AuthorRich Peterson | S&P

Rich Peterson has spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, the painful process is worth every minute for our successful clients.

Adding superpowers to your business calendars

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Many businesses that we work with have a pretty simple corporate calendar configuration – connect to Google Calendar or Outlook and manually schedule appointments. Let’s have a look at some of the ways that we’ve helped people power-up their calendars & online bookings: accessible via employees only accessible by clients (sent a direct link) accessible by clients (via...

The near-perfect onboarding outreach email

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For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too many clicks around to find information. To make a long story shorter, I...

People love Asana: Is it right for your business?

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If you’ve ever done an internet search for “beautiful project management software”, you’ve probably come across Asana. It’s one of our top 12 project management software systems in terms of design alongside Basecamp, Solo, Airtable, Process St, Roll, Pipefy, ClickUp, Flow, Sunsama, Ora and Roadmap. All beautiful software that your designers, and your eyes, will love...

A clear picture – the major factor in choosing software

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There are thousands of tools available to streamline your business, save you hours and increase your output but they are all flawed, imperfect and need you to adapt to their methodology. So how do you choose the best tool for your project? If you’re in any groups, you’ll hear recommendations, see training sessions on tools and read people passionately telling you that their particular...

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This is the default text shown when someone completes a standard, partially-configured website form. To change it means you have to click through a few tabs and find what text to update. Does it ever matter that someone sees this? Consider the customer journey from when they read some of your social media posts then eventually visited your blog then signed up to your newsletter then clicked one...

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