Read our general advice to questions from readers.

  • 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 …

    More
  • 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 …

    More
  • 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 …

    More
  • 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 …

    More
  • 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 …

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

    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 …

    More
  • Should I use Notion for task management?

    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 …

    More
  • What is the best portal within project management software?

    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 …

    More
  • Asana structure for my digital agency

    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 …

    More