How to improve a marketing, sales and onboarding process

By Rich Peterson
In 🤔 Advice
1 Min read
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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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About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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Disclaimer: I use affiliate links on my website and only recommend what I use, have used or have vetted in the best interest of my readers. I may earn a commission if you click on an affiliate link, but it won’t cost you extra.

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By Rich Peterson 6 months ago

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.