#home automation proposal template

[av-industry-blog]

How can a home automation system proposal help me in my AV integration project?

In today's world, home automation has become a transformative technology, offering seamless control over various aspects of our living spaces. From smart lighting and climate control to integrated entertainment systems, home automation enhances convenience, comfort, and security. However, implementing a successful AV integration project that incorporates home automation requires careful planning, meticulous design, and precise equipment selection. This is where a well-crafted home automation system proposal can truly make a difference.

At XTEN-AV, we specialize in providing cutting-edge SAAS services for designing and drawing diagrams for home AV setups and home automation proposal projects. In this blog post, we will explore how a comprehensive home automation system proposal can benefit your AV integration project and empower you to deliver exceptional results.

Streamlined Project Planning:

A home automation system proposal serves as a roadmap for your AV integration project. It outlines the project scope, goals, and deliverables, providing a clear direction for your team. With XTEN-AV's intuitive software, you can easily create detailed project plans, specify equipment requirements, and define integration workflows. This streamlined planning process helps you save time, reduce errors, and ensure that all stakeholders are on the same page.

Enhanced Efficiency:

One of the key advantages of utilizing a home automation system proposal is the significant boost in efficiency it offers. With XTEN-AV's software, you can effortlessly generate equipment lists, including AV components, control systems, and smart devices, tailored to meet the unique needs of each project. The proposal also includes pricing information, allowing you to estimate costs accurately and optimize your budget. By eliminating manual calculations and repetitive tasks, you can focus on refining your designs and delivering superior AV integration solutions.

Precise Room Design Layout:

Creating a seamless home automation experience requires meticulous room design layouts. With XTEN-AV's advanced diagramming capabilities, you can easily visualize and arrange AV equipment, speakers, wiring, and control interfaces within each space. Our software offers a user-friendly interface, drag-and-drop functionality, and an extensive library of pre-built equipment models, empowering you to create precise room layouts that maximize audio and visual performance.

Client Communication and Approval:

A home automation system proposal also serves as a powerful communication tool for engaging clients and gaining their approval. XTEN-AV allows you to generate professional, visually appealing proposals that showcase your designs, equipment choices, and pricing details. You can include interactive 3D models, walkthroughs, and augmented reality experiences to help clients visualize the end result. This level of engagement enhances client satisfaction, builds trust, and increases the likelihood of project approval.

Future-Proof Solutions:

The home automation landscape is constantly evolving, with new technologies and devices entering the market regularly. A well-crafted home automation system proposal takes this into account and provides future-proof solutions for your AV integration projects. XTEN-AV stays up to date with the latest industry trends, ensuring that you have access to the most innovative equipment options. This enables you to offer your clients state-of-the-art solutions that are ready for the demands of tomorrow.

Conclusion:

Embracing the power of a comprehensive home automation system proposal can elevate your AV integration projects to new heights. With XTEN-AV's SAAS services, you gain access to a robust platform that simplifies project planning, enhances efficiency, and enables precise room design layouts. By leveraging our software's features, you can streamline your workflows, communicate effectively with clients, and deliver future-proof home automation solutions that exceed expectations.

[reasonsforhope]

"New Mexico will establish a permanent absentee voter list and remove barriers to voting on tribal lands under sweeping legislation signed into law Thursday [March 30, 2023] by Gov. Michelle Lujan Grisham.

The measure also will automate voter registration during certain Motor Vehicle Division transactions and more quickly restore the voting rights of people exiting prison after a felony conviction. It was supported this year by Democratic legislative leaders and Lujan Grisham, a Democrat, after a similar measure died in the final moments of the 2022 session amid a GOP filibuster...

Republican lawmakers fiercely opposed the bill this year, too, contending automatic voter registration and other measures aren't necessary in a state that already allows same-day registration. But advocates of the legislation, House Bill 4, celebrated Thursday [March 30, 2023] as Lujan Grisham signed the bill during a ceremony at the Capitol with Secretary of State Maggie Toulouse Oliver; House Speaker Javier Martínez, D-Albuquerque; and others.

Native American leaders described it as critical step toward protecting the voting rights of people on tribal land, especially those without a traditional mailing address. [More details in/moved to the last key point!]

In a signing ceremony at the Capitol, Lujan Grisham said the legislation would serve as a template for other states. "We want to send a message to the rest of the country — that this is what voting access and protection should look like," the governor said...

Absentee voting: Sign up once

The legislation calls for a permanent absentee voter list to be available in time for the 2024 elections. Voters could sign up once to get absentee ballots mailed to them before every statewide election. People on the list would also get notices mailed to them seven weeks before Election Day. Any election-related mail returned to the county clerk as undeliverable would trigger the voters' removal from the absentee list.

Automated voter registration

Automatic voter registration during some transactions at MVD [DMV] offices — such as when a person presents documents proving citizenship while applying for a driver's license — would begin in July 2025. Newly registered voters would be told they've been added to the voter rolls and that they'll get a postcard in the mail allowing them to decline the registration. For MVD customers already registered to vote, their address would be updated in the voting rolls if they renew their driver's license with a different address.

Restoration of rights

The legislation will restore the voting rights of felons when they leave custody rather than after they complete probation or parole. Inmates would be granted the chance to register or update their registration before release. The Sentencing Project, an advocacy group, estimated the measure will restore the voting rights of more than 11,000 citizens.

New holiday

The bill makes Election Day a school holiday.

Drop boxes

The legislation requires each county to have at least two secured, monitored boxes for people to drop off absentee ballots. State election officials are empowered to waive the requirement or grant requests for additional containers, depending on the circumstances of each county.

Native American voting

The proposal establishes a Native American Voting Rights Act.

[Moved here from earlier in the article]

The measure requires collaboration with pueblos, nations and tribes on establishing polling places, early voting locations and precinct boundaries. It also allows members to register to vote or receive absentee ballots at official tribal buildings — a necessity, supporters said, for residents who don't receive mail at home. "It is truly monumental reform," said Ahtza Chavez, executive director of NM Native Vote and a member of the Kewa Pueblo and Diné Nation. "It requires collaboration with tribes at all levels.""

-via Albuquerque Journal, March 30, 2023

[harrishallex]

How to Write a Home Automation Proposal That Wins Clients

In today’s smart-home-driven world, home automation is not just a luxury—it’s a necessity. As an AV professional or home automation service provider, you know the importance of crafting a compelling home automation proposal that not only highlights your expertise but also convinces potential clients to choose your services. This comprehensive guide walks you through the steps to create a winning home automation proposal tailored to impress clients and secure deals.

Why Is a Home Automation Proposal Important?

A home automation proposal is your professional pitch. It’s the document that explains how your services align with the client’s vision for a smart home. A well-written proposal:

Demonstrates your expertise in home automation.

Outlines the scope of the project and sets clear expectations.

Provides a transparent breakdown of costs and timelines.

Builds trust by addressing potential concerns and showcasing solutions.

Without a strong proposal, you risk losing clients to competitors who are more persuasive and organized in their pitch.

Key Components of a Winning Home Automation Proposal

1. Executive Summary

This section should briefly explain what the proposal covers, highlighting the benefits the client will gain from your services. Keep it concise but impactful.

2. Client Needs Assessment

Clearly outline the client’s specific requirements. This shows you’ve listened to their concerns and are ready to deliver tailored solutions.

3. Proposed Solutions

This is the heart of your home automation proposal. Detail the devices, systems, and integrations you plan to implement, such as:

Smart lighting systems.

