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 …
Question: I need help with developing detailed business processes for business development from lead generation to closing a sale. We are now using Zoho CRM and there is great potential for automation. I need someone to help map out all processes based on key activities and then we will identify processes that can be automated. …
I was providing some consulting to a growing toy company last week and loved working with a passionate owner, keen to try new things and streamline their processes. The main takeaways were: Start with a set distribution model but be open to defending your area position but adopting new channels. The owner was fixed on …
It was a joy working with such a professional, organised events company. Every process was mapped out with specific deliverables, notes, requirements and dependancies (geeky, I know). What did they need from us? A little automation using project management software. Using one of our favourites, Podio, we worked on and proposed the following: Custom Events …