Help Center for Agencies: Tips, Best practices, 'How to' and FAQ
By Scott and 6 others7 authors71 articles
How the client sees your agency profileWe've been working hard to improve the interaction between you and your potential clients. Here is how to optimise it ;-)
Best practices for your Sortlist leads in 2023Ever wonder how a provider won THE opportunity you wanted so bad ? Dig into the secrets of performing providers members 👀
Why it’s critical to be reactive on new opportunities
Use embed Sortlis reviews on any marketing asset (ex. Website)
📹 Welcome to your new Sortlist experienceDiscover in this tutorial video all the changes and improvements tat will take your experience with Sortlist to the next level!
Sortlist Referral Program: Bring one project and get one for free!Sortlist is excited to introduce a groundbreaking referral program designed to help you earn credits.
Sortlist for providers: How does it work?How we attract and qualify business opportunities for your company
How to export your visibility performances reporting?
Can I register to Sortlist? (Listing conditions)
What are the price plans for Sortlist?
Sortlist+: What is it?About Sortlist+ the Sortlist membership programme that gives access to exclusive benefits, opportunity generation and visibility gains
Sortlist+ Opportunity ModuleAbout the Sortlist module that sends you relevant business opportunities directly to your dashboard.
Getting Started with Sortlist's Visibility Campaign feature!New Visibility Campaign: have full control over your paid visibility on Sortlist to attract the right clients and maximize your investment.
Sortlist+ Visibility ModuleAll about the Sortlist module that makes your agency more visible in directories and search results.
How does the matching algorithm work ?Discover how you can maximize your chances of receiving more qualitative opportunities.
What type of clients use Sortlist to find an agency?These are the clients you could meet through Sortlist.
Does the client pay for your service?Clients using Sortlist to find a provider do not pay for the service we provide them with.
Why we don’t delete reviews of providers from Sortlist
Intelligence module explainedYou would like to activate the intelligence module? Learn more on what it includes and how to activate it!
Sortlist's Dynamic RankingAll you need to know about what influences your position in our directories.
How Sortlist Members reach their goalsDiscover why providers subscribe to a Sortlist+ Membership
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
Why invest in Sortlist+ rather than in an SEO strategy?The Sortlist Visibility Module makes your agency visible on Google faster and with less efforts.
Your agency’s public profile just got a brand new lookA new place to showcase your talent 🎯
Why should I complete my profile with my previous works, contact info, reviews,...?
How to centralize client reviews from other sourcesIt can be painful to ask your clients to write another testimonial. This is why we made it super easy for you to centralize existing reviews
Why and how to validate your officesHow to use your Google Business Profile to validate your offices and appear on the right directories
How to add new works on your profile - Best practices and step by step guide
How to get reviews from your clientsFollow these steps to build up your online reputation thanks to clients reviews.
Understanding and improving your Profile Quality Index
5 best practices for your agency profile on SortlistFollow these 5 tips to fully leverage Sortlist.
How to change your name on the provider's profile?Got a new branding? Change as many times as you need the name of your company in your Profile!
I can't log in or reset my passwordFollow these steps to access again your Sortlist agency profile.
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?
How to edit my billing information?Follow these steps to update your billing details.
Where can I find my invoices?Here's how to access your invoices.
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.
Getting started with CRM integrationHow to automatically send my Sortlist opportunities to my CRM?
Mastering your new Sortlist DashboardExperience the Exciting Transformation of Sortlist’s Dashboard
The importance of positioning your agency to be successful on SortlistLearn how to stand out from your competitors and become a reference of your market
The ultimate guide to getting more relevant opportunitiesDiscover how to optimize your profile to improve your opportunity experience.
How does Sortlist qualify opportunities for you?
Apply to opportunities and meet clients with no friction.In this article, you'll discover how this client experience will help your agency in meeting them more easily.
The Journey of a Sortlist Opportunity explained in 5 pointsHave you ever wondered how we qualify opportunities, and what is behind a briefing ?
How to get hired: best practices to close a deal on SortlistOur advices to start winning new clients.
How to write the perfect first message to a client.Increase your response rate by using these 5 tactics.
3 tips to get a meeting with the client
Discover Sortlist Intro Meeting
Maximizing your B2B Sale Journey with Sortlist: A Guide to Understanding Cost per Opportunity and Conversion RatesLearn how Sortlist can help with the opportunity-to-sale journey in the B2B services industry. A risk-free approach is offered.
Provider Metrics: 3 metrics to track your company's healthAnd how to improve them.
Unlocking Summer Success in 2023: The Power of Maintaining a Steady Marketing Budget for Agency GrowthDiscover trends and data-driven insights based on our Summer 2022 analysis.
Top 3 tools to grow in 2023And how to use them.
How toxic clients can negatively impact your agency’s health.And how to avoid them.
Agency Automation: 5 processes you can automate to save timeSave hours each week to focus on what matters the most.
Nailing the Post-Meeting Email: Tips and Templates for Winning Your Next Client on Sortlist