SMB Marketing Feed

Small Business Optimism Slips as Inflation and Uncertainty Rise

Tue, 21 Oct 2025 21:10:46 +0300

Small business confidence dipped in September, signaling renewed concern among entrepreneurs over inflation, supply chains, and hiring challenges. According to the latest report from the National Federation of Independent Business (NFIB), the Small Business Optimism Index fell two points to 98.8 — the first decline in three months — though it remains above the survey’s 52-year average of 98.

The report also noted that the Uncertainty Index climbed seven points to 100, the fourth-highest reading in more than five decades.

“Optimism among small business owners decreased in September,” said NFIB Chief Economist Bill Dunkelberg. “While most owners evaluate their own business as currently healthy, they are having to manage rising inflationary pressures, slower sales expectations, and ongoing labor market challenges. Although uncertainty is high, small business owners remain resilient as they seek to better understand how policy changes will impact their operations.”

For many entrepreneurs, inflation remains a persistent headache. Fourteen percent of owners identified inflation as their most significant problem — up three points from August — with higher input costs and supply chain issues leading the concerns. Nearly one-third of owners (31%) said they plan to raise prices over the next three months, signaling that cost pressures are not easing.

Supply chain problems also worsened, with 64% of small business owners reporting disruptions in September, a 10-point jump from the previous month. Inventory levels also shifted sharply, with the number of owners viewing their stocks as “too low” dropping by seven points — the largest monthly decline in the survey’s history.

Despite these challenges, small business owners reported an uptick in profits, with actual earnings changes reaching their highest level since December 2021. A net negative 16% reported profit declines, a modest improvement that suggests businesses are adapting to higher costs through pricing adjustments or improved efficiency.

Hiring continues to be a mixed picture. Eighteen percent of owners cited labor quality as their top concern, tying with taxes as the most frequently mentioned problem. About 32% of small business owners reported job openings they couldn’t fill, unchanged from August. Of those hiring or attempting to hire, 88% said they found few or no qualified applicants. Still, hiring plans edged up slightly — 16% plan to create new jobs in the next three months, the highest level since January.

Wages also remain under pressure. A net 31% of small business owners reported raising compensation, and 19% plan further increases in the next three months. Labor costs ranked as the most pressing issue for 11% of owners, up three points from August.

Investment activity held steady, with 56% of small business owners making capital outlays in the past six months. Most of that spending went toward equipment, vehicles, and facility improvements. However, only 21% plan future capital outlays — a historically weak figure that suggests caution in the months ahead.

Borrowing costs are also climbing. The share of owners paying higher interest rates rose to 7%, with average short-term loan rates hitting 8.8%. More owners reported difficulty securing credit, a sign that tighter financial conditions may be squeezing growth plans.

When asked about the overall health of their businesses, 11% of owners said “excellent” and 57% said “good,” while 27% described their business as “fair.” Only 4% rated their business health as “poor.”

Taxes continue to be a significant concern, cited by 18% of owners as their biggest problem. Government regulations and red tape fell to 6%, while poor sales (10%) and competition from larger businesses (5%) remained stable.

Overall, the report paints a picture of cautious resilience among small businesses — a group facing rising costs, persistent labor shortages, and uncertainty over future policy. Still, many remain optimistic that conditions can improve with stable demand and clearer economic signals.

The full NFIB report is available on the organization’s website at here.

Image via Envanto

This article, "Small Business Optimism Slips as Inflation and Uncertainty Rise" was first published on Small Business Trends

Salesforce Unveils Agentforce 360, Revolutionizing AI and Human Collaboration

Tue, 21 Oct 2025 19:10:54 +0300

Salesforce is making significant strides in the realm of artificial intelligence with its recent introduction of Agentforce 360 at Dreamforce 2025. This innovative platform aims to redefine how businesses operate by integrating humans and AI in a way that enhances productivity rather than replacing human jobs. As small business owners face an ever-changing landscape, understanding this technology and its implications becomes crucial.

Agentforce 360 is described as the world’s first platform designed to seamlessly connect employees and AI agents within a single, trusted system. This integration means that every employee can achieve more every day, every interaction with customers can yield better outcomes, and businesses can operate with exceptional efficiency. As Marc Benioff, Chair and CEO of Salesforce, puts it, “Agentforce 360 connects humans, agents, and data on one trusted platform, helping every employee and every company achieve more than they ever thought possible.”

The surge towards the “Agentic Enterprise” model comes amid heightened interest in leveraging AI for improved operational intelligence. By using a 24/7 intelligent framework, business teams can ensure no sales lead goes unnoticed, service quality remains high irrespective of time, and every team member has an AI partner to assist in decision-making.

Small businesses can derive numerous benefits from adopting Agentforce 360. For instance, the platform includes several advanced features designed to simplify workloads and enhance operational flow. Key offerings include a new conversational builder, hybrid reasoning capabilities that lead to accurate data interpretations, and voice technology that allows for real-time interactions. These innovations allow employees to focus on high-value activities, while routine and repetitive tasks are managed by AI agents.

Real-world use cases illustrate how Agentforce 360 has already yielded impressive results. Reddit managed to deflect 46% of support cases, resulting in a drastic reduction in resolution time from 8.9 to 1.4 minutes. Such efficiency boosts customer satisfaction and can significantly improve the cost structure for small businesses. Similarly, Adecco utilized AI agents to handle over half of candidate communication outside regular working hours, enabling recruiters to concentrate on more strategic engagements.

However, small business owners must consider some potential challenges before fully embracing Agentforce 360. First and foremost, integrating AI technologies may require upfront investment in terms of time and resources. There is also the factor of change management; transitioning to an AI-augmented workplace necessitates training and adjustment to new workflows for employees. As AI takes over routine tasks, there may be concerns among staff about job displacement, making it crucial for owners to foster a culture that views AI as an augmentation, not a replacement.

Moreover, small businesses must ensure they have the right data architecture in place. Agentforce 360 leverages a unified data layer known as Data 360, which facilitates effective context and understanding derived from existing data. This transition may require changes to current systems and processes, making planning and execution fundamental to a successful implementation.

As Marc Benioff emphasized, “We’re entering the age of the Agentic Enterprise — where AI elevates human potential like never before.” Such transformative changes may feel overwhelming, but the benefits could substantially tilt the operational balance toward greater efficiency and customer connection.

For small business owners eagerly exploring ways to enhance their operations in today’s competitive market, embracing Agentforce 360 could unlock new avenues for growth. The intersection of human capabilities and AI-driven technology could help them streamline processes and focus more on strategic initiatives that promote overall business success.

In light of these advancements, it’s wise for small businesses to remain proactive and informed about the technologies that could shape their future. To explore further about Agentforce 360 and how it might fit into their operational strategies, business owners can refer to the original Salesforce announcement here.

This article, "Salesforce Unveils Agentforce 360, Revolutionizing AI and Human Collaboration" was first published on Small Business Trends

Zoom Expands AI Tools in Spaces to Power Smarter Hybrid Work

Tue, 21 Oct 2025 17:10:02 +0300

Small businesses are constantly navigating the evolving landscape of remote and hybrid work. Zoom’s recent announcement of new features for Zoom Spaces promises to enhance how companies manage their work environments. With AI-driven upgrades such as photo check-in for Visitor Management and an AI Companion for Zoom Rooms, small businesses can now leverage cutting-edge technology to improve collaboration and productivity.

Jeff Smith, Zoom’s head of Product for Workplace AI, Meetings, and Spaces, emphasized the transformative potential of these innovations. “The future of office work is being revolutionized. Zoom Spaces transform how we think about collaboration by creating dynamic environments where innovation and productivity aren’t limited by physical presence,” he stated. This offers a compelling glimpse into how businesses can remain competitive in a fast-paced digital world.

The introduction of photo check-in for Visitor Management is particularly beneficial for small businesses that may not have extensive resources for security and visitor tracking. This feature allows employees to verify visitors through pictures, ensuring a smooth entry process while enhancing security protocols. By simplifying visitor management, businesses can create a more welcoming experience for clients and partners, thus fostering better relationships.

Small business owners will also find value in the Recorder with AI Companion for Zoom Rooms. This feature enables comprehensive meeting documentation, allowing for easy access to discussions and key decisions made during meetings. “Zoom Spaces is fostering a more connected, inclusive workspace that adapts to how modern teams actually work,” Smith added. The AI Companion assists in summarizing discussions and providing actionable insights, which can boost team efficiency and ensure everyone stays on the same page, regardless of their physical location.

Collaboration is further enhanced through Zoom’s partnerships with major companies like HP, Google, Cisco, Meta, and Logitech. These alliances bring an array of tools and resources to small businesses, offering integrations that can streamline workflows and reduce friction in operations. For instance, partnering with hardware providers allows small businesses to access cutting-edge technology without incurring the costs of developing solutions in-house.

Despite these advantages, small business owners should be mindful of the potential challenges associated with adopting new technology. Transitioning to AI-first environments may require training for employees, particularly those who are less tech-savvy. Ensuring that staff can effectively utilize these new features will be critical for maximizing their benefits. Moreover, small businesses may face initial costs associated with upgrading existing systems or integrating new technologies into their operations.

As remote and hybrid work continues to be a dominant trend, Zoom’s innovations provide small business owners with the tools necessary for success. These enhancements not only improve internal operations but also allow businesses to adapt to the needs of a modern workforce. The ability to foster connection, regardless of physical location, can be a game-changer for small companies striving to maintain competitive advantage in an increasingly digital world.

Robust features like photo check-in and enhanced recording capabilities equip businesses with the essentials for efficient collaboration. By focusing on these advancements, small business owners can gain a clearer understanding of how to implement strategies that keep their teams engaged and productive. As Jeff Smith notes, the future of work is rapidly changing; how businesses adapt to these changes will define their success in the years to come.

For further details on these innovations, visit Zoom’s blog.

This article, "Zoom Expands AI Tools in Spaces to Power Smarter Hybrid Work" was first published on Small Business Trends

New SurveyMonkey Study Reveals Key Insights on U.S. Workplace Culture

Tue, 21 Oct 2025 15:10:41 +0300

A recent study from SurveyMonkey shines a spotlight on emerging workplace trends that small business owners must navigate to foster a productive and engaged workforce. Conducted between July 25 and August 3, 2025, the survey sampled 3,573 full-time workers across the U.S., offering a snapshot of sentiments and preferences that can help businesses adapt their strategies in this evolving landscape.

The findings underscore a significant shift in employee expectations and workplace culture, driven by the ongoing effects of the pandemic and shifts in work dynamics. Small business owners need to stay attuned to these trends to not only retain talent but also enhance overall employee satisfaction.

Flexible Work Environment: A Must-Have

One of the standout revelations from the SurveyMonkey study is the increasing demand for flexible work arrangements. Nearly 50% of respondents indicated that the option to work remotely is a critical factor in their job satisfaction. This trend underscores the importance of offering flexibility, particularly as many employees have grown accustomed to hybrid work models that blend remote and in-office hours.

“Flexibility in the workplace is no longer a perk; it’s an expectation,” said a spokesperson from SurveyMonkey. For small business owners, adapting to this trend may involve rethinking traditional office space allocations or investing in remote collaboration tools.

Employee Well-being Takes Center Stage

Mental health and well-being emerged as crucial areas of focus. Workers noted a desire for employers to prioritize mental health resources and create an environment where employees feel safe to discuss their challenges. More than 60% of respondents expressed that supportive workplace cultures significantly improve their job performance.

Small business owners looking to harness this trend might consider implementing employee assistance programs or regular check-ins to ensure their staff feels supported. “Invest in initiatives that promote well-being, and you’ll likely see productivity increases alongside improved morale,” the SurveyMonkey spokesperson added.

The Importance of Career Development

Another key takeaway from the study is the growing appetite for career development opportunities. Employees voiced a need for training and advancement programs. More than half indicated that access to professional development significantly influences their job satisfaction and retention.

For small businesses, this presents a dual opportunity: not only can they cultivate talent from within, but they can also enhance their reputation as desirable employers. Offering workshops, mentorship programs, or online courses can be effective strategies for fostering a culture of growth.

Navigating Potential Challenges

Despite these clear benefits, small business owners face challenges when adapting to these evolving expectations. Implementing flexible work arrangements, for instance, may require an upfront investment in technology and infrastructure. Additionally, ensuring mental health resources are both accessible and impactful can be a complex task.

Moreover, while the focus on career development is beneficial, small businesses must balance these offerings with budget constraints. Prioritizing which initiatives to implement based on available resources and employee needs will be crucial in ensuring sustainability and effectiveness.

Fostering an Inclusive Culture

Diversity and inclusion remain at the forefront of workplace discussions, with employees increasingly seeking organizations that reflect their values. The data reflects that diverse workplaces are more innovative and attract a broader talent pool. Small business owners should consider implementing inclusive hiring practices and fostering a welcoming environment to meet these expectations.

Employees want to know that their voices are heard, and that they can contribute to a workplace that values varied perspectives. Initiatives like employee surveys, feedback loops, and outreach programs can help small businesses engage effectively with their workforce.

The ongoing evolution of the workplace landscape presents both opportunities and challenges for small business owners. By integrating flexible work arrangements, prioritizing mental health, and investing in professional development, businesses can align with the shifting priorities of their employees. Those who respond proactively to these trends will not only maintain a competitive edge but also create a thriving workplace culture conducive to long-term success.

For more insights from the SurveyMonkey study, visit SurveyMonkey’s report.

Image via Envato

This article, "New SurveyMonkey Study Reveals Key Insights on U.S. Workplace Culture" was first published on Small Business Trends

Interview with Claudia Freed, President and CEO, EALgreen

Tue, 21 Oct 2025 13:15:45 +0300

As small business owners, we often hear about the importance of innovation and adaptability—but sometimes, the most powerful examples come from unexpected places. At SuiteWorld 2025, I had the chance to speak with Claudia Freed, President and CEO of EALgreen, a nonprofit that’s rethinking how to fund higher education through the principles of the circular economy. Her organization doesn’t just hand out scholarships; it transforms surplus inventory that might otherwise go to waste into life-changing financial aid for students.

That’s an idea any small business owner can appreciate—turning inefficiency into opportunity. Whether it’s unused products, outdated processes, or legacy systems, every organization faces the challenge of doing more with less. EALgreen’s story proves that innovation doesn’t have to be confined to tech startups or massive corporations. It can come from a mission-driven nonprofit that has sustained itself for over 40 years without outside funding.

In our conversation, Claudia shared how EALgreen evolved from a grassroots idea into a model of operational efficiency and purpose-driven leadership. She also discussed how NetSuite’s cloud ERP system helped modernize their operations, eliminate risk, and unlock new growth opportunities—all while staying true to their mission of helping students succeed. Here’s my full conversation with Claudia Freed at SuiteWorld 2025.

