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← Blog

Author

Stef Reid

13 articles on the Klipfolio blog

Stef Reid

Writing

Articles by Stef Reid

Klipfolio Partner How-To #1: Duplicating dashboards across client accounts
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Klipfolio Partner How-To #1: Duplicating dashboards across client accounts

November 27, 2025

Klipfolio Partner How-To #2: Company Properties can simplify client set-up
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Klipfolio Partner How-To #2: Company Properties can simplify client set-up

November 26, 2025

Nailing down B2B Sales KPIs that drive results like a boss
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Nailing down B2B Sales KPIs that drive results like a boss

May 27, 2025

The 5 project management methods your team should already be using
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The 5 project management methods your team should already be using

March 19, 2025

Data-Driven Agency Series, Chapter 4: The essentials of an agency pitch
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Data-Driven Agency Series, Chapter 4: The essentials of an agency pitch

November 14, 2022

Data-Driven Agency Series, Chapter 3: The power of agency reporting
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Data-Driven Agency Series, Chapter 3: The power of agency reporting

October 26, 2022

Data-Driven Agency Series, Chapter 2: Using data to foster lasting customer relationships
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Data-Driven Agency Series, Chapter 2: Using data to foster lasting customer relationships

October 17, 2022

Data-Driven Agency Series, Chapter 1: Best KPIs for Marketing Agencies
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Data-Driven Agency Series, Chapter 1: Best KPIs for Marketing Agencies

September 29, 2022

Reach company goals faster with leading and lagging indicators
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Reach company goals faster with leading and lagging indicators

April 9, 2019

Proposal Writing: A Complete Guide to Winning More Deals
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Proposal Writing: A Complete Guide to Winning More Deals

February 5, 2019

4 dashboards our marketing team uses to track the metrics that matter most
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4 dashboards our marketing team uses to track the metrics that matter most

November 8, 2018

Embracing the new-age of accounting: keep up or risk falling behind
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Embracing the new-age of accounting: keep up or risk falling behind

July 9, 2018

The best CRM training resources for Salesforce, HubSpot, Zoho, Pipedrive, and Keap
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The best CRM training resources for Salesforce, HubSpot, Zoho, Pipedrive, and Keap

May 23, 2018

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