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# Content Snare: Get Content From Clients Without The Hassle - Content Snare

## Sitemaps
[XML Sitemap](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [Onboarding (Test)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/onboarding-test/): Client onboarding is one of those business processes that sounds simple until you look closely at how it actually runs. A proposal gets signed, a welcome email goes out, someone asks for a few documents, then the project is supposed to move forward. In reality, that neat sequence often turns into a messy one. Files arrive in fragments. Key details sit in old email threads. Internal ownership is unclear. The client is never fully sure what matters now and what can wait until later.
- [Client intake software: Top 5 tools to optimize onboarding](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/client-intake-software/): Discover five client intake software solutions that make onboarding a smoother experience for you and your clients.
- [The best software to assist with MTD client data collection](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/software-mtd-client-data-collection/): Making Tax Digital adds a lot of new reporting requirements to your workflow. Learn how Content Snare helps collect client information and keep your MTD submissions stress-free.
- [Monitoring file submissions: How to track which documents your clients have uploaded](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/track-client-document-uploads/): Not sure how to track document submissions? Learn how to easily track every file your clients have uploaded, and finally get a stress-free view of your project progress.
- [Isaac Perdomo’s automation framework for improving accounting efficiency](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/isaac-perdomo-accounting-automation/): Automation expert Isaac Perdomo of Opzer shares how accounting firms can boost efficiency by clarifying their processes and focusing on simple low-risk automations.
- [Collecting client info takes forever? Here's what you need to do](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/collecting-client-info-takes-forever/): Do you feel like collecting client info takes forever? Discover a simple way to collect everything you need quickly and efficiently.
- [Chris Davey’s blueprint for accountants in buy-side advisory](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/chris-davey-buy-side-advisory-blueprint/): Accountica founder Chris Davey shares how accountants can move beyond compliance work to build real enterprise value through buy-side advisory, search funds, and exit optimization.
- [Why clients don't complete your forms (and how to get them to)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/why-clients-dont-complete-forms/): Clients never seem to complete your forms? This article explains why it happens, how to fix it, and introduces a tool that makes the whole process easier.
- [What to do if clients never send things on time](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/clients-never-send-things-on-time/): Most clients never send things on time. In this post, we’ll show you that the secret to getting what you need on time is removing friction, not sending more emails.
- [Sick of chasing clients for documents? Here’s how to fix it](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/how-stop-chasing-clients-documents/): If you’re sick of chasing clients for documents, you’re not alone. Here’s why it keeps happening and how to finally fix it.
- [Marketing agency client content collection: Solving the biggest bottleneck](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/marketing-client-content-collection/): Learn why content collection is the biggest bottleneck for marketing agencies and how to solve the problem with structured templates, automated reminders, and client-friendly workflows.
- [Liquidation form (questions and template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/liquidation-form/): Check out this post to see a comprehensive liquidation form. You can access it for free and tailor it in a way that suits your clients.
- [Winning with relationships: Trent McLaren’s playbook for accountants (and SaaS)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/winning-with-relationships/): Learn how to build meaningful industry relationships that drive referrals, open doors, and create lasting business advantages from Vinyl founder Trent McLaren.
- [How to make a will intake form (+ free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/will-intake-form/): Check out this post to learn how to create a comprehensive will intake form, or simply use our ready-made template.
- [5 requirement gathering tools to optimize your projects](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/requirements-gathering-tools/): Read this post to learn about the best requirement gathering tools that can help you optimize projects and client onboarding.
- [Partnership agreement questionnaire (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/partnership-agreement-questionnaire/): This partnership agreement questionnaire template will help you gather the basic details needed for drafting or reviewing a partnership contract.
- [How to write a perfect fundraising application](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/fundraising-application/): Read this post and learn how to make a well-structured fundraising application.
- [Tax return automation: Save time and scale with ease](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/tax-return-automation/): Every accountant and tax professional knows the reality of a busy season, when tight deadlines and a flood of tasks all seem to demand attention at once. The tax return workflow is where things slow down the most, as there are too many manual steps and reminders to send.
- [From early steps to full AI adoption in accounting](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/ai-adoption-accounting/): Discover how accounting firms are adopting AI today, where the real opportunities lie, and what steps you can take to stay ahead as automation accelerates.
- [How AI can revolutionize marketing: An expert guide for accounting firms](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/ai-marketing-accounting-firms/): AI is changing the way accounting practices approach marketing. Read this post to see expert insights on how to improve your marketing with AI-powered tools.
