What systems do you need to deliver generous work in your business?
There are over 1,000 options for project management, CRMs, email marketing, task management, inbox management & other core business tools to chose from and we give advice on the minimal amount of software you need to out-human and out-perform your competition.
Our business advice helps you improve your customer/staff experience and streamline your systems & processes.
Through our blog, we answer your questions and give workflow advice but feel free to get in touch if you need a professional to implement your software & ensure your workflows are as streamlined as possible.
Question: We have a well-defined marketing, sales and onboarding process that currently relies on several tools, which are currently not integrated with one another (as we are unsure how to set these up). We are looking for someone to help us create workflow automation across several tool to reduce the number of times we have to switch between systems and manual trigger events or update contacts...
Question: We run a mobile mechanic business and are looking to hire a VA to help but we need to know the best way to ensure all the processes are automated. We need checklists and SOPs to ensure the work is done correctly. Our current processes are: 1. CRM Data Entry: – Maintain customer profile and ensure address and information is clean and accurate. – Schedule jobs as per customers...
Question: We want to build a real estate website portal for property developers to manage the sale process of the listing. We need help with the best way to build this and then manage the processes. Audience – 2 types of users – Property developers – who uploads projects and manage listing. – Real estate agencies – to access property information that property...
Question: I run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on it. They may then hand the uniquely numbered ticket back to...
Question: I am a life, health and Self-Care Coach who is currently searching job platforms for some VA support as I create my online course. I am looking for support with creating my content and designing my presentations (in Canva?). I need help with knowing how to manage a remote VA, structure tasks, delegate high-priority projects and keep everything on track. What are your tips on...
Question: I am on the hunt for a business process guru. I started a small insurtech company 2 years ago and we have been doing well and growing along the way. This year we added 2 more products and I’m starting to feel the pain of being a solopreneur while lacking some automation/processes so when we start to run on all cylinders I have a lot of systems in place to help me operate smoothly...
Further Details: We are a boutique digital media (fully remote) agency looking for help with knowing if Basecamp3 is the best choice for our digital media agency. We’ve switched from Asana to Trello to Basecamp and are lacking recurring features (which is driving us crazy) as well as quick templates for completing tasks. We’re tired of switching software and really need a recurring...
Further Details: I am basically replicating a grocery check out experience via Type form but can’t work out how to set up the conditional logics that need to be programmed. Basically, I want to create a typeform for my grocery store. Initially the typeform will sell Eggs, Milk, Vegetables, Fruit, Bread and Special Requests. The user can make multiple selections on the above products ie they...
Further details: I would like PM software to help manage my small business. We have 2 full time employees and hire on freelancers/independent contractors frequently for one-off projects or long term project. We currently have 2 teams that we have on retainer that we work with. One team is for video production (primarily youtube, but also short video ads, promos etc), the other team is for social...