Tagpipefy

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...

People love Asana: Is it right for your business?

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If you’ve ever done an internet search for “beautiful project management software”, you’ve probably come across Asana. It’s one of our top 12 project management software systems in terms of design alongside Basecamp, Solo, Airtable, Process St, Roll, Pipefy, ClickUp, Flow, Sunsama, Ora and Roadmap. All beautiful software that your designers, and your eyes, will love...

What the best software for creating webforms that send info to my project management software?

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There are three main ways for you to have information flow through into your project management system: Using the email-in feature to send data to a particular workspace, project or client record Connect a webform builder like Typeform and have the information emailed in or synced using Zapier Use the webform feature that comes with some project management software systems Side note: The main...

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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