Leland McFarland

All right, I am here at Oracle’s NetSuite’s uh SuiteWorld 2025 with Claudia Freed, President and CEO of EALgreen. So, Claudia, thanks for coming on and uh doing this interview. So, first of all, for those who are maybe not that familiar, uh can you start by telling us what EALgreen does and who you serve?

Claudia Freed

We are a non-profit organization founded over 40 years ago and what we do is give students scholarships so that they can go to college and fulfill their own human potential. What we do that is so unique is how we do the funding of the scholarships, which is in the space of the circular economy and reverse logistics. We convert donated inventory into financial aid.

We serve a population of college students that would love to go to college but sometimes are limited with regards to their finances. We also serve corporate donors that have a supply chain challenge of product that they perhaps would have had to send to the landfill. And ultimately, uh we feel that we serve the world and society so that everyone has an opportunity to go to school.

Leland McFarland

So similar to like consignment shops that utilize um donations to uh support local uh charities but instead or you utilize um objects that may go to the landfill or even surplus to be able to uh donate to uh college students, right?

Claudia Freed

In fact, let me help you with an analogy. We think of a college as a small city. So a small city uses products for transportation, equipment, supplies to maintain their infrastructure. Therefore, we work with corporations that have that type of product to donate. And then we evaluate three different channels where we can either reuse the product on a college campus.

If the product cannot be reused because it may not be in the right place or in the right condition, we will either try to repair, or if it has to be resold, the funds that we raise fund additional scholarships. And ultimately, if it cannot be reused or repaired, it will be recycled.

The brilliant model that we inherited from our founders from 1982 is that when that snowblower, let’s say, went to a college campus, the university generates operational savings. That means that those savings are then transferred to a student to lower their financial aid costs.

The cool thing about my story is that I was the very first student that they ever helped in 1982. And I have felt the impact of the work that we do in my own life. And that is what is a large motivator for continuing that legacy.

Leland McFarland

So what inspired the founding of it? So original founders and and you you were the like the first recipient, so you can you can really attest to this.

Claudia Freed

The the the great question, you know, what inspired an engineer and a businessman that were friends um in 1982? And there was the perfect storm of ideas and opportunity. What inspired them was the thing they had in common: both gentlemen had gone to college with the financial aid help of a scholarship. So that is what they had in common.

And they were really ambitious. And they said to themselves, “Not if, but when we become successful, we want to pay it forward.” So what is the principle behind the founding of EAL? Is this concept of paying it forward and giving back. And that has been the core value of EAL that despite technology changes 40-some years in business, uh we hold very dear.

Leland McFarland

Great. Uh what challenges or pain points led you to start looking for a solution like NetSuite?

Claudia Freed

Great question. Part of being successful in business is managing risk very well, recognizing when you have an exposure, managing the risk and taking mitigating actions. A few years ago, we began to look at a potential single point of failure. We were looking at outdated technology. We had gone from pencil and paper to digital, then to um a point where if we hadn’t made the decision of updating our technology, we were going going to probably not be able to continue to grow and thrive. We also had a very fragile system of volunteers and IT personnel that were either going to be retiring or transitioning. So we recognized that as a single point of failure. Our motivation was to save the business from becoming obsolete. And that is the point at which we then began the journey to look for a partner.

Leland McFarland

Okay. Um, how were you managing operations before NetSuite? Now, you you did cover that. You you said pen and paper and so, yeah. Um, can you share how NetSuite has changed your day-to-day operations?

Claudia Freed

NetSuite has changed our day-to-day operations in ways that has made in some ways life a little bit simpler. And how? By giving us tremendous visibility into the organization, and giving us mobility, and giving us the safety of our data in the cloud to have a backup. So, specifically how it has changed: at any one point, anyone in my team has been able to develop their own KPIs and their own dashboard. So whatever their area of operation or responsibility, at a moment note—at a moment’s notice, they see data real-time. When we had five different systems, we had to be jumping from one to another. So it has changed the efficiency with which we arrive at data, empower decisions. We can now make decisions much faster. We don’t have to wait for five reports. If we have to pivot, if we have to offer a different solution, the ability for NetSuite to provide that data to us more quickly, more clearly, uh in a reporting format that can be communicated, uh that has been a tremendous boost to the operations of a small organization with 12 employees.

Leland McFarland

So drilling down a little bit, was there like a aha that like that that that moment where you just go, “Wow, this thing works and this thing is going to save us money”? Was there that defining moment?

Claudia Freed

Well, yes, and it continues, right? The moment for me, because I am responsible for finance on top of the uh mission, uh was really when we declared that we were going live. And we had to transfer data, so we had to bring data from other systems. The process took a few months, but the aha moment for us was when we recognized our own data in the new shiny model. So for us, it was the ability to trust the data the moment that it landed there. Those were our numbers, that was our P&L, those were our scholarships.

I think if we had not been successful in that transition, you cannot accelerate the change the way that we have done it. But we made a very good first step. From there, we can build out from it. The second aha moment is really coming now as we are playing and demo um AI solutions to see the way that AI is expanding our ability to analyze the scenario, the ability to think about potential risks and potential opportunities for us to create more scholarships. You mentioned about, you know, how does the business measure its success in terms of how can you be more financially successful. For us, success is measured by the number of students we can help. And NetSuite has enabled us to measure those uh lives as well.

Leland McFarland

Great. You’ve already answered some questions that were down here too. So, but um which NetSuite models or tools are you most criti— or are most critical uh to your organization’s success today?

Claudia Freed

Great question in terms of pairing your business to the right solution. We, as I have said, are a non-profit organization. NetSuite does have a module called Social Impact. Social Impact is designed for non-profit organizations that operate a more traditional fundraising model, where perhaps you are tracking grants, you are tracking ticket sales to a gala or an event. That is not the EALgreen business model. We live in the world of reverse logistics and operations. So for us, what was most attractive was the wholesale distribution model. So we use wholesale distribution to track a catalog that has about 1.5 million SKUs, through which we then fulfill orders. The second module that we use out of NetSuite is SuiteCommerce Advanced. And SuiteCommerce Advanced is, of course, the more advanced version of SuiteCommerce. And why we need that? Because our model is predicated on an object, a piece of inventory, a tool, becoming a scholarship. And when you are under an integrated system, as NetSuite is, that transaction will end up on your general ledger to feed into your financials. And SuiteCommerce Advanced allows us to do that.

Leland McFarland

That’s great. Um, you already talked about like measurable results and and and the efficiencies that you’ve already um achieved through uh NetSuite. Um, how has having real-time data through NetSuite influenced your decision-making uh um decision-making um as a uh CEO?

Claudia Freed

It enables me to communicate to my board of directors the impact of their support. So their decision to support a digital journey a few years ago, before this was even a known a known frontier, we said, “We recognize a risk. We need to make an investment. Trust us, we are going to find the right partner.” And the ability to now demonstrate success, not only to the board, but also to donors. How are we measuring success?

Over the years, we have converted over $40 million worth of donated inventory into over 30,000 scholarships. Those are real students that have gone to college. Year over year, just in the last year, because of the new tools that we have implemented in NetSuite, we have seen a 55% increase in the scholarships that are being awarded to students. The average scholarship is $3,000. We are on our way to award 1,000 scholarships this year alone. In SuiteCommerce, the platform, through an implementation of AI, which is intelligent item recommendation, our customers, who are physical plant directors of colleges and universities looking for that snowblower, a hard hat, tools to complete their work, they can log onto the system and be provided recommendations. That has increased engagement with our own partners by over 13%. And as a CEO, having data very quickly that you can follow through and investigate why is that happening, why is it 13% and not 15, or what made it go from 10 to 13, it gives you the power of analytics very quickly.

Leland McFarland

That’s great to hear. Um, as a leader, how do you balance EALgreen’s social mission with the need to stay operati— operationally efficient?

Claudia Freed

Many, many years ago, I had to come up with a metaphor for that question. Because in life and in business, it’s always about a trade-off. We’re trading off a benefit and a cost. And so for us, it’s always been the idea of flying a twin-engine plane. We need the mission to attract the support. And without the support, we really, what’s the point of a mission? So for us, they they matter in equal measure.

And one of the things that we are very proud of is that when we speak to our donors, some of whom have been with us from day one, they funded the very first scholarship and they’re still our donor without interruption. One of the words that are used to describe EAL is that we’re a thoughtful organization. And I believe that that comes from that idea that you have to always be mindful, what’s the mission of EAL? To help students go to college. And what is the business model? We are self-funded. We rely in absolutely no outside funding. We don’t have grants. That’s why we don’t use the Social Impact model, but we use the wholesale distribution. And every aspect from the board of directors on down, we know that what we do every day matters to that student that one day may be sitting here with you speaking because we do change lives.

Leland McFarland

All right, final question. Uh, if you were to describe your NetSuite experience in one sentence, what would it be?

Claudia Freed

In one sentence. Um, challenging but rewarding. Challenging and rewarding. I I wouldn’t say but. Challenging and rewarding. Rewarding because uh we are now on the other side. But better yet, let me uh share with you, just before coming here, I’m the CEO, I call Greg at one of our fulfillment centers on a Thursday afternoon at 2:30. He was understandably nervous. Why is the CEO calling me unannounced at 2:30 in the afternoon?

And I said, “Greg, I’m preparing for this event in Las Vegas. Would you describe for me a couple of good things about NetSuite and a couple of not-so-good things about NetSuite? What has been your experience?” And he was so quick to enumerate, “Well, Claudia, we now have a lot of visibility. I know where all the snowblowers are.” Great.

“Some things that are not so good.” And I heard nothing. Silence for a couple seconds. And I was like, “Greg, are you there?” And he said, “Well, I have to think about it. However, if you had asked me that question two years ago, the list would have been flipped. I would have only bad things to say. It was challenging. We didn’t have the right systems. We had the right data, but we had to put better Wi-Fi in the system, in the warehouse. Um, we had to uh acquire different type of equipment for them to do their job.” So there were some pain points. But with anything, with anything in life that is a change or an improvement, um, it’s difficult. Even if you are trying to be more fit in your own life, um, this is bringing fitness into our operations. And therefore now we are completely reliant on our data that comes from NetSuite. So for us, it has been challenging and rewarding and the proof is that we are here today as their guest, showcasing and sharing the benefit of EAL being a customer, and we believe in that.

Leland McFarland

Great. Well, thank you uh for your insight. Uh, it speaking with you has been really great. And I I love seeing what you’ve been able to do with NetSuite and and being able to accelerate your growth and and yeah, it’s it’s it’s truly amazing. Thank you.

Claudia Freed

Thank you, Leland. I I appreciate your curiosity and the questions and, you know, I could talk all day about EAL. I love what I do, but I know we have things to do. So thank you very much.

Speaking with Claudia reminded me that technology, at its best, isn’t just about automation—it’s about amplification. It amplifies impact, efficiency, and the reach of a good idea. What EALgreen has done through its partnership with NetSuite isn’t just a story about software implementation; it’s a blueprint for resilience and reinvention.

Small businesses can learn a great deal from EALgreen’s journey. Claudia’s focus on managing risk, eliminating single points of failure, and aligning mission with metrics reflects the same balancing act entrepreneurs face every day. Her metaphor of “flying a twin-engine plane”—keeping both the mission and operations in harmony—resonates deeply in an era when many small organizations struggle to grow sustainably without losing their purpose.

Even more inspiring is the measurable impact: converting $40 million in donated inventory into 30,000 scholarships, and seeing a 55% increase in awards after modernizing with NetSuite. That’s proof that efficiency and empathy aren’t opposites—they’re partners in long-term success.

For small business owners, the takeaway is clear: digital transformation isn’t just for big enterprises. With the right mindset and tools, it’s possible to scale impact, make smarter decisions, and ensure that every ounce of effort drives both profit and purpose. EALgreen’s story shows that meaningful growth starts with a clear mission—and the courage to evolve.

This article, "Interview with Claudia Freed, President and CEO, EALgreen" was first published on Small Business Trends

Why Is Training and Development Important for Workplace Success?

Tue, 21 Oct 2025 05:31:00 +0300

Training and development play a crucial role in workplace success. They not just improve employee skills but additionally impact retention and job performance. With many workers leaving as a result of limited advancement opportunities, organizations that invest in development see increased profitability and productivity. Furthermore, cultivating a culture of continuous learning can drive innovation. Comprehending these elements can help you appreciate how strategic training initiatives shape a company’s future. What specific strategies can organizations implement to maximize these benefits?

Key Takeaways

Employee training enhances job performance, leading to increased productivity and higher profitability for organizations.
Continuous development opportunities significantly boost employee engagement and retention rates.
Training cultivates a positive workplace culture, fostering motivation and job satisfaction among staff.
Robust development programs prepare future leaders, reducing reliance on external hiring and promoting internal talent growth.
Companies prioritizing training experience reduced absenteeism and improved adaptability to market changes.

The Importance of Employee Training and Development

Employee training and development play a crucial role in shaping a successful workplace. The importance of training in the workplace can’t be overstated, as it directly impacts retention rates. About 63% of employees leave jobs because of a lack of advancement opportunities, highlighting the importance of employee training.

Organizations that prioritize training often see significant benefits, including reduced turnover and improved job performance. In fact, companies with well-trained staff report an 11% increase in profitability.

Moreover, 70% of employees are more likely to stay with companies that invest in their development. Ultimately, comprehending why training and development are important in the workplace helps cultivate a motivated workforce, creates a positive culture, and guarantees employees feel valued in their career aspirations.

Key Benefits of Training and Development for Employees

Training and development offer significant benefits that can improve your job performance and career prospects.

By participating in these programs, you not only enhance your skills but additionally increase your engagement at work, which can lead to greater job satisfaction.

Investing in your growth helps create a more positive workplace culture, making you feel valued and motivated to succeed.

Enhanced Job Performance

Improved job performance is a critical outcome of effective training and development programs, as organizations often see a direct link between well-trained staff and increased profitability.

Employees who undergo training typically experience improved job performance, with organizations reporting an 11% boost in profitability. Regular training leads to a more skilled workforce, with 87% of learners gaining immediately applicable skills.

This improvement boosts employee confidence, as 90% of trainees feel more assured in their roles, resulting in better decision-making. Furthermore, effective training reduces the time new hires take to become productive, allowing them to contribute meaningfully sooner.

In the end, training promotes higher job satisfaction and morale, as employees equipped with necessary skills are more engaged, which lowers turnover rates and improves retention.

