How To Write A Business Email (The Ultimate Guide)


The advent of email has made communication between businesses much easier and more efficient. However, with this convenience comes the need to know how to write a proper business email. After all, emails are often the first impression you make on a potential client or employer!

In this guide, we’ll show you how to write a great business email, from the subject line to the signature. We’ll also provide some templates and examples to help you get started.

Let’s get started!

Be Clear and Concise with your Business Email

The first thing to keep in mind when writing a business email is to make sure that your message is clear and concise. Be sure to state your purpose for writing in the opening sentence so that the recipient knows what to expect. For example, if you’re sending a sales pitch, be clear about what products or services you’re offering.

Use a Professional Tone

Next, it’s important to use a professional tone throughout the email. This means avoiding any slang or informal language. Stick to using proper grammar, punctuation, and capitalization as well.

It’s also important to maintain a polite and courteous tone, even if you’re emailing someone you know well. For example, avoid using contractions such as “I’m” or “You’re”.

Get to the Point

Another key element of writing a good business email is to get to the point quickly. Recipients are often busy, so they may not have time to read through a long and winding email. Get straight to the point in the opening sentence and then provide any additional details after that.

If your email is longer than a few paragraphs, consider adding bullet points or numbered lists to make it easier to scan. You can also include attachments with more detailed information.

Choose a Professional Business Email Address


When sending a business email, it’s important to use a professional email address. This means avoiding using addresses that are unprofessional or too casual. For example, avoid using addresses that contain your name followed by numbers or special characters.

If you’re not sure what email address to use, you can create a free professional email address with Gmail.

Don’t Hesitate to Use Email Management Software

If you find yourself sending a lot of business emails, you may want to consider using email management software. This can help you keep track of your messages and respond to them more quickly. It can also help you organize your contacts and schedule email campaigns. One popular option is MailChimp, which offers a free plan for small businesses.

Use a Simple Subject Line in your Business Email

The subject line of your email should be brief and to the point. It should give the recipient an idea of what the email is about without being too long or detailed. For example, if you’re sending a sales pitch, you might use a subject line such as “New Product Offer”.

If you’re emailing someone you know well, you can be a little more creative with your subject line. However, avoid using jokes or puns as they may not come across in the way you intend.

Include a Salutation

When beginning your email, it’s important to include a salutation. This is the equivalent of saying “Hello” or “Good morning” in person. For formal emails, use “Dear” followed by the recipient’s name. For less formal emails, you can use “Hi” or “Hello”. 

If you don’t know the name of the person you’re emailing, try to find out before writing the email. If you can’t do that, you can use a generic salutation such as “Dear Sir or Madam”.

Sign Off Professionally

When you reach the end of your email, it’s important to sign off in a professional way. Some common options include “Sincerely”, “Best regards”, and “Thank you”. Avoid signing off with something too casual, such as “Cheers” or “Take care”.

If you’re sending a formal email, you may also want to include your signature below your sign-off. This should include your name, job title, company, website, and contact information.

Hit “Send”

Once you’ve finished writing your email, proofread it to check for any spelling or grammatical errors. Then, hit “send” and your email will be on its way!

small business coach

How to Create a Winning Business Plan for Your Startup


Creating a business plan may seem like a daunting task, but it is essential if you want to give your startup the best chance for success. A well-crafted business plan will not only help you articulate your vision and objectives but will also provide a roadmap for how to achieve them.

While there is no one-size-fits-all template for a winning plan, there are certain key elements that should be included. In this guide, we will discuss what should be included in your business plan and how to make sure it is effective.

When launching a startup fundraiser, a business plan is key to success. It is the roadmap that will guide your business from concept to reality. The most important aspects of your business plan will be your executive summary, market analysis, and financial projections.

The Executive Summary of Your Business Plan

The executive summary is typically the first section of your plan and provides an overview of the entire document. It should be concise and clear and should not exceed two pages.

The executive summary should include: 

  • An overview of your business concept and unique selling points
  • A brief description of your products or services
  • Your target market and expected growth
  • Your business model and revenue streams
  • Your management team and key personnel
  • A summary of your financial projections

The Company Description of Your Business Plan


The company description section of your business plan should provide an overview of your company, including its history, structure, and any relevant information about its ownership. This section should also discuss your company’s mission statement and vision for the future.

In addition to the above, the company description should also include:  

  • An overview of your business’s industry, including any trends or changes that may impact your company
  • A discussion of your target market, including segmentation and target customer profiles
  • Your marketing strategy, including how you plan to reach your target market

The Products and Services Section 

The products and services section of your business plan should provide a detailed description of the products or services you offer. It should include information on the features and benefits of your product or service, as well as any pricing information. This section should also discuss any patents or copyrights you have for your product or service.

In addition to the above, the products and services section should also include: 

  • An overview of your development process, including any research and development you have conducted
  • Your manufacturing process, if applicable
  • Your quality control procedures

The Management Team Section 

The management team section of your plan should provide an overview of the people who are running your business. This includes information on the backgrounds and experience of your management team, as well as their roles and responsibilities within the company.

In addition to the above, the management team section should also include: 

  • A discussion of your company’s organizational structure
  • Information on any advisory boards or consultants you have in place
  • A summary of your management team’s experience and qualifications

The Financial Projections Section 

The financial projections section of your business plan should provide a detailed overview of your company’s financial health. This includes information on your current and projected revenue, expenses, and profitability. This section should also include any relevant information on your company’s funding needs.

