Optimizing Your Processes

Optimizing Your Processes

The best migration specialists don't waste time, especially with repetitive and redundant tasks.

The following is a list of easy wins that can significantly reduce wasted time.

Set Up Calendly

You should use an app like Calendly which makes it easy for prospects to schedule a meeting with you.  This eliminates useless "when works for you?" email exchanges.

Depending on the technology you use, we highly recommend adding the following questions into your booking form:

  1. How long would you like to meet for? [30 / 60 Minutes]
  2. What would you like to discuss? [Text]
  3. Would you like in NDA in place prior to this call? [Yes / No]
  4. What is your direct cell phone number? (We will call this if you miss the meeting) [Text]

Link Calendly to Teams / Zoom

You should link Calendly to Microsoft Teams / Zoom so that when a meeting is scheduled, an online meeting link is automatically generated.
 

Set up a Good Email Signature

Once you have your booking links created, you should add them to your email signature so it is easy for people to book with you.

A great email signature might look something like this:

Winner of the ABA Tech Show Startup Alley
Move from Anywhere to Anywhere - Fast!
 

You'll notice that there are two important links in the signature:  One that links to the meeting scheduler and another that links to a personal meeting link.  Having both is great because if you're on a call with someone and they need to meet, you can simply say "Just click the 'Meet Now via Teams' link in my signature" instead of having to send a brand new email and link.

Set up NDA Automation

You should use an app like DropBoxSign or DocuSign to automate NDAs.  Having NDAs automated reduces tons of friction because if someone says they want an NDA in place, you can simply say "Give me one sec and you'll have a DocuSign in your inbox".
As a professional migration specialist, your time is at a premium.  Do not waste time coordinating meetings with clients and prospective opportunities.

Instead, use a service like Calendly, Zoom Scheduler, or Microsoft Bookings to automate meeting scheduling.

We highly recommend Calendly as you can connect it to Teams and Zoom so that meeting rooms are automatically set up when people book with you.

Set up a Good Payment Processor

The best migration specialists don't waste time trying to get paid.  They handle all payments electronically.  This enables them to easily collect a deposit, do the work, and then charge the outstanding balance.  They can process payments quickly with minimal hassle.

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