Category Archive for ‘How-To Videos’

How to Securely Share Your Lead Lists for Co-Marketing with Partners Using Switchlist.io

There’s nothing better for business than finding another business who wants to combine forces and go after business together. But there’s always that back and forth that goes something like this: Partner: “show me your list” […]

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Getting Started With Integromat a Powerhouse Alternative to Zapier

We use the heck and love Zapier, but as a Tech Smart Boss you always have to keep your eyes open for something new. Somebody told me to take a look at Integromat and after a […]

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We Set Up Attentive So We Can Pay More Attention To Our Pipeline in HubSpot CRM (And Recorded It For You)

As big fans of HubSpot CRM we’re always looking for great integrations to make our sales process even better. That’s how I discovered Attentive and the name is very appropriate because they help your sales team pay more […]

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How to Set Up SSL for Free Using Cloudflare (Real World Example w/ CloudApp Custom Domain)

In Episode 44 of the Tech Smart Boss Podcast, I talked about 3 ways to set your site up with SSL encryption and the reasons you needed to do is ASAP (listen here) One of the […]

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We Used Proven.com to Post to Over 100+ Job Boards And We Recorded The Process and Results

One area that all small businesses can improve on is hiring. Trying to find the right candidate is almost like trying to find a good tweet on twitter these days, they are the needle in the […]

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Set up a Free SSL Certificate on a Windows Server Using Let’s Encrypt

In Episode 44 of the Tech Smart Boss Podcast, I talked about 3 ways to set your website up with SSL encryption and the reasons you needed to do it as soon as possible (listen here) […]

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How to Collect Customer Feedback Using Canny.io

The key to a successful company is solving customer problems (and doing it well). It’s not always the case that if you ask a customer what type of solution they need that you’ll get a good […]

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Tech Smart Boss Comparison of pCloud Business vs Dropbox Business

Cloud storage is a must for the Tech Smart Boss. Having a common area for your entire team to securely store files to collaborate and keep historical records is a must, and after using Box for […]

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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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