Question: I am on the hunt for a business process guru. I started a small insurtech company 2 years ago and we have been doing well and growing along the way.
This year we added 2 more products and I’m starting to feel the pain of being a solopreneur while lacking some automation/processes so when we start to run on all cylinders I have a lot of systems in place to help me operate smoothly.
I need help with: Customer Service Response (general questions/leads), Pipeline Mgmt tools/processes, and Brand Organization (we have 2 brands and 4 products) and delegating to my VA.
We have been bootstrapping and trying to keep the costs of additional software low until we start ramping up revenues.
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
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It was so interesting looking at all the ways that people try to set up their wine club software for their vineyards. It should be relatively simple to run a wine subscription from your site but there are quite a few features that wineries want to have for their wine club member management: Integration with …
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Additional details of question: I run a volume photography business, and I need a piece of software that will let me automate workflow. I need to start entries with a form, and take them through an editing, and then a QA workflow which requires I update the database through additional forms. I’d also like to …
Question: We run a mobile mechanic business and are looking to hire a VA to help but we need to know the best way to ensure all the processes are automated. We need checklists and SOPs to ensure the work is done correctly. Our current processes are: 1. CRM Data Entry: – Maintain customer profile …
Further details We would like to build a training portal for our retailers and their employees. The training includes 5 video modules and will have questions related to the videos. We need to be able to track who has completed the training and would like to be able to generate a report at the end …
Insurtech Process Management
Question: I am on the hunt for a business process guru. I started a small insurtech company 2 years ago and we have been doing well and growing along the way.
This year we added 2 more products and I’m starting to feel the pain of being a solopreneur while lacking some automation/processes so when we start to run on all cylinders I have a lot of systems in place to help me operate smoothly.
I need help with: Customer Service Response (general questions/leads), Pipeline Mgmt tools/processes, and Brand Organization (we have 2 brands and 4 products) and delegating to my VA.
We have been bootstrapping and trying to keep the costs of additional software low until we start ramping up revenues.
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
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