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Help Center for Agencies: Tips, Best practices, 'How to' and FAQ
+4
53 articles in this collection
Written by
Andrea Balducci,
Macarena Vayá,
Robin Rampaer
and 4 others
3 Easy Steps to Optimize Your Sortlist Agency Profile
Sortlist offers a great way for agencies to showcase their work and connect with the right projects
Written by
Andrea Balducci
Updated over a week ago
How to define your Lead Generation Preferences so that you get the most results
Written by
Robin Rampaer
Updated over a week ago
Sortlist Methodology for Ranking Agencies on our Directories
Sortlist ranks agencies on a set of directories according to a methodology that takes multiple criteria into account
Written by
Robin Rampaer
Updated over a week ago
Why we don’t delete reviews of agencies from Sortlist
Written by
Robin Rampaer
Updated over a week ago
General
Does the client pay for your service?
Clients do not pay for the service we provide them with.
Written by
Andrea Balducci
Updated over a week ago
How to list my agency on Sortlist?
You're new to Sortlist and looking to list/create/register your agency? Please do follow this easy step by step guide
Written by
Andrea Balducci
Updated over a week ago
How to claim my agency profile?
You're new to Sortlist? Claim your Agency Profile with these quick steps to edit your information or accept opportunities.
Written by
Andrea Balducci
Updated over a week ago
Sortlist for agencies - How does it work?
How de we attract and qualify business opportunities for your agency
Written by
Andrea Balducci
Updated over a week ago
What type of clients use Sortlist?
Written by
Andrea Balducci
Updated over a week ago
Can I register to Sortlist? (Listing conditions)
Written by
Andrea Balducci
Updated over a week ago
Sortlist for Early Stage agencies/studios: What are the Preferential Starter Rates?
Many small agencies built a successful business using Sortlist. We want you to be able to do the same. Get any plan at 50% off.
Written by
Scott Van Strydonck
Updated over a week ago
How can I change my email address?
What if you want to switch your personal email address into your profesionnal one? What if you need to replace your ex-colleague account?
Written by
Scott Van Strydonck
Updated over a week ago
Getting Started (how it works, update your profile, ...)
5 Best Practices for your Agency Profile on Sortlist
Follow this 5 tips to rank better on Sortlist researches.
Written by
Andrea Balducci
Updated over a week ago
The Ultimate Guide to Get More Relevant Opportunities
This Guide explains to you how you can optimize your profile to improve your opportunity experience.
Written by
Scott Van Strydonck
Updated over a week ago
Why and how to validate your offices
How to use your Google Business Profile to validate your offices and appear on the right directories
Written by
Robin Rampaer
Updated over a week ago
Why should I complete my profile with my previous works, contact info, reviews,...?
Written by
Andrea Balducci
Updated over a week ago
How to get reviews from your clients
Grab your prospects' attention with your clients recommendations!
Written by
Scott Van Strydonck
Updated over a week ago
How do I invite a team member in Sortlist?
Discover the steps to set your colleagues as managers and let them edit your agency profile & manage the opportunities you receive.
Written by
Andrea Balducci
Updated over a week ago
How to add new works on your profile - Best practices and step by step guide
Written by
Andrea Balducci
Updated over a week ago
How to edit my billing account?
Written by
Andrea Balducci
Updated over a week ago
How to change the name of my agency?
Got a new branding? Change as many times as you need the name of your agency in your Profile!
Written by
Andrea Balducci
Updated over a week ago
I can't log in or reset my password
Follow these steps to access again your Sortlist agency profile.
Written by
Scott Van Strydonck
Updated over a week ago
Understanding and improving your Profile Quality Index
Written by
Andrea Balducci
Updated over a week ago
Getting started with CRM integration
How to automatically send my Sortlist opportunities to my CRM?
Written by
Robin Rampaer
Updated over a week ago
Opportunities for Agencies
How does the matching algorithm work ?
Discover how you can maximize your chances of receiving more qualitative opportunities.
Written by
Robin Rampaer
Updated over a week ago
How to put a project on won 🤝
Written by
Anna Ralon
Updated over a week ago
How to proceed with an opportunity?