- [How to prepare your accounting firm for AI and automation (without breaking your processes)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/prepare-accounting-firm-ai-automation/): Jumping into AI too quickly can backfire if your processes aren’t ready. Learn how to prep your accounting firm with a practical framework shared at our AI & Automation Summit.
- [How small automation wins create big change in accounting](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/small-accounting-automation-wins-big/): Learn how accounting practices can achieve major efficiency gains and cost savings through the “1% rule” of making incremental automation improvements.
- [Expert tips to automate accounting practice with Zapier and Make](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/automate-accounting-zapier-make/): Learn how to use no-code automation tools like Zapier and Make to eliminate repetitive tasks and integrate AI into your accounting workflows without being a tech expert.
- [XPM: How to get the right automations in place](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/xpm-workflow-automations/): Learn how accounting firms can unlock XPM’s real automation potential while avoiding the common pitfalls that slow teams down.
- [The future of accounting: Practical AI applications for productivity](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/accounting-ai-applications/): Learn how accountants can use smart prompts, not technical skills, to get real results with AI and streamline everyday tasks.
- [Demystifying the security around the apps you use](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/demystifying-the-security-around-the-apps-you-use/): Most firms prioritize cost or industry-specific features when choosing accounting software, but one factor should outweigh them all: security. Every tool you adopt becomes a gateway to your clients’ most sensitive data. If that data is compromised, the consequences aren’t just technical, but also financial, reputational, and sometimes even, legal.
- [Franchise agreement form (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/franchise-agreement-form/): Need a ready-made franchise agreement form? Check out this post to see the most important sections and questions that should be in your template.
- [Flexible work arrangement questionnaire (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/flexible-work-arrangement-questionnaire/): Check out this post to learn what questions to include in your flexible work arrangement questionnaire template.
- [Implementation questionnaire (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/implementation-questionnaire/): Access our comprehensive implementation questionnaire template and learn how to quickly customize it using the right form building tool.
- [How to make a donor request (free template included)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/donor-request-template/): Learn how to craft appealing donor requests and check out our free, ready-to-use template for NGOs and charitable teams.
- [Feasibility questionnaire (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/feasibility-questionnaire-template/): In this post, we give you a feasibility questionnaire template that provides a practical and repeatable way to collect insights across multiple aspects of the project.
- [Executive coaching intake form (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/executive-coaching-intake-form/): In this post, you’ll find an executive coaching intake form template that covers all of the key aspects of the coach-client engagement.
- [Hiring manager intake form (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/hiring-manager-intake-form/): Read this post to learn how to create a superior hiring manager intake form template.
- [Donor questionnaire (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/donor-questionnaire-template/): Read this post to see some of the most important questions for a donor questionnaire template.
- [TASA reforms made simple: Handle identity checks with ease](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/tasa-legislation-changes/): Learn how Australia’s new TASA requirements make client identity verification mandatory and how tools like Content Snare help you stay compliant.
- [Data migration form (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/data-migration-questionnaire/): In this post, we’ll walk you through a ready-to-use data migration form template IT teams can use to complete the process with utmost accuracy.
- [Customer success questionnaire (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/customer-success-questionnaire/): Check out a customizable customer success questionnaire template designed to help you gather feedback and improve retention.
- [How to make a conveyancing form (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/conveyancing-form-template/): Read this post to learn about the most relevant sections and questions to include in your conveyancing intake form.
- [Independent contractor application (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/contractor-application-template/): We’ve compiled a list of the most important questions to ask in your independent contractor questionnaire template.
- [Conflict resolution questionnaire (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/conflict-resolution-questionnaire/): Check out this conflict resolution questionnaire template designed to help teams understand internal conflicts and communication dynamics.
- [Compliance assessment form (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/compliance-assessment-form/): Check out this post to learn how to make a well-structured compliance assessment questionnaire template.
- [Disaster recovery questionnaire (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/disaster-recovery-questionnaire/): Check out this post to learn how to collect information using a comprehensive disaster recovery questionnaire.
- [Commercial lease application (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/commercial-lease-application-template/): Read this post to see how to make a truly comprehensive commercial lease application template.
- [What is ISO 27001 (and how does it make Content Snare more secure)?](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/iso27001/): Content Snare is now ISO 27001 certified. Read this post to learn what it means and how it makes our system more secure.
- [Business structure form — free template](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/business-structure-form/): Check out this post and learn how to create a comprehensive business structure form template.
- [Change management questionnaire (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/change-management-questionnaire/): Read this post to learn how to make a solid change management questionnaire that captures all the necessary information.
