Resource Library

It's All About Your Clients

Here's where we distill our learnings from working with some of the best project teams in the industry.

FEATURED ARTICLE

How to Streamline Client Project Management and Reduce Admin Work

Managing a high volume of client projects can quickly become chaotic due to communication breakdowns, missed deadlines, and excessive manual work. Streamlining workflows with automation and a centralized client portal like CoordinateHQ helps teams reduce admin burden, improve collaboration, and enhance client satisfaction.

Articles
Coordinate Team
•
8 min read

How to Streamline Client Project Management and Reduce Admin Work

Managing a high volume of client projects can quickly become chaotic due to communication breakdowns, missed deadlines, and excessive manual work. Streamlining workflows with automation and a centralized client portal like CoordinateHQ helps teams reduce admin burden, improve collaboration, and enhance client satisfaction.
Rick Morrison
•
5 min read

The Ultimate Guide to Streamlining Client Collaboration

This guide explores the importance of streamlining client collaboration to enhance efficiency, client satisfaction, and business success. It offers actionable strategies, tools like CoordinateHQ, and insights into overcoming common challenges to achieve seamless, productive collaboration.
Coordinate Team
•
6 min read

The Top 10 Accounting Client Portal Essentials

According to a recent Forrester report, 68% of clients prefer using self-service portals for their accounting needs. These portals streamline communication, document sharing, and project management, enhancing overall client satisfaction.
Rick Morrison
•
5 min read

CoordinateHQ Infuses Generative AI Capabilities to Enhance Automation and Productivity

CoordinateHQ has incorporated generative AI into its collaboration platform, significantly enhancing automation and efficiency in client service operations.
Rick Morrison
•
4 min read

CoordinateHQ Raises $5.5 Million Seed Round for Collaboration Platform 

CoordinateHQ Raises $5.5 Million Seed Round for Collaboration Platform, Led by Initialized Capital.
Coordinate Team
•
7 min read

Your Relationships Aren't Symmetrical. Why Should Your Collaboration Tools be?

Asymmetry enables a simple, focused customer experience, and can increase collaboration.
Coordinate Team
•
7 min read

The Key to Managing Client Expectations is Setting Your Own

Setting realistic expectations on both sides keeps your client on the hook and is crucial to building trust and understanding.
Coordinate Team
•
7 min read

How to Prevent the Runaway Train of Client-Based Project Delays

You can easily stop a client-based delay in its tracks with the strategies outlined above and by investing in a project management collaboration tool.
Coordinate Team
•
7 min read

5 Customer Success Best Practices That Actually Lower Churn

The customer success renaissance that emerged in the past six years isn’t going anywhere.
Coordinate Team
•
7 min read

SaaS Client Onboarding Process: 7 Steps to Delight and Retain Customers

Create a client onboarding process for high-value customers that sets them up for long-term success.
Coordinate Team
•
3 min read

Speed Up Your Time to Value by Lighting a Fire Under Your Customer

You only get one chance to make a first impression. And when it comes to customer onboarding, that first impression lasts a customer lifetime.
Coordinate Team
•
7 min read

How Coordinate Celebrates Wins to Help Customers See Value

Learn how Coordinate helps you celebrate customer wins and puts your product value in front of their eyes.
Coordinate Team
•
7 min read

Why Net Dollar Retention is Pivotal to SaaS Success

Learn why Net Dollar Retention is the metric that will help you accurately track your SaaS growth.
Coordinate Team
•
7 min read

How to Maximize Customer LTV in SaaS

Learn how to maximize your customer LTV with these actionable strategies.
Coordinate Team
•
7 min read

How to Document and Scale Your Customer Success Best Practices

Learn how to document and scale your customer success best practices with these actionable tips.
Coordinate Team
•
7 min read

How to Adopt a Long-Game Approach to Your Customer Renewal Strategy

Learn how to adopt a renewal strategy that is based on a long-term approach
Rick Morrison
•
8 min read

Your High-Value Customers Need You To Be More Than Just a Software Company

Software vendors need to shift their focus from their own sales to truly embracing their customers' success.
Coordinate Team
•
8 min read

Your High‑Value Customers Want A High‑Touch Relationship - Here’s How To Do It

Learn how to create a high-touch customer service experience for your most valued customers.
Coordinate Team
•
6 min read

Your Churn Prediction Model Isn’t Helping You Reduce Churn. Here’s What Will

Traditional churn prediction models fail for high-value customers. The most important thing you can do to predict and prevent churn is to build a relationship with your customer.
Coordinate Team
•
15 min read

10 Factors to Consider When Choosing a Customer Success Solution for Your SaaS Company

A customer success solution helps you help your customers. Learn which factors you should consider before choosing the one that’s right for you.
Coordinate Team
•
12 min read

Customer Portals are the Future of Customer Retention Technology

Learn why customer portals are the best form of customer retention technology to ensure customer success, evaluate customer health, and build enduring customer relationships.
Rick Morrison
•
5 min read

Is Your Customer Ready To Be Successful?

For customers, buying your product is the easy part. The hard part is actually being successful and realizing value from it.
Rick Morrison
•
5 min read

The Disappearing Line Between Pre- And Post- Sales In SaaS

By incorrectly assuming pre- and post- sales, you’re going to let both yourself and your customers down.
Rick Morrison
•
3 min read

Your Customers Decide If You've Delivered Value, Not You

All that matters is if the customer knows that your product helped them realize the value they wanted.
KnowleDge base
Coordinate Team
•
10 min read

Getting Started With Coordinate

A guide for those just getting started with Coordinate
Coordinate Team
•
5 min read

How To Introduce Coordinate to your Customers

In this article, we talk about some of the best practices around introducing Coordinate to your customers.
Coordinate Team
•
5 min read

How to Drive Engagement with Coordinate

When all key stakeholders are included and engaged, Coordinate becomes a powerful tool for promoting customer engagement at all levels.
Coordinate Team
•
5 min read

How To Put the “Success” in Customer Success

Customer success is about ensuring that your customers can achieve success while utilizing your products and services.
Coordinate Team
•
5 min read

How To Create Plans That Drive Success

When do your prospects become customers? Technically speaking it’s when they first sign a contract, create an account, or pay for a license.
Coordinate Team
•
5 min read

How To Establish Goals With Your Customers

It's important to know what your customers are ultimately trying to accomplish and most importantly why.
•
6 min read

How to Create a Client Portal Easily for Your Business

Whether you're an accountant, consultant, legal firm, real estate professional, or any other service provider, creating a client portal can significantly enhance your client relationships and streamline your operations.
Case Studies
OFI CHITO
OFI CHITO’s Nationwide Expansion Fueled by CoordinateHQ
• 5 min read
Elevated Home Design
How Elevated Home Design Raised the Roof on Communication with CoordinateHQ
• 5 min read
Barndo & Co
Barndo & Co. Streamlines Construction Projects with CoordinateHQ
• 5 min read
ConvertKit
ConvertKit Increases Both Project Velocity and Volume 100% with Coordinate
• 5 min read
AVSANT
AVSANT Achieves 100% Client Satisfaction with Coordinate
• 5 min read
National Fidelity Financial
How National Fidelity Financial Increased Customer Retention 1100% with Coordinate
• 5 min read
Passive Prospecting
How Passive Prospecting increased revenue 200% and saved 40 hours per week with Coordinate
• 5 min read
Revby
How Revby Increased Both Revenue and Project Velocity 100% with Coordinate
• 5 min read
FanThreeSixty
FanThreeSixty Streamlines Project Management with CoordinateHQ
• 5 min read
ET Leap
How Coordinate Helps Etleap Align with Customers
• 5 min read

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