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.
Extra details of question I’d love to know if you have any best practices or resources you recommend for ‘on-boarding’ new clients. I’d like to automate a series of emails that goes out to new clients, starting with a welcome email and then additional emails based on information we need to collect. I’d like to …
Question Details We are a small business and we currently use google sheets to monitor expiry dates for our customers. This is quite time consuming, however all our information is contained in google sheets and backed up daily. We use google sheets because of the real time function. We were thinking of upgrading our process …
Question: We want to build a real estate website portal for property developers to manage the sale process of the listing. We need help with the best way to build this and then manage the processes. Audience – 2 types of users – Property developers – who uploads projects and manage listing. – Real estate …
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 – …
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.
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I’d love to know if you have any best practices or resources you recommend for onboarding new clients.
Extra details of question I’d love to know if you have any best practices or resources you recommend for ‘on-boarding’ new clients. I’d like to automate a series of emails that goes out to new clients, starting with a welcome email and then additional emails based on information we need to collect. I’d like to …
I need to send reminder emails to my customers 30 days prior to expiry
Question Details We are a small business and we currently use google sheets to monitor expiry dates for our customers. This is quite time consuming, however all our information is contained in google sheets and backed up daily. We use google sheets because of the real time function. We were thinking of upgrading our process …
Building a real estate portal
Question: We want to build a real estate website portal for property developers to manage the sale process of the listing. We need help with the best way to build this and then manage the processes. Audience – 2 types of users – Property developers – who uploads projects and manage listing. – Real estate …
What are some simple apps for creating online videos?
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 – …