Yolande Yip - The Portal Blog

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What Is a Knowledge Base? Everything You need to Know

A knowledge base is a must-have for productized businesses looking to scale. This article covers all you need to know about how knowledge bases work.…

Faith • 28 Jul 2022

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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