Taghellosign

How to improve a marketing, sales and onboarding process

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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...

How do I set up a Docusign workflow automation from WordPress?

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Further details of question I really need to to merge fields from WordPress data capture to an e-sign app that emails a signable document. A workflow solution I’ve considered is: Step 1) Web visitor inputs data into a WordPress page which is integrated with a form tool (Google Forms, Gravity Forms, TypeForms or Contact Form 7 etc) Step 2) Data is pulled from the WordPress form app and...

About

For the past 10 years, we’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. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’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. We’re also fans of automating any process that doesn’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.
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