@dashboardlim: My secret to turning every client into a testimonial-giving fan? It’s all in the automation. 🌟 Read more below... In the backend of my business, I leverage a ton of automation. It’s been a game-changer, giving me back precious time and headspace to focus on what truly matters, rather than manually updating excel sheets with info that’s already somewhere in my system. ✍️ Ever wondered what aspects of your client systems you could automate? ⚡️ Automated Change Requests: Just imagine clicking a button and generating a beautifully crafted PDF or PPT document outlining all changes. This document is then automatically emailed to stakeholders and stored in the client’s folder. Magic, right? ⚡️ Call Trackers: Offering discovery calls? You’ll know some don’t show up (rip). Keeping track of your call performance helps maintain a healthy business balance and informs strategy adjustments as needed. ⚡️ Payment Automation: This one’s pretty straightforward, lol. It tracks payments, so you’re always in the know. ⚡️ 1-Click Onboarding: Say goodbye to the hassle of ‘remembering to send that email’ or ‘adding the client in there’. One tap, and your onboarding is sleek and smooth. What automation could transform your business today? 💭 #automation #ai #dashboard #dashboards #robotics #api #dashboardlim