- [Board member application (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/board-member-application-template/): Learn how to make a well-structured board member application form that can help your organization make more confident decisions when selecting new board members.
- [Cloud migration questionnaire (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/cloud-migration-questionnaire/): In this post, we’ll take you through the most important questions that should be in your cloud migration questionnaire template.
- [IT audit questionnaire (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/it-audit-questionnaire/): Regular IT audits are the cornerstone of cybersecurity. In this post, we’ll show you the most important questions that should be in your questionnaire.
- [Bookkeeping client onboarding questionnaire (free template)](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/bookkeeping-client-onboarding/): Check out this post if you’re struggling to optimize your bookkeeping client onboarding process.

## Pages
- [Test Filters](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/test-filters/)
- [Home](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/)
- [Gatheroo Alternative](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/gatheroo/): Thinking of using Content Snare as a Gatheroo alternative? Here's why you should give it a try.
- [Get ready for ITR season](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/itr-demo/): Chasing clients for ITR info is nobody's idea of a good time, and erodes your margin.
- [Sustainability Policy](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/sustainability/): We started Content Snare to help businesses collect information from people they work with much faster. 
- [Refer Error](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/refer/error/): Sorry, something has gone wrong.
- [Our Editorial Guidelines](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/editorial-guidelines/): We started Content Snare to help you save significant time collecting information from people you work with.
- [Form Ideas](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/form-templates/)
- [Onboarding Service](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/onboarding-service/): Effortless set up and transition
- [Streamline your tax document collection- webinar](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/streamline-your-tax-webinar/): If you wanted to test one of our tax return templates, click here.
- [Streamline your tax document collection](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/streamline-your-tax-document-collection/): FAQ's What others say

## Stories
- [How illumin8 transformed client onboarding and advisory workflows with Content Snare](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/illumin8/): Check out how illumin8 replaced manual data collection and tracking with Content Snare’s automated features to improve client onboarding, advisory workflows, and internal efficiency.
- [How Liston Newton Advisory Achieved a 50% Efficiency Boost with Content Snare](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/liston-newton-advisory/): Learn how Liston Newton Advisory optimized their client onboarding with Content Snare to achieve a 50% increase in efficiency and a smoother user experience.
- [How Fuse Wealth improved revenue and internal capacity with Content Snare](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/fuse-wealth-business-advice/): Not too long ago, Fuse Wealth used to rely on emails and manual follow-ups to gather client data. With no structured tracking system, they often faced delays, incomplete files, misunderstandings, and exhausting back-and-forth communication.
- [How this accounting firm preserved its brand while improving client collaboration ](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/all-in-advisory/): Before discovering Content Snare, All In Advisory relied on an ad-hoc system for onboarding new accounting clients and preparing tax returns. Fast forward to today, and Content Snare has become the company’s standardized onboarding tool and an integral part of how it provides many more of its services.  
- [How this accounting practice broke free of a never-ending loop of inefficiencies](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/dfk-hirn-newey/): Before Content Snare, DFK Hirn Newey followed a similar process to a lot of accounting firms — sending regular information requests to its clients over email. Without having any awareness that there was a better way, it quietly accepted all the problems and delays that came along with this method. 
- [How this accounting firm overhauled its information-collection process using Content Snare](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/mcfillin-accounting/): With the speed of technological change increasing all the time, processes that once worked well can quickly become outdated and inefficient. The best businesses are able to spot when a process needs rethinking — and embrace technology that removes the bottlenecks that are holding them back. 
- [How NGR Accounting embraced digital document collection using Content Snare](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/ngr-accounting/): Digital transformation is an ongoing process rather than an overnight decision. With so many systems and tools to rethink, it can be hard to know where to start. As a result, businesses often have a mixture of modern systems that run smoothly and outdated ones that don’t.
- [How Content Snare helped Northwest Accountancy gather client info more efficiently](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/northwest-accountancy/): Accounting can be a complicated business. But when it comes to potential bottlenecks and challenges, it isn’t necessarily the accounting itself that causes most problems, but rather the processes surrounding it. 
- [How Total Education Solutions shaved weeks off its document collection process](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/total-education-solutions/): Onboarding is a critical process for any business. From an organisational perspective, the faster and smoother you can onboard new starters, the better. And in a world where people expect seamless digital experiences, onboarding is a window into the way your organisation operates. In short, first impressions matter. 
