Tools We Automate
OUR PROCESS
Identify
Thoroughly examine the current business processes, identifying tasks, decision points, and dependencies to understand the workflow's structure.
Conceptualize
Create flow charts to map the workflow, pinpointing optimal integration points for automation tools selection and implementation.
Implement
Integrate appropriate automation tools to handle repetitive tasks, data entry, and communication, reducing manual effort and minimizing errors.
Use Cases
Client Onboarding
Develop an onboarding process that includes automatically sending contracts, payment links, Onboarding forms after payment is done, all with a single status change in your CRM.
Sales Process
Implement a robust CRM system to streamline sales and automate notifications for key milestones, like interested replies and meetings, via Slack to clients. We are CRM agnostic, so whatever CRM you are using, we can integrate it with other tools.
Client Reporting
Automating the generation of weekly and monthly reports for clients, detailing the number of meetings booked, emails dispatched, and positive responses received, enhances the transparency of your service. This increased clarity adds more value, allowing you to justify a higher fee from your clients.
Project Management
Streamline your project management with automated task assignments, progress tracking, and deadline reminders in Notion. Integrate seamlessly with tools like Asana, Trello, Google Sheets, Slack, and Google Calendar for efficient communication and coordination. Enhance productivity and ensure timely project completion with our customized solutions.
Inbox Management
This involves setting up automated email sequences for specific responses, like out-of-office replies, directing positive feedback directly to your clients, and dispatching feedback surveys to clients who are not interested.
Service Delivery
Based on the platform you operate, you can automate the process of delivering the content to your target audience. For example for Digital marketing agency content delivery on Instagram, Twitter, LinkedIn etc can be automated.
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Case Studies
FAQ'S
Frequently Asked Questions
Cases
Client Onboarding
Sales Process
Feedback And Serveys
Billing And Invoicing
Content Delivery
Client Reporting
Our Process
Identify
Conceptualize
Implement