Project Management for Freelancers (CLONED)
In your freelance business, how do you keep your projects organized? What organizational tools for project management are the best for your…
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Project ManagementAll Recipes
Showing 241–270 of 383 Automation Recipes
Project Update Reminder Flow
When an agency team is focused on a project, it’s easy for them to forget to communicate with the client. This automation sends automatic…
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Project ManagementProvide SMS text message reminders for your webinars, virtual conferences, and other events
Leverage this automated workflow from MessageMedia to remind your customers about upcoming: — Webinars — Virtual and in-person conferences-…
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Marketing AutomationPublishing: New Submitter Checklist
“What is everything I need to be able to submit my work?“The question publishers have heard over and over again. Despite usually posted…
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Project ManagementPublishing: Submission Approved
Have you ever thought of automating “Yes”?Letting someone know their work has been approved is an exciting time! You want the personal…
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Project ManagementPublishing: Submission Confirmation and Notification
What’s even worse than the fear of your work being rejected?Not even hearing from the people you submitted to. This can lead to the contact…
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Project ManagementPublishing: Submission Rejected
Who likes giving bad news?No one does. This can lead to these emails being the last on the day’s list of tasks or, worse, falling through…
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Project ManagementPuntuación por apertura de correo electrónico — Receta de automatización
Medir la interacción de los correos electrónicos es importante. Es una forma de saber cuáles de los suscriptores de tu lista quieren seguir…
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Project ManagementQuote Request Notification Workflow
What’s your process for providing a quote to a customer when requested?You have to gather all their information, review it, and then…
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Project ManagementReal Estate: Create Deal And Task When Contact Is Interested In A Property
What’s the best way to reach out to a contact when they express interest in a property?By creating a deal and then assigning the deal owner…
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Project ManagementReal Estate: Home Assessment Email Automation
Do you have real estate leads that want to sell their home, but have no idea what it’s currently worth? Are you looking for an automated…
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Project ManagementReal Estate: Home Showing Reminder
Have you ever had a real estate prospect miss a house showing? Are you interested in how to get more showings on your house? Send automatic…
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Project ManagementReal Estate: Notify Team When Contact Is Interested In A Property
In a housing market that’s always moving at top speeds, shouldn’t you as well?Make sure your team knows about a contact’s interest in a…
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Project ManagementReal Estate: Onboarding a New Seller
How do you help your real estate clients sell a house? What are the things to consider when selling your house? Onboard your clients that…
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Project ManagementReal Estate: Open House Automated Follow Up
Are you wondering how to convert more open house leads? Do you need an open house follow up plan?Send automated follow up emails to your…
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Project ManagementReal Estate: Repairs Needed
Do you contact home sellers about any repairs needed before listing the house for sale? What are the important repairs to make before…
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Project ManagementReal Estate: Update Stage When Appointment Made
When a contact makes an appointment, what does that mean?It usually means they are ready to move to the next step in the buying process and…
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Project ManagementReal Estate: Update Stage When Calendly Appointment Made
When a contact makes an appointment, what does that mean?Depending on the meeting type, it can say a lot. The contact could be setting up…
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Project ManagementReal Estate: Update Stage When Paperwork Is Submitted
What’s the secret power to automating your business?Automating not just front facing processes like messaging, but also automating your…
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Project ManagementRecette d’automatisation : Faire passer l’offre à l’étape suivante lorsque la tâche est terminée
Automatisez la progression des offres tout au long de votre pipeline de vente avec cette automatisation. Dès qu’une tâche est marquée comme…
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Project ManagementRecette d’automatisation Incitation au partage social de campagne d’e-mailing
Récompensez vos contacts qui partagent votre campagne d’e-mailing sur les médias sociaux avec cette automatisation. Lorsqu’un contact…
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Project ManagementRecette d’automatisation Add Points for Email Opens (Ajouter des points pour l’ouverture des e‑mails)
Il est important de mesurer l’engagement en emailing. Ce chiffre vous permet d’identifier les abonnés de votre liste qui souhaitent…
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Project ManagementRecette d’automatisation de la date de dernière interaction du contact
Comment garder un œil sur le degré d’intérêt de vos contacts ? Souhaitez-vous facilement identifier les contacts les plus intéressés par…
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Project ManagementRecette d’automatisation de la synchronisation des champs d’offre de l’enquête avec les champs de contact personnalisés
Ce que vous devriez certainement faire :- Vous investir pleinement dans votre to-do list quotidienne- Passer la moitié de votre temps à…
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Project ManagementRecette d’automatisation de la synchronisation des offres depuis l’envoi de formulaire
Lorsque quelqu’un envoie un formulaire via votre site, vous disposez de nombreuses manières d’utiliser les informations saisies. Toutefois,…
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Project ManagementRecette d’automatisation de rappels avant le webinaire et de suivi post-webinaire
Comment rappeler aux inscrits la tenue d’un webinaire ? Comment faire un suivi une fois qu’il a eu lieu ? Automatisez l’ensemble du…
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Marketing AutomationRecette d’automatisation des notifications d’évaluation des métriques concernant l’offre gagnée
C’est le moment que vous attendiez tant. Un contact a franchi la ligne finale de votre pipeline de vente et peut officiellement être…
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Project ManagementRecette d’automatisation des notifications d’évaluation des métriques concernant l’offre perdue
« On ne peut pas gagner à tous les coups. » C’est une expression courante et vraie. Parfois, vous essayez du mieux que vous pouvez et ça ne…
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Project ManagementRecordatorio pre-webinar y seguimiento post-webinar — Receta de automatización
¿Cómo les recuerdas a las personas registradas que asistan a tu webinar? ¿Cómo les haces un seguimiento una vez finalizado? Automatiza el…
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Marketing AutomationRecurring Donation Drip
Keeping track of when to talk to donors again about donating can eat away at a lot of your time, that you could be using to work directly…
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Project Management
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