Read our general advice to questions from readers.
Question: I’m not a technical person and want to create a simple, minimal website for my yoga business. I don’t need blog posts and I’m not looking to sell products at this stage. What are the best options? I know I need a domain name and something as a web presence for my yoga studio but am unsure about what my options are. Answer: Thanks for reaching out. As...
Question: Does this exist? Looking for software to record my powerpoint presentation along with my video for an online course. I would like to have the option of video only, slides only, or both. I also would really like to be able to read my notes/script on my computer screen at the same time without that being recorded on the published video. Lastly, I don’t want to have to use a million...
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 team. How do we set this up in marketing automation software to increase sales...
Question: I really need help with Active Campaign to: 1. Set up properly from start 2. Set up all the appropriate tags and fields 3. Set up automations 4. Provide training of how to use going forward I also need advice on how to best use the Pipedrive account that we have set up and put in place automations. What would you recommend? Answer: What did we recommend? Get in contact to discuss our...
Question: I need help with developing detailed business processes for business development from lead generation to closing a sale. We are now using Zoho CRM and there is great potential for automation. I need someone to help map out all processes based on key activities and then we will identify processes that can be automated. We are in the training and consulting business. What systems and...
Question: We have a well-defined marketing, sales and onboarding process that currently relies on several tools, which are currently not integrated with one another (as we are unsure how to set these up). We are looking for someone to help us create workflow automation across several tool to reduce the number of times we have to switch between systems and manual trigger events or update contacts...
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 and ensure address and information is clean and accurate. – Schedule jobs as per customers...
Question: We want to build a real estate website portal for property developers to manage the sale process of the listing. We need help with the best way to build this and then manage the processes. Audience – 2 types of users – Property developers – who uploads projects and manage listing. – Real estate agencies – to access property information that property...
Question: I run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on it. They may then hand the uniquely numbered ticket back to...