Basic workflow automation using addition of notes to Wunderlist, Basic Entry into Excel and Word, and Creating Files and Folders in my File Explorer
$250-750 USD
Paid on delivery
I work with many clients. More clients = more money. Don't want to sacrifice client service but am short on time due to client volume. Need to streamline daily workflow.
Example of things that are essentially automaitic processes that I do by hand.
1. I get an email with a new client contact.
2. I email that client using HubSpot template.
3. I enter that client's name into Excel Sheet used for tracking all clients, along with some other basic data.
4. I enter that client into Wunderlist as a note to work on their project and assign it to myself or my contractor/employee.
5. I create a folder for that client in my Clients folder.
6. I create a Notes Word document for that client, named "NOTES for Client Name" within their folder.
7. I copy an excel document used for tracking client progress into their folder and name it "Client Name Progress"
8. I open that excel doc and enter their name in the same cell every time.
9. I save and close.
It's a pain and I'd like to have it automated.
Project ID: #18287913
About the project
26 freelancers are bidding on average $435 for this job
Hi I am certified for Microsoft Office, Microsoft Excel, Word and Access. I am good command over data management in Excel Dashboard, Spreadsheet as well as in Microsoft Access Database. I have 15 years’ experience to More
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