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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

 
We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Use ReserveBar to Wow Your Clients with Corporate Gifting

The Problem

Our client, a boutique event design owner, needed to find a high-quality resource for corporate/client gifting.  

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Use Fiverr for Professional Graphics at a Fraction of the Cost

The Problem

Our client needed professional, high quality graphics for Mailchimp marketing campaigns, quickly and at a low cost.

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Use Eventbrite to Take the Hassle Out of In-House Training Registration

The Problem

Our client, a large, international technology company, was having trouble managing in-house training registration for employees.

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Create Smart Looking Contracts with Google Form Publisher

The Problem

Our client was using a contract software that was inflexible and time-consuming. We found that it was taking up to 30 minutes to format and update each contract with specific client information. The program was costly, and was simply not working for our client, which prompted us to take action and seek another solution in order to better leverage our client’s time.

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Create Consistently Branded Email Signatures Across Your Organization

The Problem

Our client’s growing organization needed to create professional email signatures for its’ principals and team members in order to increase social reach, create leads and increase replies, as well as to present their organization with consistent and professional branding across communication platforms. It was important that the client be able to make changes as needed to the content of the signature to reflect new marketing efforts over time.

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Automatically Adding Contact Info to Your CRM From Your Calendar Event

The Problem

A client was consistently having our team enter data to her CRM. The client was using Insightly and wanted every sales lead call scheduled through her Calendly app to be turned into an Insightly contact. This request made sense due to the emails and phone numbers that were collected in the Calendly booking, but manual entry didn’t make sense in terms of saving our team’s time.

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Using Zoom Video Conference Instead of Ad-Ridden Skype

 

The Problem

The client was feeling overwhelmed with the various video conference technologies on the market today. She knew she needed to enlist a video system that was easy to use for both her and her own clients. Skype and Google Hangouts seemed a bit too complicated and cumbersome for the job she needed done.

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Scanning Docs From Your Smartphone

The Problem

A client consistently needed his scanner. Whether he was sending a document to a colleague or sending his session notes to our team, documents needed to scanned into PDF format and emailed to various sources. When the client was on the go, he would have to wait until he was back at the office to scan the documents.

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Ordering Office Furniture at a Discounted Rate

The Problem

The client needed to completely refurnish his office space. The chairs and tables were severely outdated, but the client did not want to pay an arm and a leg to get a new look for the space. He needed to find a supplier that would offer a discount to businesses who buy in bulk.

 

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Using Boomerang to Send Scheduled Emails

The Problem

Our client’s biggest concern is the presentation of outgoing communication with his customers. As a business coach, he understands the importance of how he presents his image to outsiders. This even applies to the timing in which his emails go out to clients.

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