Further details of question: Our new online business is booming and we need help from a professional in business automation to find the right business automation software. We are a graphic design business selling digital products and we need help with automating the following:
project management (each of our designs has a theme and matching products) we need structure tracking progress and files also approving those files for listing in multiple locations.
tracking listing and links, SEO and keywords
storage and organisation
delegating staff
training and workflow
We are considering using Monday.com but don’t know if it’s the right choice.
Answer: Congratulations on your booming business! I would recommend getting more specialised advice from a Systems Adviser on specific software and can see that you have a need for software that visually shows the progress of projects through set stages of production and can handle the storage of files. If you’re looking to step up your business automation, I’d recommend design proofing software that makes the back and forth of design changes easier and more streamlined with a defined approval process. For SEO and keyword tracking, I’d recommend SEO software, keyword tracking software and a solid analytics strategy to measure performance. For monitoring staff, you could look to choose a project management software system with ERP capabilities and for training, I’d recommend setting up a video training library to use with current and new staff.
To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. Add Value (DIY) If your current process is to have a …
Question: We run a mobile mechanic business and are looking to hire a VA to help but we need to know the best way to ensure all the processes are automated. We need checklists and SOPs to ensure the work is done correctly. Our current processes are: 1. CRM Data Entry: – Maintain customer profile …
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 …
For many of us, you’ve got some control over your inbox for the majority of your workweek but you sometimes resort to leaving messages in your inbox as a defacto to-do list. Kind of like how you leave your voicemails with their red dots, your text messages unread and leave things on the kitchen bench …
What business automation software should I use?
Further details of question: Our new online business is booming and we need help from a professional in business automation to find the right business automation software. We are a graphic design business selling digital products and we need help with automating the following:
We are considering using Monday.com but don’t know if it’s the right choice.
Answer: Congratulations on your booming business! I would recommend getting more specialised advice from a Systems Adviser on specific software and can see that you have a need for software that visually shows the progress of projects through set stages of production and can handle the storage of files. If you’re looking to step up your business automation, I’d recommend design proofing software that makes the back and forth of design changes easier and more streamlined with a defined approval process. For SEO and keyword tracking, I’d recommend SEO software, keyword tracking software and a solid analytics strategy to measure performance. For monitoring staff, you could look to choose a project management software system with ERP capabilities and for training, I’d recommend setting up a video training library to use with current and new staff.
Related Posts
Scheduling Appointments
To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. Add Value (DIY) If your current process is to have a …
Running a mobile mechanic business
Question: We run a mobile mechanic business and are looking to hire a VA to help but we need to know the best way to ensure all the processes are automated. We need checklists and SOPs to ensure the work is done correctly. Our current processes are: 1. CRM Data Entry: – Maintain customer profile …
Software choices for my VA
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 …
Turn your inbox from a to-do list into a place to triage
For many of us, you’ve got some control over your inbox for the majority of your workweek but you sometimes resort to leaving messages in your inbox as a defacto to-do list. Kind of like how you leave your voicemails with their red dots, your text messages unread and leave things on the kitchen bench …