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.
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 …
​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 …
Question: We need a Marketing Automation Expert to build a sales automation while deals are open. For our agency, we are looking for a marketing automation expert that can create automation based on our sales pipeline. The deals that are open, should get a sequence of emails to increase the closing rate of the sales …
To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. đź“š ContentsAdd Value (DIY)AutomateTips For Automating Your Scheduling Add Value (DIY) …
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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How do I develop a web-based notes system for chiropractors and other health professionals?
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 …
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​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 …
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To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. đź“š ContentsAdd Value (DIY)AutomateTips For Automating Your Scheduling Add Value (DIY) …