Guide
Which repetitive tasks run on their own for you?
The ten jobs we list on the home page. Each has its own page: how it goes today, how it goes once the flow is built, what gets built. In every one you have the final word, and nothing you have not approved goes out.
- Preparing quotesCan quote preparation be automated?
- Invoicing and payment follow-upCan invoicing and payment follow-up run on their own?
- Order entry and trackingDo I have to key in every order myself?
- Sorting and answering emailIs sorting the inbox by hand every day really necessary?
- Appointments and remindersCan booking appointments and sending reminders be automatic?
- Stock updatesShould counting and updating stock stay manual?
- Shipping labels and notificationsCan shipping labels and customer notices be prepared automatically?
- Preparing reportsIs filling in weekly and monthly reports by hand a must?
- Answering customer questionsDo I have to give the same answer to the same customer question a hundred times?
- Social media postingWhat can be done so social media posts are not forgotten?
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