Tagpipedrive

Automating ActiveCampaign & Pipedrive

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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...

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...

Basecamp for Digital Media Remote Agency?

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Further Details: We are a boutique digital media (fully remote) agency looking for help with knowing if Basecamp3 is the best choice for our digital media agency. We’ve switched from Asana to Trello to Basecamp and are lacking recurring features (which is driving us crazy) as well as quick templates for completing tasks. We’re tired of switching software and really need a recurring...

PM Advice – ClickUp, Evernote, Trello, Monday…we’ve tried everything!

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Further details: 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 short video ads, promos etc), the other team is for social...

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...

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...

Software choices for my VA

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Question: I’d like to put in place a set amount of systems and software where my VA’s can log in and know how to do the job. For example, one process would be: onboarding a client, sending the intake form automatically, reviewing intake form, a VA develop questions from the intake form, send them to the client, once approved the team of writers comes in and starts writing articles...

Automating workflow in a photography business

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Additional details of question: I run a volume photography business, and I need a piece of software that will let me automate workflow. I need to start entries with a form, and take them through an editing, and then a QA workflow which requires I update the database through additional forms. I’d also like to be able to run reports such as invoices.     Answer: You have a few...

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.