In addition to the above, the financial projections section should also include: 

  • Your assumptions for the future growth of your company
  • A discussion of your risks and uncertainties
  • An overview of your financial statements, including your balance sheet and income statement

The Appendices of Your Business Plan

The appendices of your plan should include any supporting documentation that is relevant to your business. This may include market research, financial statements, patents, or other information.

We hope this article was helpful in providing you with an overview of the components of a plan. If you need help putting together a business plan, our team at Optinuity can assist you. Stay safe!

small business coach

The Pros and Cons of Starting a Home Staging Business


There are many factors to consider before starting any business, and a home staging business is no different. It’s important to do your research and understand both the pros and cons of starting this type of business before making any decisions.

Home staging businesses can be very profitable, but they also require a lot of hard work and dedication. Below, we’ll take a look at some of the key pros and cons of starting a home staging business so you can make an informed decision about whether or not this is the right type of business for you.

The Pros of Starting a Home Staging Business

1. Home staging businesses are in high demand.

As the real estate industry continues to rebound from the housing market crash of 2008, more and more homeowners are looking for ways to make their homes stand out from the competition. Home staging is an effective way to do this, and as a result, the demand for home staging services is higher than ever.

2. You can start your business on a shoestring budget.

Unlike some businesses which require a significant amount of money to get off the ground, you can start a home staging business with very little upfront investment. All you really need is a small amount of money to cover basic marketing and advertising costs, and some basic supplies like furniture and decor items.

3. You can be your own boss.

One of the biggest advantages of starting any business is that you get to be your own boss. When you own your own home staging business, you’ll have the freedom to set your own hours, work as much or as little as you want, and take vacations whenever you please.

4. There’s a lot of potential for growth.

If you’re successful in starting and running a home staging business, there’s a lot of potential for growth. You can eventually expand your business by hiring additional staff, opening multiple locations, and even franchising your business model.

The Cons of Starting a Home Staging Business


1. It’s a lot of work…

There’s no denying that starting and running any business is a lot of work. This is especially true for a home staging business, which requires a lot of physical labor. You’ll need to be comfortable lifting and moving furniture, as well as working long hours on your feet.

2. …and it’s not always glamorous.

Another downside to starting a home staging business is that it’s not always a glamorous job. Yes, you’ll get to work with some beautiful homes and furniture, but you’ll also have to deal with the less pleasant aspects of the job, like cleaning up after clients and dealing with difficult customers.

3. You’ll need to be good at sales and marketing.

In order for your home staging business to be successful, you’ll need to be good at sales and marketing. You’ll need to be able to sell your services to potential clients, as well as market your business effectively so that you can stand out from the competition.

4. There’s a lot of competition.

Because the demand for home staging services is so high, there’s a lot of competition in this industry. This means that you’ll need to work hard to differentiate your business from the others in order to succeed.

Now that you understand both the pros and cons of starting this type of business, you can make an informed decision about whether or not this is the right type of business for you. If you’re willing to put in the hard work, then a home staging business can be a great way to earn a good living.

However, if you’re not prepared for the challenges that come with owning your own business, then it might be best to look for another opportunity. Stay safe and have a good one!

small business coach

9 Tactics to Protect Business Data

In the modern world where data breaches and cyber threats are becoming increasingly common, you’re probably wondering how you can protect your business data. If not careful, a data breach can cause irreparable damage to your company, both financially and reputationally. 

Here are tactics you can use to help protect your business data:

  • Encrypt Your Business Data

American information technology (IT) service providers can help businesses encrypt their data, ensuring that it’s safe from hackers and other cyber threats. 

Data encryption entails transforming readable data into an unreadable format using a key or password. This ensures that only the required users can access the data, making it much more difficult for hackers to steal sensitive information.

Encrypting data can also help prevent data breaches, which can be costly and damage a business’s reputation. As a result, IT services in Hamilton and nearby areas that offer data encryption can be highly beneficial to businesses. By encrypting their data, enterprises can protect themselves from a range of cyber threats and ensure that their corporate information is safe and secure.

  • Implement Two-factor Authentication


Businesses today are believed to increasingly rely on digital data, making it more critical than ever to implement security measures to protect against data breaches. Two-factor authentication (2FA) is one such measure that can help to safeguard business data.

2FA requires users to provide two forms of identification when logging into an account, providing an extra layer of security. For example, team members might be required to enter their password and send a code to their smartphone. This makes it much harder for unwanted parties to gain access to business data, as they would need both the password and the sent code to log in.

In addition, entrepreneurs can also set up 2FA to only allow access from specific internet protocol (IP) addresses, providing an additional level of security. By implementing 2FA, businesses can help to protect their data from being accessed by unauthorized users.

  • Back Up Your Business Data Regularly

Like any IT services Raleigh NC will tell you, backing up data is one of the most critical actions businesses can take to protect their data.

Backing up data helps ensure businesses have a copy of their data if it is lost or stolen. Additionally, regular backups can help businesses recover from ransomware attacks, as they’ll still have access to their data even if hackers encrypt it. There are various ways to back up data, such as using an external hard drive or cloud-based storage. Make sure to pick which one meets your data management needs.

  • Deploy Regular Employee Training

In today’s digital age, businesses must proactively protect their data from cyber-attacks. One of the tested ways to accomplish this is to train employees in best practices for cyber security.

