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.
Further Details of Question I’m looking for software (as an alternative to Infusionsoft) that sends weekly reminder emails to prospects to send documents to me that are required in the mortgage application process. When prospects send the documents it will notify me. I have list of documents required, and I select the documents that are required from …
There are quite a few tools in this space and they all offer access to clients in different ways. To take a step back, your options for communicating on projects with clients are: Email Phone Chat Weekly Reports Branded customer portal Access to your PM tool Access to a live project document Automated emails based …
If you’re looking for simple visual PM software that includes Kanban and Gantt chart views, you’ll want to check out using Trello with the GoodGantt power-up. Also includes staff availability tracking, dependencies, stats and progress filtering.
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