⚡Struggling to stay organized amidst endless client requests? Try this simple ClickUp hack! Create a dedicated "Client Requests" space and set up custom statuses (e.g., New, In Progress, Completed) to streamline your workflow. Stay on top of every task with ease! 🙌 #ClickUpTips #AccountingLife #ProductivityHacks
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Are spreadsheets and manual workflows slowing you down? It’s time for a change. Join us on 19 November at 12 PM AEDT for a webinar to see how AccountKit can help you: 💡 Automate daily tasks and cut down on errors 💡 Capture client correspondence effortlessly 💡 Manage documents with top-notch integrations Register to simplify your workflow with AccountKit: https://hubs.ly/Q02VYscH0 See the benefits for yourself—register now!
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Co-creating SCALE with founders | systmise.me | AI recruitment | Leading change / digital strategy / corporate innovation through emerging technologies | podcaster | author| #opentofractional
Download your FREE Ideal Client worksheet You should start to see results within just a couple of days! Read more -> https://lttr.ai/ALh4b #Businessgrowth #AchieveOutstandingResults #RobustSystem #QuickestResults #businessgrowth
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Elevate your business with Real-Time Address Lookup 🌟 Swipe left to uncover the 7 benefits of integrating Real-Time Address Lookup into your business! From enhanced accuracy to data-driven insights, each slide unveils a crucial aspect of optimising your operations.💼 Learn more about Real-Time Address Lookup Software 👉 https://lnkd.in/dhCgdwg #BusinessTransformation #DataInsights #EfficiencyBoost #AddressLookup #AddressVerification #AddressData #businessadvice #tipsandtricks
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Co-creating SCALE with founders | systmise.me | AI recruitment | Leading change / digital strategy / corporate innovation through emerging technologies | podcaster | author| #opentofractional
Download your FREE Ideal Client worksheet You should start to see results within just a couple of days! Read more -> https://lttr.ai/ALh4U #Businessgrowth #AchieveOutstandingResults #RobustSystem #QuickestResults #businessgrowth
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Turn leads into loyal clients with a streamlined intake process. Discover how backdocket can personalize client experiences and supercharge your team’s efficiency in our latest blog: https://bit.ly/47BbLVe
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I'll build automation systems that streamline your operations and fuel the growth of your business. 🚀
Here is a client offboarding system that sends a client a survey form created on Typeform to collect feedback on our services. It also sends the client a project wrap up doc created on PandaDoc, a final billing invoice and a closing call scheduling link via email using Make. Watch the full video tutorial here: https://lnkd.in/dtAsZwYJ
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🔍 Searching for the perfect call scheduler? Here’s a quick rundown of the top contenders! 📅 1️⃣ **Calendly**: - Price: $12/user/month. - Pros: Simple interface, unlimited events, integrates easily with Make.com. - Cons: API has limitations. 2️⃣ **Acuity**: - Price: $20/user/month. - Pros: Advanced features like resource sharing. - Cons: Pricing has doubled since Squarespace acquired it. 3️⃣ **Doodle**: - Ideal for group scheduling and polls. - Price: $15/user/month. - Great for finding common meeting times! 🤝 4️⃣ **SimplyMeet**: - My personal favorite! - Pros: Free plan with strong API, customizable features, no bloat. - Cons: Less known than the others. When choosing, think about your specific needs. Keep it simple, avoid bloated features, and connect with Make.com for seamless integration! 🚀 #CallScheduler #Productivity https://buff.ly/3MN5D2A
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Glide's Quick Tip Tuesday! 🌟 Unlock consistent client service with automated target dates in our workflow system! 📅 🔗 Dive into our quick guide for hassle-free setup: https://lnkd.in/d6d4WfGn #GlideWorkflow #ProductivityHack #clientservice #FeatureTipTuesday
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Another week of updates to Client Planner! This week, we began building out our features that allow you to add and estimate the costs of new applications. We're also experimenting with different interfaces to organize all the filters and tools. Check it all out in this week's video. #intellectualProperty #IPManagement
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Experience streamlined workflow deployment, enhanced material handling, and pre-built queries to equip your team with data-driven insights directly in your workflows. https://bit.ly/3OoHoZy