Dock • 5th September 2025

7-Step Client Onboarding Process: Workflow & Template

When you’re scaling up from the “scrappy startup” phase and growing your CS team beyond one or two people, there’s an obvious next step: build a client onboarding process.What’s not so obvious is what happens after that.You can consolidate the entirety of your CSM’s activities into a comprehensive client onboarding checklist and still find yourself with:If you're nodding along, it's time to replace that checklist with a systematic process.We’ve put together a seven-step onboarding workflow with...

Zapier • 26th August 2025

Wave vs. QuickBooks: Which is best?

When you start a business, one of the first pieces of advice you'll get is to find a good accountant, outsource your books, and focus on the parts of your business you're best at rather than fiddling with P&L statements. Is it good advice? Definitely. But after patchy experiences with accountants over the years, I'm one of those stubborn people who now insists on doing their own books—and user-friendly apps like Wave and QuickBooks make it easier than ever.

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Zapier • 18th August 2025

Webex vs. Zoom: Which is best?

Ask random people on the street about video conferencing apps, and they'll probably say either "Zoom" or "a video-what app?" But head to any corporate office park food truck line, and you'll start hearing a different name: Webex.

If you haven't checked in on these platforms lately, prepare to be surprised. Webex has evolved into something genuinely slick and user-friendly, a far cry from the clunky enterprise tool you might remember. Meanwhile, Zoom has moved on from the security concerns that...

Dock • 5th August 2025

SaaS Customer Onboarding Guide: Best Practices & Templates

You promised a seamless customer onboarding experience during the sales process. You talked about "getting them up and running in no time." You maybe even threw around the phrase "white-glove service" because it sounded impressive.And then reality hits.Stakeholders are asking questions that were already answered in an email thread they can't find. Your CSM is building another custom project plan from scratch because your "standard template" doesn't quite fit this use case. And your internal cham...

Zapier • 1st August 2025

Kit vs. Mailchimp: Which is best?

What do Lil Jon, Matthew McConaughey, and Mandy Moore have in common? The common thread isn't backing vocals on "Get Low" or cameos in Interstellar—it's actually email marketing. All of them use .css-19a5n3-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-19a5n3-Link[dat...

Zapier • 29th July 2025

Dropbox vs. OneDrive: Which is best?

In the world of cloud storage, Microsoft OneDrive and Dropbox are hefty, veteran players. That's good news: if you're going to trust one of these apps with important personal and work documents, it helps to know they've been around for two decades and are backed by world-class companies.

While both apps do a fine job of storing files and keeping them secure, they have different selling points. OneDrive is woven tightly into the Microsoft ecosystem, making it incredibly simple to organize files...

Zapier • 28th July 2025

OneDrive vs. Google Drive: Which is best?

Cloud storage may no longer be the buzzy innovation it was in the early 2010s, but to me it's still a minor miracle. Case in point: after buying a new laptop last month, I managed to set it up in half an hour. I linked Google Drive, dragged a few shortcuts onto the desktop, and got on with my life. It's a far cry from the multi-day computer migration process of a couple decades ago, which required an external hard drive, an abundance of patience, and a fair bit of finger-crossing. ("Sorry, I can...

Zapier • 24th July 2025

Jasper vs. Copy.ai: Which is best?

Jasper and Copy.ai were two of the first AI text generators to hit the market in the pre-ChatGPT days. (Remember a world without ChatGPT? Me neither.) But once chatbots became ubiquitous and ridiculously powerful, there wasn't much competitive advantage in being a slightly-prettier text generator.

As a result, both apps have pivoted upmarket: Copy.ai is now a go-to-market app for sales and marketing teams, while Jasper is focused specifically on marketing teams. You can still sign up if you're a solo user, but that's not really the point of these apps anymore—they're much more collaborative and enterprise-y than they used to be.

Zapier • 20th July 2025

Perplexity vs. ChatGPT: Which AI tool is better?

A lot of AI chatbots all feel the same. Sure, they use different models under the hood, but whether you're using ChatGPT, Meta AI, or Google Gemini, the experience is pretty similar. Prompt goes in, generated AI response comes out—which is why Perplexity AI is so interesting.

Instead of just being another chatbot, Perplexity is billed as an alternative to traditional search engines. Yes, it works kind of like a typical conversational AI chatbot, but it's designed to be more accurate and up to date. So how does this compare to ChatGPT, which has also been held up as a possible replacement for search engines?

Zapier • 17th July 2025

Meta AI vs. ChatGPT: Which is better?

The AI chatbot wars are heating up, and two of the biggest contenders are OpenAI's ChatGPT and Meta's Meta AI. Both are powerful and capable AI-powered chatbots based on state-of-the-art large language models (LLMs), but they do have plenty of differences.

I've tried every major AI chatbot out there—and written about most of them—and here I'll look at ChatGPT and Meta AI on their own merits and compare them against each other. Even if ChatGPT Plus is miles better than Meta AI (it is), $20/month is a lot, so the comparison between the two free plans still matters.

Zapier • 14th July 2025

Gemini vs. ChatGPT: What's the difference?

When AI chatbots first came on the scene, and everyone was racing to release good-enough-first-version AI chatbots of their own, it was easy to draw comparisons between apps like Gemini vs. ChatGPT. But as Google and OpenAI continued to add new features, models, and ways to access their chatbots, the differences became less obvious.