- [How Incra Group automated its tax return process using Content Snare](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/incra-group/): Individual tax returns make up a significant income stream for many accounting firms. While most tax returns are relatively straightforward to process, accountants often face difficulties in gathering the information and documents they need to get the job done. This turns a simple procedure into a time-consuming, resource-draining challenge.
- [How this digital agency levelled up its content collection process](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/1000things/): For digital agencies, one of the biggest barriers to nailing client briefs is the content-collection process. To get moving on a project, you first need to gather all the relevant images, files, and information from the client. But this is often easier said than done. 
- [How Day One Advisory boosted efficiency and saved time using Content Snare](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/day-one-advisory/): As every accounting firm knows, gathering information and documents from clients is a critical business process. It can also be one of the biggest bottlenecks to getting stuff done. But with the right tech, this needn’t be the case. 
- [How Pimlico Capital transformed its document collection process using Content Snare](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/pimlico-capital/): Gathering client information is a critical process for businesses in the service industry. But despite the central role it plays, many businesses still resort to collecting information using clunky, outdated tools like email. 
- [How this consulting agency turned their content collection worries into wins](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/evolve-your-wedding-business/): Evolve Your Wedding Business helps wedding business owners work smarter, not harder, and enables them to achieve their goals without having to worry about any overcomplicated marketing efforts.
- [How this digital marketing agency saves 50 hours each month using Content Snare](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/ranksey/): Ranksey is a digital marketing agency located in Ogden, Utah with a sharp focus on fulfilling their customers’ digital needs. They build and explode brands with a wide variety of different strategies, from web design to branding to search engine marketing.
- [How this bookkeeping firm saves over $1000 per client with Content Snare](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/bookkeeping-for-painters/): Bookkeeping For Painters is a business helping painters that are paying too much in taxes and struggling to keep up with their bookkeeping. They provide tailored bookkeeping and tax strategies to save painting contractors time and money.
- [How CapitalNow Cannabis revolutionised their onboarding process using Content Snare](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/capitalnow-cannabis/): CapitalNow Cannabis is a Canadian invoice financing company focused exclusively on small to medium sized licensed operators in the Canadian cannabis sector. They provide operational cash flow in situations where traditional financial solutions aren’t an option, and operators don’t want to take on debt or lose equity in their business.
- [This agency's most non-technical client loved Content Snare](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/digital-relativity/): Digital Relativity is a full-service marketing agency helping businesses across the globe understand how a mixture of digital and traditional marketing can help them reach their goals.
- [How this web design agency made the switch in order to feel good and look good with their new content system](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/webinology/): Webinology is a web design agency made up of a talented team of full-stack developers who help businesses make their dream websites and applications a reality but also give them custom-tailored homes in the cloud.
- [How this accountancy firm dramatically reduced turnaround time and transformed their content system](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/oconnells-obm/): O’Connells OBM is a team of proactive chartered accountants who help business owners identify opportunities that can improve their overall financial positions and create a positive impact both in their lives and companies.
- [How Foundations First Marketing made a mark on their clients with their new content collection process](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/foundations-first-marketing/): Foundations First Marketing is a marketing agency working with B2B companies to provide both fractional CMO leadership AND hands-on execution training with a proven process to level-up their marketing efforts.
- [How this auditing firm reduced the stress levels of staff and customers](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/jps-audit-specialists/): JPS is a Conformity Assessment Body dedicated to providing an audit service to NDIS Providers. They have experienced auditors in both the disability and aged care sectors, along with specialist therapists and registered nurses to participate in audits for high-risk NDIS providers.
- [How SJ Meeson saves stacks of time and stacks of money with Content Snare](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/the-automation-girl/): The Automation Girl helps set up Membership Websites, eCommerce, Online Courses, Email Marketing Automations, Automatic Payments and Automated Onboarding Processes for businesses. 
- [How Clarity Bookkeeping sped up their client onboarding and client queries](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/clarity-bookkeeping/): Clarity Bookkeeping is a virtual bookkeeping and advisory firm helping business owners understand their numbers. They work with clients remotely using cloud-based accounting software and receipt management tools, all with bank-level security.
- [How this tax credit firm transformed their onboarding process and tripled their business](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/incentax/): By using Content Snare, Incentax have been able to grow and scale their business like never before thanks to their newly seamless client onboarding process.
- [This firm released their accountants from the burden of chasing clients](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/connected-accounting/): Connected Accounting is an accounting practice that automates info and processes, gives clients access to real-time data and educates them on how to use it, allowing them to spend more time on their business and less time worrying about the numbers.
