Knowledge management best practices, straight from the experts
A collection of Guides, articles, and our favorite resources to help you make better Guides and turn your teams’ knowledge into results.
Customer Service SOP – Free PDF Templates
Customer Service is one of the most important areas of work for any successful business. But it’s...
Real Estate SOP – Free PDF Templates
Are you a real estate professional looking to streamline your business processes? Tired of...
SOP Management: 2023 Ultimate Guide
We all have mundane and repetitive tasks on our plates. But you probably don’t realize just how much time you’re wasting on this work. In a recent...
How to Solve Resistance to Change in High-Growth Environments
Managing planned change is hard enough. Managing unplanned change can wreak havoc on the most prepared leaders. Resistance to change in high-growth...
From Ideation to Deployment: Managing Feature and Process Changes Easily
High-growth make rapid changes to features and processes to stay competitive. However, these changes can create problems when it comes to sharing...
Documenting In A Hurry: How To Make Documentation Easy When You Have No Time
The reason we work so hard is to learn so that we can keep growing. But documenting that knowledge is difficult. Teams are often racing against the...
From New Hire to Team Expert: How to Make New Hire Training Fast, Effective, and Easy
Training new team members can be a real hassle in our fast-changing organizations. But it's never been more crucial. Technology is advancing faster...
How To Easily Scale Your Business Operations
Extelli helps Business Operations leaders implement, scale, and support their systems. If you're looking to improve the efficiency and productivity...
Operations Framework: How to Bring People, Process, and Product Together
Operations has a long history as a poorly-defined role best described as “bringing it all together.” A systems-based responsibility that started in...
New System Implementation Doesn’t Have To Be Hard
Are you struggling with new system implementation? That’s because it’s hard, no matter how big or small the change is. These changes fall into four...
How to Answer New Customer Questions About Your Product
It doesn’t matter how much you know about your product and processes: At some point, you'll have to answer new customer questions no one has heard...
Cross-Functional Team Training to Keep Teams Aligned
Onboarding, training, support, feedback, representing the Voice of the Customer… and doing all this with Marketing, Sales, Product, Operations, and...
Create Great Training to Grow Your Company
In every business, it’s someone’s job to train the team and customers how to use your product. For high-growth businesses, this job can be downright...
Building Customer Champions Into Your Team Culture
Culture is what actually happens. We set out to influence our team or company culture in good ways. Sometimes, we succeed. Other times, we...
How to Enable Sales Through Customer Success Alignment
So far, we have explored the unique advantages of Customer Success. But what if you’re part of the Sales team? (Don’t have a Sales team? These...
How Extelli Saved Tyler 10 Hours Training His Marketing Team
Meet Tyler. He’s the former Digital Marketing Director at a large non-profit organization with over 350 staff members. After accepting a new job...
How to Educate Customers About Your Product on Their Schedule
What's the most common complaint from customers? It might be something about price or a frequently requested feature. The truth?...
Using Shared Knowledge to Build Inclusive Teams with CAVU
Work feels scattered. We have team members working all over the world and around the clock. Building products has become faster than ever thought...
KPIs for Customer Success: Top and Bottom Line Victories
So far in this series on the wonders of Customer Success, we have focused on the qualitative benefits. Sharing knowledge. Learning from customers....
Building a Top Team: The Importance of 1-on-1 Meetings
We’ve come a long way since our primer on the World of Work in 2023. From creating clarity that organizes your team around a mission, to empowering...
How to Share Customer Feedback with Your Teams
You’ve done it: A seat at every important conversation in the company. You’re bringing the Voice of the Customer to discussions about Product,...
Agile Workflows and Efficiency with Sigao Studios
Has being Agile ever mattered more? Uncertainty is at historic highs, customers have more options and less patience than ever, and if you’re leading...
Voice of the Customer: Best Practices to Connect Teams
The divide between customers and the company is usually the largest… But not always. For a growing number of companies, division within the...
Customer Feedback is a Leading Indicator of Innovation
Innovation is a trillion-dollar industry. Companies spent at least $500 billion in R&D during 2019… and that’s only for the USA. Global venture...
Product Education for Startups: How-To with Conserv
Whether it’s the Mona Lisa behind a foot of glass or century-old birth certificates in a county courthouse basement, a surprising amount of human...
Building Bridges: Your Customer Experience Team is a Superpower
Losing customers has always been a scary idea for a business. Without paying customers, you don’t even have a business. In today’s...
Creating the Ultimate Customer Experience: The Secret Ingredient to Dramatic Success
Customer Success has never mattered more. By some reports, the average eCommerce customer who cost $9 to recruit in 2013 now costs… $29. ...
Build an Exceptional Distributed Team Culture with Magic Moments
Culture - maybe the most loaded buzzword in all of business. Is culture “what happens when no one is looking”? Maybe “corporate culture...
How to Create Distributed Team Checklists to Unlock Your Work
Checklists. Those tedious, out-of-date forms handed down from managers to team members since time began to make sure everyone colors inside the...
How to Empower a Distributed Team for Great Decisions
We make a lot of decisions every day. Some of them are tiny, like taking a sip of water. Others are mundane but important, like remembering to slow...
The Role of Clarity in Managing Distributed Teams
The New World of Work will be run by Distributed Teams… just like the world has always worked. We already discussed how one of the most...
What is a Distributed Team? The State of Work in 2023
In 2023, everyone will work on a distributed team. Remote, hybrid, flexible, co-located; Even if your team sits in the same location, your...