Automated HVAC controls.

Security and surveillance solutions.

Entertainment systems integration.

Use simple language and include diagrams or visuals to make the technical aspects understandable.

4. Project Scope and Timeline

Break the project into phases, with specific milestones and deadlines. This builds client confidence by showing your methodical approach.

5. Pricing and Payment Terms

Be transparent about costs. Provide an itemized list of hardware, software, and labor fees.

6. Why Choose Us?

Explain what sets you apart, such as your expertise, previous successful projects, or a customer-first approach.

7. Terms and Conditions

Include a section on warranties, maintenance, and post-installation support.

8. Call to Action

Encourage the client to move forward by signing the agreement or scheduling a follow-up meeting.

Step-by-Step Guide to Writing a Home Automation Proposal

Step 1: Understand Client Requirements

Start by conducting a detailed consultation with the client. Understand their preferences, budget, and specific goals for the home automation project.

Step 2: Choose a Professional Format

Use software like proposal management platforms to create polished, professional proposals. Tools like these can streamline the process and ensure consistency.

Step 3: Create a Visual Representation

A well-designed proposal with visuals like floor plans or system diagrams enhances understanding and professionalism.

Step 4: Incorporate Personalization

Tailor the proposal to each client. Generic proposals often fail to capture attention.

Step 5: Proofread and Review

Before submission, check for errors, inconsistencies, and clarity. A flawless proposal shows professionalism.

Best Practices for Crafting a Home Automation Proposal

Be Clear and Concise Avoid jargon. Explain complex systems in layman’s terms.

Use Templates for Efficiency Consider using a home automation proposal template to save time and ensure you cover all necessary sections.

Include Testimonials and Case Studies Showcase your success stories to build trust.

Focus on Client Benefits Instead of only listing features, highlight how they benefit the client. For example, explain how automated lighting improves security and saves energy.

Tools and Resources to Enhance Your Proposal

Proposal Management Software: These tools simplify the creation, tracking, and management of your proposals.

Online Proposal Software: Ideal for creating interactive, engaging proposals that clients can access digitally.

AV Proposal Management Software: Specialized for AV professionals, this software is tailored to projects involving smart systems.

Proposal Templates and PDFs: Use pre-designed templates to maintain consistency.

Signature Generators: Allow clients to sign digitally, speeding up approvals.

Conclusion

Creating a winning home automation proposal requires a balance of professionalism, personalization, and clarity. By focusing on client needs, highlighting benefits, and leveraging tools like templates and proposal software, you can position yourself as the go-to expert in home automation. Remember, a well-crafted proposal is not just a document—it’s your gateway to building trust, securing deals, and standing out in a competitive market.

Let us know how you elevate your proposal game or if you’d like a customized home automation proposal template to get started!

[mccormicksystems]

When selecting electrical estimating software, it's important to consider features that align with your specific needs, whether you're a small contractor or a large firm. Here are some of the top options available:

Top Electrical Estimating Software

McCormick Electrical Estimating

McCormick Systems has offered a comprehensive electrical estimating software solution since 1979.

Key Features of McCormick's Electrical Estimating Software

Estimating and Takeoff Integration

McCormick provides an all-in-one solution that combines estimating and digital takeoff functionalities. This integration allows users to complete estimates and takeoffs in a single program, streamlining the process from PDF to proposal.

Features: Known for its comprehensive solutions and built-in digital takeoff capabilities. It offers various product levels for different business sizes.

Projects: Supports commercial, industrial, residential, low voltage, and solar power systems.

The software speeds up the takeoff process with:

Prebuilt items and custom assemblies

Automatic counting of assemblies, receptacles, and measurements

Real-time pricing updates from preferred suppliers

Labor Organization

McCormick offers tools to manage labor effectively:

Unlimited job storage

Ability to price out subcontractors, direct job expenses, and equipment rentals

Control over employee assignments and hours

Customization and Efficiency

Users can customize their experience with:

Prebuilt and customizable symbols, items, and assemblies

Customizable dashboards for ideal bid setups

View bid summaries, automatic graphs, and labor scheduling

Specialized Databases

McCormick's software comes with extensive databases tailored for different project types:

Commercial

Residential

Industrial

High & Low voltage

Specialized databases for both US and Canadian markets

Cloud-Based Solution

McCormick offers a cloud-based version called "McCormick Hosted" which provides:

Automatic database backups and software updates

Unlimited storage

High-level data security

Accessibility from anywhere with an internet connection

Industry Applications

McCormick provides:

U.S.-based, industry-leading support

Interactive, educational estimating classes6

Integration Capabilities

The software can integrate with other systems:

Ability to import critical estimating data into accounting software like FOUNDATION

Transfer of material lists, item lists, unit costs, units of measure, and item quantities

McCormick's focus on automation, customization, and comprehensive databases makes it a powerful tool for electrical contractors looking to streamline their estimating process and improve bid accuracy.

FreshBooks

Features: Offers a user-friendly interface with pre-made templates for quick estimates. It integrates well with accounting software, making it ideal for managing financial aspects like profit margins and bid management.

Projects: Suitable for commercial, residential, industrial, and solar power projects.

Houzz Pro Software

Features: An all-in-one project management tool with 3D floor planning, lead management, and client dashboards.

Projects: Best suited for home remodeling and renovation companies focusing on residential projects.

PlanSwift

Features: Offers fast and accurate takeoffs with customizable templates. It supports automatic materials calculation and is tailored for unique project requirements.

STACK

Features: Provides cloud-based access with automated takeoffs and estimating processes. It includes an Autocount feature for quick symbol recognition and integrates with other business tools.

Benefits: Enhances collaboration and project management efficiency.

Conest IntelliBid

Features: Offers a large database of items and assemblies with auto-labor factoring and material price updates. Available both on-premises and cloud-based.

Strengths: Known for its comprehensive suite of estimating, takeoff, and reporting tools

Electrical Bid Manager

Features: Suitable for companies of all sizes, offering a flexible database and electronic on-screen plan takeoff.

Integration: Works with QuickBooks for job costing.

[harshitthecreator]

MS Office

Microsoft Office: A Comprehensive Overview

Microsoft Office (MS Office) is a suite of productivity software developed by Microsoft Corporation. It is one of the most widely used collections of applications in workplaces, schools, and homes around the world. MS Office helps users perform various professional, educational, and personal tasks by providing tools for word processing, data management, presentations, email communication, and more. Over the years, the suite has evolved to include cloud-based features, improved collaboration tools, and mobile apps. This article provides a detailed overview of MS Office, including its core components, versions, and key features.

Core Applications in Microsoft Office

1. Microsoft Word

Microsoft Word is a word processing program used to create, edit, and format text-based documents. It offers tools to adjust fonts, layouts, and paragraph settings, along with advanced features such as templates, mail merge, and collaboration through comments and track changes.

Common Uses: Reports, letters, resumes, essays, contracts, and proposals.

2. Microsoft Excel

Excel is a powerful spreadsheet program that allows users to manage data through tables, perform complex calculations using formulas and functions, and visualize data through graphs and charts. It supports automation through macros and is widely used for business analytics and financial planning.

Common Uses: Budgeting, financial forecasting, data analysis, and project management.

3. Microsoft PowerPoint

PowerPoint is a presentation software that enables users to create slide-based presentations, often enhanced with multimedia elements like images, videos, animations, and charts. It is popular in both business and academic settings for delivering engaging presentations.

