Question: We would love your support to setup our Recruitment Agency and Consulting Firm’s Automation Workflow using ClickUP, Airtable, Google Suite , Slack, Typeform, Harvest, Google Calendar, Zoom, Calendly and Zapier. We are looking to develop databases, with the potential to link them to our website in the future. We hope to automate and integrate all the workflow processes to ensure they are integrated and easy for users. We would love your advice on the best workflow from a client and a staff automation view.
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
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 our multi-channel approach.
Question: We want to build a real estate website portal for property developers to manage the sale process of the listing. We need help with the best way to build this and then manage the processes. Audience – 2 types of users – Property developers – who uploads projects and manage listing. – Real estate …
In this series, we’ll look at how a Notion consultant would plan out the first month of work with a client based on their Notion job requirements. Job Requirements Job Description We are seeking a Systems and SOP Specialist with proficiency in Notion to help our performance marketing agency. This role is critical in developing, …
Setting up Processes with ClickUP, Airtable and Zapier
Question: We would love your support to setup our Recruitment Agency and Consulting Firm’s Automation Workflow using ClickUP, Airtable, Google Suite , Slack, Typeform, Harvest, Google Calendar, Zoom, Calendly and Zapier. We are looking to develop databases, with the potential to link them to our website in the future. We hope to automate and integrate all the workflow processes to ensure they are integrated and easy for users. We would love your advice on the best workflow from a client and a staff automation view.
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
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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 our multi-channel approach.
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Question: We want to build a real estate website portal for property developers to manage the sale process of the listing. We need help with the best way to build this and then manage the processes. Audience – 2 types of users – Property developers – who uploads projects and manage listing. – Real estate …
Systems and SOP Specialist with Notion Expertise
In this series, we’ll look at how a Notion consultant would plan out the first month of work with a client based on their Notion job requirements. Job Requirements Job Description We are seeking a Systems and SOP Specialist with proficiency in Notion to help our performance marketing agency. This role is critical in developing, …