Hey all! We are using SharePoint for our internal document management tool. We recently acquired an IAR and added a Jr. Advisor. Each of these people needs different permissions. We want to make sure we structure our SharePoint so we have a "common space" for shared resources, and then set permissions so our Junior is not privy to everything just yet. Basically, we are seeking a one-time project from someone who knows SharePoint well and can guide us on the proper way to add new members and permissions. What we have tried to date has not worked, and it seems like we are spending more time undoing those mistakes. Any recommendations?

Has anyone used Clearscope for website health? It looks like it mostly tracks SEO content health rather than technical website health.

Hi! Just curious if anyone's firm has any experience with Contio? Perspective on notetaking capabilities, meeting prep functionality, tasks, integration with tech stack, ease of adoption, and comparison against other AI tools... All insight is appreciated!

We've corrected an SPF record issue and investigated several potential causes, including Yahoo/AOL filtering changes, Microsoft-related redirect links in email signatures, and messages being flagged as spam by our email security platform. Internal delivery issues appear to be resolved, and complaint volume has decreased, but we still occasionally hear from external recipients who aren't receiving emails. We currently monitor reports, follow up on unanswered emails, and help clients whitelist our domain when needed, but that isn't a scalable long-term solution. Has anyone dealt with a similar situation? What strategies, tools, or best practices have helped you identify and resolve intermittent email deliverability issues without requiring users to verify every message?

Hiiii everyone! We are launching our HubSpot integration for marketing campaigns within the next few weeks. We had an implementation partner help map everything from our CRM. Any tips once HubSpot is officially live and launching first email campaigns.