- [How Membee took their content collection process from drab to fab](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/membee/): Membee is a fully automated membership & event system designed to help professional associations, trade associations, chambers of commerce, and numerous other membership-based organizations. Membee's automated features help eliminate mundane administrative tasks so that organizations can focus on the needs of their membership.
- [How ByteNoize put an end to their content collection woes and finally began receiving information on time](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/bytenoize/): ByteNoize Digital Marketing is a one stop shop agency that provides solutions to everyday marketing problems. They help with website design, development, social media and SEO campaigns, along with offering additional creative services. 
- [This digital marketing agency switched from email and increased their productivity and client satisfaction](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/web-of-arc/): Web of Arc is a digital marketing/digital media boutique agency that creates premium websites and monthly marketing packages for a one-of-a-kind first impression. 
- [How this agency saved time and frustration by collecting their content in one place](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/kickstart-web-design/): Kickstart Web Design is a web design agency based in Ballinasloe, Ireland. They focus on designing beautiful websites & eCommerce stores for their clients, with a clear understanding that every business is unique, with different goals, different requirements and different budgets at their disposal.
- [How Excite Media turned their content collection headache into a stress-free experience](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/excite-media/): Excite Media is a web design, graphic design and online marketing company based in Brisbane, Australia. Their team are experts at growing businesses with strategic websites and digital marketing, finding hidden opportunities and helping to grow revenue as quickly as possible.
- [How this web design agency boosted their productivity and cut down content collection delays](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/lighthouse-graphics/): LightHouse Graphics is a boutique and specialised digital consulting company based in Orange County, California. They specialise in design, development and marketing expertise, paired with the latest technology and outside the box thinking to produce custom solutions for their clients. 
- [How a virtual summit host creates an easy and accessible content collection process for her 20+ speakers](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/summit-in-a-box/): Summit In A Box provides training and resources to help people strategize, plan, and launch their first profitable online summits. Their signature program has aided many experienced business owners in hosting summits capable of skyrocketing their email lists, revenue, and expert statuses without waiting years for slow-growth strategies to take off.
- [How this non-profit organization made content collection easy and accessible](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/coffee-quality-institute/): Coffee Quality Institute (CQI) is a non-profit organization working internationally to improve the quality of coffee and the lives of people who produce it. They primarily focus on education certification, sending out instructors to train everyone across the Coffee Value Chain in the art of cupping and coffee processing.
- [This agency switched from Google Drive to keep projects on track](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/huga/): Huga are a web design and digital marketing agency in the UK. They focus on providing a warm, personal service for clients. From start to finish, the client experience is extremely important.
- [How this app development company automated their client onboarding](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/the-app-match/): Jarrod runs The App Match - a company that builds mobile apps for market leaders. These are businesses which leverage blogs, memberships and podcasts and have an existing audience.
- [How EventMobi streamlines content collection to improve client experience and save time](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/eventmobi/): EventMobi is a full lifecycle event management platform. For 10+ years they have enabled organizers to easily plan and manage events and conferences. Their attendee engagement features help create better experiences for attendees, sponsors and organizers. 
- [How a marketing agency reduced errors and saved time on client data collection](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/success-stories/ren-marketing/): REN Marketing are a digital agency based in Miami, Florida. They focus on ecommerce, and provide website design and build, usually on Shopify, through to PPC and social ads.

## Episode
- [4-Alan FitzGerald on finding clarity in accounting tech and making smarter software decisions](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/4-alan-fitzgerald/): James Rose hosts Alan FitzGerald, founder of Practice Connections and veteran accounting tech advisor, to discuss how firms can cut through the noise and choose software that truly fits. They explore why small firms move faster than the Big Four and what it takes to make tech decisions that actually stick.
- [3 - How to automate your firm the right way with Isaac Perdomo](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/3-isaac-perdomo/): James Rose hosts Isaac Perdomo, co-founder of automation firm Opzer, to discuss how accounting and professional service firms can scale through smarter automation and process clarity. They talk about where to start and how smarter automation delivers up to 33% more clients even with a smaller team.
- [2- How search funds work (and why accountants excel) with Chris Davey](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/2-chris-davey/): James Rose meets Chris Davey, founder of Accountica and Search Fund Oz, to discuss the nuts and bolts of search funds and why accountants are uniquely positioned to succeed in ETA. They talk about models, capital, sourcing, and the day-to-day grind so first-timers know where to start and what this business really looks like.