Common Uses: Business proposals, project presentations, lectures, and workshops.

4. Microsoft Outlook

Outlook is an email client that also integrates a calendar, task manager, and contact manager. It helps users manage their emails and schedule meetings or appointments. Outlook is widely used in business environments due to its seamless integration with Microsoft Exchange and Microsoft 365 services.

Common Uses: Email communication, scheduling meetings, task tracking, and contact management.

5. Microsoft Access

Access is a database management tool used to create and manage relational databases. It allows users to build databases for tracking information, generate reports, and perform queries using SQL (Structured Query Language).

Common Uses: Small-scale database projects, inventory management, and data tracking.

6. Microsoft OneNote

OneNote functions as a digital notebook for organizing notes, ideas, and information. It supports handwritten notes, text, images, and audio clips, making it a versatile tool for students, professionals, and personal use. Notes are saved automatically and can be synchronized across devices.

Common Uses: Lecture notes, meeting notes, to-do lists, and brainstorming sessions.

7. Microsoft Teams

Microsoft Teams is a communication and collaboration tool that integrates messaging, video conferencing, and file sharing. It plays a key role in remote work by facilitating virtual meetings and team collaboration.

Common Uses: Virtual meetings, remote team collaboration, project management, and messaging.

[avtechnologysworld]

Creating Customized Music Playlists for Each Room

As part of my automation proposal template, I wanted to explore creating customized music playlists for each room in the home to enhance the listening experience based on the activity and vibe in that space. Having the right music play depending on where you are can really elevate your mood and immerse you in whatever you're doing. Let's break down how to curate playlists tailored for different rooms.

Introduction

We all listen to music differently depending on our surroundings. The type of music you enjoy while cooking in the kitchen probably wouldn't be your first pick for relaxing in the living room. Customizing playlists by room allows you to set the right sonic atmosphere for each area of your home. With the right tunes, you can optimize your experiences and get more out of your favorite activities in every space.

Living Room Playlist

The living room is where many of us spend our downtime relaxing, entertaining guests, or gathered with family and friends. Its playlist should feature:

Easy listening/chill music: Acoustic tracks, melodic indie, jazz, classical and lo-fi beats provide a mellow vibe perfect for hanging out and conversation. Artists like Norah Jones, Jack Johnson, Radiohead and Tycho set the tone.

Pop/rock favorites: Include your go-to pump up songs, popular hits from the last few decades, and classics everyone knows. This keeps the energy upbeat without being too intense for background music. Think The Beatles, Ed Sheeran, Foo Fighters.

Movie/TV soundtracks: Sweeping scores help set a cinematic mood when watching shows or films together. Composers like Hans Zimmer, John Williams and Michael Giacchino know how to elicit emotions through music.

Reminder of recent favorites: Scrobble the last month's most played tracks on your phone or streaming service to keep the living room playlist fresh yet familiar.

Kitchen Playlist

Getting in the zone while prepping meals requires a bit more lively music versus the living room. The kitchen playlist should:

Feature upbeat pop/rock: High-energy, danceable songs you can bop and jam to keep you engaged yet not too loud to overcome dialogue. Artists like Bruno Mars, Lady Gaga, and Panic! At The Disco work well.

Include throwback hits: Nostalgic favorites spark joy and take you back to carefree times. Think The Beach Boys, Michael Jackson, Britney Spears.

Incorporate world music: Latin, Afrobeat, k-pop bring global flavors to complement your culinary creations. Artists like Carlos Vives, Fugees, BTS add extra flavor.

Consider podcast favorites: For solo cooking sessions, download your most enjoyed podcast episodes for entertainment.

Home Office Playlist

Getting focused work done at home requires neutral, non-distracting tunes. The home office playlist aims to:

Feature instrumental music: Soothing piano, guitar, strings aren't competing for your attention like lyrics might. Try classical composers, acoustic jazz standards.

Include lo-fi/chillhop mixes: Laidback, mellow electronic beats provide a calm backdrop without noticeably absent lyrics. Artists like ChilledCow, Darius, Saib deliver.

Add white noise/ambient sounds: Natural elements like rain, ocean waves, or coffee shop ambiance mask distracting noises. Channel ASMR vibes.

Save calming spoken word: Ephemeral poems, lectures on intriguing topics engage your mind without thrills or intensity getting in the way of productivity.

Bedroom Playlist

Winding down before sleep necessitates music that calm and relaxing your body and mind. Aim for:

Acoustic guitar/piano instrumentals: Simple, reflective melodies ease tension and slow your breathing. Try artists like José González, Mason Bates, Yiruma.

Bedtime story podcasts: Soothing voiced narrators read calming fiction, poetry or fables. Calm and Headspace have great options.

Brainwave entrainment tracks: Binaural beats or isochronic tones facilitate relaxation and easier falling asleep. Apps like Brainwave Generator and Neural Harmonizer provide these.

Sleep sound effects: Gentle crackling fireplaces, rainfall, or nature ambiance covers distracting noises. Sounds True makes wonderful compilations.

Automating Playlists by Location

To make these room-specific playlists automatically play based on where you are, you can set it up through smart speakers, smart displays or home theater receivers connected to your home WiFi network. Use IFTTT applets or Stringify flows to trigger playlists switching between Google Home, Amazon Alexa or Apple HomeKit enabled devices based on which is detected closest to you via Bluetooth or location services. This way, the right music is always playing to match the vibe and enhance your experience wherever you are in the home.

With some thoughtful curation of genre, mood, tempo and individual track selections tailored to each space's intended use, automated, location-aware playlists can truly optimize the soundtrack of your smart home. Playing the right music depending on your room lets you get more out of activities while seamlessly setting just the right ambiance. With a little initial effort, you'll be serenaded by the perfect tunes no matter where you wander in your abode.

[zsdigital-blog]

Impact of Corona Pandemic on Digital Marketing

Covid-19 has impacted the Digital Marketing sphere in every corner of the world. The budget and company investment has been cut-off during lockdown and entrepreneurs in IT sectors decided to launch new measures to outcome this pandemic condition over the business. Nobody wants to lose their valuable customers and wish to appear as they were in the pre-quarantined stage before lockdown. Zsdigital is offering Digital Marketing Services in New Delhi at cost-efficient rates to its customers during this Covid-19 Pandemic Lockdown.

Digital Marketing professionals have implemented new measures to ensure full reliable, relevant, and compatible relations with customers during Covid-19. They have changed the SEO budget and restructured it. They have planned a little stable bidding for PPC advertising, Accepted fluctuations in sales, and ensure its Employees to Work from Home. They are also available 24 hours for customers for ensuring better contactless delivery, order processing, and on-time shipping, etc.

Researchers have put their outlook on the Covid-19 outbreak impact in Digital Marketing Strategies among Global IT Summit last week. It has impacted adversely on a few spheres of Business. Most businesses are standstill except essentials goods supplying industries and companies are vigorously competing in cutting-cost over unwanted expenses. His digital Marketing future plans have been slowing down and impacting the Global Brands all over the world. Marketing will take time to return back in scheduled planning and operation mode. Zsdigital is standing together with global pandemic warriors and offering Social Media Management Services and Social Connectivity to them at low and competitive charges.

Few Statistics Showing Adverse and Halt Impact on Online Marketing

·         In London, a report has been displayed that only 14% of Online Marketing Campaigns all over the UK are scheduled while others are sleeping in a grind halt position.

