Author Archives: Rich Peterson

  • Insurtech Process Management

    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 …

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  • Basecamp for Digital Media Remote Agency?

    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 …

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  • Replicating a grocery checkout experience via Typeform

    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 …

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

    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 …

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

    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 …

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  • Ultimate List of Free Software in 2020

    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 …

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  • CRM to manage client acquisition and fulfilment

    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 …

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  • Login portal for real estate agent on Squarespace website

    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 …

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  • Sales funnel software for outsourcing firm

    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 …

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