Career Advancement Opportunities

When organizations invest in training and development, they create significant career advancement opportunities that benefit their employees. About 70% of employees are more likely to stay with companies that prioritize their professional growth, leading to improved retention rates.

In addition, when you participate in development programs, you’re 20% more likely to feel confident about your chances for promotion, which improves job satisfaction. Companies focusing on training likewise enjoy a 24% higher profit margin, illustrating the financial gains from investing in employee advancement.

Engaged employees, who see a clear career path, are 87% less likely to leave their jobs. In the end, cultivating a culture of continuous learning helps create a pipeline of future leaders, as 87% of employees in top companies feel adequately supported in their career progression.

Increased Employee Engagement

Investing in employee training and development not just improves individual skills but moreover greatly boosts overall engagement within the workplace. When organizations prioritize growth opportunities, 70% of employees are more likely to stay, whereas 55% of those who feel valued are engaged in their work. Training improves confidence, with 90% of learners reporting enhanced job performance after participating in programs. In addition, engaged employees contribute to higher productivity, leading to an 11% increase in profitability for the company. In the end, companies that offer continuous learning promote a culture of satisfaction, as 50% of employees consider leaving because of a lack of training.

Key Benefit	Statistic	Impact
Employee Retention	70% more likely to stay	Reduced turnover costs
Job Confidence	90% report increased confidence	Better job performance
Employee Engagement	55% more likely to be engaged	Positive organizational culture
Profitability	11% increase in profitability	Higher productivity
Job Satisfaction	50% consider leaving without training	Increased employee morale

Key Benefits of Training and Development for Organizations

Effective training and development programs offer numerous advantages for organizations, substantially impacting their overall success. Companies with well-trained employees report 11% higher profitability, showcasing the direct financial benefits of these initiatives.

Furthermore, 70% of employees are inclined to leave for organizations that prioritize training, highlighting improved retention and reduced hiring costs. When you invest in employee development, you promote innovation and adaptability, as skilled workers are better equipped to navigate market changes.

A commitment to growth likewise creates a positive organizational culture, addressing the 63% of employees who cite lack of advancement as a reason for quitting.

In addition, training reduces absenteeism and improves productivity, aligning your workforce with organizational goals and objectives, ultimately driving success.

Addressing Performance Gaps Through Training

Identifying and addressing performance gaps is vital for enhancing workforce effectiveness in any organization. Targeted training programs play an important role in this process by pinpointing areas needing improvement, resulting in a more skilled and competent workforce.

Customized training sessions cater to individual employee needs, effectively addressing specific skill deficiencies. When organizations invest in these programs, they can anticipate a 70% increase in employee performance, as training aligns skills with job requirements.

In addition, addressing performance gaps boosts employee confidence, with 90% of learners reporting greater self-assurance in their roles after training. A skilled workforce that has undergone targeted training can also lead to a 21% increase in productivity, underscoring the direct connection between training, performance gaps, and organizational success.

Optimizing Workforce Potential With Development Programs

As organizations endeavor to improve their workforce’s capabilities, development programs emerge as a crucial strategy for optimizing employee potential. These programs empower you to strengthen weaknesses and acquire new skills, leading to a more skilled and competent workforce ready to tackle performance challenges.

By investing in training, your organization can boost productivity and efficiency, as you become better equipped to contribute to success. In addition, prioritizing development nurtures a culture of continuous improvement, vital for long-term growth and adaptability.

Companies that focus on these programs can likewise reduce turnover rates; in fact, 70% of employees are more likely to stay when their training and growth are valued. Cultivating self-motivated employees through development initiatives encourages proactive approaches, enhancing overall performance.

Enhancing Employee Satisfaction and Engagement

Enhancing employee satisfaction and engagement starts with boosting morale and nurturing career growth.

When you invest in training programs, you not only help employees feel valued, but you likewise create a culture that encourages continuous learning.

This commitment leads to higher retention rates and increased motivation, which ultimately benefits your organization’s overall success.

Boosting Employee Morale

To boost employee morale effectively, organizations must recognize the critical role that training and development play in improving job satisfaction and engagement.

When employees feel they’ve opportunities for growth, they’re 63% less likely to leave as a result of a lack of advancement. By investing in training, companies can see a 70% increase in engagement and motivation, leading to lower absenteeism and turnover rates.

Employees participating in development programs report feeling valued and supported, which directly correlates with higher job satisfaction. Additionally, a commitment to training cultivates a culture of growth, empowering employees to take ownership of their roles.

This empowerment improves collaboration and team dynamics, ultimately contributing to a more positive work environment and boosting overall morale.

Fostering Career Growth

Nurturing career growth is a strategic approach that greatly improves employee satisfaction and engagement. When you provide professional development opportunities, you increase engagement by 15%, markedly enhancing overall morale.

Organizations that prioritize training can reduce employee turnover by 34%, as individuals feel valued and see clear pathways for advancement. In fact, 70% of employees are more likely to stay with a company that invests in their training, highlighting the importance of development in building loyalty.

Furthermore, a culture of continuous learning leads to a 16% boost in productivity, as employees become more skilled and confident. Those receiving regular training report 31% higher job satisfaction, contributing to a positive workplace environment and improved team collaboration.

Developing Future Leaders Through Training Initiatives

As organizations face constantly changing market conditions, developing future leaders through training initiatives becomes vital for sustaining success. Investing in leadership development programs cultivates internal talent, reducing reliance on external candidates and ensuring continuity of knowledge. This approach is critical as companies navigate market shifts.

Moreover, organizations with robust training programs experience a 70% increase in employee retention, as people are more likely to stay if their growth is prioritized. Customized training equips employees with fundamental decision-making and innovative thinking skills, enhancing their ability to tackle challenges.

In addition, 90% of employees report increased confidence after training, encouraging a proactive workforce ready to embrace emerging leadership roles. Ultimately, these initiatives are key to organizational adaptability and long-term success.

Building a Culture of Continuous Learning and Improvement

Creating a culture of continuous learning and improvement is vital for any organization aiming to thrive in today’s competitive environment.

When you prioritize training and development, your organization can reap significant benefits:

Increased Profitability: Organizations with trained employees see an 11% higher profitability, demonstrating the financial advantage of investing in development.
Employee Engagement: Approximately 90% of learners feel more self-assured after participating in training, leading to a more engaged workforce.
Reduced Turnover: 70% of employees would consider leaving for companies that invest in their training, making ongoing development fundamental for retaining talent.

Frequently Asked Questions

Why Is Training and Development of Employees Important?

Training and development of employees are crucial for enhancing skills and ensuring job satisfaction. When you engage in training programs, you increase your ability to adapt to new technologies, keeping your skills relevant. This not just boosts your confidence but likewise improves your chances for advancement.

Companies that prioritize training often see higher retention rates and profitability, as employees feel valued and equipped to meet organizational goals. Investing in your development leads to greater career success.

What Is the Purpose of Training and Development in an Organization’s Success?

The purpose of training and development in an organization’s success is to improve employee skills, increase productivity, and align workforce capabilities with business objectives.

By investing in customized training programs, you address performance gaps, nurturing a skilled workforce ready to tackle challenges.

Furthermore, continuous development boosts employee confidence and engagement, leading to lower turnover rates.

In the end, effective training contributes to higher profitability and positions your organization to achieve strategic goals more effectively.

What Are the Advantages of Training and Development?

Training and development offer several advantages for both employees and organizations. You’ll likely see improved performance, as effective training can increase employee confidence and productivity.

Companies investing in development often enjoy higher retention rates, reducing recruitment costs. Furthermore, ongoing training helps you adapt to industry changes, promoting innovation.

Why Might Training Be Beneficial in the Workplace?

Training in the workplace boosts your skills and knowledge, which directly improves your performance. When you receive ongoing training, you likely feel more valued and engaged, reducing the chance of leaving your job.

What Is SCM Inventory and Why Is It Important?

Tue, 21 Oct 2025 03:31:00 +0300

SCM inventory refers to the stock of goods and materials a company holds for production or sale. This includes everything from raw materials to finished products. Proper management of this inventory is crucial, as it helps maintain ideal stock levels, reduces costs, and improves customer satisfaction. Comprehending the intricacies of SCM inventory management can greatly impact operational efficiency. As we explore its importance further, you’ll discover how it can provide a competitive edge in today’s market.

Key Takeaways

SCM inventory includes all goods and materials held for production or sale, from raw materials to finished products.
Effective management of SCM inventory optimizes stock levels, preventing shortages and overstock situations.
It enhances operational efficiency and directly influences customer satisfaction and retention rates.
Proper inventory management reduces costs, improves cash flow, and aids in accurate demand forecasting.
Advanced techniques and technologies, like automation and predictive analytics, significantly improve inventory tracking and responsiveness to market changes.

Definition of SCM Inventory

SCM inventory, or supply chain management inventory, is an essential aspect of modern business operations that encompasses the entire spectrum of materials, from raw inputs to finished products.

This collection of goods is critical for effective SCM inventory management, which helps you meet customer demand while minimizing excess stock. By maintaining ideal inventory levels, you can avoid stockouts and reduce carrying costs.

The supply chain management market, valued at almost $37.5 billion, highlights the importance of efficient inventory management practices. Proper SCM inventory leads to improved operational efficiency through strategic planning, sourcing, and logistics coordination.

Key components include real-time monitoring and demand forecasting, which improve visibility and decision-making across the supply chain, ensuring you have the right products at the right time.

Importance of SCM Inventory Management

Effective SCM inventory management is key to enhancing your operational efficiency, reducing costs, and managing supply chain risks.

By accurately tracking stock levels and maintaining ideal inventory, you can minimize waste and guarantee timely product availability.

This not just boosts your bottom line but furthermore helps you respond quickly to market changes and customer demands.

Enhancing Operational Efficiency

When companies prioritize inventory management, they can greatly improve their operational efficiency, ensuring that goods and materials flow smoothly throughout the supply chain.

By implementing effective supply chain management logistics, businesses can improve their supply chain process through:

Optimized flow of goods, ensuring timely product availability
Reduced carrying costs, improving overall profitability
Accurate demand forecasting, aligning supply with customer needs
Real-time inventory visibility, enabling quick responses to demand fluctuations

These strategies highlight the importance of supply chain planning, as they minimize waste and overstocking while improving customer satisfaction and loyalty.

Additionally, effective inventory management promotes agility and reduces stock-outs, ultimately contributing to a competitive advantage in the marketplace and reinforcing the significance of operational efficiency.

Reducing Costs Effectively

Optimizing inventory management greatly contributes to reducing costs in supply chain operations. By implementing effective supply chain management strategies, you can minimize excess holding costs and streamline your inventory processes.

Accurate demand forecasting helps you avoid overstocking and stockouts, which can lead to wasted resources. Moreover, focusing on efficient inventory management improves cash flow, ensuring your capital isn’t tied up in unsold goods. This allows for reinvestment in other areas of your business.

Utilizing advanced technologies like AI and predictive analytics improves your responsiveness, reducing the risk of costly disruptions. In the end, a well-managed inventory system not only reduces costs but also shortens lead times, improving customer satisfaction through timely product delivery.

Managing Supply Chain Risks

Managing supply chain risks is crucial for maintaining a smooth operation and ensuring business continuity. Effective SCM inventory management minimizes risks linked to poor demand forecasting, helping you balance supply and demand.

Here are key strategies to contemplate:

Maintain ideal stock levels to reduce carrying costs and prevent stockouts.
Integrate data analytics for improved visibility within your supply chain.
Use agile inventory practices to adapt quickly to market fluctuations.
Keep a buffer inventory to manage unexpected demand spikes and disruptions.

Key Components of SCM Inventory

Effective supply chain management (SCM) inventory relies on several key components that work together to guarantee efficiency and responsiveness. These components include planning, sourcing, production, logistics, and inventory management. Comprehending the supply chain management definition helps you grasp how these elements interconnect.

Good inventory management employs techniques like demand forecasting to predict customer needs, ensuring that the right products are available. Furthermore, collaboration among supply chain partners is essential; sharing real-time data improves visibility and responsiveness to market changes.

Regular audits and continuous monitoring of inventory levels prevent discrepancies between physical stock and recorded inventory, which is critical for avoiding financial losses. By focusing on these key components of SCM inventory, you can optimize stock levels and reduce excess inventory effectively.

Risks in SCM Inventory Management

Though many businesses endeavor for efficiency in supply chain management, several risks can undermine effective inventory management. Comprehending these risks is essential for maintaining the importance of supply chain planning and control in the logistics industry.

Common challenges include:

Poor demand forecasting, leading to overstocking or stockouts
Supplier unreliability, which disrupts inventory levels and production schedules
Seasonal demand fluctuations, making it difficult to balance stock levels
Inefficient inventory tracking, resulting in discrepancies that hinder customer satisfaction

These risks in SCM inventory management can markedly impact the supply chain management process.

Efficient supply chains are used by firms that proactively address these challenges, ensuring they remain responsive to market demands and maintain ideal inventory levels.

Techniques for Effective SCM Inventory Management

In the face of the risks associated with SCM inventory management, implementing effective techniques can greatly improve your operational efficiency. You should leverage demand forecasting techniques, like passive and active forecasting, to predict future inventory needs. Utilize ABC analysis to categorize your inventory, focusing on high-turnover items that drive profitability. Regular inventory monitoring through audits guarantees your reported stock aligns with physical levels, improving accuracy. Furthermore, maintaining a buffer inventory helps accommodate fluctuations in supply and demand. Finally, encouraging collaboration and communication with suppliers builds trust and improves problem-solving capabilities, leading to more effective inventory management.

Technique	Purpose	Benefit
Demand Forecasting	Predict future inventory needs	Prevents excess stock
ABC Analysis	Categorize inventory by impact	Prioritizes management
Inventory Monitoring	Align reported and physical stock levels	Improves accuracy

Economic Order Quantity (EOQ) in SCM

Grasping the Economic Order Quantity (EOQ) model is crucial for refining inventory management in supply chain management. The EOQ formula helps you determine the ideal order quantity that minimizes total inventory costs, which include ordering and holding costs.

By implementing EOQ, you can improve your inventory flow and boost supply chain efficiency. Consider these key points:

EOQ = sqrt{(2DS)/H}, with D as annual demand, S as order cost, and H as holding cost.
Maintaining safety stock above EOQ is important to prevent stockouts.
Real-world disruptions, like the Suez Canal blockage, underline the need for effective ordering.
Adopting EOQ can lead to significant savings by reducing excess inventory and associated carrying costs.

Impact of Technology on SCM Inventory

Technology has transformed how you manage inventory in supply chain management by providing real-time data analysis and predictive analytics.

With these tools, you can track stock levels and anticipate demand, allowing for more efficient order fulfillment.

