Agencies

Help Center for Agencies: Tips, Best practices, 'How to' and FAQ

Andrea Balducci avatar Robin Rampaer avatar Tancrède d'Aspremont Lynden avatar +1
52 articles in this collection
Written by Andrea Balducci, Robin Rampaer, Tancrède d'Aspremont Lynden and 1 other
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.
Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

The Ultimate Guide to Get More Relevant Leads

This Guide explains you how you can optimise your profile to improve your lead experience.
Scott Van Strydonck avatar
Written by Scott Van Strydonck
Updated over a week ago

Why should I complete my profile with my previous works, contact info, reviews,...?

Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

I can't see my Agency Profile (updated) in the directories

Your profile doesn't appear in the directories or the changes you did were not saved. Why ?
Scott Van Strydonck avatar
Written by Scott Van Strydonck
Updated over a week ago

How to get reviews from your clients

Grab your prospects' attention with your clients recommendations!
Scott Van Strydonck avatar
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.
Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

How to add new works on your profile - Best practices and step by step guide

Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

How to edit my billing account?

Andrea Balducci avatar
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!
Andrea Balducci avatar
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.
Scott Van Strydonck avatar
Written by Scott Van Strydonck
Updated over a week ago

Understanding and improving your Profile Quality Index

Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

Agency Success Fee / Commission (No commission till 31/12/2021 for all paid members)

FAQ on Sortlist commissions for agencies. Everything you need to know
Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

Getting started with CRM integration

How to automatically send my Sortlist opportunities to my CRM?
Robin Rampaer avatar
Written by Robin Rampaer
Updated over a week ago
Getting Hired

Selection/Pitch tips and rules for Agencies in Belgium 🇧🇪 (from ACC)

10 Tips for a happy Pitch
Andrea Balducci avatar
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.
Andrea Balducci avatar
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 leads and what is behind a briefing ?
Scott Van Strydonck avatar
Written by Scott Van Strydonck
Updated over a week ago

How the client sees your agency profile

We've been working hard to improve the interaction between you and your potential clients. Here is how to optimise it ;-)
Scott Van Strydonck avatar
Written by Scott Van Strydonck
Updated over a week ago

3 Tips to Get a Meeting With the Client

Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

How to get hired - 4 best practices on Sortlist

Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

How to get hired - Best practice on how to close a deal

Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

How to write the first Perfect Sortlist Message to your prospect

Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago

Best practices for your Sortlist leads in 2020

Ever wonder how an agency won THE opportunity you wanted so bad ? Dig into the secrets of performing agencies members 👀
Scott Van Strydonck avatar
Written by Scott Van Strydonck
Updated over a week ago

Sortlist Agency Credit Policy (EN)(For Starter Plan only)

Andrea Balducci avatar
Written by Andrea Balducci
Updated over a week ago