- [1 - Trent McLaren on how to become an intentional networker and build a strong accounting brand](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/1-trent-mclaren/): James Rose chats with Trent McLaren, co-founder of Vinyl and long-time accounting industry leader, about how intentional networking and authentic relationships have shaped his success. They discuss why personal connection outperforms marketing spend, how empathy drives client loyalty, and how building in public helped launch Vinyl to thousands of users in months.
- [146 - 6 stages to scaling your agency with Jason Swenk](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/146-jason-swenk/): Jason Swenk has coached 1000s of agencies through their journey. It’s not always clear what you need to do to get to the next level. Jason has mapped out the digital agency growth lifecycle into a 6-stage, mountain-themed journey. In this episode, you’ll learn how to work out what stage you’re at and what you need to do to get to the next level. 
- [145 - Building your referral engine with Gabrielle Chipeur](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/145-gabrielle-chipeur/): Gabrielle Chipeur from the Well Paid Creative has a cool system for generating more referrals from clients. You’ll learn how to build your referrals, get better clients and make the most out of the ones you already have.
- [144 - Creating amazing experiences for your clients with Taylor McMaster](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/144-taylor-mcmaster/): Want to create amazing experiences for your clients? Taylor McMaster from Dot and Company is here to share how you can do just that. You’ll learn what kind of things you can do to delight your clients, how to turn that into a process and how to hire amazing account managers.
- [143 - How to make LinkedIn work for you with Nicole Osborne](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/143-nicole-osborne/): If LinkedIn seems like old news, Nicole Osbourne is here to share how you can make it awesome. It can actually be fun, and a great source for new, ideal clients. 
- [142 - Delegating and preparing for exit with Kenny Schumacher](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/142-kenny-schumacher/): Kenny Schumacher has built and sold multiple productized services. In this interview you’ll learn what roles he delegated first, and how he was eventually able to remove himself from the business. 
- [141 - Growing your business with Twitter with Samar Owais](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/141-samar-owais/): Samar Owais has chosen to stay small instead of growing an agency. For some people, the idea of running an agency just isn’t for them - and that’s OK. In this episode, you’ll learn how Samar has grown her business, how to network with Twitter, and what she is doing to scale. 
- [140 - Are you committing conversion crimes with Quinn Zeda](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/140-quinn-zeda/): User testing can dramatically increase your website conversions. It’s also a service that you could roll into your higher tier website maintenance plans. Quinn Zeda from Conversion Crimes joins the show for an amazing, insightful conversation on user testing. 
- [139 - Planning websites the right way with Jo Minney](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/139-jo-minney/): This episode was going to be called “WTF is Information Architecture,” but that would have probably made you tune out. I asked my friend Jo Minney to come on the show to answer exactly that question. She has an amazing process for planning websites that I found extremely interesting. It’s a professional way to plan that gets your client involved, so you get more buy-in. 
- [138 - Hiring amazing VAs with Andy Cabasso](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/138-andy-cabasso/): Do you dread hiring people? It can be such a time consuming process. But in this episode, you’ll learn how to create a simple, semi-automated process that helps you find the best candidates fast. Andy Cabasso from Postaga shares his process - the strategy, places to look for candidates, and tools to use.
- [137 - What clients look for in an agency with Foti Panagio](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/137-foti-panagio/): What do clients look for in an agency? Foti from Growth Mentor joins the show for a casual chat about the good, bad and ugly experiences he’s had working with agencies. You’ll get some ideas on how you can stand out, and how to put your potential clients' mind at ease and overcome objections.
- [136 - Automation for agencies with Olivia Look](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/136-olivia-look/): Automation can have a dramatic effect on your agency, especially if you find yourself overworked and underpaid. Olivia Look from The Automated Agency joins the show for a chat about tools and processes that will help your team get more done.
- [135 - Using creative briefs to work effectively with Leticia Rita](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/135-leticia-rita/): To avoid scope creep, you have to get the creative brief process right. It also means less fighting with your client later, preserving the relationship.
- [134 - Growing your agency through tech partnerships with Alex Glenn](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/134-alex-glenn/): Do you help your clients implement software in their business? If you aren’t involved in the partner programs for that software, you’re leaving money on the table.
- [133 - Productizing outside the box with Kris Croucher](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/133-kris-croucher/): Kris from Just After Midnight has productized a service that many would write off as un-productizable. His story has so many practical tips around how to run a productized service in tandem with your existing agency. You’ll learn how to structure your team, common mistakes to avoid, how to create boundaries and much more. 
