Arrows的动态

Had one of those nights last week where I stayed up until midnight, diving deep into my own systems and client onboarding automations. As someone who does this for my clients, it's easy to forget about my own biz. But guess what? Those three hours of late-night hustle will save me an hour for each new client. Worth it? Absolutely. But I also realize that systems & automations is a buzz word in my industry and other small businesses might not be aware of what can actually be done in their own bizz. Here's the magic I created: ?? A new workflow funnel in Honeybook that sends an onboarding email & new client intake questionnaire right after payment. (Honeybook = my CRM!) ?? With the power of Zapier, it triggers my Google system to create a new client folder with the project name. Inside that folder? Templates for client assets, passwords, client portal, and everything else we might need. ?? Depending on the project type, it also triggers a client dashboard setup in Trello where my team and I can manage project timelines & deliverables. (Trello = my project management system) ?? Adds the new client to my email marketing system (ConvertKit) to receive notifications about upcoming events, monthly newsletters, and OBM hacks. I could seriously nerd out on this stuff all day. Now, I'm curious—what automations & systems are you using in your business?

Has anyone ever used Monday.com for project management and or CRM? We are looking at Basecamp for project management and Pipedrive for CRM. I see Monday.com advertising everywhere but I've never met anyone who's used it. I used Basecamp for 12 years and love it but it's more expensive now. #CRM #basecamp #Monday #projectmanagement

?? Best Project Management Tools for SEO Success?? In my 7+ years navigating the evolving SEO landscape, I've realized the pivotal role of project management tools in streamlining our workflows and maximizing productivity. Here's a curated list of top tools that have transformed my SEO projects, each celebrated for its unique strengths: 1. Asana ?? The Ultimate Organizer - Famous for: Its intuitive interface and flexible project views (list, board, calendar, timeline). - Why for SEO?: Perfect for mapping out SEO campaigns, tracking deadlines, and collaborating with your team. Integration with various SEO tools simplifies workflow. 2. Trello ?? Kanban-style Collaboration - Famous for: Its simple, drag-and-drop interface that makes project visualization a breeze. - Why for SEO?: Ideal for managing smaller SEO tasks and projects with its board and card system. Great for content calendar organization and milestone tracking. 3. monday.com ?? Customizable Workflows - Famous for: Highly customizable dashboards and workflow automation. - Why for SEO?: Offers detailed tracking of SEO campaigns, from keyword research to result analysis, with custom fields and automation to save time. 4. ClickUp ?? All-in-One Solution - Famous for: Its versatility and ability to consolidate tasks, docs, goals, and chats in one place. - Why for SEO?: ClickUp’s flexibility allows SEO teams to tailor their workspace to their exact needs, integrating with tools like Google Analytics for comprehensive project oversight. 5. Slack ?? Real-Time Communication - Famous for: Streamlining communication with instant messaging and file sharing. - Why for SEO?: Essential for quick team updates, sharing insights, and fostering a collaborative SEO team environment. Integration with other project management tools keeps everything in sync. Each of these tools brings something unique to the table, from enhancing team collaboration to offering detailed analytics for decision-making. The right tool depends on your project's size, team dynamics, and specific SEO needs. ?? Pro Tip: Mix and match these tools to find the perfect blend for your SEO projects. Remember, the best tool is the one that fits seamlessly into your workflow and helps your team shine. Let's make our SEO projects more manageable and successful! What's your go-to project management tool, and how has it transformed your SEO workflow? Follow Vijay Singh Khatri for more SEO insights. #SEO #ProjectManagement #DigitalMarketing #ProductivityTools #Asana #Trello #MondayDotCom #ClickUp #Slack

When it comes to finding the right technology for advancing your PM business, it can be pretty overwhelming. ?? In a recent panel at #PMSystemsCon, we delved into how different technologies that WE use as vendors can help scale YOUR PM business. It was a vibrant discussion! Here's a glimpse of what we covered: ??Meeting Scheduling and Management: One common challenge for property managers is meeting scheduling and management. With packed schedules, tenant inquiries, property maintenance, and owner meetings it can be a balancing act. Our favorite tools? Calendly and Fireflies.ai ??Onboarding: Another challenge you can run into as a property manager is onboarding new clients. This process can be time-consuming so using platforms like Dropbox DocSend to simplify the onboarding experience and share documents can be beneficial to your daily operations! ??Workflow Management: Finally, you can maximize your efficiency with better workflow management with tools like LeadSimple and HubSpot. Optimized process management is crucial for property managers to maintain efficiency, streamline operations, and deliver exceptional service to clients. We understand the challenges of selecting the right tech stack and you're not alone in this journey! Let's chat in the comments and let us know some of your favorite tech solutions to help other property managers! ??

Mastering Technical Onboarding for Business Success Learn how to set up your business profile, integrate Google calendar, and optimize your email sending domain for seamless onboarding. Find out how agencies can enhance client adoption and support through regular calls. Book a call to test the new workflow builder for ongoing success. #TechnicalOnboarding #BusinessProfile #GoogleCalendarIntegration #EmailSendingDomain #ClientSupport #WorkflowBuilder #OngoingSuccess #BusinessDevelopment #AgencyGrowth #MasteringOnboarding

?Unlock more time and resources by partnering with Boston Web Group for all your business needs. Imagine focusing on what truly matters while we handle the rest seamlessly. Our tailored solutions streamline your workflow and boost your productivity effortlessly. Our Services Include: ?Data Entry Solutions: Reduce errors and save time with our efficient data input services across various platforms. ?Email Management: Improve customer service with personalized email responses. ?Scheduling Assistance: Simplify appointment scheduling and calendar management. ?Social Media Management: Enhance your online presence with our expert posting and engagement tools. ?Report Generation: Receive detailed reports to keep track of your business performance. ? Task Management: Streamline your project management with our task assignments and follow-ups. Ready to take your efficiency to the next level? Contact us today to discover the perfect tools for your business needs! ???? #BostonWebGroup #StrategicImpressions #ResultsDrivenServices #WebBrandLaunch #WebVisibilityBoost