Moreover, automation streamlines your inventory processes, making it easier to respond to changes swiftly and maintain customer satisfaction.

Real-Time Data Analysis

As businesses navigate the intricacies of supply chain management, real-time data analysis becomes essential for effective inventory control. With this approach, you can track stock levels, demand fluctuations, and lead times, leading to improved decision-making.

Utilizing advanced technologies like AI improves your demand forecasting, reducing excess stock and minimizing waste.

Key benefits of real-time data analysis include:

Improved inventory visibility to quickly identify issues
Optimized order quantities and replenishment schedules
Up to a 20% reduction in inventory holding costs
Increased responsiveness to supply chain disruptions

Predictive Analytics Utilization

Real-time data analysis sets the stage for predictive analytics, allowing businesses to foresee inventory needs more accurately.

By leveraging historical sales data and market trends, you can optimize stock levels, reducing the risk of stockouts or overstocking. Utilizing machine learning algorithms enables you to analyze vast amounts of data quickly, making timely inventory adjustments based on consumer behavior and seasonal fluctuations.

Implementing predictive analytics can lower inventory costs by 20-30%, during improving order fulfillment rates, which eventually boosts customer satisfaction.

Furthermore, companies employing these tools can respond more effectively to supply chain disruptions, enhancing their overall efficiency.

Integrating predictive analytics into your inventory management systems can even lead to a 10-15% increase in sales by aligning stock with market demand.

Automation in Inventory Management

Incorporating automation into inventory management greatly improves operational efficiency and accuracy, allowing businesses to meet customer demands more effectively.

By leveraging technologies like AI and machine learning, you can boost your supply chain management practices through real-time data analysis, which leads to better demand forecasting and optimized stock levels.

Key benefits of automation in inventory management include:

Reduced human error in order processing
Improved inventory visibility for better tracking
Streamlined inventory audits and stock reconciliations
Proactive adjustments to mitigate potential supply chain disruptions

These advancements not only save costs by minimizing excess stock but additionally enhance overall inventory turnover rates, ensuring your business remains competitive and responsive to market changes.

Inventory Optimization Strategies

Effective inventory optimization strategies are crucial for businesses looking to improve their supply chain efficiency and reduce costs. By leveraging predictive analytics, you can forecast demand accurately, potentially cutting excess inventory costs by up to 30%.

Implementing an ABC analysis helps prioritize management efforts on Tier A items, which often represent 70-80% of your inventory value. Furthermore, utilizing just-in-time (JIT) systems minimizes holding costs, reducing inventory levels by 50% while ensuring product availability.

Regular audits improve visibility, enhancing order fulfillment rates by up to 25%. Collaborating with suppliers through integrated inventory management systems can likewise streamline the SCM process, reducing lead times by 50%.

These inventory optimization strategies highlight the importance of supply management throughout the supply chain management phases.

The Role of Inventory in Customer Satisfaction

Even though many factors contribute to customer satisfaction, inventory management plays a critical role in ensuring that products are available when customers need them.

Effective supply chain management and accurate inventory forecasting can greatly improve customer experiences.

70% of consumers expect fast delivery.
Optimized inventory levels can reduce stockouts by up to 30%.
Consistent product availability increases trust in your brand.
Companies using advanced inventory management systems report a 20% rise in customer satisfaction scores.

Case Studies of Successful SCM Inventory Practices

Now let’s look at some case studies that highlight successful SCM inventory practices.

Walgreens has transformed its technology to improve inventory management, whereas Amazon‘s focus on inventory optimization has led to augmented efficiency.

Furthermore, Coca-Cola employs advanced demand forecasting techniques to guarantee that stock levels meet consumer needs effectively.

Walgreens Technology Transformation

As Walgreens Boots Alliance commenced its technology transformation, the company recognized the critical need to improve its supply chain operations, particularly in inventory management.

