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Best Practices

Onboarding

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Mastering Customer Onboarding
1. Define expectations and set milestones. I'm a huge advocate of asking as many questions as possible, but this is e...
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Expenses for business trips
Expenses you can claim Your business can claim a deduction for travel expenses related to your business, whether the ...
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ZenTech's Approach to Onboarding
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Common Onboarding Mistakes
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Client Discovery and Onboarding Best Practices
Why proper onboarding matters Imagine getting three months in on a Local SEO contract before realizing that your clie...
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Onboarding for the Enterprise
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Configurations

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Security Best Practices
Overview Your security is our top priority. Follow these best practices to protect your account and prevent unauthori...
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How to Set Up Market Alerts
Market alerts are a powerful way to stay informed about significant changes and updates in your areas of interest. Th...
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ZenTech's Ultimate Config Guide
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Configuration Management
Configuration Management Best Practices Software changes rapidly. Configuration management best practices allow or...
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Configuring ZenTech for Retail
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Configuring ZenTech for Media & Entertainment
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Implementing your user adoption strategy
Here are my final thoughts: If you are already tracking logins and clicks and product engagement, that’s great! But d...
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Offline behaviors and Moments of Truth
User adoption (or lack thereof) plays an integral role in shaping both online and offline behaviors that can drive Mo...
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Alignment of Product Managers and Customer Success
The best place to look for your what’s and why’s are most likely within your Product and Customer Success teams. The ...
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Mastering User Adoption for Saas Companies
User adoption is the process of ensuring each of your users is successful in using your product to achieve their busi...
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