In a number of cases I have had clients who have adopted Xero and discovered exactly why it is the UK’s number one online accounting software.

They then discover that Xero integrates with WorkflowMax and that this integration will allow them to really understand and manage their projects.

The integration between Workflowmax and Xero is very powerful. Want to get it working at your agency? Here are the features I like best, and a few tips added in:


5 Steps to Create Agency Prospect Quotes and Estimates

by Chirag Ahuja on Aug 28, 2014 in Agencies & Creatives, Quotes, Estimates

As an agency, you know that acquiring new clients takes a lot of prep work. There’s the research, the calls,the emails, the planning, and finally the laborious new job quote construction.

While we can’t remove the discovery and research process of obtaining new clients, we can help you simplify the quote development. This once dreaded, time-consuming process is actually not as painful as it used to be. With WorkflowMax, drafting and delivering a quote is a piece of cake. The really good kind of cake. Like this one:

Below, we’ve outlined the simple steps required to create a quote within WorkflowMax, so you can see how seamless it truly is.


Why is Client Onboarding Important for Your Agency?

by Steff Green on Aug 27, 2014 in Agencies & Creatives

Let me tell you a story. Once upon a time, I used to run a small content agency. Just me and three other freelancers doing the grunt work. My job was to talk to the clients, find the work, dish it out, and make sure everything was running smoothly.

We didn’t have any official onboarding process for clients. I would draw up a content plan that outlined what we were going to do and included our contract terms, and once they signed it, we’d get started. This system worked fine, so we never thought of changing it.

Until one day … a new client came on board. I sent them their contract, they signed it, and we got to work. A week later, we emailed them their website content, and … they didn’t want it. It wasn’t that they didn’t like it, it was simply that what we’d done and what they thought we were doing were two different things.

I thought my contract / plan would’ve caught this issue, but it didn’t. A proper onboarding process would’ve got us on the same page quickly and prevented this issue. So that’s what I want to talk about today.


How To Grow Cash Flow to the Clouds with the Cloud

by Steff Green on Aug 26, 2014 in WorkflowMax Customers (Tips, etc.), Technology (The Cloud, etc.), Events

Do you know what an hour of your company’s time is worth?

In the below presentation, our co-founder Gavin George details the five most important metrics to help quantify and marry billable hours and value-based pricing to the actual cost of time.


101 Absolutely Badass Quotes About Creativity

by Steff Green on Aug 26, 2014 in Agencies & Creatives

It can be hard to remember with the day-to-day drudgery of agency shopwork, but the reason you got into the creative industry in the first place is because you love to create. Art and innovation are your bread and butter, and you understand that you’re part of the next generation of a rich history of free-thinkers and creatives stretching right back to the dawn of human history.

Sometimes, when you’re feeling uninspired, and the deadline is looming, and everyone’s behind and you know something’s just not working, the right words can stir something in your soul and suddenly, BAM, you’ve just created something awesome for the client.

So here are 101 quotes to get you inspired and help you push through those creative blocks:


25 Apps Every Engineer Should Download

by Monica Shepherd on Aug 25, 2014 in Technology (The Cloud, etc.), Engineers

A growing range of apps developed to meet the needs of engineers continue to appear on the market. These apps are making it a whole lot easier for engineers to get their job done out in the field, giving you access to technical information at the swipe of a finger, and helping you run a more efficient business.

We’ve already talked about the benefits of using an iPad on the job, but here are 25 more awesome apps for your tablet or smartphone:


Tip Of The Week: How Much Profit You Are Making at Your Agency?

by Maree Maxfield on Aug 22, 2014 in Agencies & Creatives

Are you Working for Love or a Loss?

If you don’t know the profitability of different parts of your business then how do you know when all your work is in vain?

One of the main reasons creative agencies implement WorkflowMax and Xero is to start to understand the profitability of individual projects and different parts of their business. For example, you may have different areas of your business that you want to track the profitability of such as Consultancy, Creative, Digital, SEO, Graphic Design or Production.

Below we will look at how combining Xero and WorkflowMax will allow you to understand which part of your business are operating profitably:


Life at Xero - Working for New Zealand's Hottest Tech Company

by Monica Shepherd on Aug 21, 2014 in Technology (The Cloud, etc.)

I’m now two months into my new role with WorkflowMax at Xero, and with the rate that the company is hiring, that practically makes me an old-timer.

Xero is the golden child of Kiwi startups, headed up by every budding business person’s entrepreneur-crush, Rod Drury. Since starting here I’ve received lots of interest from friends and associates around what it’s like to work at New Zealand’s hottest tech company. They’ve suggested it must be akin to working at Microsoft in the early 90s and asked whether I use a Segway to get around a hip, Facebook-esque office.

Not quite, but close...


Architects: Do You Have A Succession Plan?

by Steff Green on Aug 20, 2014 in Architects

If you’ve built your firm up from nothing, how do you ensure it lives on in the future? Succession planning is one of the most neglected areas of business strategy, yet it’s also one of the most vital. After all, we’re all mortal (sssh! Don’t tell my boss), and at some point we’re probably going to want to retire or move on to other challenges. But if you’re the director your name, and your legacy, remains attached to that firm, so it’s important you think about where you want the company to go after you leave.

While other industries have a solid track record of succession planning, architects are often out-of-the-loop. Because the business is inherently creative, architects are often so busy chasing the next client, they don’t have time to think about a succession strategy.

Well, that should change. Here are some thoughts on how architects can plan for the future of their firm.


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