WEBVTT
00:00:00.020 --> 00:00:08.788
We're like all right, let's show up, get this done, and then by the end of the day, yeah, you have a completed website, We'll launch it, you know, when they're ready.
00:00:08.788 --> 00:00:14.470
And so, yeah, it's very time-blocked, it's very efficient and it's very collaborative.
00:00:14.619 --> 00:00:18.667
Hello, hello, this is Sarah Noel Block, and you're listening to Tiny Marketing.
00:00:18.667 --> 00:00:25.888
Have you ever had an experience that just gave you the warm and fuzzies?
00:00:25.888 --> 00:00:37.034
You worked with a contractor or an employee and it just was so easy that you couldn't stop thinking about it.
00:00:37.034 --> 00:00:49.216
You actually, at the end of the day, were like I am so glad that I have $5,000 less money because I got to experience that with that person.
00:00:49.216 --> 00:00:55.954
That's how I felt after using Knapsack Creative for my recent website redesign.
00:00:55.954 --> 00:01:04.010
I enjoyed the experience so much that I had to dig in more.
00:01:04.873 --> 00:01:17.415
I reached out to the team at Knapsack, and specifically Savannah, who is my designer, and I begged her please tell me how you create that amazing client experience.
00:01:17.415 --> 00:01:31.209
And she sat down with me to give me the lowdown the ins and outs, from beginning to end, on how they craft such a beautiful client experience, and we're sharing that conversation today.
00:01:31.209 --> 00:01:33.474
So get out your notebook.
00:01:33.474 --> 00:01:46.753
Enjoy the fact that you are about to get a masterclass on how to create a seamless experience for your clients or even your company.
00:01:46.753 --> 00:02:02.387
This can be applied to any sort of project that you're doing, so whether you're in-house or you are a marketer or a solo entrepreneur and you're doing client stuff.
00:02:02.387 --> 00:02:17.013
You can apply this process that she's teaching me today into your projects, and I'm telling you now I'm going to steal a bunch of this.
00:02:17.013 --> 00:02:22.627
So when you're working with me and you're like, this sounds familiar, this is the reason.
00:02:22.627 --> 00:02:25.973
It's because I'm stealing Savannah's SOPs right now.
00:02:25.973 --> 00:02:27.923
All right, stay tuned.
00:02:28.002 --> 00:02:32.212
We're talking to Savannah from NetSap Creative in just a moment.
00:02:32.212 --> 00:02:46.492
Hey there, fellow entrepreneurs and B2B marketers, before we dive back into the conversation, let me introduce you to a game changer in the lead generation arena Leadfeeder.
00:02:46.492 --> 00:02:53.782
Now, we all know the struggle of identifying those elusive website visitors and turning them into valuable leads.
00:02:53.782 --> 00:03:01.669
But what if I told you there's a tool that not only promises but delivers on supercharging your lead generation and sales efforts?
00:03:01.669 --> 00:03:03.492
Enter Leadfeeder.
00:03:03.492 --> 00:03:09.383
Generation and sales efforts Enter Leadfeeder.
00:03:09.383 --> 00:03:14.162
Imagine having the power to identify companies visiting your website, track their behavior in real time and seamlessly integrate it all with your CRM.
00:03:14.162 --> 00:03:16.350
Leadfeeder is not just a tool.
00:03:16.350 --> 00:03:19.822
It's your secret weapon for efficient and targeted lead engagement.
00:03:19.822 --> 00:03:21.985
What sets Leadfeeder apart?
00:03:21.985 --> 00:03:30.031
It's the ability to provide detailed insights into visitor behavior, helping your sales team prioritize efforts and close deals faster.
00:03:30.031 --> 00:03:35.072
With customizable notifications, lead scoring and GDPR compliance.
00:03:35.072 --> 00:03:40.919
Leadfeeder is changing the game, ready to revolutionize your approach to leads and deals.
00:03:40.919 --> 00:03:44.665
Head over to leadfeedercom for your free demo today.
00:03:44.665 --> 00:03:48.092
That's L-E-A-D-F-E-E-D-E-Rcom.
00:03:48.092 --> 00:03:53.670
Don't miss out on the future of successful lead generation with Leadfeeder.
00:03:55.901 --> 00:03:59.108
I used Knapsack for my website redesign.
00:03:59.108 --> 00:04:02.193
If you want to check it out, that work is theirs.
00:04:02.193 --> 00:04:12.188
Savannah was my designer and the reason I reached out to ask her to be on the show is because I freaking loved the experience that I had.
00:04:12.188 --> 00:04:35.588
It was so seamless and easy and it put me in a position where I couldn't fail, because I'm pulled in a thousand different directions being a solopreneur, and she made it so easy for me to do my homework on time and make sure that the project ran on time and I wasn't ruining her opportunity to do a good job.
00:04:38.072 --> 00:04:40.286
That's awesome yeah it was super fun to work together.
00:04:40.286 --> 00:04:45.629
We are digging into the experience today because I was obsessed with it.
00:04:45.629 --> 00:04:49.968
I was just like trying to reverse engineer how you guys do what you do.
