There are thousands of tools available to streamline your business, save you hours and increase your output but they are all flawed, imperfect and need you to adapt to their methodology. So how do you choose the best tool for your project? If you’re in any groups, you’ll hear recommendations, see training sessions on tools …
Extra details of question I’d love to know if you have any best practices or resources you recommend for ‘on-boarding’ new clients. I’d like to automate a series of emails that goes out to new clients, starting with a welcome email and then additional emails based on information we need to collect. I’d like to …