<article> <h1>Creating an Effective Onboarding Plan for New Employees</h1> <p>Tue, 21 Oct 2025 01:51:00 +0300</p> <p>Creating an effective <strong>onboarding plan</strong> for new employees is vital for their success and your organization’s growth. It involves several key components, starting with <strong>pre-onboarding activities</strong> that prepare new hires. These activities help introduce <strong>company culture</strong> and set expectations. A well-structured first day can greatly impact their initial experience. Continuous support, regular check-ins, and constructive feedback are essential for tracking progress and addressing any concerns. Comprehending these elements will improve <strong>employee integration</strong> and retention. What specific strategies can you implement to enhance your onboarding process?</p> <h2 id="key-takeaways">Key Takeaways</h2> <p></p> <ul> <li>Develop a structured onboarding timeline of three to six months, detailing phases like pre-boarding, first day, and first month activities.</li> <li>Incorporate orientation sessions that familiarize new hires with company culture and essential job-specific skills for a smooth transition.</li> <li>Assign mentors to provide guidance and support, fostering early connections and a sense of belonging within the team.</li> <li>Set clear expectations using SMART goals and conduct regular check-ins to assess progress and gather feedback for continuous improvement.</li> <li>Utilize technology, such as Learning Management Systems, to streamline access to training resources and essential information during the onboarding process.</li> </ul> <h2 id="understanding-the-importance-of-effective-onboarding">Understanding the Importance of Effective Onboarding</h2> <p></p> <p>Effective onboarding is crucial for the success of both new employees and the organization as a whole. It greatly impacts new hire performance and productivity, increasing <strong>employee retention</strong> by 2.6 times.</p> <p>To achieve this, utilizing a <strong>new employee training checklist</strong> can streamline the process, ensuring all critical information is covered. Organizations with <strong>structured onboarding processes</strong> see an 82% increase in retention rates, yet only 12% of employees feel their company outshines at onboarding.</p> <p>An <strong>effective onboarding</strong> plan for new employees sets a positive tone, helping them reach their full potential as they cultivate enthusiasm for their roles. By following an <strong>onboarding best practices checklist</strong>, companies can engage employees, <strong>reduce turnover costs</strong>, and improve their employer brand through positive experiences.</p> <h2 id="key-components-of-an-onboarding-program">Key Components of an Onboarding Program</h2> <p></p> <p>To create a successful onboarding program, you’ll want to focus on three key components: a <strong>structured onboarding timeline</strong>, <strong>crucial training resources</strong>, and <strong>mentorship support systems</strong>.</p> <p>A well-defined timeline helps new hires navigate their initial months, whereas thorough training guarantees they’ve the skills needed for their roles.</p> <p>Furthermore, pairing new employees with mentors nurtures connections and provides guidance, making their shift smoother and more effective.</p> <h3 id="structured-onboarding-timeline">Structured Onboarding Timeline</h3> <p>A <strong>structured onboarding timeline</strong> is vital for <strong>integrating new employees</strong> into an organization effectively, as it typically spans from three to six months, and can even extend to a year in some cases.</p> <p></p> <p>During this period, new hires complete around 54 activities organized into phases, including <strong>pre-boarding</strong>, the first day, the first week, and the first month. Key components include <strong>orientation sessions</strong> to introduce <strong>company culture</strong>, training on policies, and job-specific skills.</p> <p>Regular check-ins are important for evaluating progress and gathering feedback. Utilizing a <strong>structured onboarding template</strong> guarantees consistency, covering logistical tasks like setting up equipment and completing HR paperwork.</p> <p>This approach helps new employees adapt quickly and understand their responsibilities, nurturing a smoother shift into their roles.</p> <h3 id="essential-training-resources">Essential Training Resources</h3> <p>During <strong>onboarding new employees</strong>, it’s essential to provide them with necessary <strong>training resources</strong> that will set them up for success.</p> <p>A <strong>structured curriculum</strong> should include universal training, like grasping company culture and policies, alongside role-specific training that covers job skills and tools.</p> <p>Using a <strong>standardized onboarding template</strong> guarantees consistency for all new hires.</p> <p>Schedule <strong>regular check-ins</strong> to assess progress and address concerns, helping them shift smoothly into their roles.</p> <p>Leveraging technology, such as Learning Management Systems (LMS), can likewise streamline the process and centralize resources for easy access.</p> <ul> <li>Thorough training manuals</li> <li>Interactive e-learning modules</li> <li>Access to company policy documents</li> <li>Role-specific tool guides</li> <li>Scheduled feedback sessions</li> </ul> <h3 id="mentorship-and-support-systems">Mentorship and Support Systems</h3> <p>Mentorship and support systems play a crucial role in the <strong>onboarding process</strong>, especially since new hires often face challenges as they adapt to their roles and the company culture.</p> <p>Implementing a mentorship program can greatly boost <strong>retention</strong>, with 56% of new hires finding a <strong>mentor</strong> indispensable for their success. Assigning a mentor or onboarding buddy helps you acclimate by providing support, facilitating introductions, and reducing turnover.</p> <p>Mentorship encourages <strong>early connections</strong> within your team, promoting <strong>relationship-building</strong> and integration into the company culture. Regular check-ins with mentors assess your comfort and engagement, offering timely feedback and guidance.</p> <p>Structured mentorship programs not just support your development but also improve overall <strong>team dynamics</strong> by establishing a culture of collaboration and support.</p> <h2 id="pre-onboarding-activities-to-prepare-new-hires">Pre-Onboarding Activities to Prepare New Hires</h2> <p></p> <p>Before your official start date, completing <strong>vital paperwork</strong> and gaining access to the online portal are critical steps to guarantee a smooth shift into your new role.</p> <p>Coordinating <strong>equipment setup</strong> ahead of time helps eliminate any technical issues on your first day, allowing you to focus on your onboarding experience.</p> <p>These <strong>pre-onboarding activities</strong> lay the groundwork for a successful beginning and help you feel prepared and informed from day one.</p> <h3 id="essential-paperwork-completion">Essential Paperwork Completion</h3> <p>Completing <strong>vital paperwork</strong> is a critical step in the <strong>pre-onboarding process</strong> that sets the foundation for a smooth changeover into your new role.</p> <p></p> <p>Once you accept the job offer, you should gather <strong>important documents</strong> like offer letters, confidentiality agreements, and tax forms (W-4, I-9).</p> <p>Utilizing electronic signatures and HRIS software can <strong>streamline this process</strong>, making it efficient and paperless.</p> <p>Sending welcome emails with clear instructions helps you feel prepared and engaged before your first day.</p> <p>Completing this paperwork ahead of time <strong>reduces stress</strong>, allowing you to focus on acclimating to the company culture.</p> <ul> <li>Offer letters</li> <li>Confidentiality agreements</li> <li>Tax forms (W-4, I-9)</li> <li>Electronic signatures</li> <li>Welcome emails with instructions</li> </ul> <h3 id="online-portal-access">Online Portal Access</h3> <p>Accessing an online onboarding portal before your start date can greatly improve your preparation for the new role. This portal allows you to complete crucial paperwork electronically, streamlining the onboarding process. You’ll also find engaging content that introduces you to the company culture, values, and expectations, enhancing your readiness. HR departments can track your progress on onboarding tasks, ensuring everything is in place before you arrive. Furthermore, the portal addresses common questions about first-day logistics and dress code, reducing any anxiety you might have. Early access to the portal promotes a sense of belonging, letting you start building relationships with co-workers even before your official start date.</p> <table> <thead> <tr> <th style="text-align: center">Benefits of Online Portal</th> <th style="text-align: center">Description</th> </tr> </thead> <tbody> <tr> <td style="text-align: center">Complete Paperwork</td> <td style="text-align: center">Fill out tax forms and policies electronically.</td> </tr> <tr> <td style="text-align: center">Familiarize with Culture</td> <td style="text-align: center">Learn about <a href="https://www.examplecompany.com" target="_blank">company</a> values and expectations.</td> </tr> <tr> <td style="text-align: center">Track Progress</td> <td style="text-align: center">HR can monitor onboarding tasks efficiently.</td> </tr> <tr> <td style="text-align: center">Reduce Anxiety</td> <td style="text-align: center">Get answers about first-day logistics and dress code.</td> </tr> </tbody> </table> <h3 id="equipment-setup-coordination">Equipment Setup Coordination</h3> <p>Effective equipment setup coordination is essential for ensuring that new hires have everything they need to start their roles on Day 1.</p> <p>You’ll want to <strong>collaborate with HR and IT</strong> to streamline logistics, ensuring all equipment is ordered, configured, and tested before their arrival.</p> <p>Make sure to prepare necessary accounts and <strong>access permissions</strong>, allowing new employees to hit the ground running.</p> <p>Sending a checklist of required equipment and software helps them understand what to expect, <strong>reducing their first-day stress</strong>.</p> <ul> <li>Computers and accessories</li> <li>Software installations</li> <li>Communication devices</li> <li>Access permissions</li> <li>IT support availability</li> </ul> <h2 id="the-role-of-technology-in-streamlining-onboarding">The Role of Technology in Streamlining Onboarding</h2> <p></p> <p>As organizations aim to improve their <strong>onboarding processes</strong>, <strong>technology</strong> emerges as a crucial factor in streamlining these efforts. By automating repetitive HR tasks, technology boosts efficiency, allowing HR teams to focus on engaging with new hires.</p> <p>Modern Learning Management Systems (LMS), like <a href="https://www.continu.com" target="_blank">Continu</a>, centralize resources, schedule training, and track progress in real time. <strong>Electronic paperwork management</strong> through HRIS or BPM software drastically reduces onboarding time, enabling new employees to complete forms before their start date.</p> <p>Furthermore, <strong>online onboarding portals</strong> give new hires access to essential information, training materials, and company policies. These digital tools improve <strong>employee well-being and productivity</strong>, ensuring new hires are prepared and connected to necessary resources and support systems from the very beginning.</p> <h2 id="creating-a-structured-day-one-experience">Creating a Structured Day One Experience</h2> <p></p> <p>Creating a <strong>structured Day One experience</strong> is vital for helping new employees acclimate to their roles and the <strong>company culture</strong>. Start by developing a <strong>clear schedule</strong> that outlines activities, meetings, and training sessions. This clarity enables new hires to know what to expect.</p> <p>A welcome message from leadership and an introduction to company culture can make them <strong>feel valued</strong> right away.</p> <p>Prepare fundamental logistics, like setting up workstations and ensuring access to software, before they arrive. Assigning a mentor or onboarding buddy provides immediate support, and incorporating time for <strong>social interaction</strong>, such as a team lunch, eases their integration.</p> <ul> <li>A clear schedule of the day’s activities</li> <li>A warm welcome from leadership</li> <li>A functional workstation ready for use</li> <li>Access to necessary software</li> <li>An assigned mentor for support</li> </ul> <h2 id="fostering-connections-and-building-relationships">Fostering Connections and Building Relationships</h2> <p></p> <p>Nurturing connections and <strong>building relationships</strong> within the workplace is essential for new employees to feel integrated and valued. When you cultivate these connections, you help create a <strong>sense of belonging</strong>, which 83% of employers identify as key to engagement.</p> <p>Assigning a mentor or onboarding buddy can greatly improve new hires’ experience, as 56% find <strong>mentorship critical</strong> for their success. Encouraging <strong>social interactions</strong> through team lunches or group events allows new employees to bond with coworkers, boosting overall morale and collaboration.</p> <p>Moreover, incorporating unstructured time during onboarding enables new hires to explore processes and form informal relationships. <strong>Regular check-ins</strong>—ideally at one month—help assess comfort and engagement, ensuring adjustments can be made to improve their onboarding experience and strengthen workplace connections.</p> <h2 id="setting-clear-expectations-with-smart-goals">Setting Clear Expectations With SMART Goals</h2> <p></p> <p>Setting clear expectations through <strong>SMART goals</strong> is essential for your success in a new role.</p> <p>By defining <strong>specific objectives</strong> and measuring your progress regularly, you can stay focused and aligned with the company’s objectives.</p> <p>This structured approach not merely helps you understand your responsibilities but additionally promotes <strong>accountability and motivation</strong> throughout your onboarding period.</p> <h3 id="define-specific-objectives">Define Specific Objectives</h3> <p>When you establish <strong>clear objectives</strong> for new employees, it greatly improves their grasp of what’s expected in their roles. Setting <strong>SMART goals</strong>—Specific, Measurable, Achievable, Relevant, and Time-bound—provides a structured approach that bolsters comprehension and focus.</p> <p>By defining 30, 60, and 90-day objectives, you help new hires <strong>track their progress</strong> and receive timely feedback. This not just cultivates engagement but additionally <strong>boosts motivation</strong>. Organizations with clear onboarding objectives report a 2.6 times increase in <strong>employee retention</strong>.</p> <ul> <li>Clarity reduces confusion</li> <li>Focus on key responsibilities</li> <li>Increased early contributions</li> <li>Structured framework for success</li> <li>Alignment with company goals</li> </ul> <h3 id="measure-progress-regularly">Measure Progress Regularly</h3> <p>To guarantee new employees stay on track during their onboarding process, measuring progress regularly against established <strong>SMART goals</strong> is essential.</p> <p>SMART goals—Specific, Measurable, Achievable, Relevant, and Time-bound—offer clarity, helping new hires understand their roles. <strong>Regular check-ins</strong> at <strong>30, 60, and 90 days</strong> allow you to <strong>assess their progress</strong> and adjust goals as needed, ensuring they remain aligned with expectations.</p> <p>This structured approach reduces confusion, builds confidence, and improves team contributions. Furthermore, tracking progress helps identify areas for improvement and allows for targeted support, increasing <strong>employee engagement and satisfaction</strong>.</p> <p>Research shows that employees with clear expectations and regular feedback are 2.6 times more likely to stay long-term, highlighting the importance of <strong>effective goal-setting in onboarding</strong>.</p> <h2 id="providing-job-specific-training-and-resources">Providing Job-Specific Training and Resources</h2> <p></p> <p>Providing <strong>job-specific training</strong> and resources is vital for helping new employees adapt quickly to their roles. Start this training within the first week, as 75% of new hires prioritize early, relevant training.</p> <p>A <strong>structured onboarding framework</strong> with role-specific learning materials guarantees they grasp fundamental skills and tools for success. Utilize modern Learning Management Systems (LMS) to provide flexible access to training materials, allowing new hires to learn at their own pace.</p> <p>Assigning a <strong>mentor or onboarding buddy</strong> cultivates guidance and support, easing their shift into their roles.</p> <ul> <li>Engaging training modules</li> <li>Access to online resources</li> <li>Personal mentors for support</li> <li>Clear job expectations</li> <li>Structured learning paths</li> </ul> <h2 id="regular-check-ins-and-feedback-mechanisms">Regular Check-Ins and Feedback Mechanisms</h2> <p></p> <p>Regular check-ins and <strong>feedback mechanisms</strong> are crucial components of an effective onboarding plan. Conducting a <strong>one-month check-in</strong> allows you to assess new hires’ comfort, happiness, and engagement levels as you nurture open communication about their onboarding experience.</p> <p>Implementing regular feedback tools, such as <strong>pulse surveys</strong>, helps identify areas for improvement, ensuring new employees feel supported and valued. Early feedback on contributions is fundamental, as 75% of new hires prioritize training and guidance during their initial weeks.</p> <p>Scheduling periodic check-ins throughout the onboarding period promotes ongoing dialogue, allowing you to address concerns and reinforce alignment with company culture. Establishing a <strong>structured feedback loop</strong> greatly increases retention rates, making it imperative for a <strong>successful onboarding proc </article> <article> <h1>Zoho Recruit Brings Agentic AI Tools to Streamline Hiring and Collaboration</h1> <p>Mon, 20 Oct 2025 21:10:50 +0300</p> <p data-start="0" data-end="278">Artificial intelligence may be the future of work, but for many small businesses, adopting it has been easier said than done. Zoho is looking to change that with new, no-cost AI upgrades built directly into its Collaboration, Customer Experience, and Human Resources software.</p> <p data-start="280" data-end="657">These updates mark another step in Zoho’s broader strategy to make “agentic” AI — software that acts autonomously to complete tasks — accessible to organizations of all sizes. The company says the enhancements are designed to eliminate major barriers that have slowed AI adoption, such as high costs, fragmented tools, and a steep learning curve.</p> <p data-start="947" data-end="1115">For small business owners, the updates could mean a practical edge in areas where efficiency and talent matter most — recruiting, collaboration, and customer service.</p> <p data-start="1117" data-end="1625">In the Human Resources category, <a href="https://www.zoho.com/recruit/">Zoho Recruit</a> received a wave of new features aimed at helping small teams find and hire the right talent faster. The new <strong data-start="1271" data-end="1292">Candidate Matches</strong> and <strong data-start="1297" data-end="1312">Job Matches</strong> tools use Zoho’s Zia AI engine to analyze resumes, job descriptions, and candidate profiles to identify ideal fits automatically. Recruiters can also use <strong data-start="1467" data-end="1504">AI-Assisted Assessment Generation</strong> to instantly create custom tests — complete with questions, answers, and scoring weights — tailored to specific roles.