Business systematization and automation services
Business systematization and automation services
Business systematization and automation servicesBusiness systematization and automation servicesBusiness systematization and automation servicesProcess Workflows
Contracts & Questionnaires
Process Workflows
- Built out in your CRM software or Business Management Software
- Foundation for systems automation
- Ensure a consistent client experience
Email Campaigns
Contracts & Questionnaires
Process Workflows
- Automate your marketing and client updates
- Reduce your administrative workload
- Capture interested prospects without chasing leads
Contracts & Questionnaires
Contracts & Questionnaires
Contracts & Questionnaires
- Responsive questionnaires that self-customize based on input
- Contracts and forms generated based on answers
- Custom calculators and proposal generators
Scheduling Automation
Scheduling Automation
Contracts & Questionnaires
- Control your time by setting boundaries around client bookings
- Sync with your existing calendar
- Allow prospects to schedule while you're hard at work or play
CRM Setup
Scheduling Automation
Email Account Setup
- Choose the best CRM software for your needs
- Set up custom fields to hold relevant data
- Customize settings for maximum efficiency
- Sync with scheduling software to create new contact records and / or sales opportunities
Email Account Setup
Scheduling Automation
Email Account Setup
- Set up company-branded email account
- Create custom signature with links to scheduler, etc.
- Forward emails from existing address