Clients, Pursuits & Marketing
21 articles
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A client's page: details, contacts, projects and pursuits
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Add or edit a client
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Brand kit: voice, banned words, hashtags and approval rules
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Campaigns and posting slots
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Clients: your firm's client directory
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Marketing library: résumés, project sheets and firm qualifications
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Marketing Studio: the firm's social media desk
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Newsletter images and AI help: library, project photos, brand graphics, Write with AI
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Newsletter preview and checks before sending
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Newsletter results and subject-line tests
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Newsletter Studio: build a newsletter with blocks
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Newsletter templates, saved sections and the Look
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Newsletters: subscribers, lists, website feed and settings
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Pipeline: track pursuits from lead to won project
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Proposals: write, send and win fee proposals
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Results: how your social posts are doing
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SF330s: prepare federal qualifications packages
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Share to LinkedIn: reshare the firm's posts
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Social pages: connect networks and clear projects for publicity
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Who gets a newsletter: everyone, the team, chosen lists or the portal
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Write a post: the social post composer