May 2018 Notes

A big thank you to Ryan Tvenge for taking notes this month!

We met at WeWork SLU again this month. We had 4 great presentations for Sheila, James, Vanessa, and Suzanne. Thanks so much!!

We are back to Good Shepherd Center in Wallingford next month and our topic is Marketing.

Sheila

Work Setup

  • Ergonomic Workstation
  • Business tools
    • Workflowy
      • Create a section for every client
      • Simple and free
    • SiteGround for hosting. Great to work with.
    • InfiniteWP
      • Management tool for WordPress
      • Shows all client sites
    • Quickbooks
      • invoicing and taxes
  • WordPress Tools
    • Divi
      • Probably the last framework she’ll need
      • Referral
    • Gravity Forms
    • WP Rocket
      • Caching
    • Wordfence
      • Security
    • Backup Buddy
      • Migration and backup
    • SiteGround
      • Sets up LetsEncrypt certificate
    • Zoho: Free email hosting

James

Turning a CSV file into members only section of site

Vanessa

Dubsado CRM

  • A CRM for creatives
  • Capture/Manage Leads
    • White labeled and branded
    • Lead funnels: All/New
  • PMing
    • Automate onboarding
    • Track booking
    • Sync with calendar
    • Client portals (not responsive)
    • track time
    • Send questionnaires
  • Proposals, contract, Invoicing
    • custom templates
    • Sub contracts
    • Ability to sign off
    • Accepts online payments
      • Stripe, paypal, square
      • international
      • Payment schedules
  • Bookkeeping
    • Basic bookkeeping
    • Tax items
    • sales tax
    • Export data
    • Integrate with QuickBooks online, Xero to come
    • Workflows
  • Automates
    • Zapier integration
  • This replaced:
    • Gravity forms
    • Gmail
    • Bonsai: Quotes
    • Asana: PM
    • Harvest
    • Wave
    • Bank trips to deposit checks
  • Referral Link

 

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