</p> <p data-start="1627" data-end="2108">Additional features like the <strong data-start="1656" data-end="1672">Sourcing Bot</strong> and <strong data-start="1677" data-end="1694">Screening Bot</strong> further automate parts of the hiring pipeline by engaging applicants through Zoho’s Career Site or Candidate Portal, asking relevant questions, and even collecting feedback. Meanwhile, <strong data-start="1880" data-end="1893">AI Assist</strong> helps recruiters write job descriptions and candidate emails, while ensuring content is optimized for search engines — a small but meaningful boost for companies trying to stand out in competitive hiring markets.</p> <p data-start="1627" data-end="2108">The following table provides a detailed overview of each new AI-powered feature added to Zoho Recruit, along with its description and the regions where it’s currently available.</p> <p data-start="1627" data-end="2108"> <table id="tablepress-3358" class="tablepress tablepress-id-3358 tablepress-responsive"> <thead> <tr class="row-1 odd"> <th class="column-1">Application</th><th class="column-2">Feature</th><th class="column-3">Feature Description</th><th class="column-4">Availability</th><th class="column-5">Available Territories </th> </tr> </thead> <tbody class="row-hover"> <tr class="row-2 even"> <td class="column-1">Zoho Recruit</td><td class="column-2"></td><td class="column-3"></td><td class="column-4"></td><td class="column-5"></td> </tr> <tr class="row-3 odd"> <td class="column-1"></td><td class="column-2">Sourcing Bot</td><td class="column-3">Automates candidate application process across both Career Site and Candidate Portal</td><td class="column-4">Available</td><td class="column-5">US, EU, IN, AU, CA, SA </td> </tr> <tr class="row-4 even"> <td class="column-1"></td><td class="column-2">Screening Bot</td><td class="column-3">Asks candidates relevant questions based on screening evaluation criteria and instantly shows test results and collects candidate feedback</td><td class="column-4">Available</td><td class="column-5">US, EU, IN, AU, CA, SA </td> </tr> <tr class="row-5 odd"> <td class="column-1"></td><td class="column-2">Candidate Matches</td><td class="column-3">Uses AI tools to analyze resumes, job descriptions, and applications, identifying best matches</td><td class="column-4">Available</td><td class="column-5">All Territories</td> </tr> <tr class="row-6 even"> <td class="column-1"></td><td class="column-2">Job Matches</td><td class="column-3">Evaluates candidate resume and application to suggest job openings that best fit their background</td><td class="column-4">Available</td><td class="column-5">All Teritories</td> </tr> <tr class="row-7 odd"> <td class="column-1"></td><td class="column-2">AI Assist</td><td class="column-3">Facilitates recruiters writing job descriptions, crafting email, ensure SEO friendliness and more </td><td class="column-4">Available</td><td class="column-5">US, EU, IN, AU, JP, CA, SA, UAE</td> </tr> <tr class="row-8 even"> <td class="column-1"></td><td class="column-2">Profile Summary</td><td class="column-3">Helps overcome challenge of reviewing resumes that can be lengthy, inconsistent and overly brief</td><td class="column-4">Available</td><td class="column-5">US, EU, IN, AU, CA, UAE</td> </tr> <tr class="row-9 odd"> <td class="column-1"></td><td class="column-2">AI-Assisted Assessment Generation</td><td class="column-3">Generates complete assessments of candidates including questions, answers and scoring weights tailored to specific jobs and requirements</td><td class="column-4">Available</td><td class="column-5">US, EU, IN, AU, JP, CA, SA, UAE</td> </tr> <tr class="row-10 even"> <td class="column-1"></td><td class="column-2">Zia Native LLM Adoption</td><td class="column-3">Zia LLM integrated into Recruit</td><td class="column-4">Available</td><td class="column-5">US, EU, IN, AU, JP, CA, SA, UAE</td> </tr> </tbody> </table>  <p data-start="2110" data-end="2265">All of these tools are powered by Zoho’s native large language model (<a href="https://www.zoho.com/zia/llm.html">Zia LLM</a>) and are available at no additional cost to existing users with paid plans.</p> <p data-start="2267" data-end="2583">For small business HR managers juggling multiple hats, these kinds of built-in automations could free up hours each week. Instead of parsing through hundreds of resumes or drafting repetitive correspondence, they can focus on interviews, culture fit, and onboarding — the human elements that truly drive retention.</p> <p data-start="2585" data-end="2937">Still, like any new AI system, the updates will likely require some adjustment. Companies that depend on highly personalized hiring may need to fine-tune AI recommendations to ensure they align with company culture and diversity goals. There’s also the ongoing question of data privacy, especially as AI tools analyze sensitive candidate information.</p> <p data-start="2939" data-end="3256">But Zoho’s approach — integrating AI directly into existing workflows rather than introducing separate tools — could help lower those adoption barriers. It also reflects a growing trend across the software industry: moving from simple “AI add-ons” to deeply embedded, task-oriented agents that work alongside users.</p> <p data-start="3258" data-end="3640">For small businesses that have held back on adopting AI due to cost or complexity, Zoho’s latest release presents an opportunity to test these capabilities without financial risk. As AI becomes a core part of everyday business software, early exposure to tools like Zia’s agentic features could help SMBs build confidence and capability before their larger competitors pull ahead.</p> <p>This article, "<a href='https://smallbiztrends.com/zoho-recruit-brings-agentic-ai-tools-to-streamline-hiring-and-collaboration/'>Zoho Recruit Brings Agentic AI Tools to Streamline Hiring and Collaboration</a>" was first published on <a href='https://smallbiztrends.com'>Small Business Trends</a></p> </article> <article> <h1>Zoho Sign Gets New AI Features to Help Small Businesses Work Smarter</h1> <p>Mon, 20 Oct 2025 19:10:53 +0300</p> <p data-start="0" data-end="618">Artificial intelligence has long promised to streamline business operations, but many small businesses have found the reality to be complicated, expensive, or out of reach. Zoho Corporation wants to change that. The company announced a broad rollout of new <strong data-start="257" data-end="277">agentic AI tools</strong>—embedded directly into its Collaboration, Customer Experience, and Human Resources apps—to help businesses save time, reduce repetitive work, and improve decision-making. Perhaps most notably, these upgrades come at <strong data-start="494" data-end="511">no extra cost</strong>, a move that could make advanced AI more accessible to small and midsize companies struggling to adopt it.</p> <p data-start="620" data-end="1045">Zoho’s announcement centers on simplifying AI adoption through automation and deep integration with company data. By embedding AI capabilities directly into widely used apps like Zoho Sign, Zoho Desk, and Zoho People, the company aims to remove the need for complex setup or third-party tools. For small businesses that already rely on Zoho’s ecosystem, these updates could mean faster workflows and fewer manual bottlenecks.</p> <p data-start="1047" data-end="1476">One of the standout updates is to <a href="https://www.zoho.com/sign/"><strong data-start="1081" data-end="1094">Zoho Sign</strong></a>, the company’s digital signature platform used by more than 40,000 businesses. The new <strong data-start="1182" data-end="1208">Agreement Intelligence</strong> feature allows users to automatically generate contract drafts and agreements while retaining full control over customization. This could save hours of time for small businesses that handle frequent vendor, partner, or client contracts but lack dedicated legal staff.</p> <p data-start="1478" data-end="1876">Zoho has also added additional features to <strong data-start="1499" data-end="1510">Ask Zia</strong>. The AI assistant can now analyze and summarize agreements, proofread contracts, suggest edits, and even answer questions about clauses or obligations—all without requiring external legal help. For many small businesses that need to process paperwork quickly but can’t afford legal review for every document, this type of automation could be a major cost-saver.</p> <p data-start="1878" data-end="2401">Other AI-driven tools in Zoho Sign include automatic field detection, key term extraction, and a non-legalese summary generator that translates complex contracts into plain English. Small business users can also flag potential risks or missing clauses, identify important milestones, and detect phishing attempts in signing links—features that enhance both <strong data-start="2235" data-end="2262">efficiency and security</strong>. Each of these capabilities integrates directly with existing Zoho workflows, eliminating the friction often associated with new AI tools.</p> <p data-start="2403" data-end="2784">While these new features are being rolled out across multiple regions—including the U.S., India, Australia, Canada, and the EU—Zoho says all updates are available at no additional cost to paid subscribers of the respective apps. That pricing strategy could give small businesses a competitive edge at a time when many software vendors are charging premiums for AI-powered features.</p> <p data-start="2403" data-end="2784">The following table provides a detailed overview of all newly introduced AI features in Zoho Sign, along with their availability across different regions.</p> <p data-start="2403" data-end="2784"> <table id="tablepress-3357" class="tablepress tablepress-id-3357 tablepress-responsive"> <thead> <tr class="row-1 odd"> <th class="column-1">Application</th><th class="column-2">Feature</th><th class="column-3">Feature Description</th><th class="column-4">Availability</th><th class="column-5">Available Territories </th> </tr> </thead> <tbody class="row-hover"> <tr class="row-2 even"> <td class="column-1">Zoho Sign</td><td class="column-2"></td><td class="column-3"></td><td class="column-4"></td><td class="column-5"></td> </tr> <tr class="row-3 odd"> <td class="column-1"></td><td class="column-2">Agreement Generation</td><td class="column-3">Quickly generate contacts, agreements and documents using AI</td><td class="column-4">Available</td><td class="column-5">US</td> </tr> <tr class="row-4 even"> <td class="column-1"></td><td class="column-2">Automatic Field Detection</td><td class="column-3">Docs automatically scanned for empty spaces relevant fields then inserted</td><td class="column-4">Available</td><td class="column-5">US, IN, AU, CA, EU</td> </tr> <tr class="row-5 odd"> <td class="column-1"></td><td class="column-2">Document Summarization </td><td class="column-3">Generate contextual summary of lengthy documents</td><td class="column-4">Available; EU to be released in September 2025</td><td class="column-5">US, IN, AU, CA, EU</td> </tr> <tr class="row-6 even"> <td class="column-1"></td><td class="column-2">Ask Zia in Sign </td><td class="column-3">Prompt Zia to fetch doc data, proofread agreements, suggest edits and answer any questions associated with a contract </td><td class="column-4">Available; EU to be released in September 2025</td><td class="column-5">US, IN, AU, CA, EU</td> </tr> <tr class="row-7 odd"> <td class="column-1"></td><td class="column-2">Key Term Extraction</td><td class="column-3">Automatically extract key terms and clauses in agreements</td><td class="column-4">Available; EU to be released in September 2025</td><td class="column-5">US, IN, AU, CA, EU</td> </tr> <tr class="row-8 even"> <td class="column-1"></td><td class="column-2">Discover Obligations</td><td class="column-3">Identify obligations that need to be duly completed</td><td class="column-4">Available</td><td class="column-5">US</td> </tr> <tr class="row-9 odd"> <td class="column-1"></td><td class="column-2">Suggest Missing Clauses</td><td class="column-3">Suggest clauses in traditional agreement formats like NDAs</td><td class="column-4">Available</td><td class="column-5">US</td> </tr> <tr class="row-10 even"> <td class="column-1"></td><td class="column-2">Highlight Potential Risks </td><td class="column-3">Identify potential legal and financial risks in a document </td><td class="column-4">Available</td><td class="column-5">US</td> </tr> <tr class="row-11 odd"> <td class="column-1"></td><td class="column-2">Highlight Meta Details</td><td class="column-3">Summarize key metadata: parties involved, effective date, deadlines, governing law, etc. </td><td class="column-4">Available</td><td class="column-5">US</td> </tr> <tr class="row-12 even"> <td class="column-1"></td><td class="column-2">Key Milestones Summary</td><td class="column-3">Summary of milestones and deadlines for seamless planning</td><td class="column-4">Available</td><td class="column-5">US</td> </tr> <tr class="row-13 odd"> <td class="column-1"></td><td class="column-2">Non-Legalese Summary Generation </td><td class="column-3">Plain-text summary without legal jargon for easier understanding </td><td class="column-4">Available</td><td class="column-5">US</td> </tr> <tr class="row-14 even"> <td class="column-1"></td><td class="column-2">Phishing Detector</td><td class="column-3">Detects signing links with phishing attempts based on domain data</td><td class="column-4">Available</td><td class="column-5">US</td> </tr> </tbody> </table>  <p data-start="2786" data-end="3127">The updates also reflect a broader industry trend: the push to make AI not just a separate add-on, but a <strong data-start="2891" data-end="2933">native part of everyday business tools</strong>. For small businesses, that shift can mean less technical complexity and more practical impact—especially when AI is built to handle the repetitive, error-prone tasks that consume so much time.</p> <p data-start="3129" data-end="3486">However, as with any AI-driven automation, small business owners may need to stay vigilant about accuracy and oversight. Automatically generated contracts, while convenient, should still be reviewed carefully for compliance and clarity. And as companies rely more on AI to manage sensitive documents, maintaining data privacy and trust will remain critical.</p> <p data-start="3488" data-end="3871" data-is-last-node="" data-is-only-node="">Still, for entrepreneurs and small teams looking to do more with less, Zoho’s latest move could make advanced AI feel less like a futuristic luxury and more like a practical tool for everyday work. By embedding intelligent automation where small businesses already operate—and keeping it affordable—Zoho is helping level the playing field for the next wave of digital transformation.</p> <p>This article, "<a href='https://smallbiztrends.com/zoho-sign-gets-new-ai-features-to-help-small-businesses-work-smarter/'>Zoho Sign Gets New AI Features to Help Small Businesses Work Smarter</a>" was first published on <a href='https://smallbiztrends.com'>Small Business Trends</a></p> </article> <article> <h1>How To Automatically Tag Your Active Subscribers In Bento</h1> <p>Mon, 15 Jun 2020 11:53:04 +0300</p> </article> <article> <h1>Create content, products, and services that assist in the narrative of life we all tell. 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Or, you can just watch the video below.</p> <figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper"> </div></figure> <p><em>But still, you write a blog post and then what do you do?</em></p> <p>Well, I’ll tell you this… most people forget the “marketing” in content marketing. Most people write content but don’t do a great job of promoting it.</p> <p>Here’s the thing: I figured out the perfect formula to promoting content. </p> <p>Best of all, it’s not complex. Heck, it doesn’t even take 30 minutes. It’s so easy that I broke it down into 6 steps.</p> <p>And just to give you an idea before we dive into the formula, it’s so effective here is the traffic to my latest blog post.</p> <figure class="wp-block-image"></figure> <p>35,492 visits in a week isn’t too shabby. The post didn’t do exceptionally well and it didn’t tank. It was just an average post.</p> <p>Now you probably won’t see the same results as me as I’ve been doing this for a long time, but your results will be much better than what you are currently getting. Hence, I used the number of 3,549 in the title as you should be able to drive 1/10th of what I am generating.</p> <p><em>So, let’s dive right into the formula.</em></p> <span id="more-89975"></span> <h2><strong>Step #1: Optimize your headline</strong></h2> <p><a href="https://neilpatel.com/blog/write-better-headlines/">8 out of 10 people will read your headline</a>, but only 2 out of 10 people will click through on your headline to read the rest of your article.</p> <p>No matter how well written your content is, promoting it won’t be effective if no one likes your headline.</p> <p>Now I know what you are thinking… I’ve already published my article, is it too late to change my headline? </p> <p><em>Nope, you can always change your headline, just try not to change the URL of the article once it is already published. </em>And if you decide to change the URL, <a href="https://neilpatel.com/blog/301-redirects/">use a 301 redirect</a>.</p> <p>There’s a really simple way to come up with headlines that work. Heck, it doesn’t even take more than a minute or two.</p> <p>Just head over to <a href="https://neilpatel.com/ubersuggest/">Ubersuggest</a> and type in the main keyword or phrase your article is about.</p> <p>You’ll see a report that looks something like this:</p> <figure class="wp-block-image"></figure> <p>Now I want you to click on “Content Ideas” in the left-hand navigation.</p> <p>You should now see a report that looks like this:</p> <figure class="wp-block-image"></figure> <p>This report shows you all of the blog posts around the web that contain your keyword or phrase within their title. And it breaks it down by social shares, backlinks, and search traffic.</p> <p>You can use this to see what is working in your space.</p> <p>Ideally, you want to look for headlines that have thousands of social shares (or hundreds if you aren’t in a popular industry), at least 10 backlinks, and more than 100 estimated visits. Just like the example below.</p> <figure class="wp-block-image"></figure> <p>Making your headlines similar to ones that meet those 3 criteria will increase your odds of getting more traffic.</p> <h2><strong>Step #2: Add 3 internal links</strong></h2> <p>The easiest way to get your new content more love is to build links.</p> <p>Yes, links are hard to build, but internal links are not… plus they are still effective.</p> <p>I rank for competitive terms like “digital marketing”…</p> <figure class="wp-block-image"></figure> <p>A lot of it has to do with internal links. I link to my main digital marketing page within my sidebar and within my content.</p> <figure class="wp-block-image"></figure> <p>Every time you publish a new blog post, I want you to go into your older content that is relevant to your newly published blog post and add a link to it. Do this to 3 of your older blog posts.</p> <p><em>This helps with indexing and it also helps your new content rank higher on Google.</em></p> <h2><strong>Step 3: Share your content on the social web carefully</strong></h2> <p>The problem with <a href="https://neilpatel.com/what-is-social-media-marketing/">social media marketing</a> is that people think they can just share their content on sites like Facebook or LinkedIn and it will automatically do well.</p> <p>Sadly, it won’t because billions of URLs have been shared already.</p> <p>In other words, we just tend to ignore most of the links people share.