Question: We would love your support to setup our Recruitment Agency and Consulting Firm’s Automation Workflow using ClickUP, Airtable, Google Suite , Slack, Typeform, Harvest, Google Calendar, Zoom, Calendly and Zapier. We are looking to develop databases, with the potential to link them to our website in the future. We hope to automate and integrate all the workflow processes to ensure they are integrated and easy for users. We would love your advice on the best workflow from a client and a staff automation view.
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
Further question details: We are a surfboard manufacturing business with Wholesale, Retail and Online sales channels. We currently do not have a CRM and need help knowing which one to choose. We need advice which CRM is best to use- we’ve looked at Salesforce, Zoho & Hubspot but they are all too complex for our needs. We’d love a simple option that has solid reporting and the ability to handle our multi-channel approach.
Shopify Daily Sales Report via Email If you’re looking to view your daily sales in your Shopify store, visit your Analytics > Reports tab or you can visit your Orders > All Orders tab and filter by your date range. Shopify daily sales reports are available on the regular Shopify plan, Advanced Shopify plan and …
Question: Our company is in the electricity distribution and transmission space and we’re looking for a business analysis with Business Process Optimisation experience to give us advice on: Identifying Size of the Price Value Chain mapping Cycle time analysis Initiative Brief Development Maturity Assessments Consulting in Energy Answer: The client asked for this to …
Further details:Ā I would like PM software to help manage my small business. We have 2 full time employees and hire on freelancers/independent contractors frequently for one-off projects or long term project. We currently have 2 teams that we have on retainer that we work with. One team is for video production (primarily youtube, but also …
Setting up Processes with ClickUP, Airtable and Zapier
Question: We would love your support to setup our Recruitment Agency and Consulting Firm’s Automation Workflow using ClickUP, Airtable, Google Suite , Slack, Typeform, Harvest, Google Calendar, Zoom, Calendly and Zapier. We are looking to develop databases, with the potential to link them to our website in the future. We hope to automate and integrate all the workflow processes to ensure they are integrated and easy for users. We would love your advice on the best workflow from a client and a staff automation view.
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
Related Posts
Simple CRM for surfboard manufacturer
Further question details: We are a surfboard manufacturing business with Wholesale, Retail and Online sales channels. We currently do not have a CRM and need help knowing which one to choose. We need advice which CRM is best to use- we’ve looked at Salesforce, Zoho & Hubspot but they are all too complex for our needs. We’d love a simple option that has solid reporting and the ability to handle our multi-channel approach.
I need a daily email report of my Shopify sales
Shopify Daily Sales Report via Email If you’re looking to view your daily sales in your Shopify store, visit your Analytics > Reports tab or you can visit your Orders > All Orders tab and filter by your date range. Shopify daily sales reports are available on the regular Shopify plan, Advanced Shopify plan and …
I need process improvement help
Question: Our company is in the electricity distribution and transmission space and we’re looking for a business analysis with Business Process Optimisation experience to give us advice on: Identifying Size of the Price Value Chain mapping Cycle time analysis Initiative Brief Development Maturity Assessments Consulting in Energy Answer: The client asked for this to …
PM Advice – ClickUp, Evernote, Trello, Monday…we’ve tried everything!
Further details:Ā I would like PM software to help manage my small business. We have 2 full time employees and hire on freelancers/independent contractors frequently for one-off projects or long term project. We currently have 2 teams that we have on retainer that we work with. One team is for video production (primarily youtube, but also …