Need a system for running multiple businesses?

By Rich Peterson
In 🌅 Now
1 Min read
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Part of our service offering is to develop systems that help owners of multiple businesses run their businesses from a central dashboard. Keeping all communication in one place with custom permissions for each business and department, ensures that nothing gets missed when managing more than one company.

Get in touch to discuss how to streamline your businesses, find software and apply systems across multiple businesses.

About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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Disclaimer: I use affiliate links on my website and only recommend what I use, have used or have vetted in the best interest of my readers. I may earn a commission if you click on an affiliate link, but it won’t cost you extra.

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CRM to manage client acquisition and fulfilment

By Rich Peterson
In 🌅 Now
2 Min read
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More details: I am looking for a custom CRM tool/app/software that will enable me to manage information from client acquisition to job fulfillment. A description of what I am looking for 1. log into a portal by requesting entry and receiving text with a login code. 2. once in the portal being able to select between different entry points. 3. once in the area your working in, being able to create...

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Login portal for real estate agent on Squarespace website

By Rich Peterson
In 🌅 Now
2 Min read
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More details of question: I want to create a login portal on square space for a real estate developer for client regarding the concerns of their homes. We need to create a login page and management portal of clients who buy our condos. After they move in, we want them to be able to log in and post pictures and issued they notice with their property so we can address them. And to be able to update...

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Sales funnel software for outsourcing firm

By Rich Peterson
In 🌅 Now
2 Min read
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Question: Background ======== I am creating a new Software sales, business development and outsourcing brokerage/management firm. I am wanting to setup a software development project sales funnel system, combined with Project Management. Customers can visit our website will allow for anyone to submit a services request enquiry form. We act as independent sales, business analysis and PM broker for...

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Thinkific integrated in WordPress

By Rich Peterson
In 🌅 Now
1 Min read
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Question: I’ve got an existing WordPress website, hosted through BlueHost and would like to connect my new Thinkific online course website to my WordPress website. What’s the best way?   Answer: There are a few levels of integration depending on the customer experience you want your clients to have when reviewing and buying your Thinkific course. Your options are: Set up your...

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