Author Archives: Rich Peterson

  • Zoho help needed for mapping CRM territories

    Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 …

    More
  • LMS career platform development help needed

    Question: Our company helps high school leavers transition to college and college students prepare and transition to the world of work. We intend to do this through self-evaluation assessments and short online courses. Could you give us advice on a simple LMS that can achieve this? Answer: The client asked for this to be answered …

    More
  • Need help to set up a TypeForm for Airport Shuttle Booking + STRIPE payments

    Question: I have started a TypeForm but am stuck on: Adding Dates and Address questions Stripe integration w/ pricing based on which airport and zip code traveling to or from (use TypeForm calculator) to assign pricing Making sure the customer gets an email and text receipt after payment Making the form more user friendly, I …

    More
  • We need business management help for our fitness brand

    Question: We need advice on how to best organize and manage tasks and workflow for our fitness brand. We are looking for a coach who can help fine tune our systems, make sure tasks are completed by our team, and assist in sales funnel development. We are a fitness brand with just under 500k following …

    More
  • I need process improvement help

    Question: Our company is in the electricity distribution and transmission space and we’re looking for a business analysis with Business Process Optimisation experience to give us advice on: Identifying Size of the Price Value Chain mapping Cycle time analysis Initiative Brief Development Maturity Assessments Consulting in Energy   Answer: The client asked for this to …

    More
  • I Need Help With An Online Sales Order Form/Catalog

    Question: I am looking for advice on setting up a simple sales order – form/catalog/landing page/B2B/B2C which enables wholesale and retail customers to easily place office stationary orders.  My client (sole owner of one store) is not allowed to have an E-commerce store, as he is part of a franchise group and hence bound to a …

    More
  • Setting up Processes with ClickUP, Airtable and Zapier

    Question: We would love your support to setup our Recruitment Agency and Consulting Firm’s Automation Workflow using ClickUP, Airtable, Google Suite , Slack, Typeform, Harvest, Google Calendar, Zoom, Calendly and Zapier. We are looking to develop databases, with the potential to link them to our website in the future. We hope to automate and integrate …

    More
  • Microbakery Workflow

    There’s an overused quote about building a better mousetrap leading to people knocking down your door that applies to a microbakery in my area. A gravel driveway leads you past building materials to a little green shed, oh, and a long line of people waiting to buy bread & pastries. They make amazing products but …

    More
  • Super simple yoga website

    Question: I’m not a technical person and want to create a simple, minimal website for my yoga business. I don’t need blog posts and I’m not looking to sell products at this stage. What are the best options? I know I need a domain name and something as a web presence for my yoga studio …

    More