Reply To: Automating your Workflow

Forums Client Management Automating your Workflow Reply To: Automating your Workflow

Stephanie Heller

    Hi Adam,

    Thank you for your response.  What you say makes great sense in terms of having them text photos of what they have and then scheduling a call to dive in.  Since we are working remotely, do you then ask the client to do a physical count to give them an estimate?  Or do you guestimate?  Also, are you putting their inventory/quote onto Excel (which is what I used to do) or directly into a management software such as 17 Hats?  Curious if there’s a way for client to input their estimate count into a “shopping cart” form that tabulates their estimated charges to make remote work more automated.  Curious as to your thoughts on this.  I love the poster – great idea to have visuals to remind people of what they have.

    Hope you’re doing well in Chicago and thank you for your expertise!