·         90% of Businesses are revising their annual budget for Marketing and Development.

·         Email open rates increment and web visit degradation showing the harsh impact of Covid-19 on Digital Marketing Services.

·         Retail Sales and Consumers have gone down and Marketers are struggling for sales due to Halted Market.

·         Circulation of Financial Growth remains unpredictable and it is not even sure to its recovery soon.

·         CPM rates have come down and essentials consuming are running across the world.

But new Digital Marketing Pages are added with new strategies like Corona Virus Prevention, Social Distancing, Immunity Growth, etc. Almost 2 Lakhs new pages are added on social media trending Social Distancing, Continuous Hand-Wash, and Immunity Booster, etc. It means that never let you stop from Digital Marketing Brands Growth and Development. If you are a Digital Marketer, then accelerate your Business Promotion activities and ensuring the latest market trends for its online marketing.

B2B – Digital Marketing

This sector is largely dependent on exhibitions, webinars, conferences, summits, as well as personal engagement for business promotions. These are no longer to be attended offline due to apprehensions of infection but focus on accentuating Digital Marketing activities well.

B2B has been traditionally out of online presence in the past few months but start creating social pages, promote websites, engage in email marketing and plan proposed advertising, etc. to involve Digital Marketing Experts and Professionals. Zsdigital is also following new Marketing strategies for business promotion and serving with B2B PPC Ads and SEO Services to its customers all around the world.

Social Connectivity is important and creates pages, express concern, and offer support to your desired customers. Invite all B2B customers and vendors to join the community.

PPC Engagement

Those who are facing a non-working situation due to lockdown can browse the Internet anyway. Work from home with the help of Internet Connectivity.

It is the time to check out your Pages ability through PPC and programmatic campaigns. You will gain ad visibility, exposure, and a prominent brand value promotion with the visit of traffic search. If you are hesitating about spending money on ads, Facebook and Google have granted funds of $100 and $ 800 million in credits to active users.  Now it is the opportunity for the Digital Marketer to grab a slice.

Digital Marketers are offered for Social Media Management activities by entrepreneurs to promote their Brands. It is also engaging yourself in PPC and offers your potential customers an automation campaign with a template in Google and Facebook via AI and ML platform.

The Shifting of Advertisement Platform

The campaigns can be run online than offline to attract targeted audiences and achieve maximum sales for your brands through SEO and Social Media. Tomorrow when the world recovers, you will be gaining more buyers for your brands. It is the way to spew out your stories regarding hygienic items, social distancing, corona prevention, and any health issue. Zsdigital is offering Online Platforms like Search Engine Marketing, Social Media Marketing, and Social Media Management Services at Affordable and Competitive charges.

[awesomelephuoclocblog-blog]

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https://lephuocloc.com/pixamattic-review/

Pixamattic Reviews

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[dblacklabel]

Best CRM For Creatives

Best CRM For Creatives Best CRM for creatives. Using a CRM is important for creatives in a variety of ways. Best CRM For Creatives It can help keep your work organized and keep your contacts organized. A good CRM can help you manage your contacts, projects, and sales more efficiently. Whether you work from home or need to handle large contacts, a CRM can help you get organized faster. Weigh the pros and cons of each to make an informed decision. Bitrix24 Bitrix24 is a popular free CRM that offers a cloud-based CRM solution. Free users have up to 12 users and 5 GB of data storage, and they can take advantage of the same features as paid users. The user-friendly interface includes voice, email, chat, and video channel access. In addition, thanks to mobile apps, users can access the system from their smartphones. Another feature that Bitrix24 offers is an intranet, which makes it easy to share information with other users. Its email templates are customizable, allowing users to make phone calls from the software. Only Mailchimp is integrated with Bitrix24, but it has an excellent intranet and a mobile app. Bitrix24 is a good CRM regardless of the creative business you are running. Freshworks If you are a creative professional, Freshworks is the CRM for you. Its cloud-based system makes data accessible to anyone in your company, regardless of location. Its features include lead management, monitoring customers, and creating personalized sales campaigns. In addition, you can customize Freshworks CRM to suit your business needs and ensure that your team has all the information they need to succeed. Freshsales is free for small to mid-size businesses, but if you plan to upgrade to a paid package, you can choose one of the more expensive. Freshsales lets you set up characters and track how your leads engage with your content. Its sales process is easy to track, with a sales pipeline and customizable web forms. You can also make calls using the Freshsales mobile app and communicate with potential customers using different channels. Freshworks integrates with Slack, Freshdesk, and Slack, as well as Freshdesk. In addition, you can create contracts, proposals, and non-disclosure agreements, all within Freshsales. HubSpot While most CRM software can manage contacts, HubSpot Creative CRM can offer even more. This software lets you create deals and associate them with contacts and companies, providing an easily accessible way to manage all your contacts' information. Smart forms allow you to create and track activities, including calls, emails, tasks, and notes. They can also be configured to show certain questions based on the information you provide about the contact. Each object in HubSpot has a default property that sits under its associated object. The default property sits under the associated object, while custom properties are stored under the associated object. To automate tasks, you need to understand where these objects sit. You can then use a custom property to store relevant information for your business. To make automation easier, you can assign different custom properties to each object to better track customer interactions and track sales. Sendinblue If you are creative, you probably love the drag-and-drop email editor and automation platform that Sendinblue offers. Not only can you create stunning emails without any HTML knowledge, but you can also schedule them with a high click-through rate. Plus, you can select from over 70 professionally designed mobile-responsive templates. Moreover, if you feel particularly adventurous, you can add your custom HTML code for your email. With Sendinblue, you can create beautiful email campaigns, custom landing pages, signup forms, and automated workflows. It is simple to use, and its easy-to-read dashboard gives you a wealth of insights and allows you to manage your marketing channels from one convenient place. However, this does not mean that Sendinblue is perfect. It has a few major flaws. Bloom CRM If you are a photographer or a creative, you probably wonder if Bloom CRM is right for you. This software is designed for creatives and includes many essential features for your business. Bloom offers a simple way to showcase your work and products, including an image delivery system and website builder. When it comes to billing, Bloom is the industry leader. Many freelancers still request payment by check or cash. Many other tools are available for these businesses, including a merchant solution for developers and retail stores. Bloom also offers the option for clients to pay a retainer now and withdraw the balance later. Bloom is the best CRM for creatives, with a 0.8% ACH fee capped at $5 per transaction. ZenDesk The creative CRM solution from Zendesk offers a wide range of features for businesses that want to improve customer service. The company has several tools, including the Profiles and Events tools. These tools create a single view of each customer and keep track of all their activity. It includes website visits, purchase transactions, and shipping history. Users can also use the Custom Objects tool to record random information about each customer, such as products they have owned, the equipment they have rented, and telemetrics from their connected cars. Best CRM For Creatives YourNameWebsite Read the full article

[harshitthecreator]

MS Office

Microsoft Office: A Comprehensive Overview

Microsoft Office (MS Office) is a suite of productivity software developed by Microsoft Corporation. It is one of the most widely used collections of applications in workplaces, schools, and homes around the world. MS Office helps users perform various professional, educational, and personal tasks by providing tools for word processing, data management, presentations, email communication, and more. Over the years, the suite has evolved to include cloud-based features, improved collaboration tools, and mobile apps. This article provides a detailed overview of MS Office, including its core components, versions, and key features.

