Category Archive for ‘How-To Videos’

How I Used FieldBook To Set Up A Customer Referral Engine For My Business

One of the most powerful sales tools you have are positive referrals and testimonials by your existing customers. But one of the most challenging things in business is how to ask and collect feedback from your […]

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Set up and Overview of the HubSpot CRM to HelpScout Integration

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

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How to integrate Kayako with Slack (Advanced Zapier Tutorial)

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

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Getting Started with Vidello (Video Hosting and Marketing)

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

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

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

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Why I Switched from Google Chrome to Opera (And You May Want To Also)

I’ve had a love/hate relationship with Google Chrome for a while. I love the extensions and how it became a part of my normal workflow, but it started to get really slow, bloated, and I started […]

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Important Steps Of Doing E-Mail Authentication In G-Suite

Cyber tricksters are on the loose, and hence, there are added layers of security being added to each software product. Though that’s a very good counter-measure, with all the Spam Filters and Quarantines in place, it […]

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

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

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

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

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

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

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