Thursday, October 22
Woodlands 26°C / 26 - 26°C

What the Words Say: How an Orthodontic Practice Can Use Data to Understand What Families Appreciate

On a Tuesday afternoon, the office manager of a family orthodontic practice sits down with a cup of coffee and something she's never done before: she reads every review the practice has received this year, start to finish, in one sitting. She expected to lear
Read More

The Reminder Is Automated. The Thank-You Is Not: How a Wedding Florist Uses Automation to Make Personal Thanks Happen

On a Monday morning in late October, a wedding florist sits down at her workbench with a cup of coffee and a list in her head. Three weddings over the weekend. At the first, the venue coordinator helped her carry two ceremony arches through a rainstorm. At the
Read More

Remembered, Not Managed: Tools That Help a Financial Planning Firm Keep Relationships Strong

A financial planner gets a call from a client she has worked with for nine years. The client's daughter has just been accepted to nursing school, and he wants to talk about how to pay for it. The planner congratulates him, asks a few questions, and promises to
Read More

Track It, Then Thank It: How a Museum Keeps Gratitude Specific All Year

On the first Sunday in November, the membership manager at a regional history museum sits in the empty education room with two lists. The first is the year-end appeal list: everyone who has given money in the last eighteen months. The second is a list nobody a
Read More

One Table, Three Questions: A Month-End Platform Tip for Closing the Season

It's the last Sunday in October at a family cabin resort on a northern lake. The docks came out of the water on Thursday. The rental canoes are stacked upside down behind the boathouse, and the water lines to the far cabins get shut off next week. Ruth, who ha
Read More