Posts Tagged ‘How-To Video’

Set up and Overview of the HubSpot CRM to HelpScout Integration

Both HubSpot CRM and HelpScout are part of our Tech Smart Boss Tech Stack so it only makes sense that the two have a tight integration. Thankfully, the guys at HelpScout made that happen. It only […]

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How to integrate Kayako with Slack (Advanced Zapier Tutorial)

We use Slack as the central hub for all our communications, so it’s critical that something like our Customer Support system is well integrated. HelpScout has an awesome Slack integration, but during our migration to Kayako, […]

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Getting Started with Vidello (Video Hosting and Marketing)

One of the best ways to break through the noise as a business is to use the power of video marketing. While we all love YouTube, there’s a lot of value to hosting your videos on […]

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How to WOW Your Customers With a Training Academy (Pt 2 w/ AcademyOcean)

We showed you AcademyOcean.com in a past video (check that one out here) and now we’re going to show you the result of our setup to convert my actual Yurbi Academy into AcademyOcean. We really recommend […]

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Getting Started with AcademyOcean – A New Way to Onboard, Train, and Educate Your Customers

One of the best ways to build a loyal and enthusiastic customer base is to consistently deliver value and to have a culture of customer service in your business (You have to listen to Episode 18 […]

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How-to Use Lead Score by Zapier to Enrich Your Data (With Drip to HubSpot CRM Example)

More information about your leads are always better than less right? Absolutely! That’s why I was really excited to see the new Zap from Zapier called Lead Score. Lead Score takes an email address and searches […]

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How-to Get Started With Zapier (with a Drip to HubSpot CRM Example)

I have 3 key qualities I look for before I call something a “Tech Smart Boss Tech App.” They are: Easy – something the entrepreneur can do themselves Affordable – ideally a free tier Increases your […]

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How to Get Started with Hubspot CRM for Your Business

In this video, we walk through the sign-up process and a quick overview of Hubspot CRM. Hubspot CRM provides a free option for new and small businesses looking to manage customer accounts, deals, tasks, and with […]

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How to setup a custom URL shortener for your business using Bitly

By default, many social media schedulers and publishers will automatically shorten your web domain to some default URL shortener like bitly or goog. I don’t know about you, but when I see those I’m a little […]

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How to setup a FREE buffer account and put your social media accounts on auto-pilot

Buffer is a great app for scheduling social media content. They have a powerful mobile app, browser plug-ins, and lots of features to reduce the time it takes you to manage your #smallbiz social media empire […]

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