business workflow

Are you ready to save hours on documentation? Ken Babcock is making it much easier for business owners to document procedures with Tango. His company has developed a browser extension that automatically records your process, step by step, so you don’t have to worry about the details. Inspired by his experience at Uber with quick growth and turnover, Ken cares deeply about making knowledge sharing simple. What are you waiting for? Listen now and cut down on time consuming procedures!

About Your Host 

DCA Virtual Business Support President Denise Cagan has been working with small businesses for over 20 years. She has served on the boards of professional organizations such as Business Leaders of Charlotte (BLOC) and the National Association of Women Business Owners Charlotte (NAWBO). Denise is also a graduate of the Goldman Sachs 10,000 Small Business Program, which is a program for small businesses that links learning to action for growth-oriented entrepreneurs. 

Denise is recognized as a facilitator, problem solver, and builder. She enjoys speaking to business groups about social media for small businesses and motivating remote and work from home (WFH) teams. She holds a Bachelor of Science in Quality Systems Management from James Madison University. She has extensive experience in helping small businesses grow through outsourcing solutions providing administrative, creative, marketing, and website support. 

Connect with Denise 

DCA Virtual Business Support website. 

View and listen to Podcasts with Denise Cagan 

LinkedIn 

About Your Host

DCA Virtual Business Support President, Denise Cagan, has been working with small businesses for over 20 years. She has served on the boards of professional organizations such as Business Leaders of Charlotte (BLOC) and the National Association of Women Business Owners Charlotte (NAWBO). Denise is also a graduate of the Goldman Sachs 10,000 Small Business Program, which is a program for small businesses that links learning to action for growth-oriented entrepreneurs.

Recognized as a facilitator, problem solver, and builder, Denise enjoys speaking to business groups about social media for small businesses and motivating remote and work-from-home (WFH) teams. She holds a Bachelor of Science in Quality Systems Management from James Madison University. With extensive experience in outsourcing solutions that provide administrative, creative, marketing, and website support, she is able to help other small businesses grow and thrive.

Connect with Denise

DCA Virtual Business Support website.

View and listen to Podcasts with Denise Cagan.

LinkedIn

087 - When it comes to mapping out your workflow, think of it as an investment of time and brainpower that your future self will effusively thank you for. Because once you have your workflow mapped and the pieces in place, you won't need to reinvent the wheel every time a potential new client appears. Stress drops significantly; scaling your business becomes possible.  

And while it's no secret that I'm a huge fan of automation, in this episode I share specifics of the very analog system that served me well for years. No need to get fancy—you just need to get this done!   

What to Listen For: 

• What I mean by workflow, and why you need to map one out
• The 3 distinct parts of the process (and the easiest place to start)
• How to use the "magazine rack" CRM system
• The single most forgotten step at the end of your process
• Why you'll want to recruit an "inquiry buddy"
• ...And an exciting new course coming to the HOD Academy!!

Trust me when I say this: Future You really, really wants Present You to make this a priority!  

Resources From This Episode: 

• Spreadsheet of CRM software options (download available for Academy members)
• Episode 79: Business Pillar #1 - Legal & Admin
• Episode 81: Business Pillar #2 - Branding
• Episode 83: Business Pillar #3 - Website
• Episode 85: Business Pillar #4 - Pricing
• Dubsado, Honeybook, and Sprout Studio
• JotForm, ToDoist, Trello and AirTable
• Episode 40: Inquiries that Convert, with our Elevate Coaches
• Episode 45: Using Video to Book More Clients, with Andrew Hellmich
• Hair of the Dog Academy 
• Hair of the Dog Facebook group
• Hair of the Dog Elevate coaching program

JOIN THE PARTY:

• Connect with us on Instagram
• Explore valuable pet photography resources here
• Discover effective pricing and sales strategies for all portrait photographers.
• Ready to grow your business? Elevate helps you do just that.
• Check out our recommended gear and favorite books.