- [132 - Increasing your conversions with Kurt Philip](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/132-kurt-philip/): In this episode, Kurt Philip from Convertica shares some simple ways you can increase conversions on your own, or your clients’ websites. You’ll learn about how to increase trust, where to focus your efforts and how to learn more about Conversion Rate Optimization.
- [131 - Creating a spin-off productized service with Chris Willow](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/131-chris-willow/): If you’ve ever thought about creating a productized service, this episode is for you. Chris WIllow from Service Provider Pro joins the show to talk about what’s working in productized services, how to get started without risking your current brand, and how to create processes. 
- [130 - Retaining clients through technology with Shaun Clark](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/130-shaun-clark/): Shaun Clark from GoHighLevel joins the show to talk about client retention. Selling technology to clients is an under-utilised channel by agencies, yet it can be highly lucrative. On top of that, it can make them more likely to remain a client, even while they’re taking a break from your services, making it easier to get the back later. 
- [129 - Agency differentiation and CRO as a service with Peep Laja](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/129-peep-laja/): Peep Laja from CXL joins the show to tackle two awesome topics. 
- [128 - How to get clients through YouTube with Rob ORourke](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/128-rob-orourke/): A YouTube channel can help you land clients easier than you might think. Rob ORourke from Fox Web School shares how that can be so, as well as tips on how to start your channel, get more subscribers and what equipment to use. 
- [127 - How to hire amazing people with Anna Shcherbyna](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/127-anna-shcherbyna/): This is an absolute beast of an episode. Anna Shcherbyna from Remotivate joins the show to share a start-to-finish playbook on how to hire amazing employees. 
- [126 - Embracing imposter syndrome and fear with Freshbooks co-founder Mike McDerment](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/126-mike-mcderment/): If you deal with imposter syndrome and fear in your business, you’re in good company. Today’s guest, Mike McDerment, is the co-founder of Freshbooks. His company has a team of 500 and he still faces it on the regular. 
- [125 - Create and automate a reviews service with Garrett Sussman](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/125-garrett-sussman/): If you’re on the lookout for new services you can add to your agency with very little effort, this is a great episode for you. Garret Sussman from Traject shares how you can add reviews and reputation management as a service. These can be an entire service offering on their own, or act as a foot-in-the-door to impress your clients before bringing them on for a major project. 
- [124 - Better social campaigns for your clients with Tim Hill](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/124-tim-hill/): If you help your clients with their social media, this is an interview for you. Tim Hill from Social Status joins the show to discuss how to run better campaigns. 
- [123 - Growing your agency with a virtual summit with Krista Miller](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/123-krista-miller/): A virtual summit can create an insane amount of awareness for your agency in a short time. You’ll bring together experts that serve your target audience, which creates relationships. You’ll also get in front of potentially hundreds or thousands of your target audience as attendees. 
- [122 - Scalable link generation for clients with Andy Cabasso](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/122-andy-cabasso/): Andy Cabasso from Postaga joins Agency Highway to share what’s working in creating link generation campaigns for clients. SEO can be a great source of recurring revenue for agencies, so if this is a service you already offer or are thinking about offering, give this episode a listen. 
- [121 - Case studies that convert with Anfernee Chansamooth](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/121-anfernee-chansamooth/): Case studies can be instrumental in converting potential clients. In this interview, Anfernee Chansamooth from Simple Creative Marketing shares some brilliant tips for you to use case studies to your advantage. 
- [120 - Outsourcing content with Steve Pockross](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/120-steve-pockross/): Steve Pockross from Verblio joins the show to discuss how agencies can outsource quality content for their agencies. Content can be very hard to outsource and still ensure great quality (things people actually want to read). The tips in this interview will help you fix that. 
- [119 - Virtual client pitches with Alex Price](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/119-alex-price/): This year has forced a lot of change - and the ways you can pitch clients is one of them. Alex Price has switched his agency to virtual pitches. In the process, he’s learned that there are actually a lot of benefits to doing it this way. Here’s how you can win more pitches without leaving your house. 
- [118 - Systems & processes for agencies with Gray MacKenzie](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/118-gray-mackenzie/): Gray MacKenzie, founder of ZenPilot, has helped countless agencies with their processes, greatly increasing their profitability in the process. In this interview you’ll learn how your digital agency should create and store processes to become a much more efficient operation/
- [117 - Get rich in the deep end with Brent Weaver](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/117-brent-weaver/): Brent Weaver from UGURUS joins the show to share how you can get rich by owning your market. Choosing your niche is a bit like dating - you can try a few before having to commit and get married to it. We cover how to choose your niche without alienating your existing client base, how to build initial traction and when to pull the plug.
