Question: We have a well-defined marketing, sales and onboarding process that currently relies on several tools, which are currently not integrated with one another (as we are unsure how to set these up).
We are looking for someone to help us create workflow automation across several tool to reduce the number of times we have to switch between systems and manual trigger events or update contacts.
Question: We’re content creators who are looking to produce ongoing, interactive emails and would like for you to help us set up a more automated system. Some subscribers may join in on an ongoing campaign while others may always start at the beginning of a series. We’re looking for someone who has experience integrating with …
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, …
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 …
Further Details: I am starting a model/talent agency business and need a software to manage everything. Organize agenda, Calendar Talent bookings Send models package (pictures and videos) Accounting (invoices, billing) Website integrated (I am in the process of building a website) Here are some examples : https://www.mainboard.com/ https://www.mediaslide.com/ https://managerfashion.com/ I am a Mac user. I …
How to improve a marketing, sales and onboarding process
Question: We have a well-defined marketing, sales and onboarding process that currently relies on several tools, which are currently not integrated with one another (as we are unsure how to set these up).
We are looking for someone to help us create workflow automation across several tool to reduce the number of times we have to switch between systems and manual trigger events or update contacts.
Tools used:
What integration software would you recommend and what is the best way to set it up?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
Related Posts
Need Help Setting Up An Interactive Email Campaign System
Question: We’re content creators who are looking to produce ongoing, interactive emails and would like for you to help us set up a more automated system. Some subscribers may join in on an ongoing campaign while others may always start at the beginning of a series. We’re looking for someone who has experience integrating with …
Setting up workflows in an online spreadsheet
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, …
Setting up email automations
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 …
Software for a modelling agency
Further Details: I am starting a model/talent agency business and need a software to manage everything. Organize agenda, Calendar Talent bookings Send models package (pictures and videos) Accounting (invoices, billing) Website integrated (I am in the process of building a website) Here are some examples : https://www.mainboard.com/ https://www.mediaslide.com/ https://managerfashion.com/ I am a Mac user. I …