In this awesome episode of Supercharged! we dive back into the world of Real Estate Investing with Alex Brant from SimpleQuarters & SimpleWholesaling. 

Alex's companies started out using Podio with a pre-built InvestorFuse system, and have spent the last year customising their system to increase their efficiency and productivity!

We talk to Alex about how eSignature integration saves his team hours of work each week as contracts are automatically generated and sent and signed. We look at how Podio helps them market by automatically sending email blasts, texts, follow up communications and postcards. 

For anyone in the Real Estate Investing community who wants to start performing better, we recommend listing to this podcast!

Alex can be reached at:

SimpleQuarters: https://www.simplequarters.com/

SimpleWholesaling: https://www.simplewholesaling.com/

In this episode we talk to Podio Partner (and Podio User number 11) Anders Bendix Kiel about how Podio has developed and how he's seen Podio evolve with his clients. Anders has seen it all, and has some great stories about the early stages of Podio and how it's evolved, as well as some of the gamechanging moments along the Podio journey.

Anders gives us some of his insight into what makes successful Podio design, and we discuss how we can best integrate Podio into organisations.

Check out Anders on his LinkedIn profile (https://www.linkedin.com/in/bendixkiel/) as well as his products/companies:

Multikant: http://multikant.dk/
SmartGannt: https://smartgantt.com/
CleverBuild: http://www.cleverbuild.dk/
CleverGDPR: https://www.clevermanagement.dk/modules/gdpr-uk/

In this fantastic episode we dig into how normal people can turn into superhero API warriors using Podio, ProcFu and the magic of the internet.

We're joined by Andrew Cranston, Gamechanger's CTO and a regular contributor to the GlobiFlow and ProcFu workspaces.

Andrew started out as a non-coder, and his path to API wizardry shows just how much you can get with some research, trial and error, and ProcfFu.

ProcFu (www.procfu.com) features heavily in this episode and Andrew breaks it down so that even the newest of newbies can understand.

This episode is highly recommended if you are thinking about doing more advanced things in Podio and just don't know how to start.

Check out https://www.w3schools.com/ for more resources Andrew speaks about and try yourself!

In this special episode we speak with Vlad Pustiu, one of the co-founders of smrtPhone - the only phone system designed specifically for Podio!

Vlad and Jordan look at the development of the product to date, how the community has grown and how they focus on maintain the company values and agile structure.

This is a great insight into both Podio development and how to build a software company from the ground up without investment.

To check out smrtPhone and get your free 30 day trial: www.smrtPhone.io

In this Episode of Supercharged! we speak with Austin Hughes from Thunder Sun Homes. Austin is a real estate investor who handles all types of real estate transactions and who found Podio when he was looking for ways he could improve his business.

As a self-taught Podio man, this episode dives into how Austin found Podio, how he began to understand and harness its strengths, and how he has leveraged the business efficiency that Podio has brought him to expand his business!

To see more of Austin:

https://thundersunhomes.com/
https://www.facebook.com/thundersunhomes
https://twitter.com/thundersunhomes

In today's episode we speak with Joe Hall from Workfast Studios in Georgia. Joe is a Podio Partner who started out building Podio for his own company and soon started helping other businesses harness the power of Podio for their own organisations.

Joe brings a great insight into how he works with clients to design the best system for them and we have a fascinating conversation.

You can reach Joel at:

Facebook: https://www.facebook.com/workfaststudios/

Twitter: https://twitter.com/workfaststudios

In this episode we talk to Louis Hiza from GC Realty.

In this terrific conversation Louis talks about GC Realty's journey into using Podio and how they had a "lightbulb" moment which led to them building a an absolutely essential Podio system to run their whole business.

We talk about the key impact that Podio has had on their company, and how they are continuing to build in new capabilities.

This is a must listen for anyone in Property Management!

You can find out more about GC Realty on their website: gcrealtyinc.com

In this episode we talk to Øyvind from WAU. As Podio Partners they launched the amazing WAU Portal which is now used by hundreds of organisations around the world.

