How to Create a Rolling Forecast: A Step-by-Step Guide

Rolling forecasts sound complex, but the general idea is simple. Instead of forecasting your business for a fixed period—like saying, “Here’s our plan for all of 2024, and that’s it”—you pick a window that always moves forward. For example, you might plan for the next 12 months, and every quarter or month, you “roll” the … Read more

How to Create a Rolling Forecast: A Step-by-Step Guide

A rolling forecast is pretty much what the name says—a forecast that keeps moving forward with you. Instead of setting a fixed budget for the whole year and only updating at the end, you keep revising your forecast throughout the year. Every month or quarter, you “roll” it ahead by dropping the period that just … Read more

Customer Support Handoffs That Work: Optimize Efficiency

Every customer support team, no matter how well-trained, finds itself passing the baton now and then. Maybe someone on the team goes off shift, or a specialist needs to jump in when things get tricky. That’s called a handoff. And yeah, when it happens, customers notice. So, what makes a good handoff? Some teams make … Read more

User Polls That Boost Engagement: Increase Interactions

What Are User Polls (And Why Does Engagement Matter)? User polls are those simple, one-question surveys you see on websites, emails, or social media. Sometimes they ask things like, “Did you enjoy this article?” or “Which new product should we launch?” You pick your answer, submit, and usually see results right away. So why does … Read more

Pricing Pages That Convert Better: Proven Strategies

If you’re selling a digital product or a subscription service, your pricing page matters. It’s not just where customers figure out how much they’ll pay—you could say it’s the point where all your marketing and product work comes to a head. People spend a surprising amount of time weighing options here. If something confuses them … Read more

Vendor Management for Small Teams: Tips & Solutions

Getting things done in a small team often comes down to how well you can manage outside help. For a lot of us, outside help means vendors—partners and providers who supply the stuff or services you can’t or don’t want to handle in-house. The term for how you wrangle these relationships is “vendor management.” And … Read more