00:04:49.968 --> 00:05:01.504
Can you tell me how you guys came up with, or first describe, the experience that clients go through and then we can dig into the back, the back end of it?
00:05:02.446 --> 00:05:03.869
Yeah, yeah, totally Well.
00:05:03.869 --> 00:05:16.031
Yeah, like I said, we were a Squarespace web design agency, so we build Squarespace websites for our clients and we do it in as little as a day, so it's kind of the big process piece.
00:05:16.031 --> 00:05:28.836
So we're just very big on process and systems, like I said, and we're trying to create the world's best web design experience is kind of our thing that we're just constantly pursuing.
00:05:28.836 --> 00:05:35.713
So, in terms of the experience and what a client goes through and feel free to chime in, since you went through- it, I will.
00:05:38.504 --> 00:05:41.892
First we'll meet with somebody to just make sure they're a good fit.
00:05:41.892 --> 00:05:46.612
We're really big on making sure that you know somebody is going to align with our process.
00:05:46.612 --> 00:05:53.375
It's not for everybody, because it is pretty fast-paced and you do have to be, you know, a quick decision maker and all of that.
00:05:53.375 --> 00:05:55.822
We also want to make sure Squarespace is a good fit.
00:05:55.822 --> 00:06:05.779
But essentially, once they've onboarded into our process, we give them a project map which basically lays out all the steps in the process.
00:06:05.779 --> 00:06:15.812
So it's really clear they know exactly what to expect and what's happening when with calendar, invites and things on the calendar and really the bulk of the process for the client.
00:06:15.951 --> 00:06:21.951
Once they've done their homework, we have a pretty organized intake prep guide.
00:06:21.951 --> 00:06:26.149
But then essentially we'll have a one hour meeting to review the prep guide.
00:06:26.149 --> 00:06:40.624
So that's kind of like, hey, this is when your homework's due, like you're going to meet with your designer over the chat, and so it just creates like clarity around a due date and I think for everybody just all humans we need that.
00:06:40.624 --> 00:06:47.334
Yeah, so that that review session is when we review the prep guide.
00:06:47.334 --> 00:06:57.776
So basically, just look at all their homework, get on the same page, make sure we have everything we need to complete the process and then about a week later we do what we call the design day.
00:06:57.776 --> 00:07:02.564
Sometimes there's a couple design days if it's a bigger site, but I think for your site we just did one design day.
00:07:02.564 --> 00:07:03.144
Is that right?
00:07:03.406 --> 00:07:05.168
Yeah, we did the whole thing in one day.
00:07:06.649 --> 00:07:08.232
Boom One day.
00:07:08.232 --> 00:07:16.451
So, yeah, that's our pretty like that's our most common package, and so what that looks like is we actually are building the site throughout the day.
00:07:16.451 --> 00:07:34.245
We do do some prep work ahead of time, so it's not entirely that day, but we're basically meeting over video chat, screen sharing, asking for feedback, and then we're jumping off for a couple hours building the next page, getting feedback, and so it's very collaborative and fast paced.
00:07:34.245 --> 00:07:49.363
And so I mentioned it's not for everybody, because if people need like a lot of time to think over their decisions or the shade of blue that we're using or the icons, it's probably not a good fit, because we're all about efficiency.
00:07:49.363 --> 00:07:56.750
We're like, all right, let's show up, get this done, and then by the end of the day, yeah, you have a completed website, we'll launch it.
00:07:56.750 --> 00:07:58.233
You know when they're ready.
00:07:59.440 --> 00:08:03.911
And so, yeah, it's very time blocked, it's very efficient and it's very collaborative.
00:08:03.911 --> 00:08:06.959
We it's very time-blocked, it's very efficient and it's very collaborative.
00:08:06.959 --> 00:08:11.117
We hate the idea of like emailing back and forwards for weeks and weeks and like getting feedback that way.
00:08:11.117 --> 00:08:18.468
Or else we're like let's get on video chat, let's talk, let's get this done in terms of, you know, making decisions and all that.
00:08:18.468 --> 00:08:19.805
So that's high level.
00:08:19.805 --> 00:08:26.966
Yeah, anything that you would add, just having gone through it, or anything I missed, yes, oh well, I noticed.
00:08:26.987 --> 00:08:32.202
So we had our fit call to see if I made sense to work with your agency and how you guys work.
00:08:32.202 --> 00:08:48.030
And then at the kickoff call, that's when you went over like what homework I would need and we kind of picked out what package I would need if we could actually get it done in a day.
00:08:48.030 --> 00:08:56.312
Right, and what is the tool that you used for collecting the content that you needed?
00:08:56.883 --> 00:09:05.861
Yeah, we have Content Snare and we've kind of built out like a custom thing in Content Snare, which is an amazing tool, for I mean, it works for lots of different industries.
00:09:05.861 --> 00:09:07.765
So yeah, contentsnarecom.
00:09:07.886 --> 00:09:08.408
That's right.
00:09:08.408 --> 00:09:14.046
I told so many people about it after we worked together.
00:09:14.046 --> 00:09:15.929
I was like Content Snare.
00:09:15.929 --> 00:09:17.091
It's amazing.
