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Tag: Meeting Tools

Smart Insights Publication: How to Get the Best from Your Digital Agency

September 7, 2017 By Joe Ross

MANDATORY READING: This is a study of the marketing agency/client relationship from the perspective of the client.

Protected: Agenda: Client Strategy Meeting (60 Minutes)

October 27, 2017 September 6, 2017 By Joe Ross

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Protected: Monthly Client Meeting: Strategy & Editorial Planning

October 27, 2017 September 6, 2017 By Joe Ross

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Web Marketing Statistics Slide Deck – PDF

August 30, 2017 By Joe Ross

This is a PDF slide deck of 12 compelling statistics why any organization should be engaged in Internet marketing.

HubSpot Publication – Website Redesign Client Questionnaire

August 30, 2017 By Joe Ross

This is HubSpot’s list of client questions that are useful when planning a new website project.

Protected: Account Executive – Sales/Pipeline Meeting Preparation

October 27, 2017 August 29, 2017 By Joe Ross

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Client Content Planning Survey

August 22, 2017 August 22, 2017 By Joe Ross

Use this to help gain an understanding of what a client or potential client already has in place, as well as their goals, competitors, etc.

Protected: Agenda: Sales Meeting – :90

October 27, 2017 August 22, 2017 By Joe Ross

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Protected: Agenda: Client Report Meeting – 45 Minutes

October 27, 2017 August 21, 2017 By Joe Ross

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Meeting / Phone Conduct – Dos and Don’ts

August 22, 2017 August 21, 2017 By Joe Ross

Meeting and Phone Conduct All client contact must be handled professionally and with purpose. The following guidelines will help ensure the most productive use of limited time. Meeting Dos Do have an agenda. State the objectives for the meeting and

Read More Meeting / Phone Conduct – Dos and Don’ts

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All Topics

AdWords (8) Agenda (7) Analytics (6) Blog Posts (7) Case Studies (1) Checklist (4) Client Questions (3) CRM (2) CRO (1) Dispute Resolution (2) Email Templates (1) Featured Snippets (1) Google Places API (1) Hosting (2) HubSpot (9) IM Unit (9) Internal (3) KanBoard (4) Knowledge Development (17) Landing Pages (5) Legal (1) Meeting Tools (14) PhotoShop (1) Popups (1) PPC (8) Project Management (1) Prospecting (6) Recruitment Resources (1) Reporting (8) Reputation Managment (1) Sales (18) Schema (1) SEMRush (8) SEO (16) SERP Features (1) Smart Insights (2) Unbounce (4) vTiger (3) Website Planning (4) WooCommerce (1) WordPress (2)

OCG Staff:

Joe Ross: President
joe@ocgcreative.com

Jill Rutherford: Vice President
jill@ocgcreative.com

Todd Smith: VP, Engineering
todd@ocgcreative.com

Chelsea Bosco: Dir. Design & Dev
chelsea@ocgcreative.com

Jessica Parikh: Account Manager
jessica@ocgcreative.com

Erin Vukelich: Field Strategist
erin@ocgcreative.com

Jena Forsberg: Field Strategist
jforsberg@ocgcreative.com

Brianne Lucia: IM Associate – Social Media
brianne@ocgcreative.com

Elizabeth Seang: IM Associate – SEO
elizabeth@ocgcreative.com

Cassidy Bosco: Writer
cassidy@ocgcreative.com

Michelle Bailey: Designer
michelle@ocgcreative.com

What’s New

  • Website Checklist for Website Go Live March 14, 2025
  • Protected: FluentForms/VTiger Webform Integration March 6, 2025
  • Protected: Recurring Contract Setup for Accounting January 22, 2025
  • Protected: Recurring Contract Setup for Accounting (Admin Profile) January 14, 2025
  • Google Maps Platform May 18, 2022
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