Xero (accounts, expenses + sales invoice)

Slides:

Advertisements

Similar presentations

Webinar Process Contents 1. Prior to Webinar Promotion Registration 2. During Webinar 3. Follow-Up After Webinar 4. Archive & Persistent Lead Generation.

Advertisements

New Mexico Broadband Program Internet Tools for Small Business Success Module 5 E-Newsletters.

How to Market SBS to help grow your Coaching Practice.

 Invoices/Purchase Orders/Order Forms (copies of forms)  Sales Journal/Accounts Receivable Record (Excel spreadsheets)  Purchases (copies of forms)

Lesson 3 Your “Home Base”. You Have Options.. Wordpress – Easy to use & Free Blogger – Also Easy To Use & Free Custom Blog – Sort of easy to use & not.

Marketing your Early Years and Childcare Business Maureen Askew AskAskew EarlyYears and Childcare Business Consultancy.

Duane Reading ~ Outdoor Adventure Marketing Marketing outdooradventure-marketing.com.

How to make it easy for you customers to find and research you and your services!

Integrated Web Marketing for Xerox Agents Innovative Marketing for Office Technology Resellers Practical Strategies for.

Facebook 102: Customizing Your Dance Studio’s Facebook Page Presented By: Jill Tirone facebook.com/dancefitmarketing

Print Direct Mail Newsletters, Brochures & Posters Newspapers & Magazines Press Releases Annual Reports Organization Profile Television & Radio Local.

Wordpress The Free Website and Blog Software. Introduction What is Wordpress? What is Wordpress? Website creation Website creation Blog Software Blog.

Why the potential of social media is vast. Is social media the poor relation or rich uncle? – who’s using it? A Profit making strategy Tips and tactics.

AXLR8.com Ltd Theatre Management Systems Steve Tiller.

S MALL F IRM SOLUTIONS : W EB M ARKETING By: Elizabeth Stringer, Raquel Ramirez, Brian Palumbo, and Jessica Flammer.

 Word Processing  Spreadsheets  Presentations  Drawings  Forms.

Secret 7 “Mastering the Internet and Web Technologies.”

Small Business Resource Power Point Series Getting Referrals.

Using Flower Pots To Market FSBO’S New Listings and Expired Listings.

Elections Nova Scotia Training for Official Agents for Electoral District Association January 2015.

Create feedback form in Google Spreadsheet. Go to and open the drive by clicking the link as shown belowwww.google.com.

Music Exchange 2010 Creating a cost effective web presence Utilizing free tools and platforms to get your message and music out there. Brian Currin

SESSION 5. 17/11/15. EndNote Answer the following questions:

Login Page Type User name Type password Click Signin For password recovery click here Visit softech.com.

Class Jump. ClassJump.com provides teachers web sites free of charge, where multiple classes can be managed and updated using an easy to understand interface.

ACCOUNTING DEPARTMENT WORKFLOW VIRTUAL ENTERPRISES, INTERNATIONAL New Coordinator Orientation.

Resource Development….. Are you using these resources? 1.

SALT WARE, LLC. Simple web-based solutions for record keeping & sales tax estimation What’s in store for you! C-Store will: Import your inventory purchases.

Google Galore Presented by Tonya Kimmerly Coloma Middle School.

Prepared By: Techtic Solutions Best Marketing Magento Extension by Techtic Solutions.

Don McClain Real Estate Marketing Ideas Guaranteed To Close More Sales EZ House Buyers.

ATIA Webinars – Looking Ahead Presenters: Jason Luciano, Catalyst Project Paul Galonsky, Catalyst Project Caroline Van Howe, ATIA.

The All-in-One Booking Solution for Venues

The Business of Mediation: How to Start and Grow a Practice

Monthly Money Management

How to Learn Bookkeeping At Home?

Sales Engagement Platform

Using Flower Pots To Market

ACCOUNTING DEPARTMENT WORKFLOW

Ted Denbow Kristin Harad VP, Head of Sales & Marketing Expert

Jitasa Overview.

We Provide Social Media Solutions That Work for You

E-Commerce Solution for all businesses

Microsoft Classroom.

AMANDA CHRISTIE SOCIAL MEDIA July 2010.

Welcome To Outlook Support Number

In Partnership With. In Partnership With Create one that can be sent to your entire membership! Marketing Create one that can be.

Chapter Awards and Compliance Matrix

Partner Portal Introduction Bottomline Partner Programme

Sample timeline and editorial calendar

Increasing student engagement – ESADE Careers Weekly Newsletters

EasyEOI Manage your EOIs received Edit and send them to your clients

Building Programs Beyond the Fourth Wall

New Centerbase Marketing Pack

THANK YOU! TO LEARN MORE: bit.ly/travel-trends-research

7 Step Customer Cycle Checklist

Accounting Intelligence

The Bulletproof Client Retention Plan

Review Learning resources for students

Slides prepared by Sarah Benis Scheier-Dolberg

Yahoo Mail Customer Service Number.

Smart Marketing For Small Businesses.

RUNNING THE MODERN DAY SMALL LAW FIRM

How To Add Custom Widget Areas to WordPress Themes.

Include in regular call cycle C (interest): with a link to a related article G (consideration) with link to a.

Presentation transcript:

Xero (accounts, expenses + sales invoice) Accountant Email / Calendar Mailchimp Xero (accounts, expenses + sales invoice) Xtina Bank account Calendly Wordpress (eudaimonia-coaching.co.uk) Excel Paul Customer

Agent Process System Supporting system Customer Join mailing list Mailchimp (lead magnet within website) Wordpress Add customer to mailing list Mailchimp Book consultation Calendly Xtina Consultation N/A Send onboarding email Email Send thank you / feedback end of final session Follow up with customer Send blog/newsletter to stakeholders LinkedIn? Write blog Write newsletter Write survey Typeform Paul Update / amend website Create and send invoice to customer Xero Reconciliate expenses incurred Report on monthly KPIs Excel Google docs for storage Accountant Produce yearly tax return

No PDF downloadable / no prize draw Customer Customer LinkedIn Mailchimp List: Newsletter Website (Wordpress) https://www.eudaimonia-coaching.co.uk/purpose-series-social/ 0-7 Mailchimp campaign: PURPOSE SERIES (for Newsletter List) Typeform to capture feedback PDF link to free downloadable Mailchimp List: Eudaimonia LinkedIn Signup 1-7 Mailchimp campaign: PURPOSE SERIES (for LinkedIn List) Typeform to capture feedback Prize draw for free coaching sessions for those completing full feedback No PDF downloadable / no prize draw Award / inform winner