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.
We had a conversation to clarify some points but I’d recommend you consider: Setting up an online school using Teachable. This could either be under your main domain name or you could have it set up as a sub-domain of your main website. Each course would have a fixed upfront or ongoing price and you could …
Let’s jump in to why I see Weebly like a tiny house: It’s got limited options but you’ll find everything quickly It’s hard to add extras to the build but it makes you more resourceful with what you’ve got There are limited design options but it seems like people who build these are looking more …
Further details of question: I’m looking for a combination of systems that can automate a lot of the administrative mundane tasks needed in a sales/contract cycle. I suspect there would be lots of integrations using apps like Zapier to connect things like-calendar, leads, emails (auto email generation), notes, tasks, invoice, payments etc etc.
Having a meeting room booking calendar for your team will ensure that you can easily book your conference room and not have the hassle of overlapping bookings or not knowing whether a room is available.