By teaching employees how to spot potential threats and identify suspicious activity, businesses can help reduce the risk of data breaches. In addition, team member training can help businesses create a culture of cyber security awareness, making it more likely that team members will report suspicious activity and take steps to protect company data.

While no system is 100% safe, training employees in cyber security best practices is essential for any business entity.

  • Use Secure File-sharing Platforms

When not careful, sharing files electronically can open businesses to cyber threats. To protect business data, it’s essential to use secure file-sharing platforms.

Secure file-sharing platforms provide businesses with a safe and encrypted way to share files electronically. This ensures that only authorized users can access the files, making it much more difficult for hackers to steal sensitive information.

Additionally, secure file-sharing platforms often have additional security features, such as setting expiration dates for shared files and watermarks. By using a secure file-sharing platform, businesses can help protect their data from being accessed by unauthorized users.

  • Invest In Cyber Insurance

In the digital information age, businesses and entrepreneurs must take extra care to protect their data from cyber-attacks. A cyber insurance policy can assist offset the costs associated with a data breach, including the cost of recovery and restoration, legal fees, and damage to reputation.

Plus, having a cyber insurance policy can help cover the costs of ransom payments, which may be necessary to prevent the release of sensitive information. By investing in cyber insurance, businesses can help protect themselves from the financial havoc a successful cyber-attack can leave at its wake. 

  • Use Strong Passwords

Passwords are one of the proven ways hackers gain access to sensitive information. To protect business data, it’s essential to use strong passwords.

A strong and safe password should have at least eight characters and include a mix of upper and lowercase letters, numbers, and symbols. Additionally, businesses should avoid using easily guessed words or phrases, such as ‘password,’ ‘123456,’ and others. 

If you find it hard to remember multiple strong passwords, you can use a password manager application to help keep track of them. By utilizing robust passwords, businesses can make it more difficult for hackers to access their data.

  • Restricting Access to Sensitive Business Data


To protect business data, it’s crucial to restrict access to sensitive information. Only team members who need access to sensitive data should be given access. The access privileges for each company personnel should be carefully reviewed and updated regularly. Businesses should have a process for employees to request access to sensitive data as well. By restricting access to sensitive data, businesses can help prevent unauthorized users from accessing it.

  • Keep Your Antivirus Software Updated

While it may seem obvious, keeping your antivirus software updated is one of the vital actions to safeguard your business data.

Antivirus software helps to safeguard your computer from malware, which can be used to steal sensitive information. Besides, keeping your antivirus software updated helps to ensure that it can properly detect and remove new threats.

If you want to save money while getting your antivirus software, you can use a free program. Nonetheless, open-source antivirus software may not offer as much protection as paid ones. 

At the end of the day, it’s essential to keep your company devices’ antivirus updated to help protect your business data no matter which program type or provider you choose.

Final Word on Business Data

Following the nine tactics mentioned above can help protect your business data from a potential data breach. But it’d be best to remember that no security measure is 100% effective. Experts stress that a comprehensive cyber security strategy is the best way to protect your business.

small business coach

Using Social Media to Help Your Transaction Coordinator Business


When you first start your transaction coordinator (TC) business, your main goal is to attract new clients. That’s because you can’t progress or gain experience without running transactions for your clients – that’s how this business works.

Still, things may not go as smoothly if you are freshly licensed without any practical experience. Small TC businesses may get away with it if they hire a seasoned transaction coordinator agent, but even so, the investment may be outside the limits of their budget.

However, with a bit of clever marketing and a strong social media strategy, your chances of finding new, high-quality leads will increase. Moving forward, we’ll discuss a few social media tips and tricks that will help you put your TC business on the map.

Build a Content Marketing Strategy as a Transaction Coordinator


We already know that content marketing helps small businesses stand out, even when activating in a crowded market, with big competitors. Plus, a good content marketing strategy is also helpful for startups and freelancers, as it can help you carve a slice of the pie.

As a Transaction Coordinator business, you are in a crowded market (real estate), with many big competitors. However, you can still find lots of customers looking for something more to their taste. This is where your startup or small TC business could fit in!

And you can use content marketing to let your target audience know you exist.

Here are the first steps to take when designing your strategy:

  • Define your business goals for social media (do you want brand awareness, or do you want better leads?)
  • Plan your content and analyze any previous attempts
  • Learn from your competitors and try to integrate the elements that worked for them
  • Work on a content distribution strategy that goes beyond your own social media channels.

Build Your Network

One of the difficult parts of getting started as a transaction coordinator is building your own network of clients, suppliers, and connections. In the world of real estate and all its related fields, who you know and how will help you gather social currency.

But the same is true on social media. If you manage to build a good connection with powerful accounts that are relevant to your niche, your content will be exposed to a much larger audience from the start.

So how do I go about building this network? Here are a few ways you may want to try:

  • Work with influencers who are relevant to your niche

In the case of a TC business, these would be influencers activating in the real estate online space.

  • Find an affiliate program that works for you

When working with affiliates, you turn other people into your brand’s promoters. This is why this system works well for brand awareness campaigns.

  • Run ads to your target audience

Most social media platforms are good at knowing who spends their time there and why. This helps promoters who can use hyper-targeting when running ad campaigns. 

Focus on Your Data

All popular social media platforms offer detailed insight into your content marketing progress and your audience’s interaction with your posts. Plus, there are lots of tools you can use to monitor various campaigns.

