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EFFICIENCY THROUGH TOOLS
Tools built for your reality
Every business has its own blind spots: a project tracked over email, an invoice made by hand, a contract stuck in an attachment. Here's how I can help, depending on where things are falling apart.
One more tool doesn't fix anything if it doesn't connect to the rest. This offer, additional to your website and not mandatory, guides you through an audit of your current tools, the selection and implementation of the right ones, then training so you become autonomous and save time day to day.
Project Management
A tool so your team always knows where projects stand, without lost emails or forgotten follow-ups.
Software examples:
Monday, ClickUp, Asana, Trello, Planner, etc.
Forms
Your forms send information straight where you need it, instead of getting lost in an inbox.
Software examples:
Zoho Forms, Microsoft Forms, Google Forms, etc.
Billing & Payments
Invoices that go out fast and payment tracking that no longer slips through the cracks.
Software examples:
Quickbooks, Square, etc.
Surveys & Client Feedback
A simple way to actually know what your clients think, instead of guessing.
Software examples:
SurveyMonkey, TypeForm, etc.
Design & Creation
Consistent templates matching your brand, so you can create visual content quickly without starting from scratch every time.
Software examples:
Canva
Email Marketing
A well-segmented list and simple automations that work for you while you focus on other things.
Software examples:
Flodesk, MailerLite, Mailchimp, etc.
Electronic Signature
Contracts and quotes signed in a few clicks, instead of waiting on a paper signature or a lost attachment.
Software examples:
DocuSign
File Storage & Sharing
A clear structure so everyone finds the right document, without depending on one person to know where things are.
Software examples:
Microsoft Sharepoint, Google Drive, etc.