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How it works

Tour
Get an overview of Content Snare’s key features
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Customer Stories
See how other companies use Content Snare
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Features

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Automated Reminders
Keep your requests top of mind
Create Requests
Request any information from anyone, with ease
Approval & Rejection
Manage change requests without email
Unmatched Client Experience
The best client experience you’ll find
Dashboard
See company-wide progress at a glance
Team & Access
Spread the load and get your whole team involved
Discussions
Support your clients if they get stuck
Integrations
Send your data into your existing platforms
Exporting
Download data or push to cloud storage
Security
Keep your client data secure
Industries

Whether you’re in consulting, HR, real estate (or something else) Content Snare
makes collecting content and documents incredibly easy.
Accounting & Bookkeeping
Send client onboarding forms, get answers to queries and collect documents at
tax time

Legal
Set up client intake forms and request documents & files from your clients

Mortgage & Finance
Send client questionnaires and collect borrower documents

Digital Agencies
Send onboarding questionnaires, request website content and collect marketing
assets

Education
Varied use-cases depending on your department
Don’t see your industry?
Don’t worry! Content Snare works for almost any industry. If you work with
content, it can work for you.
Resources

Browse our resources to get help, tips & tricks, and a big dose of business
development inspiration.
Blog
Business improvement tips for accountants & bookkeepers, digital agencies and
more

About
The people and mission behind Content Snare

Roadmap
What we’re planning on building to save you more time

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See how other companies use Content Snare

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Tips & tricks to get the best results

Product Updates
The features and improvements we have already released

OUR PODCAST


AGENCY HIGHWAY

GROW YOUR BUSINESS • EARN MORE • WORK LESS




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146 - 6 STAGES TO SCALING YOUR AGENCY WITH JASON SWENK

March 22, 2022
 - by James Rose
Jason Swenk has coached 1000s of agencies through their journey. It’s not always
clear what you need to do to get to the next level. Jason has mapped out the
digital agency growth lifecycle into a 6-stage, mountain-themed journey. In this
episode, you’ll learn how to work out what stage you’re at and what you […]


145 - BUILDING YOUR REFERRAL ENGINE WITH GABRIELLE CHIPEUR

November 2, 2021
 - by James Rose
Gabrielle Chipeur from the Well Paid Creative has a cool system for generating
more referrals from clients. You’ll learn how to build your referrals, get
better clients and make the most out of the ones you already have. Resources
mentioned in the episode Well Paid Creative Website - tons of free stuff and
resources there […]


144 - CREATING AMAZING EXPERIENCES FOR YOUR CLIENTS WITH TAYLOR MCMASTER

October 26, 2021
 - by James Rose
Want to create amazing experiences for your clients? Taylor McMaster from Dot
and Company is here to share how you can do just that. You’ll learn what kind of
things you can do to delight your clients, how to turn that into a process and
how to hire amazing account managers. Resources mentioned in the […]


143 - HOW TO MAKE LINKEDIN WORK FOR YOU WITH NICOLE OSBORNE

October 21, 2021
 - by James Rose
If LinkedIn seems like old news, Nicole Osbourne is here to share how you can
make it awesome. It can actually be fun, and a great source for new, ideal
clients.  In this interview you’ll learn how to create your personal brand, what
you should include on your profile and how to build your network […]


142 - DELEGATING AND PREPARING FOR EXIT WITH KENNY SCHUMACHER

October 12, 2021
 - by James Rose
Kenny Schumacher has built and sold multiple productized services. In this
interview you’ll learn what roles he delegated first, and how he was eventually
able to remove himself from the business.  Resources mentioned in the episode
Closin Connect with Kenny LinkedIn Twitter Instagram About Kenny I graduated
college in 2016 with finance and accounting degrees. […]


141 - GROWING YOUR BUSINESS WITH TWITTER WITH SAMAR OWAIS

October 5, 2021
 - by James Rose
Samar Owais has chosen to stay small instead of growing an agency. For some
people, the idea of running an agency just isn’t for them - and that’s OK. In
this episode, you’ll learn how Samar has grown her business, how to network with
Twitter, and what she is doing to scale.  We cover: Niching […]


140 - ARE YOU COMMITTING CONVERSION CRIMES WITH QUINN ZEDA

September 28, 2021
 - by James Rose
User testing can dramatically increase your website conversions. It’s also a
service that you could roll into your higher tier website maintenance plans.
Quinn Zeda from Conversion Crimes joins the show for an amazing, insightful
conversation on user testing.  Learn how to run tests, how to recruit testers,
how to interpret the results and more. […]