All these tools and channels provide useful data that can be processed into valuable reports. You decision-makers can use these reports to understand the status of the campaign and how the audience receives the type of content on your channel. Also, the data will help you pinpoint the areas that need to be improved or changed all together.

As a rule of thumb, all your marketing decisions need to be data-driven. This way, you save a lot of time and money since you don’t have to guess your way to the audience’s heart.

Pay Attention to Trends

As a TC specialist or company, it may be easy to think that trends don’t really matter for you. While this may be true (to some extent), they usually matter for your clients. So, if you want to attract more customers, it helps to look knowledgeable when it comes to the latest developments in your field.

Plus, if you keep up with what’s new and relevant, you also get more content ideas that will keep your channel looking fresh and interesting. Furthermore, you may find new niches and audiences you haven’t tapped before. 

Practice Gratitude as a Transaction Coordinator


Social media is not a one-sided relationship, where you constantly produce content but never interact with your audience. On the contrary, if this is your strategy, you’re missing out on creating engagement and keeping people looking forward to new posts.

When you practice gratitude, you let your followers know you appreciate their effort and time. So, what does gratitude look like for a brand or company?

There are a couple of things you can do such as:

  • Collecting and sharing user generated content and tagging the rightful creator
  • Replying to messages as soon as possible (even if it’s to say thank you)
  • Taking audience’s suggestions into consideration (where possible)
  • Reshare content where your brand is tagged by users
  • Use your platform’s tools to interact with the audience (polls are quite popular nowadays)

Juggle Different Types of Content

Most popular platforms allow creators to post different types of content in an effort to increase their options and increase content diversity. So, whether you are on YouTube, Instagram, or TikTok, you can play with a variety of posts and see what sticks the best.

On the other hand, if your content is exclusively text, there is still room for diversity. You can play with blog posts, Facebook posts, write engaging captions on Instagram, and be creative with the copy used for ads.

In short, if you want to stand out in today’s social media climate, you have to try different things. People love novelty and shiny new channels, but you can still win by keeping your channel fresh and engaging. 

Wrap Up on your Transaction Coordinator Business

A good content marketing strategy, a solid network and data-driven decisions are just a few of the elements that will help you shine on social media (even as a TC company). And, if you want a bit more, focus on creating new content that’s up to date with the latest trends relevant for your industry.

small business coach

8 Important Cloud Security Measures for the Modern Business

Today, businesses in all industries are turning to cloud security computing technology with highly valuable applications in remote work. It’s considered a trend to allow collaboration for teams working remotely.

Although cloud technology is quickly becoming a must-have tool for businesses, allowing organizations and employees to work from anywhere, it’s not without risks, particularly when it comes to data and privacy.

Previously, employees could only connect to the company network at work while protected by enterprise-grade firewalls and other security tools. As cloud technology evolves, remote employees can access corporate applications, services, and data from any location. With this in mind, a security breach is always possible.

What Is Cloud Security?

Cloud security encompasses all processes and technologies safeguarding a company’s cloud infrastructure from external and internal cybersecurity threats.

As more businesses transition to cloud technology, it’s crucial to prioritize cloud security to maintain continuity. When you make an effort to implement top-tier cloud security, you ensure that your company will continue to operate efficiently with high growth potential.

A Glimpse of The Possible Threats to Cloud Computing Security


Although cloud technology provides numerous benefits for remote work, it also gives cybercriminals a chance to infiltrate companies with inadequate cloud security measures.

Cloud-based applications and corporate virtual private networks (VPNs) have long been popular targets for hackers. If you fail to secure them properly, it allows cybercriminals easy access to corporate data and networks. In most cases, a hacker only requires a username and password, which they can obtain via phishing emails or brute force attacks to unravel simple passwords.

When a hacker utilizes the login credentials of a remote employee, it can be difficult to detect unauthorized access. Any attacks against cloud applications can be detrimental since hackers can steal large amounts of sensitive corporate data. In some cases, hackers utilize cloud services as an initial entry point to, later on, establish a ransomware attack, allowing them to steal data and deploy ransomware. Because of the potential harm that cloud computing risks can cause, your company should have the right tools and practices to ensure the efficient and safe use of cloud services.

Important Cloud Security Measures for Your Business

If you want to ensure the safety of your business data and systems against potential cybersecurity threats, make cloud security measures your priority. Here are some cloud security precautions you should take to protect your company:

  • Implement Identity and Access Management Tools

Accessibility in the cloud is a crucial consideration for businesses. It’s important to make it a priority to control and limit access to only key employees to minimize the chances of data breaches. 

A siloed system is one way to protect your corporate data while maintaining seamless access for your employees. If you take this approach, the identity and accessibility permissions, as well as the account structures, will be determined by an employee’s role or job function within the organization.

The segmentation serves to leverage the principle of least privilege, in which employees are granted access to only the resources and actions required to perform their job. By taking this approach, any bad actor who infiltrates your infrastructure or compromises your credentials will be limited in scope.

  • Maximize Encryption 

Cloud applications are particularly useful for real-time data storage and distribution. However, if you want to ensure the security of your corporate data, encryption is an important step that companies should take to protect data stored in the cloud.

Encryption generally makes data unreadable, protecting it against unauthorized or malicious users. Most cloud providers now provide this service automatically, utilizing end-to-end data protection to and from the cloud and within to protect data from manipulation or theft.