</p> <p>But there is a simple way to stand out and get thousands of visitors from the social web, just like I get.</p> <figure class="wp-block-image"></figure> <p><em>So, what’s my secret?</em></p> <p>Well, I will give you a hint. Just look at one of my most recent posts on LinkedIn:</p> <figure class="wp-block-image"></figure> <p>And here is one from Facebook:</p> <figure class="wp-block-image"></figure> <p>Do you notice a pattern?</p> <p>I’m evoking curiosity. In other words, I am piquing your interest and if you want to know the “solution” you have to click through to my site.</p> <p>With the LinkedIn post, I tell you that marketing is going to change next year. I also make a point to say how it is going to change in a way that nobody is talking about.</p> <p>I do this because we all can assume marketing will change. But by saying it is in a way nobody is talking about, it evokes curiosity. And if you want to know how it will change you have no choice but to click through over to my site to read the rest. </p> <p>With my Facebook post, I also evoke curiosity. I talk about a Google algorithm update, but I hint that I have an answer to leveraging Google’s latest algorithm update. <em>And if you want to know what it is, you have to click through over to my site.</em></p> <p>Whenever you post on the social web, evoke curiosity if you want people to head over to your site. </p> <p>The easiest way to do this is that every time you share one of your articles on the social web, add a few sentences above the link that helps pique peoples’ interest.</p> <h2><strong>Step #4: Message everyone you link out to</strong></h2> <p>It’s common to link out to other sites within your blog posts.</p> <p>Heck, sometimes I even link out to my competition.</p> <p>If you don’t ever link out to other sites, you are making a big mistake. It helps with authority and trust. </p> <p>If you are using stats and data within your article, you want to cite your sources. This brings credibility to you and it helps brand yourself as an expert which can help with <a href="https://www.seroundtable.com/google-medic-update-26177.html">Google’s medic update</a>.</p> <p>Now, when you link out to a site, go and search their email address. You can typically find their email address on their website.</p> <p>Or if you can’t find their email address, look for a contact page on their site, you’ll typically see a form that you can fill out.</p> <p>Whether you find an email address or contact form, I want you to message each and every single site you link out to with a message that goes like this:</p> <blockquote class="wp-block-quote"><p>Hi <strong>[insert their first name]</strong>,</p><p>I just wanted to say, I love your content. Especially your article on <strong>[insert the name of the article you linked out to]</strong>.</p><p>I linked to it from my latest blog post <strong>[insert URL of your blog post]</strong>. It would make my day if you checked it out and even shared it on your favorite social network if you enjoyed it.</p><p>Cheers,</p><p><strong>[insert your name]</strong></p></blockquote> <p>When I send out these emails, I am getting 50 to 60% of the people to respond and share my content. <em>But of course, my blog is popular, so for me, it isn’t too hard.</em> But it hasn’t always been that way, and I’ve been leveraging this tactic for ages.</p> <p>On the flip side, I also use this tactic on a few of my blogs that are in other niches and don’t use my name (no one knows I own them) and I am seeing success rates around 20%.</p> <p>Just make sure you don’t use this tactic to ask for a link back. <em>Your success rate will be slim.</em></p> <h2><strong>Step #5: Send an email blast</strong></h2> <p>These last two tactics produce a large portion of my results, and you shouldn’t take them for granted, no matter how basic they may seem.</p> <p>If you already haven’t, start collecting emails from your site. You can use free tools like <a href="https://hellobar.com/">Hello Bar</a> to create popups or sliders.</p> <figure class="wp-block-image"></figure> <p>Hello Bar will plug into whatever email provider you are currently using.</p> <p>Once you are up and running, every time you release a new blog post, send out an email blast.</p> <p>Here’s an example of one of my email blasts.</p> <figure class="wp-block-image"></figure> <p>It’s so effective it generated 13,544 clicks.</p> <figure class="wp-block-image"></figure> <p>I’ve found that you can drive good traffic from emails as long as you do the following:</p> <ol><li><strong>Scrub your list</strong> – if someone doesn’t open your emails over the last 30 or 60 days, remove them from your list. It helps keep your emails in people’s inboxes.</li><li><strong>Send text-based emails </strong>– if you look at the email I sent, I keep it simple. No images, nothing fancy, just text and a link back to my site. It’s that simple.</li><li><strong>Evoke curiosity</strong> – just like how I explained with the social media posts, your emails won’t do well unless you evoke curiosity.</li></ol> <p>As you write more content you will get more traffic, which will cause your email list to grow. That will also cause you to get more traffic. </article> <article> <h1>Marketing Trends for 2020: Here’s What Will Happen That Nobody is Talking About</h1> <p>Tue, 05 Nov 2019 15:42:54 +0200</p> <figure class="wp-block-image"></figure> <p>The new year is right around the corner. And I know you are already prepared because you read this blog and tons of other marketing blogs, <em>right?</em></p> <p>But here is the thing: I also read most of the popular marketing blogs, follow all of the marketing YouTube channels, and listen to the same podcasts you do.</p> <p>And I’ve noticed that very few people are talking about what’s really going to happen in 2020.</p> <p>Sure, they will tell you things like voice search is going to account for over 50% of the search queries next year but all of that stuff has already been talked about.</p> <p>And there are actually more interesting trends that will affect your marketing that no one is really talking about.</p> <p>So, what are these trends? What’s going to happen in 2020?</p> <p>Alright, here goes…</p> <span id="more-89705"></span> <h2><strong>Trend #1: Companies who rely on Google Analytics will get beat by their competition</strong></h2> <p>We all love <a href="https://neilpatel.com/blog/google-analytics-reports/">Google Analytics</a>. </p> <p>Heck, I love it so much I log in at least 3 or 4 times a day. And here is the kicker: I get so much traffic that my Google Analytics only updates once a day.</p> <p><em>I really need to break that habit but that’s for another day.</em></p> <p>You are probably wondering, what’s wrong with Google Analytics?</p> <p>There actually isn’t much wrong with it. It’s a great tool, especially considering that it’s free.</p> <p>But here is the thing… marketing has been changing. New channels are being constantly introduced, such as voice search.</p> <p>And transactions no longer are as simple as someone coming and buying from you and that’s it.</p> <p>These days there are things like <a href="https://neilpatel.com/blog/strategies-personalize-upsells-and-cross-sells/">upsells, down sells, repeat purchases</a>, and even <a href="https://www.autogrow.co/what-is-an-order-bump-at-checkout/">checkout bumps</a>. On top of that, there are so many different ways you can generate revenue for your online business, such as partnerships, affiliate marketing, and even webinars.</p> <p>This has caused companies to start using analytics solutions that tie into their database better, such as <a href="https://amplitude.com/">Amplitude</a>.  Or better yet, you are seeing a big push into business intelligence.</p> <p>A central place where you can tie in all of your data and make better-informed decisions so you can optimize for your lifetime value instead of your short-term income.</p> <p>In 2020, you will see more companies adopting business intelligence solutions… <em>from paid ones to free ones like <a href="https://datastudio.google.com/">Google Data Studio</a></em>.</p> <figure class="wp-block-image"></figure> <p>If you haven’t checked out Data Studio, you’ll want to start now because it is easy to pass in all of your business and marketing data into one place. For example, you can pass in more granular data from your <a href="https://www.socialmediaexaminer.com/how-to-use-google-data-studio-analyze-facebook-ads/">Facebook ad campaigns into Data Studio</a> while that would be a bit difficult to do with Google Analytics.</p> <h2><strong>Trend #2: Companies will optimize for voice search, but not for revenue</strong></h2> <p>According to ComScore, <a href="https://www.dbswebsite.com/blog/trends-in-voice-search/">over 50% of the searches in 2020 will be from voice search</a>. But that’s not really a new trend… everyone has been talking about that for years.</p> <p><em>So, what’s the big deal?</em></p> <p>Optimizing for voice search is a great way to get your brand out more, but how is that going to convert into sales?</p> <p>I haven’t seen too many solutions so far when it comes to capitalizing on your voice search traffic, but so far there is <a href="https://www.jetson.ai/">Jetson.ai</a>.</p> <p>If you aren’t familiar with Jetson.ai, it makes it so people can buy from your site using voice search. It doesn’t matter if it is Alexa or Google Home, they work with most of the popular devices.</p> <figure class="wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper"> </div></figure> <p>What’s cool about Jetson.ai is that it can learn from each customer and customize the interactions. </p> <p>For example, if I keep ordering the same toothpaste from a specific store using voice search, Jetson.ai keeps track of that so you can easily keep ordering the same product over and over again with little to no friction.</p> <p>Heck, it’s easier than logging into your computer or pulling out your phone to make a purchase.</p> <h2><strong>Trend #3: Your lists won’t convert as well, so you’ll have to look for alternative communication channels</strong></h2> <p>Email, it’s something we all use in the corporate world.</p> <p>But here is something interesting when it comes to marketing emails… I’m in a group with a bit over 109 email marketers across different industries in different parts of the world.</p> <p>And can you guess what we are all noticing?</p> <p>Our open rates are staying roughly the same and that’s largely because we all know how to clean and optimizing for deliverability.</p> <p>But our click rates are going down.</p> <p><em>So far as a group we have seen our click rates drop by 9.4% in 2019.</em></p> <p>That’s crazy considering as a group we have over 146 million email addresses.</p> <p><em>Now does this mean email is dead?</em></p> <p>Of course not!!!</p> <p>Email is here to stay and will be here for a very long time.</p> <p>But what companies will have to do in 2020 is to leverage more communication channels.</p> <p>Chatbots will take off drastically. Not necessarily the <a href="https://www.intercom.com/">Intercom’s</a> or <a href="https://www.drift.com/">Drift’s</a> of the world but more so the solutions like <a href="https://manychat.com/">ManyChat</a> and <a href="https://mobilemonkey.com/">MobileMonkey</a>. </p> <p>ManyChat and MobileMonkey leverage <a href="https://neilpatel.com/blog/open-rates-facebook-messenger/">Facebook Messenger</a> and as they connect it with Instagram and WhatsApp it will get even more popular.</p> <p>In addition to chatbots, you’ll see more people leveraging tools that allow push notifications like <a href="https://subscribers.com/">Subscribers</a>.</p> <p>It’s so powerful, here is the impact I’ve been able to generate from push notifications so far using Subscribers.</p> <figure class="wp-block-image"></figure> <p>You can wait till next year to lever chatbots and push notifications, but I’d recommend you start sooner than later. </article> <article> <h1>How Google’s Bert Update Will Affect Content Marketing</h1> <p>Tue, 29 Oct 2019 14:25:03 +0200</p> <figure class="wp-block-image"></figure> <p>Google announced that it has been rolling out a new update call Bert.</p> <p><em>I know what you are thinking… does this update really matter? Should I even spend time learning about it?</em></p> <p>Well, Bert will affect 1 in 10 search queries.</p> <p>To give you an idea of how big of an update this is, it’s the biggest update since Google released <a href="https://neilpatel.com/blog/how-rankbrain-works/">RankBrain</a>.</p> <p>In other words, there is a really good chance that this impacts your site. And if it doesn’t, as your traffic grows, it will eventually affect your site.</p> <p>But before we go into how this update affects SEOs and what you need to adjust (I will go into that later in this post), let’s first get into what this update is all about.</p> <span id="more-89559"></span> <h2><strong>So, what is Bert?</strong></h2> <p>Bert stands for Bidirectional Encoder Representations from Transformers.</p> <p><em>You are probably wondering, what the heck does that mean, right?</em></p> <p>Google, in essence, has adjusted its algorithm to better understand natural language processing.</p> <p>Just think of it this way: you could put a flight number into Google and they typically show you the flight status. Or a calculator may come up when you type in a math equation. Or if you put a stock symbol in, you’ll get a stock chart. </p> <p>Or even a simpler example is: you can start typing into Google and its autocomplete feature can figure out what you are searching for before you even finishing typing it in.</p> <p>But Google has already had all of that figured out before Bert. So let’s look at some examples of Bert in action.</p> <h2><strong>Is Bert even useful?</strong></h2> <p>Here are 4 <a href="https://blog.google/products/search/search-language-understanding-bert">examples of Bert</a>.</p> <p>Let’s say you search for “2019 brazil traveler to usa need visa”.</p> <figure class="wp-block-image"></figure> <p>Before Bert, the top result would be how US citizens can travel to Brazil without a visa. But look at the search query carefully… <em>it’s slight, but it is a big difference</em>.</p> <p>The search wasn’t about US people going to Brazil, it was about people from Brazil traveling to the US.</p> <p>The result after the Bert update is much more relevant.</p> <p>Google is now taking into account prepositions like “for” or “to” that can have a lot of meanings to the search query.</p> <p>Here’s another example… “do estheticians stand a lot at work”…</p> <figure class="wp-block-image"></figure> <p>Google used to previously match terms. For example, their system used to think “stand” is the same as “stand-alone”.</p> <p>Now they understand that the word “stand” has the context of physical demand. In other words, is the job exhausting… do you have to be on your feet a lot?</p> <p>And one more, “can you get medicine for someone pharmacy” …</p> <figure class="wp-block-image"></figure> <p>As you can see from the before and after picture, it’s clear that the new result is more relevant.</p> <p>Same with this one on “math practice books for adults” …</p> <figure class="wp-block-image"></figure> <h2><strong>Is that the only change?</strong></h2> <p>It isn’t. Google also made changes to featured snippets.</p> <p>For example, if you searched for “parking on a hill with no curb”, Google used to place too much emphasis on the word “curb” and not enough emphasis on the word “no”.</p> <figure class="wp-block-image"></figure> <p>That’s a big difference… and you can see that in the results. </p> <p>The new changes this algorithm update brings makes it much more relevant for searchers and it creates a better experience for you and me and everyone else who uses Google.</p> <p>But how does it affect SEOs?</p> <h2><strong>You need to change your SEO strategy</strong></h2> <p>There are three types of queries people usually make when performing a search:</p> <ol><li>Informational</li><li>Navigational</li><li>Transactional</li></ol> <p>An informational query is like someone looking to lose weight. They aren’t sure how so they may search for “how to lose weight”.</p> <p>And once they perform the search, they may find a solution such as different diets. From there they may search for a solution, using a navigational query such as “Atkins diet”.</p> <p>Once someone figures out the exact solution, they then may perform a transactional search query, such as “the Atkins diet cookbook”.</p> <p>From what we are seeing on our end is that Bert is mainly impacting top-of-the-funnel keywords, which are informational related keywords.</p> <p>Now if you want to not only maintain your rankings but gobble up some of the rankings of your competition, a simple solution is to get very specific with your content.</p> <p>Typically, when you create content, which is the easiest way to rank for informational related keywords, SEOs tell you to create super long content.</p> <p>Yes, you may see that a lot of longer-form content ranks well on Google, but their algorithm doesn’t focus on word count, <a href="https://twitter.com/dannysullivan/status/1182752885810946048">it focuses on quality</a>.</p> <figure class="wp-block-image"></figure> <p><a href="https://twitter.com/dannysullivan/status/1182753637438648320">The context of the tweet</a> from Danny Sullivan, who is Google’s search liaison, is that he wants SEOs to focus on creating content that is fundamentally great, unique, useful, and compelling.</p> <p>So when you use tools like <a href="https://neilpatel.com/ubersuggest/">Ubersuggest</a> to find new topics to go after, you need to make sure your content is super-specific.</p> <p>For example, if you have a business about fitness and you blog about “how to lose weight without taking pills”, your content shouldn’t focus on diet shakes or supplements or anything too similar to diet pills. Instead, it should discuss all of the alternative methods.</p> <p>I know what you are thinking, shakes and supplements may not be diet pills and they aren’t the same keyword but expect Bert to get more sophisticated in the next year in which it will better understand what people are really looking for.</p> <p>Additionally, you should stop focusing on keyword density. </p> <p>Yes, a lot of SEOs have moved away from this, but I still get a handful of emails each day asking me about keyword density.</p> <p>Keyword density will even be less important in the future as Google better understands the context of the content you are writing.</p> <h2><strong>So, where’s the opportunity?</strong></h2> <p>As I mentioned, it’s related to creating highly specific content around a topic. </p> <p>It’s not necessarily about creating a really long page that talks about 50 different things that’s 10,000 words long. It’s more about answering a searcher’s question as quick as possible and providing as much value compared to the competition.</p> <p>Just like when you search for “what is it like to be in the Olympics”, you’ll see a list of results that look something like this:</p> <figure class="wp-block-image"></figure> <p>Although the first result has the title of “What it’s like to go to the Olympics”, the article doesn’t break down what it is like to go as an attendee, it breaks down what it is like to go as an athlete. Just like a searcher would expect based on the query.</p> <p>Bert was clearly able to figure this out even though the title could have gone either way. And the <a href="https://www.insider.com/what-its-like-to-go-to-the-olympics-2016-12">article itself isn’t that long</a>. <em>The article itself only has 311 words.</em></p> <p>If you want to do well when it comes to ranking for informational keywords, go very specific and answer the question better than your competitors. From videos and images to audio, do whatever needs to be done to create a better experience.</p> <p>Now to be clear, this doesn’t mean that long-form content doesn’t work. It’s just that every SEO already focuses on long-form content. They are going after generic head terms that can be interpreted in 100 different ways and that’s why the content may be long and thorough.