Tagtypeform

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...

I want to develop an Intelligent application form and portal

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Further details of question: We would like to put our current finance application form online and built as we are current zoho one clients and have access to the whole suite of zoho to including Zoho Crm  however the zoho creator solution for portals can be very expensive for us due to the way they charge so we are looking to build the form and portal in another system. What is your...

Typeform Coupon Code 2019

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For the majority of our clients, Typeform is the best option for higher-engagement online forms & surveys and the relative higher monthly price for the software isn’t a stumbling block. In saying the above, we do get asked my some clients: How do I get a Typeform discount? Do you have a Typeform coupon code I can use? Can you send me the latest Typeform promo code? And our answer...

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...

What software can I use for automating our Operations department?

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Further question details We are a growing accounting firm that is focused on providing our clients with the best bookkeeping and tax experience possible, we are paperless, tech-savvy and we think outside the box. We operate with a start-up mentality where we constantly adapt to our clients and move very quickly. We’d love to automate our Operations management, what are your suggestions? The...

How do I build a training portal?

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Further details We would like to build a training portal for our retailers and their employees. The training includes 5 video modules and will have questions related to the videos. We need to be able to track who has completed the training and would like to be able to generate a report at the end of each month with who has completed training. Retailers must also be able to register their business...

How do I develop a web-based notes system for chiropractors and other health professionals?

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Further question details How can I build a web based system for health care note taking for primarily chiropractors and other complimentary health care practitioners. Things we would need: – Secure separate log in systems for different databases (so different clinics can use this system without seeing the other person’s database) – When using the system, we will need to input...

What software do I need for a full website design & development job?

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Further details of question I need to know what software I need for developing a site. I need the site to be able to allow users to subscribe to the newsletter, follow us on social media, share articles, download resources, purchase merchandise, contribute comments,  purchase ticketed events that include sponsorship and donations, target marketing, mentors and internship opps, have a self-managed...

How do I create a membership-based website with online quiz content?

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Further details of question I’d like to setup a website on WordPress but am unsure how to do it myself. The website will have multiple quizzes and members will have to pay to access these, there will be a new one added 3/4 times a year. Members will be able to sign up for a free quiz, but will have to pay to access the full quiz (most current). They will also have the option of paying for a...

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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