The ideal approach is to look for an encryption product that integrates seamlessly with current work processes. End-users are no longer required to take additional steps to comply with the company’s encryption policies.

  • Regular Security Patch Updates

Cloud-based applications, like other applications, receive software updates as providers develop and implement fixes to ensure better functionality. Most of these updates also contain patches for security vulnerabilities. Remember that even applications hosted by a cloud provider are vulnerable to security flaws and cyberattacks.

Regardless of what you’re using, always prioritize critical security patches since they fix any vulnerabilities that can put your organization at risk of cyberattacks. If you don’t do it right away, hackers will have enough time to use these as an entry point into corporate data and networks.

It’s best to work with your IT provider or in-house IT team to schedule routine comprehensive security and system audits. Doing so will greatly assist in identifying any out-of-date processes, compromised passwords, and other potential security risks.

  • Make Use of an Offline Backup

Although cloud technology can provide numerous benefits to any business in terms of overall operations and processes, you shouldn’t rely solely on the cloud for security.

While automated alerts and multi-factor authentication (MFA) help secure networks, a breach is always possible, especially if preventive security measures aren’t implemented.

One of the cloud security measures to prioritize is the proper storage of data backups offline. If a scenario results in unavailable cloud services, your organization will have something to work with during the downtime.

  • Schedule Regular Employee Training  


Making sure your workforce is aware of cybersecurity threats and how to respond is one way to prevent cyberattacks on your organization.

Comprehensive and regular training sessions should cover basic security measures such as the importance of creating a concrete password, and how to pinpoint possible social engineering attacks such as phishing, and even advanced topics such as risk management.  

The cloud security training you’ll provide should help your workforce clearly understand the inherent risk of shadow IT. Some small businesses face the issue of employees implementing their tools and systems without the knowledge or support of the IT team. Once visibility of all the systems interacting with corporate data is lacking, it’s impossible to keep track of any possible vulnerabilities. Companies should explain this risk and instill the potential consequences for the entire organization.

It’s also crucial to invest in specialized training for your security team. Due to the constantly evolving threats, it’ll come in handy, so your security team can keep up with the latest threats and potential countermeasures against them.

  • Review The Compliance Requirements  

When it comes to data security and client privacy, organizations that collect personally identifiable information (PII), such as those in the healthcare, retail, and finance industries, must follow strict protocols. Some businesses in certain geographic locations may also have special compliance requirements from the local or state government to adhere to strictly. When running a business with compliance requirements, it may be best to review them before establishing a new cloud computing service. Make sure that the service provider you’ll be working with is capable of complying with the data security requirements.  

  • Utilize Multi-factor Authentication (MFA)  

A preventive measure to ensure your organization’s safety is to implement security controls on how your workforce logs in to the cloud services in the first place. Whether your organization utilizes a remote desktop protocol (RDP), a virtual private network (VPN), or an office application suite, your employees should have more than their username and password to gain access.  

Whether it requires your employees to tap an alert on their mobile phone or utilize a key on their desktop, multi-factor authentication (MFA) plays a key role in maintaining an effective defense against unauthorized access. Companies that use security measures have been able to prevent fraudulent sign-in attempts over the years.

Aside from blocking unauthorized users from accessing accounts, the notification that it sends out asking an employee to log in can function as an alert that someone is attempting to gain access. Generally, it’s one of the ways to warn companies that malicious hackers are targeting them. 

  • Enable Security Logs  

Aside from the security and system audits your IT provider or in-house IT team routinely performs, make the right choice by enabling logging features. 

Maximizing the security logging feature helps the system administrators monitor which users are creating changes to the environment. In most cases, it’s something that would be nearly impossible to carry out manually. Once a hacker gains access and performs modifications, the security logs will shed light on all the unusual activities to start timely remediation.  

In cloud security, misconfigurations are the most challenging to deal with. Proper logging capabilities will greatly help pinpoint any alterations that lead to a specific vulnerability to ensure they’re corrected and avoided in the future. The logging feature also helps identify users with more access than needed to do their job. Once spotted, the administrators can make the necessary adjustments to the permissions.  

Final Thoughts 

Cloud security is one of the crucial elements for businesses to prioritize to ensure safety against possible cyberattacks. A hacking attempt can put corporate data and networks at risk, possibly resulting in detrimental downtime that can put a company’s reputation on the line. If you want to ensure all company data and networks stay safe while operating efficiently simultaneously, make it a priority to consider these valuable cloud security measures at all costs.

small business coach

How Can Businesses Improve Customer Service for the Elderly?


While most articles on the internet talk about how to treat customers properly in general, only a few talk about how to treat elderly customers appropriately. We understand that most customers nowadays are on the younger side or even in their 30s or 40s, but we shouldn’t neglect our older customers. In fact, we should ensure that they feel comfortable and at ease when doing business with us.

Elders need the most attention since they generally know little about how technology works nowadays. If you’re a business owner and a small portion of your customer base is elderly, here are some suggestions you can use to treat your elderly customers properly. 

Value Their Loyalty

While all of our customers want to feel like your business values them, seniors tend to be more loyal to brands and businesses that treat them with dignity and respect. In addition, seniors tend to have a lot of savings and are more willing to pay for more expensive customer service.

Not only that, but they will also reward the way you treat them regarding marketing and other transactions. That’s why ensuring that your employees put in extra time, effort, and TLC towards your elderly customers is essential. 