Now, both apps offer much of the same functionality you'd expect from any top-of-the-line AI chatbot: answer questions, search the web, translate across languages, understand audio, and generate images. So what's different, and which should you use?

Zapier • 10th July 2025

Dropbox vs. Google Drive: Which is best?

Any cloud storage worth its salt will let you back up your files to the cloud, sync them across devices, and share them with other people. But that also means it's hard to determine which one is best for your needs: in this case, Google Drive or Dropbox?

I use Google Drive every day, starting as a free user and working my way up as I ran out of space. (I'm now a proud member of the multi-terabyte club.) I've also worked with Dropbox on and off for years. Both apps are excellent, but for a commo...

Zapier • 3rd July 2025

Brevo vs. Mailchimp: Which is best?

Even in a world where it's hard to command attention, the email inbox is still the place we trust to keep up with what matters to us. The brands with access to it get a golden opportunity to push news, offer new products, and start conversations that aren't possible in other channels. And with search engine algorithms and social media platforms constantly in flux, having a rich email list that you own and control is more important than ever.

I've been using Mailchimp for years and have tested B...

Squarespace • 20th June 2025

What Is Customer Segmentation? A Small Business Guide – Squarespace

Imagine if the only way to generate sales was an old-fashioned one: calling customers on the phone. If you gave the same pitch to everyone, most people would probably hang up on you. A more effective method would be to understand who each customer is, what they’ve bought from you in the past, and what might motivate them to buy again.Customer segmentation takes this logic and scales it to hundreds or thousands of customers. By organizing customers into groups based on shared characteristics—like...

Framer • 20th June 2025

5 web design tactics to make a big marketing impact

When designers own the entire journey, something remarkable happens: the artificial divide between “beautiful design” and “high-converting landing page” disappears. Instead, you create experiences that use visual psychology, interaction design, and strategic thinking to guide users naturally toward conversion. Here’s how to make this powerful shift in your own design practice.

Framer • 20th June 2025

7 principles for mastering SEO in web design

Beautiful websites deserve to be found. But when SEO is treated as a post-launch afterthought rather than a core design principle, even the best sites vanish into the depths of Google's rankings. The good news? Modern tools like Framer handle the technical complexity of including SEO in web design, so you can focus on creating websites that both look amazing and get discovered.

Squarespace • 15th June 2025

How to Create an Effective Email Marketing Strategy – Squarespace

The most obvious form of email marketing is promotional, like ecommerce discount offers and invitations to sign up for services. But email marketing is a broader term that covers any form of relationship-nurturing communication with subscribers on your list. Newsletters, confirmations and reminders, product updates, and business news are all different types of email marketing messages.For example, you might send a welcome sequence to introduce new subscribers to your brand or share helpful tips...

Framer • 15th June 2025

8 must-have web animation tools for designers

The future of web animation is here, and it's all about choosing the right tools. Framer excels at no-code animations like page transitions, but for more complex sequences or 3D elements, you’ll want to integrate tools like Motion or Spline. This article will guide you on selecting and combining these tools to create any web animation, from simple timelines to immersive experiences.

Framer • 10th June 2025

12 hover effects that transform user experience — Framer Blog

To help you rethink the role of hover effects on your site, we’ve curated a collection of inspiring examples from leading designers. You’ll discover impactful hover effects for every context, whether you’re building an attention-grabbing portfolio or creating a slick website for your brand. We’ll show you step-by-step how to implement each effect using Framer—transforming your site into a dynamic experience that keeps users coming back.

Framer • 1st June 2025

5 interactive website examples & how to build them in Framer — Framer Blog

In this article, we’ll explore five exceptional websites from the Framer gallery that go beyond surface-level tricks to deliver memorable experiences. Whether you’re explaining complex products, showcasing creative services, or transforming data into compelling visuals, these examples demonstrate how thoughtful interactivity elevates your digital presence.

Squarespace • 15th May 2025

11 Professional Email Templates for Small Businesses – Squarespace

Most small business owners and solo entrepreneurs write every email from scratch. It's an understandable instinct: Your personal touch is what attracts clients and keeps them coming back. The hours you spend on email take time away from growing your business. And when you start from zero with each message, it's harder to keep your process consistent and keep track of important details.

Zapier • 7th May 2025

ProWritingAid vs. Grammarly: Which is best?

We all need a second pair of eyes on our writing—and it no longer requires hiring an expensive editor or begging a friend to proofread your work in exchange for pizza. AI writing assistants can catch everything from basic spelling errors to deeper structural problems.

Grammarly and ProWritingAid are the leading contenders, but which app deserves your trust (and your hard-earned subscription dollars)?

Zapier • 7th May 2025

Smartsheet vs. Asana: Which is best?

Smartsheet and Asana are two of the most popular project management tools, but each has a different answer to the question "what do project managers really need?" Smartsheet draws inspiration from spreadsheets, offering a powerful, data-driven platform ideal for complex projects and in-depth reporting. Asana offers an intuitive interface that makes coordinating team tasks more accessible and visually appealing.

Zapier • 1st May 2025

Smartsheet vs. Excel: Which should you use?

Excel is one of those rare brands—like Kleenex or Band-Aid—that's so ubiquitous it's almost become a generic term for spreadsheet. While Excel deserves its reputation as king of the spreadsheet apps when it comes to heavy number-crunching, there are situations where you'll want to consider an alternative. One of those situations is project management—and that's where Smartsheet comes in.