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CRM to manage client acquisition and fulfilment

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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...

Login portal for real estate agent on Squarespace website

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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...

Sales funnel software for outsourcing firm

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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...

Thinkific integrated in WordPress

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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...

Rules for automation

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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

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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...

Go through the workflow movements to build empathy

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Empathy is the key to deeper insights in an organisation. It’s through spending time β€œon 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...

Don’t mix communication & task channels

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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...

Peppermint Magazine New Font 2019/2020

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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.