Core Applications in Microsoft Office

1. Microsoft Word

Microsoft Word is a word processing program used to create, edit, and format text-based documents. It offers tools to adjust fonts, layouts, and paragraph settings, along with advanced features such as templates, mail merge, and collaboration through comments and track changes.

Common Uses: Reports, letters, resumes, essays, contracts, and proposals.

2. Microsoft Excel

Excel is a powerful spreadsheet program that allows users to manage data through tables, perform complex calculations using formulas and functions, and visualize data through graphs and charts. It supports automation through macros and is widely used for business analytics and financial planning.

Common Uses: Budgeting, financial forecasting, data analysis, and project management.

3. Microsoft PowerPoint

PowerPoint is a presentation software that enables users to create slide-based presentations, often enhanced with multimedia elements like images, videos, animations, and charts. It is popular in both business and academic settings for delivering engaging presentations.

Common Uses: Business proposals, project presentations, lectures, and workshops.

4. Microsoft Outlook

Outlook is an email client that also integrates a calendar, task manager, and contact manager. It helps users manage their emails and schedule meetings or appointments. Outlook is widely used in business environments due to its seamless integration with Microsoft Exchange and Microsoft 365 services.

Common Uses: Email communication, scheduling meetings, task tracking, and contact management.

5. Microsoft Access

Access is a database management tool used to create and manage relational databases. It allows users to build databases for tracking information, generate reports, and perform queries using SQL (Structured Query Language).

Common Uses: Small-scale database projects, inventory management, and data tracking.

6. Microsoft OneNote

OneNote functions as a digital notebook for organizing notes, ideas, and information. It supports handwritten notes, text, images, and audio clips, making it a versatile tool for students, professionals, and personal use. Notes are saved automatically and can be synchronized across devices.

Common Uses: Lecture notes, meeting notes, to-do lists, and brainstorming sessions.

7. Microsoft Teams

Microsoft Teams is a communication and collaboration tool that integrates messaging, video conferencing, and file sharing. It plays a key role in remote work by facilitating virtual meetings and team collaboration.

Common Uses: Virtual meetings, remote team collaboration, project management, and messaging.

[avtechnologysworld]

How to Customize a Home Automation System Proposal Template for Your Clients

When preparing a business proposal for home automation system for your clients, it is important to customize the proposal template to suit their specific needs and requirements. A generic template will not be as effective in convincing the client to choose your company. In this blog, we will discuss how you can customize various elements of a home automation system proposal template to make it tailor-fit for different clients.

Understanding Client Needs

The first step towards customizing a proposal template is to understand your client's unique needs and preferences. Some questions to ask are:

What are their automation priorities - lighting, security, entertainment etc.?

What is their budget for the project?

Do they prefer DIY solutions or turnkey installations? What type of home do they live in - single family, condo, apartment? How tech-savvy are they and what level of control do they want? Tailor the Introduction Based on the client profile, customize the introduction to focus on the key benefits that matter most to them. For example, for a security-conscious homeowner, emphasize how the system will enhance safety and peace of mind. For an entertainment-focused client, highlight the unified control of smart home devices and entertainment systems. The introduction sets the right tone and focus for the rest of the proposal.

Customize the System Description

This section should provide a high-level overview of the automated systems and devices being proposed customized to the client's specific requirements. Include only the relevant solutions - for example, exclude outdoor lighting if not required. Highlight flagship products and capabilities. Provide conceptual diagrams, photos, or 3D renderings as appropriate to depict the envisioned setup. This gives the client a clear sense of what their automated home will look and feel like.

Tailor the Installation Process

Outline the recommended installation steps in a logical sequence. Customize this based on factors like the home infrastructure, level of DIY involvement desired, and expected timelines. Be transparent about services included in the base proposal versus optional additions. Cater the level of detail to the client's technical know-how. For DIY clients provide more detail on self-installation steps versus turnkey proposals focusing more on the end-to-end project management process.

Customize the System Control Options

Explain the available control interfaces like smart devices, touch panels, voice assistants etc. tailored to the client's lifestyle needs and budget. For a frequent traveler, emphasize remote app and voice control. For an elderly homeowner prioritize easy-to-use touchscreen panels. Suggest the right control hardware and highlight the seamless multi-device experience. You may also recommend gradual phased purchases based on affordability.

Section on Maintenance and Support

Include a customized section outlining the maintenance and tech support services. Highlight the importance of regular system checks, software updates etc. Tailor the service options whether it's a basic warranty, subscription support or on-call assistance programs. Clearly state the response times and support channels. Reassure clients of your commitment through customized post-installation support packages.

Proposal and Pricing Section

Present a detailed itemized proposal customized for the client's specific needs including product models, quantities, installation costs and timelines. Provide clear options to add or remove line items as needed. Highlight financing choices. Give estimates rather than fixed pricing for flexibility. For DIY clients also include a separate line item for parts. Ensure pricing feels transparent and tailored versus generic.

Conclusion and Next Steps

Thank the client for their consideration and affirm your belief that the proposed system is the best solution for their objectives. Reiterate the key benefits in a compelling manner. Suggest next steps like a follow up meeting, site survey or signed contract. Customize the closing based on where you are in the sales process with this particular client. A customized conclusion reinforces your solution is expertly tailored for their needs.

Customizing the Proposal Template

In summary, customizing a home automation proposal template goes beyond just filling in client details - it means understanding their unique profile, focusing content on what matters most to them, and demonstrating your solution is expertly designed for their specific requirements and objectives. A generic template will not effectively convince the client to choose your business over competitors. By following the guidelines discussed, you can create a personalized, impactful proposal that converts more clients into satisfied customers.

[avokaadollc]

11 Document Approval Software That Can Scale Your Operations

When you’re scaling your business, automating operations is the key.

If you want to hire more people, get budgets approved quickly, and negotiate terms and conditions to close deals faster, you have more paperwork to handle. Contracts are needed to legally bind each transaction and agreement — they’re practically required at every stage of your business process

Contracts shouldn’t stop your business from scaling.

That’s why most companies build systems for processing documents and contracts to minimize time spent on manual tasks — 48% of companies to be exact.

So where can you start on optimizing your paperwork?

A good solution is to use document approval software that can speed up the reviewing and approval of documents.

In this article, we’ll guide you through the list of the best document approval software options and help you choose what tool to use and how to start.

What is document approval software?

Document approval software lets you get reviews and approvals automatically. It streamlines the forwarding of a document to who will review and approve or reject it while tracking the entire process. It shows a clear trail of all document workflow actions taken. This activity log includes the date, time, original author, and last editor.

However, some documents are complex and intensive. They’re not like proposals and invoices that have a standard format.

Legal documents like contracts need a more sophisticated system to manage the contract approval process. Their terms are varied, need to be up-to-date, and contain duties once signed. If this is the case, you’ll need contract approval software instead.

Isn’t it the same with document approval software?

Though they are capable of completing few, similar tasks such as document storage and process approvals, contract approval software is especially dedicated to legal documents. Unlike document approval software, they can also take care of the contract lifecycle including post-signing monitoring.

So what tools are available?

11 document approval software options

Whether you’re handling general or legal documents, here are the best solutions to automate your approval process:

Avokaado ― best for legal document approvals

Avokaado is a contract approval workflow software that specializes in legal documents like contracts. It allows businesses to manage the entire contract lifecycle and related workflows in one place ― from storing documents, creating, collaborating, approving, executing to monitoring post-signing milestones.