- [116 - Telling clients their logo sucks with Ross Kimbarovsky](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/116-ross-kimbarovsky/): When you start working with a client and you realise their current brand assets suck, things get difficult. Do you just tell them their logo sucks? Or do you try to pitch a rebrand and risk a backlash?
- [115 - The art of listening with Kelly Campbell](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/115-kelly-campbell/): Kelly Campell is a consultant who helps agency leaders transform their life and their agency. In this episode, you’ll learn how to develop your listening skills, how to improve your empathy and how to apply that to pitching your clients.
- [114 - Agency lead generation with John Doherty](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/114-john-doherty/): John Doherty from Credo joins the show to talk about agency lead generation. John has been involved with 125 million in closed leads for agencies over the last 5 years so he knows a thing or two.
- [113 - How to hire great salespeople with Joey Gilkey](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/113-joey-gilkey/): Sales is an area that many agencies struggle with. In this interview, Joey Gilkey from Sales Driven Agency shares how you can hire great salespeople to dramatically grow your agency. 
- [112 - Reporting for agencies with Robert Patin](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/112-reporting-for-agencies/): Reporting isn’t a sexy topic, but it can make or break your business. Robert Patin consults with creative agencies to help them become more profitable while maintaining a great culture. In this episode, you’ll learn:
- [111 - Moving on from SaaS to build an agency with Dave Schneider](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/111-moving-on-from-saas-to-build-an-agency/): You hear a lot of stories about people selling their agency and moving onto products. Dave Schneider has gone the other way. 
- [110 - Get more clients with a podcast tour with Kai Davis](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/110-get-more-clients-with-a-podcast-tour/): This interview is a start-to-finish playbook on how to find and get on podcasts. There is a TON of benefit to going on podcasts for agency owners. They are a great source of leads, help you build relationships and are amazing for building your authority.
- [109 - Hyperlocal marketing with Gary Kagan from Yelp](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/109-hyperlocal-marketing/): You might know Yelp for their restaurant reviews… but did you know 50% of what they do is for OTHER verticals?
- [108 - Do less work and make more money with value-based pricing with Jonathan Stark](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/108-do-less-work-and-make-more-money/): Do less work and make more money with value-based pricing with Jonathan Stark
- [107 - Productive team meetings with Kimberly Lipari](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/107-productive-team-meetings/): Do team meetings feel like a waste of time? Kimberly Lipari from Valet.io joins the show to explain how they’ve changed their team meetings to run much more efficiently.
- [106 - Metrics to track with Michael Wark](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/106-metrics-to-track/): Michael Wark from Bean Ninjas joins the show to talk numbers, profitability and team culture. There were a lot of nuggets in here including what numbers to track, how to get your cash flow in order and maintaining culture in a remote work environment. 
- [105 - Creating a portfolio that actually converts with Preston Lee](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/105-creating-a-portfolio-that-actually-converts/): Many agency portfolios end up as a dumping ground for previous projects. In this interview, Preston Lee from Millo.co describes how you can create a portfolio that prospects actually want to look at and that helps convert them to clients.
- [104 - Using content to get better clients with Martin Huntbach](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/104-using-content-to-get-better-clients/): Martin Huntbach from Jammy Digital looks at content in a different way than most agencies. In their agency, content is used as a client filter. Content helps set client expectations and helps clients self-select if they are a good fit. This means they tend to get better clients that are a joy to work with. 
- [103 - A productized agency journey with Brian Casel](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/103-a-productized-agency-journey/): Brian Casel has built a productized agency that only requires 2-3 hours of his work each week. In this interview you’ll learn how he transitioned from a traditional agency into a productized service and ultimately built his SaaS product, ProcessKit. 
- [102 - Automated lead generation with Dan Englander](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/102-automated-lead-generation/): Dan Englander from Sales Schema joins the show to talk about automated lead generation for digital agencies. If you’re thinking about outreach and are not sure how to make it work, or how to stand out from all the noise, this interview is for you.
- [101 - Process as a service with Pip Meecham](https://16289af3-0351-4d11-ac67-003ea00e65fd.express.conves.io/podcast/101-process-as-a-service/): Pip Meecham creates organised goodness out of businesses that are a jumbled mess. This interview goes into some of the biggest mistakes people make when it comes to process, how you should look at improving your own processes and maybe even adding it as a service in your agency.