Yolande Yip

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15 Questions To Ask Clients Before Signing a Contract

We asked the experts for the top 15 questions to ask potential clients to ensure they're a good fit for your business. Here's what they said.…

Faith • 09 Jun 2022

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How To Collect Money From Clients Who Won't Pay

Looking to recover debt from non-paying clients? In this article, we'll show you six ways to efficiently collect past-due invoices.…

Yolande Yip • 13 Apr 2022

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What Is A Project Execution Plan And How To Write One

Learn the basic elements of a project execution plan also called a PEP.…

Yolande Yip • 10 Dec 2021

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The Clear Rules of Request Meeting Emails: Getting a Response

Messaging back and forth with anyone--especially coworkers--can be a cumbersome process. Rather than overwhelming a sender with multiple email responses,…

Yolande Yip • 06 Dec 2021

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Tips For Writing Payment Reminder Emails (And Getting Paid)

Read our tips for writing an email that reminds a client to pay a bill.…

Yolande Yip • 03 Dec 2021

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How To Analyze Metrics To Reduce Customer Support Time

Learn metrics to monitor and tips to improve customer support.…

Yolande Yip • 30 Nov 2021

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How to Transition to a Recurring Revenue Business Model: ABCs

How to transition from a one-time sale model to a recurring revenue model.…

Yolande Yip • 10 Nov 2021

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Following Up Via Email After Sending a Proposal: Best Practices

Best practices for sending a follow-up email after an initial proposal.…

Yolande Yip • 09 Nov 2021

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Why And How You Should Productize Your Services Business

Learn the benefits of productization and how to productize your services business here.…

Yolande Yip • 29 Oct 2021

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How To Get The Most Out Of Your Customer Portal

Here are tips to help you get the most out of your customer portals.…

Yolande Yip • 27 Oct 2021

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How To Become A Successful Client Manager At An Agency

Learn what you need to know to be a successful client management professional at a marketing agency.…

Yolande Yip • 28 Sep 2021

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How To Grow A Marketing Agency & Make a Meaningful Impact

Grow your marketing agency so that you can make a meaningful impact on the world.…

Yolande Yip • 22 Sep 2021

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Think Outside The Dropbox: Better Alternatives For Small Teams

Learn about Dropbox alternatives here.…

Yolande Yip • 20 Sep 2021

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Effective Tips For Communicating With Clients (No Fluff)

Here are some tips for communicating effectively with clients.…

Yolande Yip • 17 Sep 2021

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User-Friendly Remote Work Software For Small Businesses in 2021

Here's a simple breakdown of the most user-friendly and useful remote work software on the market.…

Yolande Yip • 14 Sep 2021

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The No-Code Movement: Benefits, Best Tools, and Predictions in 2021

The no-code movement provides a fantastic opportunity for new, fresh ideas to be brought to life.…

Yolande Yip • 03 Sep 2021

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The 7 Best File Sharing Software of 2021 (What To Look For)

Learn more about the top 7 file sharing software in 2021.…

Yolande Yip • 19 Aug 2021

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Choosing A Help Desk Software: Criteria To Consider in 2021

Take a look at the features and future of today's help desk software here.…

Yolande Yip • 18 Aug 2021

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Recurring Revenue Model Businesses: A Primer

Businesses have started tapping into recurring revenue streams, as renewable subscriptions are becoming increasingly popular for both consumers and businesses…

Yolande Yip • 13 Aug 2021

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Starting A Virtual Accounting Firm: An Easy To Follow Guide

You’ve decided to take the leap and start your own virtual accounting firm. That’s great, but where do you begin? Learn the basics here.…

Yolande Yip • 10 Aug 2021

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6 Reasons to Start Using Client Portal Software

Learn how your business can benefit from client portal software.…

Yolande Yip • 03 Aug 2021

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Tips For Customizing Your White Label Client Portal

Customizing the look, feel, and functionality of your white label client portal.…

Yolande Yip • 29 Jul 2021

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7 Strategies To Deal With Difficult Clients (Without Being Insulting)

A list of recommendations to prevent sticky client situations…

Yolande Yip • 26 Jul 2021

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How to (Respectfully) Fire a Client in Seven Easy Steps

Not every client is a good fit. Here's how to fire a client politely without burning a bridge.…

Yolande Yip • 15 Jul 2021

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How To Set Up A Home Or Remote Office

Everything You Need To Know…

Yolande Yip • 06 Jul 2021

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6 Things You Should Know Before Starting a Virtual Law Firm

Here are six useful tips for starting a virtual law firm.…

Yolande Yip • 16 Jun 2021

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The Best Electronic Signature Software in 2021

Not all eSignature software is created equal. Here are our top picks in 2021.…

Yolande Yip • 04 Jun 2021

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Why Client Retention is Essential

Few businesses know how to keep their most loyal customers. Here are some tips to help you do so.…

Yolande Yip • 04 Jun 2021

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The Ultimate Onboarding Guide for New Clients (With Simple Steps)

In this guide, we'll cover onboarding best practices and break the process down into actionable steps.…

Yolande Yip • 19 May 2021

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Client Intake Form Best Practices + Free Templates

Read on to learn how to create a new form that asks the right questions to the right clients to get the results you want.…

Yolande Yip • 13 May 2021

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Best Invoicing Software for Your Business in 2021

We're going to discuss our top 7 picks for invoicing software and the features to look for when comparing invoicing software options.…

Yolande Yip • 23 Apr 2021

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Simplify Your Life With Client Management Software

What exactly does creating a client management system entail? And why is it so crucial to get it right? Read on to find out.…

Yolande Yip • 21 Apr 2021

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What is a Client Portal for Accounting Firms?

Learn what features to look for when choosing an accounting client portal to help you scale your accounting business.…

Yolande Yip • 15 Apr 2021

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How to Choose a Secure File Sharing Service

Learn how secure file sharing works and how to choose a secure service.…

Yolande Yip • 09 Apr 2021

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The True Value of Electronic Signatures (eSignatures)

Are you on the fence about using e-signatures, and want to be sure that they’re a safe, hassle-free option?…

Yolande Yip • 09 Apr 2021

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Why You Need a Knowledge Base—And How To Create One

So, what exactly is a knowledge base, and how does it work? We'll answer all these questions in this guide.…

Yolande Yip • 06 Apr 2021