Category🤔 Advice

Read our general advice to questions from readers.

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...

What is the best portal within project management software?

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Question: Not sure if you will be able to help. We have just won a big project in the US and we need assistance in (1) deciding which would be the best Project Management Client facing Portal. (2) How to set-up said Portal correctly with all the project tasks and users we have identified so far. (3) Supporting (skills transfer) to our internal guy who needs to move into the position of Project...

Asana structure for my digital agency

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I’m currently on an Asana trial and would like to know how to structure of digital agency’s workflow: Client (system some clients have multiple systems which can be separated) Project/Request under client Definition Development Test/review (approve go to regression test- fail go back to Development) CI/CD release to QA Regression test QA (approve go to client approval- fail go back to...

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

H

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...

Setting up email automations

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Question: I have x4 simple email sequences to set up and want to know what my options are for email sequence automation. I would like automations to occur: Sequence stops with link is clicked Contact is tagged if link is clicked One sequence needs to redirect to a form of options Each automation comprises of approx. 4 emails – which are all designed and formatted.   Answer: Based on...

Software choices for my VA

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Question: I’d like to put in place a set amount of systems and software where my VA’s can log in and know how to do the job. For example, one process would be: onboarding a client, sending the intake form automatically, reviewing intake form, a VA develop questions from the intake form, send them to the client, once approved the team of writers comes in and starts writing articles...

Asana for a content creation company

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Question: I am looking for advice on how to setup Asana for a content creation company. There are two different focuses of the company – we will make make different kinds of content (films, podcasts, social media, etc) and then actively sell this content to brands. I’m a bit confused as to what is a team or a project or a task or sub-task. If we have a client that has three...

An Airbnb workflow

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Question: I am running an Airbnb business, since I need a team work software, I tried Asana. But it will be more helpful if it can automatically generate cleaning tasks from Airbnb calendar. Since we need to inform cleaners to do cleaning every time when the guests check out. Do you know any other software can do this? If not I want to hire developers to create a program work with Asana...

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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