139 - PLANNING WEBSITES THE RIGHT WAY WITH JO MINNEY

August 31, 2021
 - by James Rose
This episode was going to be called “WTF is Information Architecture,” but that
would have probably made you tune out. I asked my friend Jo Minney to come on
the show to answer exactly that question. She has an amazing process for
planning websites that I found extremely interesting. It’s a professional way to
plan […]


138 - HIRING AMAZING VAS WITH ANDY CABASSO

August 24, 2021
 - by James Rose
Do you dread hiring people? It can be such a time consuming process. But in this
episode, you’ll learn how to create a simple, semi-automated process that helps
you find the best candidates fast. Andy Cabasso from Postaga shares his process
- the strategy, places to look for candidates, and tools to use. Resources
mentioned […]


137 - WHAT CLIENTS LOOK FOR IN AN AGENCY WITH FOTI PANAGIO

August 17, 2021
 - by James Rose
What do clients look for in an agency? Foti from Growth Mentor joins the show
for a casual chat about the good, bad and ugly experiences he’s had working with
agencies. You’ll get some ideas on how you can stand out, and how to put your
potential clients' mind at ease and overcome objections. This […]


136 - AUTOMATION FOR AGENCIES WITH OLIVIA LOOK

July 13, 2021
 - by James Rose
Automation can have a dramatic effect on your agency, especially if you find
yourself overworked and underpaid. Olivia Look from The Automated Agency joins
the show for a chat about tools and processes that will help your team get more
done. Resources mentioned in the episode Jimmy’s automated client onboarding
video Notion Coda Connect with […]


135 - USING CREATIVE BRIEFS TO WORK EFFECTIVELY WITH LETICIA RITA

July 6, 2021
 - by James Rose
To avoid scope creep, you have to get the creative brief process right. It also
means less fighting with your client later, preserving the relationship. Leticia
from Holabrief joins the show to share: The 3 types of brief What should be in a
creative brief How to create a solid briefing process Resources mentioned in […]


134 - GROWING YOUR AGENCY THROUGH TECH PARTNERSHIPS WITH ALEX GLENN

June 23, 2021
 - by James Rose
Do you help your clients implement software in their business? If you aren’t
involved in the partner programs for that software, you’re leaving money on the
table. In this episode with Alex Glenn from PartnerHub, you’ll learn how to
leverage software partner programs to get exposure, generate leads, increase
revenue and even improve your SEO.  […]


133 - PRODUCTIZING OUTSIDE THE BOX WITH KRIS CROUCHER

June 15, 2021
 - by James Rose
Kris from Just After Midnight has productized a service that many would write
off as un-productizable. His story has so many practical tips around how to run
a productized service in tandem with your existing agency. You’ll learn how to
structure your team, common mistakes to avoid, how to create boundaries and much
more.  Resources […]


132 - INCREASING YOUR CONVERSIONS WITH KURT PHILIP

June 8, 2021
 - by James Rose
In this episode, Kurt Philip from Convertica shares some simple ways you can
increase conversions on your own, or your clients’ websites. You’ll learn about
how to increase trust, where to focus your efforts and how to learn more about
Conversion Rate Optimization. Resources mentioned in the episode Website -
Convertica Connect with Kurt LinkedIn […]


131 - CREATING A SPIN-OFF PRODUCTIZED SERVICE WITH CHRIS WILLOW

June 1, 2021
 - by James Rose
If you’ve ever thought about creating a productized service, this episode is for
you. Chris WIllow from Service Provider Pro joins the show to talk about what’s
working in productized services, how to get started without risking your current
brand, and how to create processes.  Connect with Chris Twitter Facebook YouTube
About Chris I'm the […]


130 - RETAINING CLIENTS THROUGH TECHNOLOGY WITH SHAUN CLARK

May 25, 2021
 - by James Rose
Shaun Clark from GoHighLevel joins the show to talk about client retention.
Selling technology to clients is an under-utilised channel by agencies, yet it
can be highly lucrative. On top of that, it can make them more likely to remain
a client, even while they’re taking a break from your services, making it easier
to […]


129 - AGENCY DIFFERENTIATION AND CRO AS A SERVICE WITH PEEP LAJA

April 15, 2021
 - by James Rose
Peep Laja from CXL joins the show to tackle two awesome topics.  First, you’ll
learn how you can differentiate your agency from the thousands of others out
there. Everyone talks about niching down, but few dig into the “how” to the
level that Peep shares in this interview.  Second, if you’ve thought about
offering, or […]


128 - HOW TO GET CLIENTS THROUGH YOUTUBE WITH ROB OROURKE

February 9, 2021
 - by James Rose
A YouTube channel can help you land clients easier than you might think. Rob
ORourke from Fox Web School shares how that can be so, as well as tips on how to
start your channel, get more subscribers and what equipment to use.  Resources
mentioned in the episode Fox Web School YouTube Brian Dean on […]