Key features:

Pre-lawyered templates in a central library

Assigns different user groups and grants permission levels to internal team and external collaborators

Metadata-based reminders for tracking key approval milestones

Nintex Process Platform ― best for non-coders

Nintex Process Platform is an easy-to-use document approval workflow software with a drag-and-drop interface for constructing complicated workflows. Automating a multi-stage approval process is simplified, so manual labor is less needed.

Key features:

Drag-and-drop design tools to visualize complex processes

Bots to automate routine work for reviewing and approving quickly and efficiently

Pre-built dashboard to monitor workflow performance

DocuWare ― best for the mobile workforce

DocuWare is an on-premise platform that offers mobile document management and workflow automation for workers who are always on the go. Sales agents in the field, travelling managers, and even employees working from home can easily access archived contracts, emails, quotes, proposals, and presentations on the road.

Key features:

Centralized, instant access to documents and workflow even without VPNs

Stamps and data fields to initiate the next steps for approving and adding context to a document via mobile

Invoice processing, proposal editing, and secure document archiving

HighQ ― best for corporations

HighQ is a contract review and approval policy software that increases transparency and efficiency in big companies. It can manage contract lifecycles, documents, services requests, and legal matters in bulk. Its enterprise-grade features combine document workflows, social collaboration, and secure file storage.

Key features:

Real-time collaborative work with customizable project dashboards for quick status tracking and data visualization for all departments

Document templating to create repeatable, portable solutions

Agile task management, timelines, and calendaring, including legal management capabilitie

Document Locator ― best for Microsoft users

Document Locator is built into Microsoft Windows Explorer and Microsoft Office. This makes document management like electronic filing, routing, reviews, and approvals seamless. It also has built-in document workflow software that can automate the team’s review and approval processes.

Key features:

Deep integration with the Microsoft architecture

Workflow security based on roles restricts access to documents

Electronic notifications alert those involved during the review and approval steps

Filestage ― best for external collaboration

Filestage is a document review and approval software for managing projects with external collaborators. Email requests can get lost in the shuffle, but being able to comment on a document gives you clearer, better, and faster communication with co-editors. Also, the timestamp approvals keep things organized and traceable.

Key features:

Documents are organized into projects and folders for easy sharing and for checking approvals with team and external collaborators

Integrations to your favorite tools that save you time on approvals

Automated reminders on due dates in the reviewing process

Integrify ― best for novice to experienced programmers

Integrify is a flexible document approval system. It requires basic technical knowledge to fully implement its features, but is intuitive enough for new users to create simple business workflows. It’s easy to set up a custom workflow for handling document approvals, streamline routing and tracking progress.

Key features:

AWS Lambda Integration to execute code in response to actions like publishing documents

Drag-and-drop tools to build automated workflows

A dedicated approval management system takes care of managing approval workflow on the backend

PandaDoc ― best for sales proposals

PandaDoc is a document approval software for creating professional proposals that the sales team needs for closing deals. Its approval workflows and proposal templates speed up the sales process, so you multiply productivity where profit comes in.

Key features:

Templates that replicate your master document copy workflow including the approval process

Custom themes to keep your documents on-brand

Real-time analytics of when and how long your document was viewed or completed

Smartsheet ― best for internal teams

Smartsheet is an enterprise-centric platform that assists teams in managing projects and automating workflows that lead to the approval of documents. You can use it to leave comments on your current tasks to communicate with your coworkers faster. No more phone calls, texts or emails to notify them about changes to a project.

Key features:

Expedite approval from the right team members and stakeholders using comments or @mentions

Customizable Gantt capabilities to help you visualize your projects

Easily attach files from Google Drive, OneDrive, Dropbox, and other platforms

Kissflow ― best for GSuite users

Kissflow is a document approval workflow tool that lets you work directly with the Google Apps Suite. It makes viewing the workflows that need approval easy, if most of your team members use GSuite. With this digital workplace, you can share and collaborate along with a code-less environment that is easy to install.

Key features:

Workflows are accessible inside Google Apps

Smart alerts to get instant, automatic, and relevant notifications

Code-free workflow forms for convenient workflow routing

Wrike ― best for distributed teams

Wrike is a work management platform that promotes collaboration among remote teams dispersed across different locations. Its capabilities are extremely useful for keeping things organized and on track. With this platform, team members are aligned under project tasks and sub-tasks, so details and timeframes such as approvals are kept under control.

Key features:

Automated approval systems to streamline the feedback process even when working remotely

Shared team calendars to easily visualize your team member’s availability

Custom request forms for gathering details, creating tasks, and assigning them appropriately

Benefits of document approval software

You’re probably tired of wasting hours of your day on document approvals. Document approval software can eliminate that for you and bring you more convenience:

Organize your document approval process

Prior to a document being considered ready for sending, it must pass through approval by multiple individuals. Document approval software helps you automate the routing of these steps. You don’t have to bother reminding anyone involved.

Get approvals right away

It’s not productive (or pleasant) to chase down key stakeholders for their review and approval or rejection of a document. Document approval software sends smart alerts to remind them to complete their duties in a timely manner, so they can turn in results as soon as possible.

Bring more transparency

If transparency to your document statuses is your priority, document approval software can give you the visibility you want. Not only can founders, department heads, and managers see whether the team is on track, but it also shows them how the discussion led to the decision.

Ensure that documents comply with all standards

The thing with documents is they have to appear consistent so they make a strong brand impact on your clients. Document approval software can ensure you’re staying with your brand’s identity. They can also check whether each deliverable passes your compliance requirements.

Automate manual, repetitive processes

Most document approval software allows you to automate tasks involved in getting approvals, such as sharing files, versioning, or sending reviewers reminders. This can remove erroneous manual intervention from employees, speed up your approval workflows, and make everyone happier at work.

So yes, when it comes to general documents like invoices and proposals, document approval software is important. Yet when it comes to legal documents, opt for contract approval software instead.

Avokaado is the best contract lifecycle management software to automate the approval of your legal documents, so they don’t cause delays in your business operations.

How do you approve documents in Avokaado?

To further illustrate this, let’s consider a contract after the drafting stage. Given that setting, here’s how you can approve your contracts:

Build your approval & signing workflow

The first step you do to start the approval process is to assign approvers and signers. The distinction between the roles are the following:

the approver needs to approve or reject a document before signing can begin

the signer of a document must sign the document to confirm its legality

The contract approval software sends them invitations to clarify their role-specific details. You also set the queue of approvers and signers so the workflows are in order.

Check the status of your documents

Did your approvers and signers agree or disagree with the changes made? Check the document view to keep tabs on every contract that you have created or received.

If you have questions about the changes, you can leave them in Avokaado’s discussion section. It allows you and your collaborators to make comments so you can decide on the next steps.

Track approvals with the activity log

See what’s going on with your document in the activity log ― view approvals and the status of your document. Is it updated? You’ll know who initiated and approved the edit from here.

For collaborators who haven’t opened the document, send them a reminder by pressing “Notify Undone.”

Accept eSignatures

Collecting signatures is the last step in your contract approval process. This involves electronic signatures that make the whole process automated. Signers can provide them even when they’re not physically present.

Avokaado integrates with eIDAS compliant signature service providers, Dokobit and SignNow. Please choose SignNow if you’re not sure whether your collaborator will be able to sign with an eIDAS-compliant signature.