Focus on Communication with the Elderly


When you support aged clients regarding product selection or just customer service in general, you have to ensure that your employees are extra patient and understand their circumstances. By being polite and open in communication, these customers will feel like their pleas, concerns, and desires are being met. Whether they’re telling a story or asking about aged care financial advice, we should always pay attention.

Employees must learn how to write things down, speak more politely and slowly, and even help older clients with technology. It is vital to be supportive towards senior clients, especially with many technological advancements in business these days.

Also, seniors appreciate the human approach. That said, your approach should be personalized as if you relate to your customers’ situation. This is especially true if your employees are doing outgoing calls to follow up on a product or sending out emails. Show them human gestures that make them feel valued or even send our personalized birthday messages, and they will always appreciate it.

Seniors are essential, but unfortunately, they are often an overlooked demographic. To have a good relationship with them, you must tailor your customer support to their unique needs and desires. This can help you build customer loyalty and better understand how they operate so you can customize your services more for them. 

Give Coupons Whenever Possible

Recognizing the economic standpoint of the elderly is the first step of your business forging a great relationship with the older generation. Not to mention that the baby boomers are getting older now, which means that this generation will be more critical in product servicing and customer service.

Most of them live off retirement funds, so they can benefit a lot from coupons and discounts, which is why we sometimes have to give them these things whenever possible on our ends. Not only will this make them happy, but you will also have a good relationship with them. 

Patience is a Virtue with the Elderly

Seniors often take longer when choosing, understanding, and even requesting products or services. This can sometimes be annoying, but it should not be an excuse to show them that we’re annoyed or pissed at them. Remember, this comes with age, and we wouldn’t want our older loved ones to be exploded upon by annoyed employees.

That said, patience is a virtue, and we should always exercise that with all of our customers, especially the elderly. With the proper training on how to be patient with the older generation, employees can be better fitted with the knowledge on how to deal with these circumstances and how to meet the elderly customers’ needs adequately.

Ensure to remind your employees not to be condescending with their customers and appear angry when dealing with them.

Lend an Ear

Many older adults are lonely, primarily because they have no one to talk to, standing from a social standpoint. They sometimes cope with this loneliness by talking to whoever is available, including your employees.

We know that time is money, but if you want a good relationship with your elderly customers, you need to lend an ear and let them talk when the time allows. Of course, if the time comes when the talk should end, you should teach your employees how to end this scenario correctly and without being rude to your customers. 

Final Words on Customer Service for the Elderly

Even though a significant portion of our customer base is elderly, many businesses overlook them. However, they often tend to be among the wealthiest bunch. If you want to establish a good relationship with them, follow the tips we discussed above. 

small business coach

5 Digital Technologies to Help Scale Your Business


First of all, congratulations! You’ve taken a big jump, completed the necessary tasks, and started a flourishing startup. It might’ve been an arduous task at first, but you gracefully did it. However, starting a successful business is only the starting point of a challenging yet rewarding journey. Digital technologies play a big role in the success of your company. 

If you’re lucky enough, your small business will keep on growing and thriving. This is good news, of course. However, this growth often comes with complexities. Sooner than later, you won’t be able to manage everything on your own or with only a small team at your side. 

According to, 23% of small businesses and startups failed because they couldn’t form the right, and 17% didn’t have a compelling business model. Therefore, scaling your business is crucial. This will help you sustain that growth cost-effectively and efficiently.

Scaling your business yields many benefits, including having a competitive edge and maintaining business longevity. However, most businesses don’t have any idea where to begin. Luckily, there are tons of software solutions out there to help you start the scaling process. Below are some of the digital technologies to scale your business effectively and efficiently:

  • Digital Asset Management (DAM) Software


DAM software is a software solution responsible for accomplishing particular tasks, such as:

  • Integration with other software solutions to streamline, centralize, and automate operations
  • Facilitate effective rich media file management
  • Simplify sharing assets across different departments and external users
  • Eradicate duplicate assets to boost brand consistency

These features can help your staff find and retrieve the digital files they need in a matter of minutes. This will help them spend their time more efficiently and productively. Also, it ensures that everyone will have the most updated versions of rich media files.

Finding the right DAM software tool for your company doesn’t have to be overwhelming. All you need to do is to look for these features below, such as:

  • Simple yet useful smart search features
  • Simple user groups
  • Streamlines uploading and organization of digital assets
  • Countless guest seats
  • Integration with other software solutions
  • Options for customization
  • Customer Relationship Management (CRM) Software

It’s important to focus on increasing your revenue when you scale your business. However, this doesn’t mean setting the experience of your customers aside. After all, horrible and terrifying customer service won’t contribute to the success of the process.

Most businesses often ignore providing exceptional customer experience when they’re growing at a fast rate. It’s crucial not to make mistakes that’ll disconnect you from your clients, bringing the growth to a pause. Instead, you’ll need to:

  • Listen to what they have to say through feedback and reviews
  • Foster strong relationships with them
  • Reply to their queries promptly

However, your customer representatives will find it challenging to fulfill all of these as your business and subsequent clientele expands. So, to help them be productive, you’ll need to invest in a CRM software solution. With this platform, your staff will be able to do a lot of things without fuss, such as:

  • Improving lead generation
  • Managing both inbound and outbound communications effectively
  • Improving customer service 
  • Using analytics to ensure good performance

With a CRM software solution, scaling your business won’t be as difficult to accomplish.