127 - HOW TO HIRE AMAZING PEOPLE WITH ANNA SHCHERBYNA

February 2, 2021
 - by James Rose
This is an absolute beast of an episode. Anna Shcherbyna from Remotivate joins
the show to share a start-to-finish playbook on how to hire amazing employees. 
The conversation covers where to go to find people and all the steps to go
through to make sure they’re a great fit before you hire them.   Resources
mentioned […]


126 - EMBRACING IMPOSTER SYNDROME AND FEAR WITH FRESHBOOKS CO-FOUNDER MIKE
MCDERMENT

December 22, 2020
 - by James Rose
If you deal with imposter syndrome and fear in your business, you’re in good
company. Today’s guest, Mike McDerment, is the co-founder of Freshbooks. His
company has a team of 500 and he still faces it on the regular.  In this episode
you’ll learn how to put a positive spin on imposter syndrome to grow […]


125 - CREATE AND AUTOMATE A REVIEWS SERVICE WITH GARRETT SUSSMAN

December 17, 2020
 - by James Rose
If you’re on the lookout for new services you can add to your agency with very
little effort, this is a great episode for you. Garret Sussman from Traject
shares how you can add reviews and reputation management as a service. These can
be an entire service offering on their own, or act as a […]


124 - BETTER SOCIAL CAMPAIGNS FOR YOUR CLIENTS WITH TIM HILL

December 8, 2020
 - by James Rose
If you help your clients with their social media, this is an interview for you.
Tim Hill from Social Status joins the show to discuss how to run better
campaigns.  You learn about setting goals, which channels to target, what
content to produce and how to generate amazing reports for your clients. 
Resources mentioned in […]


123 - GROWING YOUR AGENCY WITH A VIRTUAL SUMMIT WITH KRISTA MILLER

December 1, 2020
 - by James Rose
A virtual summit can create an insane amount of awareness for your agency in a
short time. You’ll bring together experts that serve your target audience, which
creates relationships. You’ll also get in front of potentially hundreds or
thousands of your target audience as attendees.  Krista Miller has been helping
people run profitable virtual summits […]


122 - SCALABLE LINK GENERATION FOR CLIENTS WITH ANDY CABASSO

November 24, 2020
 - by James Rose
Andy Cabasso from Postaga joins Agency Highway to share what’s working in
creating link generation campaigns for clients. SEO can be a great source of
recurring revenue for agencies, so if this is a service you already offer or are
thinking about offering, give this episode a listen.  Resources mentioned in the
episode Postaga blog […]


121 - CASE STUDIES THAT CONVERT WITH ANFERNEE CHANSAMOOTH

November 17, 2020
 - by James Rose
Case studies can be instrumental in converting potential clients. In this
interview, Anfernee Chansamooth from Simple Creative Marketing shares some
brilliant tips for you to use case studies to your advantage.  You’ll learn how
to get them, how to write them and where to share them for maximum impact.
Resources mentioned in the episode Anf’s […]


120 - OUTSOURCING CONTENT WITH STEVE POCKROSS

November 10, 2020
 - by James Rose
Steve Pockross from Verblio joins the show to discuss how agencies can outsource
quality content for their agencies. Content can be very hard to outsource and
still ensure great quality (things people actually want to read). The tips in
this interview will help you fix that.  Resources mentioned in the episode
Verbio Website The Verbio […]


119 - VIRTUAL CLIENT PITCHES WITH ALEX PRICE

November 3, 2020
 - by James Rose
This year has forced a lot of change - and the ways you can pitch clients is one
of them. Alex Price has switched his agency to virtual pitches. In the process,
he’s learned that there are actually a lot of benefits to doing it this way.
Here’s how you can win more pitches without […]


118 - SYSTEMS & PROCESSES FOR AGENCIES WITH GRAY MACKENZIE

October 27, 2020
 - by James Rose
Gray MacKenzie, founder of ZenPilot, has helped countless agencies with their
processes, greatly increasing their profitability in the process. In this
interview you’ll learn how your digital agency should create and store processes
to become a much more efficient operation/ Resources mentioned in the episode
ClickUp for agencies Connect with Gray Twitter LinkedIn About Gray […]


117 - GET RICH IN THE DEEP END WITH BRENT WEAVER

October 20, 2020
 - by James Rose
Brent Weaver from UGURUS joins the show to share how you can get rich by owning
your market. Choosing your niche is a bit like dating - you can try a few before
having to commit and get married to it. We cover how to choose your niche
without alienating your existing client base, how […]
1 2 3 … 5 Next »
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