For some businesses, handling client documents and communication is easier using a client portal. Rather than having 100 email threads going back-and-forth, you give your client access to a client portal login and they can follow prompts to upload docs, download information and keep their details up to date. Client portals are included in some …
Packaging services as a product Many of my clients have been offering professional services to clients and want to also offer products to their clients. Instead of trading time for money and charging per-hour, they want to package their services as a product and sell to more people. In this article, we’ll look at the …
If you’ve already started automating processes in your business, you’re probably ready to tackle a big one – document creation. You might already have your ecommerce store sending payment receipts & creating picking slips or you might have your accounting package creating invoices automatically but what do you do when you need custom documents created …
Google Inbox Alternatives
With the closure of Google Inbox, you’ve got a few options to consider as replacements:
Some of the main considerations for choosing email providers are:
Some features that you might need but don’t have:
If you’re looking for advice on the best option for your business, get in touch with one of our Systems Advisers.
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Portal Software
For some businesses, handling client documents and communication is easier using a client portal. Rather than having 100 email threads going back-and-forth, you give your client access to a client portal login and they can follow prompts to upload docs, download information and keep their details up to date. Client portals are included in some …
Software for packaging your services as a product
Packaging services as a product Many of my clients have been offering professional services to clients and want to also offer products to their clients. Instead of trading time for money and charging per-hour, they want to package their services as a product and sell to more people. In this article, we’ll look at the …
Document Automation
If you’ve already started automating processes in your business, you’re probably ready to tackle a big one – document creation. You might already have your ecommerce store sending payment receipts & creating picking slips or you might have your accounting package creating invoices automatically but what do you do when you need custom documents created …