  • Communication Software

Effective communication is crucial for the success of both small, medium, and large enterprises. Otherwise, the productivity and efficiency of the company will be severely damaged. In addition, this has become more critical today as many businesses have begun adopting the remote working system.

However, maintaining effective communication is a challenge when scaling a fast-growing business. This is most likely due to the following reasons:

  • Sudden shifts in communication processes
  • Newly hired staff struggling to raise questions and figuring out whom they should report to
  • Existing employees having difficulties adapting to unfamiliar communication systems

This is why investing in communication tools is highly recommended, enabling you to execute effective and prompt correspondence between different teams. Thus, it saves you a lot of time and improves the overall productivity of your staff. These software solutions also foster great relationships between your employees by encouraging collaboration among them.

  • Marketing Software


These days, establishing an online presence is crucial to the success of your growing and expanding business. It allows your company to maintain its competitive edge and scale its operations effectively. However, this is no easy task to accomplish because marketing itself is time-consuming and complicated at the same time. 

This is why using marketing software solutions is highly advisable once a compelling marketing strategy has been developed. With this, your business will be able to drive more conversions, expand your revenue in the digital realm, and generate more leads. Also, these tools spark online interaction, boosting your presence on social media, promoting your content, and improving your email marketing.

Here are the features you need to look for in a compelling marketing software solution:

  • Tracking web traffic and visitors
  • Generating marketing content
  • Nurturing and qualifying leads
  • Automating lead assignment
  • Creating forms and landing pages
  • Managing contacts effectively
  • Lead segmentation
  • Email marketing
  • Project Management Software

Scaling your business often produces a lot of trials. One of these is to ensure that all your employees remain as efficient as possible. However, it may also increase the likelihood of information getting isolated. 

Unfortunately, this happens a lot in most small businesses and startups because of the basic solutions they employ. So, when attempting to scale their operations, it becomes difficult for them to manage everything in an orderly manner. This is where project management software solutions come into play.

With project management tools, you can automate your processes, align different departments, and maintain ever-growing records and data. It also allows your employees to better handle an increasing work volume.

Final Words on Digital Technologies

Starting and growing a business can be overwhelming and stressful, especially in today’s competitive landscape. Scaling your business to increase sales and revenue is an even bigger challenge. Luckily, this task has been made less daunting, thanks to the digital technologies that make the scaling process easy to manage. Above are the tools you’ll need to maximize to scale your business effectively and improve your business profitability.

small business coach

5 Features of an Agile B2B Company

In the ever-increasing market competition, business-to-business (B2B) leaders must prioritize the efficiency of their processes. Once they consistently meet their customers’ ever-changing preferences and demands, they can gain a competitive edge. Therefore, they should ensure the agility of their organizations so companies can adapt to these shifting conditions and make quick decisions.

In the business industry, being agile means making proactive adjustments in brainstorming sessions, meetings, or projects. With that, businesses won’t have to go through an extended downtime once these changes occur, allowing them to move smoothly from one task to another. In addition, this agility comes from implementing a collaborative environment by ensuring healthy communication within the workplace, which boosts employee retention.

That said, this article will provide you with the features of an agile B2B organization. Read on to know them!

  • Clear Business Goals 


If you have an excellent product or service that can attract your ideal clients but don’t have a clearly defined goal, it could make them useless. If you don’t identify your B2B goals, you won’t be able to address the roles and responsibilities of your workforce. As a result, you’ll all work in a dark direction without knowing where your initiatives are leading, and you won’t be able to measure their effectiveness.

Your organizational goals may include increasing your company’s revenue, boosting audience outreach, and reducing resources needed for operation. You may also aim to have your employees speak confidently for themselves as they provide their input about projects. Moreover, you may want to enhance the reliability of your product features to increase client retention and attract more customers.

After identifying your goals, you must communicate your plans to your stakeholders and team leaders to successfully achieve the objectives. Also, you can use this opportunity to seek their essential recommendations in moving your company towards your goals. Once you do so, you can ensure that your workforce will become more directed in pursuing your organizational goals that can boost business success.

  • Secured Asset and Information 

With technological innovation, organizations from different sectors benefit from using modern tools to improve their productivity. However, most leaders struggle to protect their business data because they become vulnerable to cyber threats. Without actively safeguarding and backing up these valuable organizational details, these risks may have a significant effect on the reputation and credibility of the company.

Since organizational assets and information are vital to organizations’ success, B2B leaders must invest in cybersecurity through third-party providers like San Francisco IT Support. These information technology service providers can help your team resolve technological issues without reducing process uptime and project productivity. As a result, you can encourage your clients to continue trusting your operations and produce positive user-generated content on social media.

  • Well-Planned Digital Marketing Strategy 

Since most top competitors in the B2B industry now invest in their online presence, you must keep up with them to gain the interest of your ideal customers. Most online brands now have their own digital marketing strategies so they can develop campaigns that can target their customers. While creating reputable accounts is easy, establishing this element is difficult without professional assistance.

The main components of a B2B marketing strategy include in-depth keyword research, market analysis, content marketing, and lead generation. To effectively deliver the requirements of these elements, you need to look through the social media platforms of your competitors. This activity allows you to identify how they urge active audience engagement and understand the types of content they produce.