</p> <p>In other words, focus more on long-tail terms.</p> <p>You may think that is obvious but let’s look at the data.</p> <p>It all starts with <a href="https://neilpatel.com/ubersuggest/">Ubersuggest</a>. If you haven’t used it yet, you can type in a keyword like “marketing” and it will show you the search volume as well as give you thousands (if not millions) of keyword variations.</p> <figure class="wp-block-image"></figure> <p>In the last 30 days, 4,721,534 keyword queries were performed on <a href="https://neilpatel.com/ubersuggest/">Ubersuggest</a> by 694,284 marketers. Those 4,721,534 searches returned 1,674,841,398 keyword recommendations.</p> <p>And sure, SEOs could be typing in head terms to find more long-tail phrases, but when we look at what keywords people are selecting within Ubersuggest and exporting, 84% of marketers are focusing on 1 or 2-word search terms.</p> <figure class="wp-block-image"></figure> <p>Only 1.7% of marketers are focusing on search terms that are 5 or words longer.</p> <p>Following the strategy of creating content around very specific long-tail phrases is so effective that sites like <a href="https://app.neilpatel.com/en/traffic_analyzer/overview?lang=en&locId=2840&domain=quora.com">Quora</a> are generating 60,428,999 visitors a month just from Google alone in the United States.</p> <figure class="wp-block-image"></figure> <p>And a lot of their content isn’t super detailed with 10,000-word responses. They just focus on answering very specific questions that people have.</p> <h2><strong>Conclusion</strong></h2> <p>Even if your search traffic drops a bit from the latest update, it’s a good thing.</p> <p>I know that sounds crazy, but think of it this way… if someone searched for “how to lose weight without diet pills” and they landed on your article about how diet pills are amazing, they are just going to hit the back button and go back to Google.</p> <p>In other words, it is unlikely that the traffic converted into a conversion.</p> <p>Sure, you may lose some traffic from this update, but the traffic was ruining your user metrics and increasing your bounce rate.</p> <p>Plus, this is your opportunity to create content that is super-specific. If you lose traffic, look at the pages that dropped, the search queries that you aren’t ranking for anymore, and go and adjust your content or create new content that answers the questions people are looking for.</p> <p>If you don’t know how to do this, just log into <a href="https://search.google.com/search-console">Search Console</a>, click on “search results”, and click on the date button.</p> <figure class="wp-block-image"></figure> <p>Then click on compare and select the dates where your traffic dropped and compare it to the previous periods. Then select “Queries” and sort by the biggest difference.</p> <figure class="wp-block-image"></figure> <p>You’ll have to dig for the longer-term search queries as those are the easiest to fix. And if you are unsure about what to fix, just search for the terms on Google that dropped and look at the top-ranking competitors. Compare their page with yours as it will provide some insights.</p> <p><em>So, what do you think about the latest update?</em></p> <p>The post <a rel="nofollow" href="https://neilpatel.com/blog/bert-google/">How Google’s Bert Update Will Affect Content Marketing</a> appeared first on <a rel="nofollow" href="https://neilpatel.com">Neil Patel</a>.</p> </article> <article> <h1>Hi, I’m Neil Patel, Co-founder of NPDigital. Ask Me Anything!</h1> <p>Tue, 22 Oct 2019 16:00:28 +0300</p> <figure class="wp-block-image"></figure> <p>Today, I thought I would do something a bit different, as 66.9% of my website traffic is brand new.</p> <p>For those of you who don’t know, my name is Neil Patel and I’m the co-founder of a digital marketing agency called, <a href="https://npdigital.com/">NPDigital</a>, where we help companies of all sizes get more traffic and sales.</p> <p>I’ve been an entrepreneur for roughly 18 years now and most of the companies I co-founded have been in the software arena, specifically the web analytics sector.</p> <p>And now, I’m back at it with <a href="https://neilpatel.com/ubersuggest/">Ubersuggest</a>, my latest software company.</p> <p>In addition to that, I’ve angel invested in dozens of companies. Some have done well, and others haven’t.</p> <p>Overall, I’ve been blessed with a few successes that have made up for my failures plus more.</p> <p>So today is your day to ask me any questions you have, and I will do my best to answer it. You can ask me about entrepreneurship, marketing, or anything else. I’ve dealt with class-action lawsuits, an FTC investigation (which I passed), and I’ve lost out on acquisitions from Fortune 1000 companies because of stupidity on my part.</p> <p>All I ask of you is. Please keep your question as short as possible. One to two sentences max as I will get hundreds of comments (potentially even 1,000 or more).</p> <p><em>So, what can I answer for you?</em></p> <p><strong>*** You may have to scroll a bit down to see the comment section***</strong></p> <p>The post <a rel="nofollow" href="https://neilpatel.com/blog/ask-me-anything/">Hi, I’m Neil Patel, Co-founder of NPDigital. Ask Me Anything!</a> appeared first on <a rel="nofollow" href="https://neilpatel.com">Neil Patel</a>.</p> </article> <article> <h1>The Real Secret to My Social Media Success</h1> <p>Tue, 15 Oct 2019 16:09:37 +0300</p> <figure class="wp-block-image"></figure> <p>The other day I was recording a podcast episode with my co-host Eric Siu and he wanted to discuss something in particular.</p> <p>He wanted to talk about how I got to <a href="https://www.instagram.com/neilpatel/">62,000 Instagram followers</a> in a very short period of time and without spending any money on ads or marketing.</p> <p>Eric is a great marketer as well, and when it comes to social media, he spends much more time than me on it and he even has people at his ad agency dedicated to helping him grow his personal brand online.</p> <p>And of writing this post, he has <a href="https://www.instagram.com/ericosiu/">4,056 followers</a>.</p> <p>It’s not just with Instagram either, I beat him on all platforms.</p> <p>Heck, he even does something that I don’t do, which is smart… <em>he continually pays for advice</em>. For example, he had his team jump on an hour call with Gary Vaynerchuk’s social media team so they could learn from them and grow his brand faster.</p> <p><em>So, what’s the secret to my success?</em></p> <p>Well, before I get into it, let me first start off by saying I love Eric to death and the point of this post isn’t to pick on him or talk crap… more so, I have a point to make and you’ll see it in a bit below.</p> <span id="more-89323"></span> <h2><strong>Is it the fundamentals?</strong></h2> <p>Everyone talks about strategies to grow your social following… <a href="https://neilpatel.com/blog/how-to-get-300-real-targeted-instagram-followers-per-day/">from going live and posting frequently or talking about the type of content you should post and what you shouldn’t do</a>.</p> <p>I could even tell you that you need to respond to every comment and build up a relationship with your followers, which will help you grow your following and brand.</p> <p>And although all of this is true, I dare you to try the fundamentals or the strategies that every marketing guru talks about doing. If you do, I bet this will happen…</p> <p><em>It will be a lot of work and, if you are lucky, in the next 30 days you may get 10% more followers.</em></p> <p>Sure, some of you will get much more growth, but you’ll find that you can’t always replicate it and it won’t be consistent.</p> <p><em>So, what is it then?</em></p> <h2><strong>Is it luck?</strong></h2> <p>Luck is part of some people’s success, but not most. The problem with luck is it doesn’t teach you much and it isn’t easy to replicate.</p> <p>The reality is, some people will just get lucky and have tons of traction.</p> <p>In other words, luck isn’t the secret. But if you do want to get “luckier”, then you can always become an early adopter which helps a bit.</p> <h2><strong>How early is early?</strong></h2> <p>When you jump onto a social network when it’s new, it’s easier to grow and become popular.</p> <p>For example, I got to over 30,000 <a href="https://neilpatel.com/blog/gain-twitter-followers/">Twitter followers</a> extremely fast when Twitter first came out.</p> <p>At that time, I wasn’t as well known… it happened because of a few reasons:</p> <ol><li><strong>Social algorithms are favorable early on</strong> – algorithms are typically favorable and most people will see your content. There aren’t many restrictions, hence it’s easier to grow. After a social network becomes popular, algorithms tighten up.</li><li><strong>Algorithms are easier to game early on</strong> – when you are early, you can use a lot of hacks to grow faster. For example, on Twitter, I would just follow tons of people a day and unfollow anyone who didn’t follow me back.</li><li><strong>First movers’ advantage</strong> – social networks want more users, that’s what they need to succeed. In the early stages of any platform, they want to help you gain more of a following so you will keep using their platform.</li></ol> <p>But here is the thing: even though being an early adopter helps, it’s not the secret to my success.</p> <p>Just look at Instagram, I am really late to the game. But I started growing fast just this year as that is when we really started.</p> <p>If you can get in early, you should do so, assuming you have the time to invest. For example, this is the time to get in on <a href="https://www.tiktok.com/">Tiktok</a>.</p> <p>When you get in early, there is always the chance that the social network may end up flopping. But if it does take off, you’ll be ahead of your competition.</p> <h2><strong>So what did I do?</strong></h2> <p>Here was the secret to my growth… <em>and it still works today</em>. Eric Siu is even doing it with me right now.</p> <p>It’s piggybacking on brands that are already popular.</p> <p>When I first started, no one knew who I was. And I’m not saying everyone knows who I am today… by no means do I have a large brand like Tony Robbins.</p> <p>What I did early on in my career was piggyback off of other popular brands.</p> <p>For example, I hit up Pete Cashmore from Mashable, Michael Arrington from TechCrunch, Adrianna Huffington from Huffington Post, and so many other popular sites like ReadWriteWeb, Business Insider, Gawker Media, and GigaOm to name just a few.</p> <p>I know some of them don’t exist anymore, but back then they were extremely popular. Anyone who was in tech, and even some who weren’t, knew about each of those sites.</p> <p>So, when I got started as a marketer, I hit up all of those sites and offered all of them free marketing in exchange for promoting my brand and adding “Marketing done by Neil Patel” or “Marketing done by Pronet”, which was my ad agency back then.</p> <figure class="wp-block-image"></figure> <p>Just look at the image above. TechCrunch used to link to my site on every page of their site… <em>forget rich anchor text, it really is all about branding</em>.</p> <p>The hardest part is, I had to email and message these influencers dozens of times just to convince them to let me help them for free. And a lot of them ignored me or didn’t accept my offer.</p> <p><em>But of a few said yes.</em></p> <p>Pete from Mashable was one of the first to say yes. Once his traffic and rankings skyrocketed, his competition hit me up. Especially TechCrunch.</p> <p>What was funny, though, is that I was constantly emailing TechCrunch and didn’t hear back. 6 months from my first email, they eventually accepted my offer.</p> <p>I made a deal with Michael Arrington at the time in which once I boosted his traffic, he would add a logo that I did marketing for him, which you saw above. </p> <p>In addition to that, he would tell all of his venture capital friends what I did for him and share the results (so hopefully they would share it with their portfolio companies, which would help me make money) and write a blog post about me.</p> <p>He didn’t end up writing the blog post, which is fine, but he did the other two.</p> <p>When he sent out emails to VCs showing a Google Analytics graph of his traffic growing at a rapid pace, I quickly got inundated with inquiries about my marketing services.</p> <p>In addition to that, I was building up my brand… and my social media following. I was gaining “social clout” because I was doing good work for influencers.</p> <p>One could argue that boosting traffic for someone like TechCrunch by 30% is worth millions and I should have charged for my services. Although I spent countless time doing free work, I wouldn’t trade it for any single dollar as it is what made me and helped build up my reputation.</p> <p>And I didn’t stop there. Even today, I try to associate myself with other popular brands. Just like how I was lucky enough to work with Robert Herjavec, who has a popular TV show in the US along with Mark Cuban…</p> <figure class="wp-block-image"></figure> <p>Here’s how many visitors I was getting for my name “Neil Patel” on a monthly basis before I started working with Robert.</p> <figure class="wp-block-image"></figure> <p>And this is how many visitors I get for my name on a monthly basis a few months after I worked with Robert.</p> <figure class="wp-block-image"></figure> <p><em>That’s a 37.84% increase in a matter of months!</em></p> <p>By piggybacking off of popular brands, it doesn’t just help my website traffic but also helps to grow my social media following as well.</p> <p>Just like as you can see below with my Instagram growth…</p> <figure class="wp-block-image"></figure> <p>Now it isn’t just me who can do this, anyone can.</p> <h2><strong>How can you piggyback off of other brands?</strong></h2> <p>Just like how I piggybacked off of brands like TechCrunch, Eric is doing something similar to me at the moment.</p> <p>We have a podcast that generates over 1 million downloads a month.</p> <figure class="wp-block-image"></figure> <p>Eric’s had a podcast for years, but the one he has with me has more than 10x the listeners. This has helped him grow his brand a lot over the last year.</p> <p>Let’s just look at the data. According to Eric, due to the podcast, he has signed up 6 clients, which has generated 540,000 dollars in annual revenue. </p> <p>Now when he goes to tech conferences, 3 to 4 people tend to come up to him and mention how they love Marketing School and his work. In addition to that, it has been easier for Eric to set up meetings (people respond back to him more now), and he is also getting advisory shares in companies due to his growing brand. And the best part is, he is getting more paid speaking gigs for up to $10,000 a pop because of the podcast.</p> <p>The data shows it was a good move by Eric for partnering up with me. He pushed me to do a podcast years ago and I told him no because I was too lazy. <em>He didn’t give up though.</em> Eventually, he got me to say yes and flew to my house in Las Vegas to record our first episode.</p> <p><em>He did all of the work and it has been a great mutual relationship as doing this podcast has also helped grow my brand at the same time.</em></p> <p>Now you are probably thinking, why isn’t his follower count growing fast enough? </p> <p>Well, he needs to do what he is doing with me with a few more influencers to really put fuel to the fire. Just like how I didn’t only piggyback off of TechCrunch… <em>at one point the Gawker Media network was linking to me on every page of their sites, which was seen by over 100 million unique people per month.</em></p> <p><em>That really gets your brand out there!</em></p> <p>Another example is Brian Dean from <a href="https://backlinko.com/">Backlinko</a> as he did something similar with me back in the day. Years ago I approached him to write a detailed guide on link building with him and he also created videos that were on my old marketing blog Quick Sprout, which helped him grow his brand.</p> <figure class="wp-block-image"></figure> <p>I can’t take credit for “making” Eric or Brian successful. They would have done well without me… and in the grand scheme of things, I really didn’t do much for either of them.</p> <p><em>It’s like saying TechCrunch made the Neil Patel brand. Of course, it helped, and helped a lot… but one partnership won’t make or break you.</em></p> <p>And if I didn’t continually blog, create videos, speak at events, or do any of the other stuff that I did, the TechCrunch partnership wouldn’t have been as effective.</p> <p>Eric and Brian would have grown their brand in other ways because their work stands for itself, hence they would have been successful on their own. I just helped provide a little boost, just like how TechCrunch provided me with a boost.</p> <p>And once more people get to know you, you’ll naturally do better on the social web.</p> <p>For example, when <a href="https://www.instagram.com/willsmith/">Will Smith created his Instagram account</a>, he didn’t have to buy ads or anything. Everyone just knows him already and that’s why his Instagram account blew up really quickly.</p> <p>And you can do what Will Smith did on a smaller scale. <em>Similar to what I did.</em></p> <p>But don’t expect it overnight. Will Smith has been on television for over 20 years. It’s multiple shows, movies, and connections with other famous people that have really helped grow Will’s brand.</p> <p>Of course, we won’t get on TV as Will has, but you can piggyback on other popular brands <strong>multiple times</strong> to create a similar (smaller) effect.</p> <p>All you have to do is help these influencers out for free.</p> <p>If you are a web designer, offer design services. If you are a marketer, offer marketing services. If you are selling a product or service, keep giving it away for free and maybe someone will talk about your company.</p> <p>If you don’t have anything you can offer that has value, just look at whatever influencer you want to associate with, see where they may need help, learn that skill, and offer it for free.</p> <p><em>It’s the easiest way to become popular on the social web.</em></p> <h2><strong>Conclusion</strong></h2> <p>That’s my secret to being popular on the social web.</p> <p>It’s also how I built a decent size company… <em>purely by leveraging other popular brands in the early days</em>.</p> <p>You can do the same, but you have to be patient. Don’t expect it to happen overnight.</p> <p>For example, Eric’s brand has been growing but we have been doing a podcast together for over 2 years now. </p> <p>Plus, he continually pushes on his own and doesn’t just rely on leveraging other influencers.</p> <p><em>Remember, nothing worthwhile happens overnight.</em></p> <p>You have to be persistent with your emails, your direct messages, your text messages, and whatever else you can do to get a hold of these influencers. Most will ignore you but it is a numbers game and, eventually, you’ll be able to associate your brand with someone popular, which will grow your brand.</p> <p>And last but not least: Don’t expect an influencer to make you successful. Sure, multiple influencers are better than one, but that’s not what I meant. </p> <p>If Brian Dean from Backlinko wasn’t good at link building, creating content, SEO, and educating, he wouldn’t do well… no matter who he associated himself with. The same goes for Eric.</p> <p>Your skills, your abilities, your product… whatever you are trying to brand needs to stand on its own.</p> <p><em>So, what do you think about my secret? Are you going to copy it?</em></p> <p>The post <a rel="nofollow" href="https://neilpatel.com/blog/secret-to-social-media/">The Real Secret to My Social Media Success</a> appeared first on <a rel="nofollow" href="https://neilpatel.com">Neil Patel</a>.</p> </article> </main></body></html>