AuthorRich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients. ----------- Disclaimer: I use affiliate links on my website and only recommend what I use, have used or have vetted in the best interest of my readers. I may earn a commission if you click on an affiliate link, but it won’t cost you extra.

PM Advice – ClickUp, Evernote, Trello, Monday…we’ve tried everything!

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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...

What is a simple, cheap way to move my retail store online and take orders?

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With the recent Government lock-down rules, you might be in the position where your café, restaurant or retail store can only serve people through online orders or takeaway. What’s the quickest, easiest, least-techie way to move your retail store to online ordering? Let’s first look at your experience options: Customer visits your store and orders from the front window/counter...

Ultimate List of Free Software in 2020

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Here’s our list of top free SaaS platforms in 2020: Free Automation Tools IFTTT – includes 1 user and 750 flows per month Zapier – includes 1 user, 5 zaps, single & two-step zaps, 100 zaps run per month and zaps run every 15 minutes Free Appointment Booking & Scheduling Tools Acuity – includes 1 basic user and basic features Setmore – includes 4 users and...

CRM to manage client acquisition and fulfilment

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More details: I am looking for a custom CRM tool/app/software that will enable me to manage information from client acquisition to job fulfillment. A description of what I am looking for 1. log into a portal by requesting entry and receiving text with a login code. 2. once in the portal being able to select between different entry points. 3. once in the area your working in, being able to create...

Login portal for real estate agent on Squarespace website

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More details of question: I want to create a login portal on square space for a real estate developer for client regarding the concerns of their homes. We need to create a login page and management portal of clients who buy our condos. After they move in, we want them to be able to log in and post pictures and issued they notice with their property so we can address them. And to be able to update...

Sales funnel software for outsourcing firm

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Question: Background ======== I am creating a new Software sales, business development and outsourcing brokerage/management firm. I am wanting to setup a software development project sales funnel system, combined with Project Management. Customers can visit our website will allow for anyone to submit a services request enquiry form. We act as independent sales, business analysis and PM broker for...

Thinkific integrated in WordPress

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Question: I’ve got an existing WordPress website, hosted through BlueHost and would like to connect my new Thinkific online course website to my WordPress website. What’s the best way?   Answer: There are a few levels of integration depending on the customer experience you want your clients to have when reviewing and buying your Thinkific course. Your options are: Set up your...

How do I plan out my weekly meetings to avoid traffic?

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With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place. One strategy that we recommend to clients is to set up their scheduling / booking calendar page in a way that...

Should I use Notion for task management?

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Question: I need help setting up my Notion and get me going on a functional task list and task management system within it. Found great videos but feels overwhelming to set up and get going. I have lots of different projects happening at the same time with my business and personal life and like most of us… need a system that is very easy to use and not be overly complicated that will help...

About

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.
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