Case Study for Online/In-person Service Providers

Pain points:

-Scheduling of appointment

-Tracking Clients info

- Outsourcing/ HR

Tech Stack:

➡️Airtable for CRM and activity tracking

➡️Scheduling appointments: Calendly, Acuity& Wix Booking

🔗Integrations across all industries: Zapier & Make.

Process improvement

-Funnel setup

- Customer Journey’s tool integration

- Project Management tool with template and automation