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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...

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.

Workflow for a surfboard manufacturer

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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...

What are my options for selling my content in an online course format?

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You could deliver the same content in the following ways (+ more): Always open online course (set & forget) Always open online course (with comments) Set timeframe course (with opening and closing dates) Website with member-only content Patreon-type sites Your own social network using something like Mighty Networks Your own course platform for just you (I’d recommend making it easy on...

Options for booking & scheduling

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Depending on the industry, scheduling takes on many forms: Via email โ€œdo you have time…โ€ Via email (available slots) Via self service website Via website form then phone booking Via phone On-site post appointment Via multichannel bookings Via class bookings (regular) Via group bookings (min number) Triaged by other staff members Via scheduler (individual) Via scheduler (team) Proactively...

Why you do mindless busy work

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Grab a coffee, itโ€™s late Friday morning and you’re getting admin done. Scan the forms, update the spreadsheets, send emails and make some phone calls. There will always be some mindless busy work but, if youโ€™re like 90% of the population, youโ€™re doing too much. Your hourly wage isnโ€™t producing a sustainable ROI and your finite number of years isnโ€™t being lived to waste on taking the long...

About

For the past 10 years, weโ€™ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. Weโ€™re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of itโ€™s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. Weโ€™re also fans of automating any process that doesnโ€™t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.