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 start using Asana with this too. Where to start???
Answer
I’ve got resources for you(tactics then content):
First, three articles on tactics(with their style noted):
As for the Asana integration, is this to be used so you can email-in to create a task? If so, check out https://asana.com/guide/help/email/email-to-asana . Let me know if you want to use it in a different way.
If you’ve ever had the task of copying & pasting information from a website, you’ll appreciate the benefits of using a web scraper. A web scraper is software that collects data from a website in a structured way. I’ll use an example to explain: You want to create a list of all the plumbers in …
Some options for software for sending out physical birthday, congratulations, Christmas and other greeting cards to clients: Automatic printed cards SendOutCards – starts at $2.75 per card, add an extra $1 or $2 for building your own card and for photo drop cards Sincerely Ink – starts at $3 for international cards send to clients …
Q: Can you set up automated reminders, call scheduling etc. i.e. the system generates and continues to generate reminders to the deal owner of action required? When we first set up Pipedrive I was manually watching deals across the group and then asking questions and prompting reminders and activities manually. Can we set this up to …
Further question details How can I build a web based system for health care note taking for primarily chiropractors and other complimentary health care practitioners. Things we would need: – Secure separate log in systems for different databases (so different clinics can use this system without seeing the other person’s database) – When using the …
