Automation & Integrations
Automated Review Requests: Getting More Reviews Without Chasing
Most happy customers will leave a review if you ask at the right moment and make it easy. Here is how to…
Category: Automation & Integrations
Automation & Integrations
Microsoft Flow: Automating Office 365 Tasks
Microsoft Flow connects Office 365 apps and other services so routine tasks run on their own. Here is how it works and…
Automation & Integrations
Mailchimp API Integration: Syncing Signups From Your Site
Connecting your site to Mailchimp via the API keeps lists accurate when someone signs up. Here is how syncing works and what…
Automation & Integrations
Automated Invoicing and Payment Reminders
Late payments eat time and cash flow. Here is how to automate invoices and reminders so customers pay sooner and nobody has…
Automation & Integrations
Robotic Process Automation: Is It Right for a Small Business?
Software robots can copy the clicks and keystrokes your team repeats every day. Here is how to tell if RPA is worth…
Automation & Integrations
Automated Lead Follow-Up: Respond Before Competitors Do
Leads cool quickly. Here is how to automate the first response and the follow up so every enquiry gets a fast, personal…
Automation & Integrations
Calendly and Online Scheduling Integrations
Booking a call should not take five emails. Here is how to add online scheduling with Calendly or a similar tool and…
Automation & Integrations
Customer Onboarding Automation: A Step-by-Step Plan
The first few weeks with a new customer set the tone for everything after. Here is a step-by-step plan for automating onboarding…
Automation & Integrations
Email Deliverability: Keeping Automated Emails Out of Spam
Order confirmations, enquiry notifications and follow-ups only work if they reach the inbox. Here is how to keep automated emails out of…
Automation & Integrations
Automated Social Proof: Collecting Testimonials After Each Job
Most happy customers would leave a review if someone asked at the right moment. Here is how to automate that ask after…