Tagtrello

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...

Simple CRM for surfboard manufacturer

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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...

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...

How to be Everywhere – 13 Content Promotion Channels in 13 minutes

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If you’re producing unique, useful content on your business website, you want as many people in your industry seeing the content as possible. How do you do this in an automated way? We’ll show you how to post to 13 channels in 13 minutes (might be a little longer for your first one!). 1st Step: Develop a workflow In your favourite software for creating reusable checklists (like...

I need a custom CRM web app and database

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Further question details We currently manage large customer and prospect lists in multiple Google Sheets and Excel. We want to migrate this into a cloud database. We do not current have a database setup, so we will need to create one based on an example customer list and handle migration of our lists into the database. We will need a web user interface to perform create/read/update/delete...

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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