Working with document approval software

Imagine if you could make your document approval process faster, more efficient and less prone to errors. A document approval software makes this come true. No emailing documents back and forth nor calling busy colleagues just to get feedback.

Instead, they make the process transparent for everyone involved ― including stakeholders who can monitor the progress at any time. You’ll streamline your workflow, remove bottlenecks, minimize errors, and ensure compliance with organizational or industry standards.

However, for complex documents like contracts, it’s better to use a contract lifecycle management tool with contract approval functionality included. The best way to go about it is by using Avokaado CLM software that streamlines contract management tasks ― from creation through signing and post-signing.

[searchclickgrow]

How to Create a Website Funnel in 6 Easy Steps [2021]

So, you want to know how to create a website funnel?

You’ve probably read 101 examples, definitions, how-tos, and more. The reality is there’s a lot of information about funnels but a lot of it comes from people that don’t actually make them.

That’s where we differ. We’re an agency that uses websites and website funnels every day to help deliver results for our clients.

My promise to you is by the end of this article, you’re going to have a full understanding of what a website funnel actually is, see some examples that might help you in your niche, and have a complete A to Z step by step process (along with some awesome insider tips) on exactly how you can make a funnel to help you grow your business.

Sounds good?? Great… let’s jump right in!

What Is a Website Funnel?

Okay, so before I can really show you HOW to make a funnel, I need to establish a few baseline meanings and definitions.

There are quite a few takes, some of them okay and some just plain wrong. So let’s discuss what all this really means.

Definition of a Website Funnel

A website funnel, also called a marketing funnel, is a process you create using digital ads, webpages, and/or emails to attract buyers and guide them through a series of desired actions, typically ending with either a lead or a sale.

What this means in layman's terms is that instead of going to a home page of a business and YOU choosing which page or button to click next, there are typically only two choices… move forward through the funnel or stop, cancel, opt-out, or just leave the page.

Website vs Funnel

We’ve already established that a website funnel, or marketing funnel, is a guided experience that involves web pages (and other digital assets) in a linear progression.

How does that differ from a website?

A website funnel is a form of conversion-centric design that guides people through a series of simple choices until the end goal is met or the user opts out.

While a website is a series of web pages organized in a manner that the user can choose his path by selecting from many options and links (aka menus).

Why You Should Use Funnels

The reason why funnels are so useful boils down to how people make decisions.

Sparing you all the dull science behind this, essentially when people are faced with too many options they tend to not make ANY choice.

Note, I didn’t say “not make the right choice”... I said, “not make ANY choice”.

What does that mean?

Well, if you build a really cool fancy new website for your business and start driving ads to it say from Facebook, it’s very likely that the overwhelming amount of choices and information you have is confusing and causing people to hit the back button.

On the contrary, funnels are typically a “Yes/No” choice at any given point.

Do you want this free download?

Will you sign up for this webinar?

Will you fill out this form to talk to our team?

You’re presented with a value proposition of some kind (more on that later) and if your persona targeting (more on that later too) is right, then you’re proposing a solution to a problem to a group of people who have that exact problem.

Done correctly, they effectively sell themselves.

Oh, and did I mention that funnels work 24/7 365 days a year? So, you can replace your outbound sales efforts with a funnel and have leads and sales done for you on auto-pilot… once it’s built and all the kinks worked out of course!

Website Funnel vs Traditional Funnel

I’m pretty sure that the first time the word “funnel” was used in relation to business sales and marketing had nothing to do with websites or anything digital.

In fact, the first I heard it was doing sales training years and years ago.

It’s the same concept (minus the auto-pilot aspect) in that it was an established process or sequence of steps designed to take a person from a cold prospect to a hot lead ready to buy.

The main difference between a traditional and a website funnel is that the traditional is well… traditional. That is to say, it involves things like cold calling, mailers, billboards, call centers, door knocking, and the like to attract leads.

Then, there would typically be some form of manual presentation of the product along with big hooks to reel you in.

Not sure what I mean… think about door-to-door vacuum sales.

On the flip side, using the same psychology and understanding of how people make decisions, you can use modern technology to create automated systems to do the same thing that it used to take floors of sales reps to do.

Funnel Examples

Not sure exactly what I mean yet? No worries. We have quite a few examples for you to help SHOW you exactly what we mean.

Below are a few funnel diagrams (called funnel maps) that help illustrate the process a prospect would go through starting from various online traffic sources like Ads and Youtube, going through multiple forms of pages, and leading to some conversion event like becoming a lead or making a purchase.

Lead Generation

This example is one that is perfect for service-based businesses.

Instead of taking non-stop inbound calls from lookie-loo’s that waste your time, you can use ads to target your ideal customer, then guide them through a series of pages to help educate them and when they are ready, they can schedule a call with you that shows up on your phone automatically! Cool huh?!

eCommerce Funnel

Or, let’s say you have an e-commerce shop. Have you ever tried running ads straight to your main shop page only to see no sales? Yep… it’s not good.

Using a funnel like this, you can go from ad to sale automatically using emails and retargeting to help nurture your sales, as well as up and cross sales in your funnel to help you maximize your profit.

Okay… so hopefully by now, you know what a website funnel is and you’re ready to build one for yourself. Let’s go!

How to Create a Website Funnel Step by Step:

So now it’s time to make your funnel. Whether this is your first or your 100th, every one of these steps is critical.

When you really get down to it, there are only 3 things that create sales (or other decisions).

The Right Person

The Right Message

The Right Time

I’d say that every single funnel I’ve seen that wasn’t working well (including my own) was not because of the design or layout or what software I used. It was because the planning steps were wrong or off somehow.

Remember this: “People buy emotionally and then justify logically”

With that said, please follow these steps and don’t try to just put something up instantly because you can. The hard work in a funnel is in the first few steps… and they are the most important!

Step 1 - Who is Your Ideal Customer & What Do They Want?

So, this step is so important, that literally, we don’t touch a client project of any kind without diving in to understand and develop an avatar or ideal customer persona.

In fact, in our coaching program, it’s the first module of our training method and often the focus of most of our conversations. It’s THAT important.

A “customer persona”, sometimes called a “client avatar”, is a very clear depiction of exactly who your customer is.

I don’t just mean age and location here. I mean who are they? What do they want? What do they fear? What are their goals and dreams?

So, how do you build one?

Write Down Your Customers

First, take any customers you have and figure out the ones you like doing business with the most.

If you’re new, you may need to find friends that closely fit who you think will buy your product/service. It’s important to remember the word BEST here… not ALL of your clients. Think your favorite 5-10%.

Interview Your List

Next, you need to talk to your list of people and ask them some questions. You want to start with the basic demographic questions like age, location, and other basic demo questions.

Then, you get into the important emotional-based questions. Remember since people buy emotionally, this is where the real magic is.

The important thing here is to ask open-ended questions and truly listen and empathize. Don’t cut people off… really listen.

Example questions I ask:

What is your current #1 frustration?

What is your biggest dream or goal?

Notice I didn’t ask questions like “what is your current #1 frustration with your [insert product name]”??

That’s because I want to know what really drives people. Sometimes you sell a product and think you’re selling it because of one reason, but the reality is much different.

Just truly get to know your customer and you’ll do just fine… oh and take lots of notes… you’ll need them!

Create a Persona Sheet

Now that you’ve done your interviews and you’ve taken notes, you now need to digest all of that info and find the commonalities.