This is a step by step guide to lead you in the right direction to proceed with an opportunity, if you have a Sortlist account or not.
Written by
Andrea Balducci
Updated over a week ago
How am I selected for an opportunity ?
Discover how the algorithm works and why the system decides to select you or not for an opportunity
Written by
Scott Van Strydonck
Updated over a week ago
How will I get notified for new project opportunities?
Written by
Andrea Balducci
Updated over a week ago
How many agencies are selected for an opportunity?
Written by
Andrea Balducci
Updated over a week ago
How does Sortlist qualify the opportunities ?
Written by
Andrea Balducci
Updated over a week ago
Where can I find my invoices?
Written by
Andrea Balducci
Updated over a week ago
Getting Hired
Selection/Pitch tips and rules for Agencies in Belgium 🇧🇪 (from ACC)
10 Tips for a happy Pitch
Written by
Andrea Balducci
Updated over a week ago
The Project Owner Experience
The project owner experience from A-Z. How does brands connect with marketing and communication agencies.
Written by
Andrea Balducci
Updated over a week ago
The Journey of a Sortlist Opportunity explained in 5 points
Have you ever wondered how we qualify opportunities, and what is behind a briefing ?
Written by
Scott Van Strydonck
Updated over a week ago
3 Tips to Get a Meeting With the Client
Written by
Andrea Balducci
Updated over a week ago
How to get hired - 4 best practices on Sortlist
Written by
Andrea Balducci
Updated over a week ago
How to get hired - Best practice on how to close a deal
Written by
Andrea Balducci
Updated over a week ago
How to write the first Perfect Sortlist Message to your prospect
Written by
Andrea Balducci
Updated over a week ago
News and Updates
Discover Sortlist Intro Meeting
Written by
Macarena Vayá
Updated over a week ago
Sortlist x DMEXCO opening an exclusive digital competition for agencies
Digital competition with the chance to win an in-person prize @DMEXCO
Written by
Robin Rampaer
Updated over a week ago
Your Agency’s Public Profile Just Got A Brand New Look 🤩
A new place to showcase your talent 🎯
Written by
Tancrède d'Aspremont Lynden
Updated over a week ago
Sortlist becomes modular: More value, Flexible pricing
We're Going Beyond Leads. New modules and values. No commissions. We bring you more flexibility and choice. Pay only for what you need.
Written by
Andrea Balducci
Updated over a week ago
Become A Member
How Sortlist Members reach their goal
Discover why agencies become Official Members
Written by
Scott Van Strydonck
Updated over a week ago
What are the Price Plans for Sortlist?
Written by
Andrea Balducci
Updated over a week ago
All you need to know about Sortlist +
Unlock the latest innovations: upgrade your plan to Sortlist+
With Sortlist+ you will fully experience the benefits of flexibility, and control and take advantage of all that Sortlist has to offer.
Written by
Macarena Vayá
Updated over a week ago
Maximizing your B2B Opportunity-to-Sale Journey with Sortlist: A Guide to Understanding Cost per opportunity and Conversion Rates
Learn how Sortlist can help with the opportunity-to-sale journey in the B2B services industry. Risk-free approach offered.
Written by
Andrea Balducci
Updated this week
How much does an opportunity cost ?
Understand how much opportunities cost based on their characteristics
Written by
Robin Rampaer
Updated over a week ago
Why invest in Sortlist rather than in Google Ads?
The Sortlist Visibility module help you to get a better return on investment with less effort
Written by
Robin Rampaer
Updated over a week ago
Sortlist+ all you need to know
About Sortlist+ the Sortlist membership programme that gives access to exclusive benefits, opportunity generation and visibility gains
Written by
Marcella Rosenberg
Updated over a week ago
Sortlist+ Opportunity Module
About the Sortlist module that sends you relevant business opportunities directly to your dashboard.
Written by
Macarena Vayá
Updated over a week ago
Sortlist+ Visibility Module
All about the Sortlist module that makes your agency more visible in directories and search results.
Written by
Macarena Vayá
Updated over a week ago
Sortlist's Dynamic Ranking
All you need to know about what influences your position in our directories.
Written by
Macarena Vayá
Updated over a week ago