CategoryπŸ€” Advice

Read our general advice to questions from readers.

Setting up workflows in an online spreadsheet

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Further details of question: We’re looking for help from a Workflow Consultant to assist in the analyzation and development of our current workflow process. Our ultimate goal is to use some kind of online spreadsheet as our control base for all internal communication and project management. Currently, our internal departments are using Basecamp, Slack, Dropbox, Google Docs, and Skype. The current...

Automating workflow in a photography business

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Additional details of question: I run a volume photography business, and I need a piece of software that will let me automate workflow. I need to start entries with a form, and take them through an editing, and then a QA workflow which requires I update the database through additional forms. I’d also like to be able to run reports such as invoices.     Answer: You have a few...

I need esignature software with a single shareable link

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There are plenty of options for esignature software solutions and many are set up so that you upload a document or use a document template to add signature fields and then send to a single signee or a small group of signees. As part of our systems advice work, we’re often looking for ways to take a generic document, map the fields and then create a shareable link that can be added to email...

What are some simple apps for creating online videos?

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If you’re looking to create an explainer or promotional video for your business or just looking to create your own simple video clip, some options include: Screenflow – using their included video stock library VideoScribe – looking for hand-drawn images while you speak? Choose from their image library and have your words animated Animoto – slick design on this simple video...

Turn your inbox from a to-do list into a place to triage

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For many of us, you’ve got some control over your inbox for the majority of your workweek but you sometimes resort to leaving messages in your inbox as a defacto to-do list. Kind of like how you leave your voicemails with their red dots, your text messages unread and leave things on the kitchen bench with your keys to remember them as you leave the house. If you’re looking to change...

How do I integrate Thinkific into my WordPress website?

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Further details of question: I’d like to know how to integrate our free online course onto our WordPress website. We need: a landing page for the free course to link my custom domain/subdomain DNS to your school make the Thinkific page resemble our website design (we have a style guide) include a BONUS at the final lessons to upgrade to the premium/paid course set an automation email...

How do I get more awareness & sales of my online course?

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Further details of question: We are a online company that specializes in online culinary courses (cooking) and soon to be merchandise. However we are relatively new and need to move into a promising online presence. We really need to find out how we can benefit from opportunities to increase site traffic and sales. As of right now all of our online course sales are generated through an online...

A simple alternative to Mailchimp

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We love the aesthetics, design, pricing and branding of Mailchimp but sometimes our time and money-poor clients are looking for simple Mailchimp alternatives that will make their newsletter creation & content creation easy. A quick list of simple alternatives are: ⭐ Revue – a simple link curation style email newsletter that starts on a free plan for under 50 subscribers and has paid...

We need a podcast project management system for our VA to use

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Further details of question: First, I’ll let you know a little more about our company. Have you ever wondered how online ads are targeted to your tastes and interests, or how much money companies spend on online campaigns? From the most important online placements in the market like Facebook, Google and YouTube, to premium websites like The New York Times, we place ads on millions of...

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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