Let’s say you sell baby products to moms. Was their current struggle not having enough time? Maybe not knowing what to do? Whatever the common trend was, you now need to make a sheet and write these down.

Start with the demographic basics as well as the big motivating questions. Once you have all that on a sheet, you have all the ammo you need to make this funnel kick butt!

Step 2 - Map Out Your Funnel

Next, it’s time to map out your website funnel!

Depending on the needs of your customer and the type of product/service you have these can vary greatly.

However, there are a minimum few things that all funnels need:

A source of traffic - FB ads, Google Ads, Organic traffic, social, email, etc.

A landing page - a page that explains the core offer to the prospect

A conversion event - this could be just filling out a form on the previous page and hitting a thank you page.

However, there are a few more common items including in funnels such as upsells, emails, and sometimes even phone calls and SMS. The sky is the limit. You just have to think about your customer and what’s best/easiest for them.

If you’re not an expert here (which I assume you’re not if you’re reading this article), then it’s best to have some templates to go off of, then customize as you need.

For mapping, we typically use either Google Drawings (free) or Funnelytics (free & paid plans). All of the examples shown in this article were made with Funnelytics.

Also, a cool bonus feature in Funnelytics is it tracks the performance of your funnel (more on that below). We use this for all of our and our client funnels.

Step 3 - Write Your Copy For Each Step

Now that you have your funnel map, you have a list of all the items you need to write copy (or words) for.

Using your map as a checklist, start writing your copy in a word doc. Don’t try to design and write. You need to focus on the message, the core offer, and the root of the problem you help your persona solve!!

Copywriting is a huge thing to cover and we can’t give it justice in this article, but here’s a few pro tips:

Keep on message! It’s easy to stray and include things that aren’t part of the core picture. Focus on the persona’s problem and what you do to solve that problem, to make their life better, etc.

Use stories to relate to your audience. Don’t just tell them WHAT you do… tell them WHY you do it, WHY it matters to you. Remember people buy emotionally… and stories help convey emotion!

Be crystal clear with your message and refrain from using “fluff words”.

Write problem-focused high-impact headlines. Your headline should immediately tell you what you do and who you do it for in less than 2 seconds.

Make your offer (conversion event) easy to understand. If it’s a product, what comes with the product, is there a warranty or refund period, when will I get it, etc. If it’s a service, what should I expect next, when will the service be done, will you call me or I call you, etc.

Focus on benefits and NOT features. Don’t tell me the specs of your product, tell me how it’ll impact my life. No one cared about the bit rate of the iPod… they cared because of the slogan “1000 songs in your pocket.” That phrase empowered people, not the format or battery life or other meaningless spec or feature.

Make sure your ads are written to catch attention… tell the problem, but it must have a wow factor to stand out.

Once you have all your copy done, time to build your funnel!!

Step 4 - Design & Build Your Funnel

Similar to above, if you’re not a full-time coder and/or designer, it’s highly advisable that you use some themes here or tools meant to do the job.

Here’s a quick list of tools you could use:

SiteFunnels.com - disclaimer, this is our tool, but we love it and use it every day. It’s easy to use and handles both websites and funnels or both.

Unbounce - landing page/funnel builder software that’s easy to use and has lots of 3rd party integrations.

WordPress - for those a little more DIY, WordPress is used to power roughly 30% of the web, is open source, and only costs the price of your hosting. With the advent of drag and drop added to WordPress, non-coders can easily use this for websites and funnels. Though, there are a lot more settings and a steeper learning curve than the other options.

This isn’t a complete list of all the funnel tools, but these are our favorite. :)

When building your funnel, here are a few design and layout tips:

Ensure your main headlines are big, easy to read, and clear of distractions.

Use size, color, and spacing to draw attention to the most important parts of your copy and offer.

Use visual breakups, such as sections, boxes, images, bold, lists, colored text, headings, buttons, and more to make it appealing to read.

NOTE: If your funnel outline uses things like email, SMS, phone, chatbots, or others, then you’ll need to set up those systems as well. Just make sure the design and messaging are consistent when jumping from one channel to another like that so that the experience for the customer is seamless.

Step 5 - Test & Launch Your Funnel

Okay… so if you’re still with me, you should have a funnel ready to go out into the world. But, before we do, just a couple of other things you need to do.

Install tracking software - Google Analytics, Facebook Pixel, Funnelytics (from above), and some marketing automation systems have software to be able to track your results. This is a critical component of your funnel. You need to measure the results.

Test your funnel - don’t go live without testing. You, a friend, someone you work with, etc. need to go through this funnel from start to end as a customer to ensure everything they see is what it’s supposed to be.

Turn on your traffic and launch!! - You’re ready to go, just activate your links, traffic, ads, or whatever is driving people to the front of your funnel and you’re ready to go!

Monitor and update - you want to watch this and ensure that the funnel is performing. If not, make tweaks until it is. However… you need to give it time to test.

Don’t think the first 20-100 visits to your funnel should be making you rich. Take your time, but be ready to adjust when needed.

Recap

So, we covered a lot in this article from what a website funnel is to our core 5 steps to creating a funnel and lots in between.

If you’re looking to learn more, click this link to learn about our SCG Method Course where we break down our entire process of how to plan, build, launch, and grow any business online.

[brittanybeadlekillitonline]

5 Ways to Save Time as a Freelancer

Time is money for freelancers. Because of this, saving time is important. A system that provides automated reports is a great tool. Running a freelance business means you wear many hats, and there are smart ways to save time in this process. When you save time as a freelancer, that means more time to find new clients and continue to grow your revenue stream. Here are 5 time-saving tips for freelancers:

1. Adopt a time management system. It’s easy to get distracted as a freelancer. Sometimes the amount of work is overwhelming. Adopting a time management system and using it every day saves time in the long run by keeping you on track. There are a wide variety of time management systems, and everyone has a favorite. Find what works best for you and stick to it. It doesn’t need to be complicated. One example of a simple time management system is to divide your day into blocks of time. Assign tasks based on priorities to each block of time. Some freelancers use this tool and set timers on their mobile devices to remind them to move on to the next task. Regardless of the system you choose, time management systems are an important tool for freelancers.

2. Implement automated systems. Anytime you automate a work process, you save time. There are many tools available, like automated reports, to help. Report management systems created specifically for freelancers are valuable tools. Another example is choosing a financial system that automates bill-paying. Basically, if there is a system to be automated, work with it!

3. Create templates. Freelancers don’t need to reinvent the wheel for every thank-you email, invoice, or proposal. Any documents you use frequently can be made into templates. Setting them up doesn’t take much time, and the amount you save is worth it.

4. Keep an organized workspace. Freelancers work in all sorts of places. For example, you might knock out some work while waiting on your vehicle’s oil change. Another day, you might move your workspace to your backyard - a nice benefit of freelancing. However, a home base for your workspace is a good idea. Having space where you store paper documents and the devices you use for work means you won’t waste time searching for these items. Also, an organized workspace boosts productivity.

5. Silence device alerts. Diversions like audible alerts when you receive an email or someone comments on your Facebook post take you off track. When diverted from tasks, it’s more likely that you’ll waste time. Sometimes these diversions take you down rabbit holes, and before you know it the day is over with little work progress.

These simple tips to save time are easy to implement. Automated reports, templates, time management, and organization go a long way in saving time. Staying on track isn’t always easy with diversions, so be proactive to avoid them. Your time-saving efforts will pay off for your freelance business before you know it!