Blog

Course Creation VA

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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...

Insurtech Process Management

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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...

Basecamp for Digital Media Remote Agency?

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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...

Replicating a grocery checkout experience via Typeform

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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...

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. In This PostWhat’s the quickest, easiest, least-techie way to move your retail store to online ordering?Customer visits your store and orders from the front window/counterCustomer orders online and comes to your store...

Ultimate List of Free Software in 2020

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Here’s our list of top free SaaS platforms in 2020: In This PostFree Automation ToolsFree Appointment Booking & Scheduling ToolsFree Design ToolsFree Email Help Desk ToolsFree Form & Survey ToolsFree Marketing ToolsFree OKR ToolsFree Project Management ToolsFree Task Management ToolsFree Time Tracking ToolsFree Website Builder Tools Free Automation Tools IFTTT – includes 1...

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...

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.