What systems do you need to deliver generous work in your business?
There are over 1,000 options for project management, CRMs, email marketing, task management, inbox management & other core business tools to chose from and we give advice on the minimal amount of software you need to out-human and out-perform your competition.
Our business advice helps you improve your customer/staff experience and streamline your systems & processes.
Through our blog, we answer your questions and give workflow advice but feel free to get in touch if you need a professional to implement your software & ensure your workflows are as streamlined as possible.
Automate as many non client facing tasks as possible. Build into your workplace a culture of kaizen, continual improvement and incentive your staff to automate the parts of their job that don’t provide client-facing value. Whether it’s filtering emails, task management automation, automated messaging, helpful notifications or others, create a workplace whether ideas are shared, staff roles evolve...
Paint two pictures. The business x10 with your current systems and the business x10 with different systems choices. There are some insightful tools that a systems adviser uses to help you see your business from different angles and perspectives. Using these tools, they can give you a snapshot of how your whole boat sails today and then plan ahead. By painting the picture of your business with 10x...
Empathy is the key to deeper insights in an organisation. It’s through spending time “on task” that you start to see your service as your staff & clients see it. Where is the friction? Where does information go from offline to online and back again? Where are the touchpoints where you need humans and what are the repetitive tasks that could be automated? Switch roles for the day so you can...
We’ve all been in the situation where someone is speaking in a meeting, sending chat messages or reeling off tasks over the phone. You’re grabbing for a pen, double-tapping to open your notes app or finding anything you can to try and not forget anything. By splitting out your communication into a clear channel, people start to see communication channels for encouragements, company news or urgent...
With the rise of self-service booking platforms, like Acuity, people are able to automate their weekly sales meeting bookings but often not in the most efficient way. You might have a full calendar with appointments zig-zagging across town and no travel minimisation strategies in place. One strategy that we recommend to clients is to set up their scheduling / booking calendar page in a way that...
We love a good redesign and it looks like Peppermint Magazine has a new masthead for their Australian magazine.
Previously they’d be using a custom typeface designed by the amazing Gemma O’Brien but their new look sees them switching to a semi-bold version of the Hunter typeface, currently available on CreativeMarket, designed by New Tropical Design out of Byron Bay.
Question: I have x4 simple email sequences to set up and want to know what my options are for email sequence automation. I would like automations to occur: Sequence stops with link is clicked Contact is tagged if link is clicked One sequence needs to redirect to a form of options Each automation comprises of approx. 4 emails – which are all designed and formatted. Answer: Based on...
Question: I’m looking for an app to streamline my surfboard shaping process. We are focusing on a process that is easy for surf shops to fill a order form out then we get the order form printed out, design the file from one of the shops models then cut the board, outsource the shaping and glassing then, once that is complete, we deliver it back to the customer. Making it easy is the key as...
Question: I’d like to put in place a set amount of systems and software where my VA’s can log in and know how to do the job. For example, one process would be: onboarding a client, sending the intake form automatically, reviewing intake form, a VA develop questions from the intake form, send them to the client, once approved the team of writers comes in and starts writing articles...