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 the number of emails, phone calls, happy clients, angry clients, leads, marketing needs etc, you can see whether your boat will handle the storm and sail further or whether it will take on water and never leave the shallow waters.
Plenty of software programs allow you to create project templates or manually create checklists from tasks that you need to do. What you’re looking for is reusable checklist software that can be used over and over to rerun checklists & processes. We’d recommend that you look into: Process Street – an excellent free reusable checklist …
Ensure you’re capturing client information in an engaging way so you don’t lose customer leads. Make your online forms an integral part of your sales process. We offer the following lead generation forms (customised to suit your needs): Health insurance quote form Mailing list sign up form Online mortgage application form Vendor contact information form …
One of our most frequently-requested services is the creation of custom CRMs for businesses looking for an: alternative to project management software as their workflows don’t fit a traditional sales cycle alternative to task management software as they need additional data to be included in each task request alternative to sales tracking pipelines as they …
A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), …
Paint two pictures
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 the number of emails, phone calls, happy clients, angry clients, leads, marketing needs etc, you can see whether your boat will handle the storm and sail further or whether it will take on water and never leave the shallow waters.
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What is the best reusable checklist software?
Plenty of software programs allow you to create project templates or manually create checklists from tasks that you need to do. What you’re looking for is reusable checklist software that can be used over and over to rerun checklists & processes. We’d recommend that you look into: Process Street – an excellent free reusable checklist …
Lead Generation Form Template Options
Ensure you’re capturing client information in an engaging way so you don’t lose customer leads. Make your online forms an integral part of your sales process. We offer the following lead generation forms (customised to suit your needs): Health insurance quote form Mailing list sign up form Online mortgage application form Vendor contact information form …
Looking for a custom CRM solution?
One of our most frequently-requested services is the creation of custom CRMs for businesses looking for an: alternative to project management software as their workflows don’t fit a traditional sales cycle alternative to task management software as they need additional data to be included in each task request alternative to sales tracking pipelines as they …
The unique needs of a financial planning CRM
A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), …