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Elevate Your Freelancer Operations With SmartSuite

  • Streamline Your Workflows
  • Boost Your Productivity
  • Save Time and Money
  • Use Automation for Repetitive Work
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You spend hours with entering and importing data manually?

Do you struggle managing your tasks and projects?

Do you spend hours managing chaos instead of managing your projects?

Do you loose track with following up on potential leads?

Are you manually transferring data from one place to another?

You have no idea how your business is performing?

> Schedule A Free Intro Call Today!

Revolutionize Your Business Today

Are you tired of the time-consuming and stressful process of managing clients and projects? Look no further!

My automated Operating System in SmartSuite is the ultimate tool that can streamline your workflow, business processes, and save you both time and money.

It is flexible and adaptable and can be customized to fit your specific business needs, making it the perfect solution for freelancers looking to take their business to the next level.

Are you ready to transform your freelancer business with SmartSuite? Let’s get started!

Here Is What You Can Expect

From lead generation to task management and invoicing, it has everything you need to streamline your workflow, save time and money, and take your business to the next level.

Sales / Lead Generation

Lead generation and tracking

  • Automatically create a new record for each new client inquiry made on your website with a form of SmartSuite.
  • Easy to track and follow up with potential leads.
  • Records in all Apps are linked automatically, so you don’t have to do it manually.
  • By linking your SmartSuite to Calendly, you can also simplify the appointment scheduling process and convert more leads into paying clients.

Delivering your Services

Task and Project Management

  • Automatically creating contact and company records & default tasks such as confirming intro calls or following up on requests.

Task and Project Management

  • Automatically updating the client's stage to "waiting for feedback" when tasks in checklist are done.
  • Set up email automations that are sent directly from within SmartSuite or Google to reduce the risk of forgetting to follow up with a client or missing a deadline.

Time Tracking

  • Automatically creating a new record in an "active clients" app. Here, you can easily track time, edit estimated task times, and monitor progress to ensure that you're always on track to meet deadlines.

Costumizable Add-Ons

Invoicing

  • The created formula fields make it easy to aggregate the hours you've spent, the rate per hour, and the amount you need to charge, without ever leaving the solution.
  • Plus, you can take things a step further and automate the invoicing process with third-party tools like Zoho Invoicing, Sevdesk, or Lexoffice through make.com.

Reporting and Dashboards

  • Grouping and filtering information for yourself or share project progress with your clients.
  • Plus, with customized dashboards, you can quickly see the big picture of your business, including how many projects you have, have won, lost, and more.

Three Reasons Why You
Need This Solution

Structure Your Workflow

The Solution structures your workflow from start to finish, making it easier to manage your clients and projects. With this solution, you don't have to worry about missing appointments, forgetting tasks, or losing track of time.

Save Time and Money

The solution saves you time and money by automating many of the tasks that you would normally do manually. Moreover, it reduces the risk of errors, frees up your time for other tasks, and ensures that you deliver projects on time and within budget.

Reduce your Stress-Level

It reduces stress by giving you a clear picture of your projects and finances. With the solution, you don't have to worry about missing deadlines, going over budget, or losing track of your clients' information.
> Schedule A Free Intro Call Today!

Streamline Your Business with Automation

The ultimate solution for freelancers who want to manage their customer interactions, leads, and sales processes with ease. This powerful system includes a range of features designed specifically for busy freelancers, so you can focus on your work and grow your business without the hassle.

With the Automated System, you can keep track of your sales pipeline, generate leads, schedule appointments, create invoices, and get detailed reports on your progress. The task management and time tracking features are perfect for freelancers who need to stay organized and meet tight deadlines.

For example, imagine you’re a freelance graphic designer with multiple clients and projects on the go. The Automated System can help you stay on top of your workload by providing a central hub for all your customer interactions, appointments, invoices, and more. No more switching between tools or wasting time on manual processes – the Automated System has everything you need to succeed as a freelancer.

With the Operating System you can automate processes like lead generation, updating your to-do list based on project stages, and even linking records automatically. This can save you valuable time and reduce the risk of errors.

Imagine being able to manage multiple projects with ease, without having to worry about keeping track of all the details. My solution can help you achieve this, by taking care of the tedious tasks for you.

In conclusion, an automated Operating System is like having a personal assistant that can help you manage your business with ease.

With features like automated lead generation and project management, you can free up valuable time to focus on the work that you love. And if you choose to add on features like invoicing and dashboards, you can gain even more insight into your business performance while impressing your clients with professional-looking invoices.

Streamlining the whole project cycle has never been easier, and with this solution, you can finally say goodbye to the stress and chaos of manual management.

SmartSuite Partner
Make Partner
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