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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!

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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Adding Colleagues to Your LinkedIn After Collecting All Those Business Cards

The Problem

As with all clients in all industries - who attend tradeshows and conferences - there is often the tradition of collecting business cards. The client meets a peer in the industry, with similar drivesand interests, and both parties exchange contact information. The problem, though, lies in the follow through. Too often, those business cards do not get translated to your LinkedIn networkor your Google Contacts.

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Client Connects with His Kids Through a Designated Email Address

The Problem

The client felt like he was really becoming distant from his kids, due to the fact that he was running his own business. He felt that most of his time was consumed with staring at a computer screen or scanning over reports that landed on his desk.

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Workbright Ensures All Employees Meet Requirements for Work

The Problem

The client runs a summer camp at various sites all along the east coast. This means she has staff in Florida, Pennsylvania, and New Jersey, just to name a few. The problem was within multiple state regulations: each state had their own legal requirements for men and women to work with children. The client needed to ensure that all employees, working in various states, met all requirements.

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MyEmma.com Becomes Clients Preferred Email Marketing Platform

The Problem

The client had a weekly newsletter that needed to go out to her key contacts via email.
However, finding the right platform to do so was difficult. It needed to be efficient in its delivery and its aesthetic needed to align with the client’s brand.

 

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Streak for Gmail Works As a Free CRM From Your Inbox

The Problem

The client, a lawyer, was having trouble keeping up with his own clients. There are varying progressive steps to full litigation and settlement, and the client needed a way to see that the cases he represented made it through the entire legal process. From start to finish, the client file needed to be tracked at whatever stage it was in.

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Rapportive: See Your Contact's LinkedIn Profile From Your Own Inbox

The Problem

The client was emailing potential customers and networking partners on a daily basis. Whether
the client was scheduling a meeting with an old colleague or sending out a feeler email to a new
acquaintance, she first wanted to have a refresher on what that person does in his or her
professional life before she sent any communication. The client often had our team do preliminary research on the email contact before reaching out, so the client could be fully prepared.

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Automate Meeting Reminder Emails

The Problem

Our team, in charge of scheduling meetings and email upkeep, had the repetitive routine task of sending out meeting reminder emails. This task was often tedious and redundant, but it had to be done; every meeting attendee needed a reminder two days prior to the event. Our team began researching for a tool that could automate this process.

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Using Google Groups to Connect Team Leaders in Forum

The Problem

The client was finding that her old method of sending a mass email to a group of 25 other team leaders in her industry, leaders of kids’ summer camps, was laborsome. She was finding herself moderating a group that she wanted to moderate itself. Instead of checking that all recipients were cc’d on all emails from all members, she wanted a universal platform.

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Sending Personalized Emails to a Large Group of People Through Google Mail Merge

The Problem

A Delegate Solutions client was consistently sending out similar, templated emails to various recipients on his contact list. He often needed to send out these emails, which would include newsletters or weekly updates, to larger amounts of people. With using his current mass mailing service, few recipients were opening these emails. Additionally, emails tended to land in the receiver’s spam or junk folder because it was noted - by the inbox itself - as sent from a mass mailing type of service.

 

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