Great customer service is a super important growth driver for many small and medium-sized businesses, but dedicated CRMs and support/ticketing platforms are often too complex and too expensive to implement. That’s why we built the Email for Trello power-up. It turns any Trello board into a shared inbox and kanban-style customer service platform. And, if your business already uses Trello for project management, it means you’re getting more value out of that investment. Our latest blogpost dives into our top tips for managing your customer support using Trello and Email for Trello! We chat about things like: 1. Turning your Trello board into your inbox: Transform your Trello board into a centralized hub for managing help tickets and email communication. ?? 2. Automating your emails: Set up Saved Replies and personalize with variables to streamline your responses. Leverage automation for follow-up emails and updates. ?? 3.Managing your contacts in Trello: Simplify contact management with features like search, notes, import/export, and organization grouping. ?? Read more here ?? ?? https://lnkd.in/dyJMDpPz #CustomerSuccess #TrelloTips #CustomerSupport #Trello #ProductivityHacks #SME #Growth

?? Step-by-Step Guide to Workflow Success with Client Hub! 1?? Effortless Workflow Setup: Start by creating a workflow in a snap on Client Hub's intuitive platform. Name it, set deadlines, and outline tasks effortlessly. 2?? Collaborative Task Management: Break down the project into tasks. Assign responsibilities, set priorities, and watch real-time updates flow seamlessly, keeping everyone on the same page. 3?? Centralized Communication Hub: Say goodbye to scattered emails! Utilize Client Hub's centralized communication hub for work-related discussions, updates, and file sharing. 4?? Track Progress with Ease: Monitor work effortlessly using the built-in progress tracker using the jobs dashboard to track client work and identify upcoming or missed deadlines. 5?? Client Engagement Made Simple: Gather information and get replies through the Client Hub portal to eliminate workflow roadblocks. ? Testimonial Spotlight: ??? "I think I was around 15 clients, and I don't know if I could have grown as fast if I didn't have Client Hub. It was one of the things that helped me scale and be successful.!" - Arielle Alipio Ready to revolutionize your projects? Explore the magic of Client Hub on our Product Tour: https://lnkd.in/e23Jdhd3 ?? #ProjectSuccess #ClientHubMagic

Do this before you create your next View in ClickUp... Instead of clogging up your Workspace with thousands of Views, go in with a strategy. Think about the main roles within your business. This will vary by business type and size, but for most businesses this will include 5 main roles. ? Individual Contributors: Need to know what's on their agenda and what they need to prioritize. ? Account Managers: Need to see how their clients projects are progressing, how the contract is pacing, what the results are, and what they need to discuss at their meetings. ? Project Managers: Need to see team workload (with ClickUp's Workload View) and be able to easily reassign and remap due dates if necessary, while also keeping ClickUp up-to-date. ? Leadership: Need visibility into client health, team health, and overall agency health (profitability, workload, utilization, etc.) ? Clients: Need to know what's happening, what's completed, and what the results are. When you identify these roles before creating Views, you'll be able to ask your team sitting in those roles, "what do you need to see and why?". You can then build Views around those answers and create specific Views for specific people. Plus, when you start thinking about how you can create those Views, you'll begin to think about how it relates to your ClickUp Hierarchy, and you'll start identifying Custom Fields that can be used to segment certain Tasks to give your roles a View that shows them only what they need to see. The strategy will help bring it all together so that everything you create has a purpose. -------- ??♂? What strategy are you using to build Views in ClickUp? -------- #clickup #projectmanagement #agencylife

Monday.com is a project management tool that helps teams collaborate, track progress, and automate workflows. It has many features such as: Template: Monday.com offers hundreds of ready-made templates for different types of projects, such as marketing, sales, software development, and more. Users can also create their own custom templates or import templates from other sources. Integrations: Monday.com integrates with over 40 third-party platforms, such as Gmail, Slack, Zoom, Google Drive, Dropbox, and more. Users can connect their data, sync their actions, and automate their processes across different tools. - Dashboards: Monday.com allows users to create visual and interactive dashboards to monitor their projects, track their key performance indicators, and generate reports. Users can choose from various widgets, such as charts, tables, timelines, calendars, and more. - Notifications: Monday.com keeps users updated on their projects, tasks, and deadlines. Users can receive notifications via email, mobile app, or desktop app. Users can also customize their notification settings and preferences. Some of the third-party platforms that integrate with Monday.com are: - Make.com: Make.com is a tool for creating and managing online courses. Users can create courses, enroll students, deliver content, and collect feedback. Users can also integrate Make.com with Monday.com to manage their course projects, track their students' progress, and automate their workflows. - Shopify: Shopify is a platform for creating and running online stores. Users can sell products, accept payments, and manage their inventory. Users can also integrate Shopify with Monday.com to manage their orders, track their sales, and automate their tasks. -Mailchimp: Mailchimp is a platform for email marketing. Users can create campaigns, design newsletters, and send emails. Users can also integrate Mailchimp with Monday.com to manage their contacts, track their performance, and automate their actions. https://lnkd.in/dtT8wEgK Task Management: Creating, assigning, and tracking tasks. Project Planning: Setting timelines, deadlines, and dependencies. Collaboration: Communicating with team members through comments and updates. File Sharing: Uploading and sharing documents related to tasks and projects. Workflow Automation: Using automations to streamline processes. #projectmanagement #projectmanagementprofessional #projectmanager #projectmanagementtools #projectmanagerjobs monday.com #mondaycrm #trendingpost #trending