We talk a bit about the journey they took getting into Podio (and how they decided to migrate over to Madagascar!) and the initial development of WAU Portal.

We look at the ways WAU Portal can make an impact on an organisation and some of the top use-cases for integrating WAU Portal into your Podio setup.

Finally we look at some cool new features they are working on to make WAU Portal even better.

Please visit them at www.wauportal.com 

In this episode we speak with Gil, Jarett and Alex from BrickBridge Consulting, a Podio Partner who is also building an exciting new tool for launching solutions using Podio.

This is a fascinating discussion about their business, about Podio in general and how Podio can be used to build Enterprise level software in an accelerated way.

BrickBridge can be reached at http://www.brickbridgeconsulting.com/ and please check out their awesome new podcast here! It's a great place to learn more about Podio!

In this Episode we talk to Alex Parge, CEO of REIvolution.

REIvolution is a comprehensive Real Estate acquisitions and management system that is used by over a hundred real estate investment businesses across the US.

We talk to Alex about his journey with Podio, how they came across the idea to create a product for the real estate market based in Podio and what the main learning has been as they have grown their product.

This is a fantastic opportunity to peak behind the curtain of a real estate system and learn about what makes the team tick.

Visit REIvolution Here

In this episode we talk to Thomas (Tom) Dirlich of Add-Wings and "Going Mad". Tom is an Podio partner based in Munich and he and his team specialise in building system using the whole range of Citrix products (as well as their own custom mobile apps).

We take a look at what it's like as a Podio Partner to integrate Podio into a customer's business and how important it is to start and refine the processes.

It's a great discussion and a great opportunity to learn more about how seasoned Podio partners approach a new project.

If you'd like to learn more about Tom or contact him please visit:

http://www.going-mad.com

In this episode our host, Jordan Samuel Fleming, introduces us to Supercharged! the brand new podcast focussed on the power of automation and workflow management with Citrix Podio.

Jordan introduces the background of the podcast, and explains some of the challenges that new Podio users have when they first get introduced to Podio...which is why he started this podcast!

He also introduces the first guest on Supercharged! Andreas Huttenrauch, founder of GlobiFlow, GlobiMail and Procfu!

We love trying to find ways to make the people in our lives feel special. This is true even with our clients and customers. One of our favorite ways to show everyone we care is through gift-giving. Whether it’s a gift to say thank you, a gift to surprise, or a gift during the holiday season - it’s the easiest way to bring a smile to someone’s face. On today’s episode, we discuss gift giving year round and during the holiday season for our clients and how easy it is to incorporate it into your workflow.

Why Gifting Matters

Gifting is taking that extra step to show kindness and generosity. When gifting to your clients, you let them know they are more than just another number. They matter. Give thoughtfully and listen to what your client might enjoy. It not only makes them feel amazing but it’s more likely to lead them to refer you to other people. Gifting is a win-win!

Yearly Gift Ideas

You don’t have to break the bank to be a thoughtful gifter. Even a sweet thank you card can make a world of difference. Think about what you think your clients would like. It can be homemade or even store bought. But it’s the thought that counts. Make sure your gifts stay on brand with your message. If you are mailing or delivering a gift to their home, try to collect their address during the contract stage so you have it on file. You can also send gifts via email, like electronic Starbucks gift cards!

Holiday Gift Ideas

The holidays are the perfect time to remind past clients that you are thinking of them. Whether you worked with them at the beginning of the year or just last week, wish them a happy holiday season. This can be with a sweet holiday related gift (we love giving out sweets or spa-like items so they can relax) or it can be as simple as sending them a holiday card. We also highly recommend Greetabl - a customizable box with a message, photos, and surprise that ships right to your client’s door! The possibilities are endless!

Greetabl Discount - Use code SHAUNAE for 20% off of $50 or more!

Download the free world kindness graphics mentioned in this episode

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