Another way to ensure the agility of your B2B digital marketing strategy is by investing in modern tools to speed up the process. For instance, you may use a social media management platform to manage customer relationships and establish an editorial calendar for your campaigns. Also, you may monitor accurate content analytics to show which posts are gaining the highest views and engagement so you can publish more compelling content. But if you want to be successful in this marketing aspect, hiring a competent digital marketing specialist can help you with all these processes.

  • Collaborative Team 


A highly collaborative workforce is one of the essential elements of an agile B2B organization. This component allows all administrative staff to ensure they work in the same direction with similar objectives. As a result, these teams can become more innovative with creative projects that will enable them to produce enhanced product features.

To develop a collaborative team within your B2B organization, you must ask your employees about their preferences and work-related needs. For instance, if a member can focus more on working alone within a cubicle without communicating during the first draft, you must allow them to do so. Alternatively, if an employee would like some additional lighting in their workspace, provide them with their demands to boost employee retention.

After providing the needs of your workforce, you need to set and regularly review the expectations for each department so that every member is particular about their roles. Then, practice holding each individual accountable by incorporating time-monitoring systems. That way, they can check how much time they spend on each task. Furthermore, if you notice that some employees are excelling in their duties, recognize them and provide them opportunities to leverage their strengths.

  • Personalized Relationships 

Since most prospective customers use various online platforms, they usually become exposed to new and old brands daily. With that, they can easily forget about their preferred brands, especially if the company doesn’t have an active online presence. Instead of returning to a traditional store, customers will likely shift their loyalty and purchase from the companies that nurture their relationship with them.

If you want to sustain the interest of your existing clients, prioritize establishing and nurturing your connection with them. For instance, you may consider collecting their vital information with surveys so you can send them valuable messages and discounts during their birthdays. Then, you must produce personalized content that resonates with their preferences, language, and purchase history to establish genuine relationships with them.

Key Takeaway on Owning a B2B Company

As an owner of a B2B company, you must improve the agility of your business processes to meet client demands and increase your company’s bottom line. Therefore, consider incorporating these five essential elements in developing an agile company. With these features, you can stay ahead of the competition by encouraging brand loyalty as you consistently meet your customers’ expectations.

small business coach

4 Important Ways to Integrate Real-World Data into Your Business Plan


Looking at the most successful organizations, you will realize that they use data when making a major business plan. This explains the reason you will find their managers reviewing graphs and charts and transforming them into useful information.

However, do all of these organizations know the best and most effective ways of leveraging their data to develop the most effective and informative applications possible? Well, real-world data integration is the most important thing for this success.

What is Data Integration?

Data integration can be defined as the process of collecting and combining data from multiple sources and then transforming the data into applicable and useful information. The final product of the data can improve business strategies and help with your business plan.

When considering integrating real-world data into your business, you need to think about the following…

  • Data strategy

You need to have a good data strategy for your business before you even start the integration process. This is more than the technicalities and processes that you might require to combine your data sources.

  • Information and data

It is important to note that there is a difference between information and data. Whether you call it data, big data, or raw data, it is just random elements that cannot help you with anything. Not unless these elements are processed and presented in the right way, we cannot get useful information out of them.

Important Ways to Integrate Real-World Data into Your Business Plan


No matter the size of your organization or business, you stand to benefit from integrating real-world data into your business plan. For you to enjoy these benefits, you need to look at some important ways and steps of integrating data into your business plan. They include…

Setting Data Integration Goals

You should set data integration goals as part of your business objective. An example of a business and data integration goal would be ensuring that you have a complete view of all your business clients.

To achieve this goal, you should come up with a data integration plan that sets rules and guidelines to integrate all your customer data into your marketing, sales, and service tools. This way, your technical team will find it easy to understand the type of data they need to integrate into your business plan.

Your Team Should Have Access to the Data

Setting an in-house software for your real-world data integration is not easy and requires a very strong technical team. Apart from this team, who else in your business needs to come on board? Make sure that you have given access to the data to the right team members.

Data Should Be Managed Lawfully and Securely

You cannot separate data and security if you are serious about integrating real-world data into your business plan. If integrating data involves transferring personal data and information from one app to another, then ensure that you observe set regulations such as ensuring that your business is compliant with GDPR.

Choose a Method of Data Integration

Different businesses face different challenges when choosing the method of data integration to use. You can build in-house integrations, consolidate data, or even implement third-party software.

Types of Data Integration Software to Choose From

Using an API to Draw Data into Your Business Plan

You can use API data integration to connect different applications and draw data into your business plan. However, this requires businesses to make sure that they are not only using the right APIs but also the right API managing tools.

Cloud-Based Integration

This includes the use of integration solutions or iPaaS that work by bringing different data sources together. The data sources can be brought into a public or private cloud, as well as on-premises or cloud-based systems.

Proprietary Integration Software

These can be classified as tools that work best for large businesses that have different or unique sets for the data they use or collect. They are also referred to as enterprise solutions.

On-Premises Integration

Businesses that use on-premises integrations work towards bringing on-premises and local real-world data into a centralized location. These types of integrations are installed either on a private cloud or local networks.

SBM Integration

SBM integration offers tools that work best for small to mid-sized organizations. This means that the features they come with, their installation, setup, and pricing are tailored to meet the demands of these businesses.

Successful businesses understand the importance of integrating real-world data into their business plans. This is a recipe for their success, and they do everything they can to ensure that they are collecting all the data that they need.

small business coach