A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), …
Doing some research for a client and am looking into life coach WordPress themes that will suit their coaching business. Some of the best ones are: ABC Personal Trainer Theme (details + demo) – top choice for clean design & smooth scrolling WP Coach Theme (details + demo) – more boxy design but clean, minimal …
I love health food stores and especially the ones where you feel less like you’re on the outside and more like you’re part of the family. In doing some innovation work for a health food store, let’s have a look at ways to experiment with their business model. Ideas include: Starting a paid membership program …
If you’ve ever done an internet search for “beautiful project management software”, you’ve probably come across Asana. It’s one of our top 12 project management software systems in terms of design alongside Basecamp, Solo, Airtable, Process St, Roll, Pipefy, ClickUp, Flow, Sunsama, Ora and Roadmap. All beautiful software that your designers, and your eyes, will love. …
Fundamentals: Next Action Step
David Allen, the author of Getting Things Done, coined the term to describe one of the core steps of his “fundamental process”:
(except from “The Personal MBA: A World-Class Business Education in a Single Volume” by Josh Kaufman)
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A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), …
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