![]() ![]() Our most rewarding projects are those that provide value in saving both time and money. We love to demonstrate our automations to clients and prospects so they have something tangible to understand the power of what we can set up for them. No-code tools like Zapier and its ecosystem of connectors provide an intuitive and accessible way to streamline tasks that once seemed inevitably manual. Sometimes we can't believe how quickly we've scaled our business, but what set us up for success was an upfront investment in automating processes that we knew would overwhelm us once we started growing. To ensure we don't fail to follow up on proposal and contract expirations, we use Airtable triggers to notify us on Slack and in an email when those dates are approaching for any document. In all cases, we push the information from the interaction into our custom Airtable CRM, populating all of the same fields (name, email address, company) regardless of the source and labeling which source generated the lead. We have a few ways for a visitor to get in touch with us from our Webflow site: through a form submission, a chatbot, and by scheduling a call with us via Calendly. We don't sell our services aggressively, but when we get a website visit, we want it to be easy for that visitor to contact us, and make it easy for ourselves to respond. Using Webflow as our front-end interface, we seamlessly tie in Zapier to connect with the other tools we use to run lean and efficiently when interacting with our prospects and clients. We also do our best to provide a pleasant experience for our visitors to get in touch with us if they are interested in our services. But we want ours to be more than a place where potential customers can learn about our services. Web presenceĮvery business needs a website. This system not only saves us time but also eliminates silly mistakes like sending a proposal with the wrong business name in it (yes, we did this when we performed these tasks manually). Using Webflow, Zapier, Airtable, Landbot, Slack, Calendly, and Google, we set up a simple, replicable way to capture sales leads, automatically schedule appointments, correspond with prospects, and create and manage critical documents. (We love talking to other business owners so much that we started our podcast, Local, to have another excuse to talk with more of them.) What started as side projects-building websites and getting small retail eCommerce sites up and running during COVID-evolved into something more as we discovered deeper underlying problems businesses had with spending too much time performing manual tasks that are ripe for automation. If you don't have an account yet, it's free to get started. ![]() You'll need a Zapier account to use the workflows in this piece. Everything we build for ourselves is something we can do for other businesses. Every hour saved on our tasks provides us with more time to maintain personal touches on the work we do for our clients, avoids outsourcing any of our efforts (keeping our operating costs down), and allows for the occasional playground trip with our twin toddlers. We set up our system with a handful of no-code software tools that allows us to scale as a family-owned, two-person team (we're quite literally, a "mom and pop" operation). We started our own company, Twindeavor, because we saw family and friends who own small businesses struggle to manage their time and become overwhelmed by the countless potential software solutions to their problems, or worse, the prospect of outsourcing work that should be manageable. You started a business as a passion, not to spend your time on administrative tasks. Attracting new sales leads, scheduling meetings, and writing proposals and contracts are all essential tasks that take up precious time - pulling you away from the things you love to do and that your customers need from you. Running your own small business is rewarding-and time-consuming. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |