Client engagement tools

Add your team to B12: A solution for better collaboration, delegation, and productivity

The ability to add team members to B12 means greater efficiency and consistency in the client experience you deliver.

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client management

A comprehensive guide to client management in 2021

Learn how to implement client management best practices for your small business and improve your working relationships for business success.

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client intake form

Creating an effective client intake form for your small business

Learn all about intake forms for small businesses and how you can create effective online forms that can deliver tangible results.

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row of newsletter boxes in the outdoors

16 engagement-optimizing newsletter ideas for your customers

Does your company put out an email newsletter? Maximize readership and engagement by implementing these powerful newsletter ideas.

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