00:09:17.091 --> 00:09:18.955
Yeah, pretty powerful, yeah.
00:09:18.955 --> 00:09:51.990
The other thing that I noticed is like the vast majority of the website was done before our design day and what we did in like the first call of the day was just go through the details, like where I wanted specific changes, but the vast majority was done Like specific changes, but the vast majority was done Like I don't know, the house was built it was just like picking paint colors and stuff like that.
00:09:52.009 --> 00:09:53.494
Yeah, you gave us a lot to work with.
00:09:53.494 --> 00:10:00.198
I would say that is contingent on how much like branding elements we have to work with.
00:10:00.198 --> 00:10:04.730
Sometimes if somebody doesn't have anything, then we're like making more of those decisions in the day.
00:10:04.730 --> 00:10:54.745
No-transcript, because we actually the calendar invite is like a full time block Because we do want people to be available in case I need to meet more times.
00:10:54.745 --> 00:10:58.102
But usually that happens where people are like yeah, I blocked off the whole day.
00:10:58.102 --> 00:11:01.945
I thought maybe I would have to be on video chat longer, but like I got a ton of other stuff.
00:11:02.024 --> 00:11:09.912
Yeah Well, and it's nice because you're not scheduling other meetings, so you can actually get work done in between working on your website.
00:11:12.581 --> 00:11:14.027
Our secret way of reviewing you.
00:11:14.147 --> 00:11:16.322
Yeah, yeah, that was helpful.
00:11:16.322 --> 00:11:19.071
I'm sorry I'm busy that day, cannot meet.
00:11:19.071 --> 00:11:26.909
I want to go backwards in time, though, so let's talk from that.
00:11:26.909 --> 00:11:29.119
So we had the fit call.
00:11:29.119 --> 00:11:41.273
You were like, okay, I think she can be fast-paced and work with us, and then you guys gave me content snare, where I provided copywriting and the examples of the websites I liked and things like that.
00:11:41.273 --> 00:11:51.219
But the thing that was really cool is that you had mapped out the project, so I knew exactly what to look, what it would look like, so explain that to me.
00:11:51.219 --> 00:11:58.484
They're not all custom, I'm sure, so you probably have pre-designed workflows that you're working with.
00:11:58.484 --> 00:11:59.203
How did that work?
00:12:00.865 --> 00:12:08.230
Yeah, so it makes it nice because we're web designers, so that's actually a Squarespace website that we built.
00:12:08.230 --> 00:12:12.192
So we have all the tools and whatnot to essentially create that page.
00:12:12.192 --> 00:12:19.495
But yeah, it's basically a page where it has like the five steps in the process and then each section just describes the different steps.
00:12:19.495 --> 00:12:30.802
It's actually really nice because our process doesn't change and so we really are able to use one template to just duplicate for all of our different projects.
00:12:30.802 --> 00:12:42.399
The only thing that changes is the number of design days, and so for the design day spot in the process, you know, maybe someone would have three different design days and we just write those out in the calendar.
00:12:43.245 --> 00:12:46.227
So, yeah, that's basically something we built in Squarespace.
00:12:46.227 --> 00:12:50.282
We made it branded to our own brand and colors and whatnot.
00:12:50.282 --> 00:13:01.530
And basically our project manager every time we have a project onboarded which is pretty frequently because our turnaround time is pretty quick needed it to be like really easy.
00:13:01.530 --> 00:13:10.673
She just duplicates a page in Squarespace, plugs in dates and name and customizes it a little bit Pretty minimal.
00:13:10.673 --> 00:13:19.327
So I would say like I don't know she would know better, but maybe like 10 minutes of work each time where she's just having to update links and text and whatnot?
00:13:19.808 --> 00:13:20.431
That's cool.
00:13:20.431 --> 00:13:25.264
I'm going to totally steal that idea, yeah you have a Squarespace site.
00:13:25.865 --> 00:13:26.586
I do, I do.
00:13:27.128 --> 00:13:41.049
I kind of take that when I'm podcast guesting and I'll have a landing page that I just duplicate and change out the certain information I need for that specific podcast so I can track conversion rates from those experiences.
00:13:41.049 --> 00:13:43.394
But I'm guessing it's similar.
00:13:43.394 --> 00:13:47.408
Does it live on your website or do you have a separate domain?
00:13:47.408 --> 00:13:49.755
I can't remember what the domain was for that anymore.
00:13:51.306 --> 00:13:57.017
It's mapnapsacreativecom, so it's a separate Squarespace site.
00:13:57.017 --> 00:14:09.774
The reason we did that if you're only going to have like a dozen of them or so a year that need to be active a dozen of them or so a year that need to be active it could leave live on your existing site.
00:14:09.774 --> 00:14:24.394
However, we have like hundreds over the last few years, yeah, and we like to put them just in case, like a client wants to reference their training video link from the past project or whatever, and so, because we have so many, we just decided to create a separate site.
00:14:24.394 --> 00:14:25.796
So, yeah, it is a separate.
00:14:25.796 --> 00:14:28.240
Keep it clean With clean.
00:14:28.240 --> 00:14:34.572
Yeah, we already have way too many pages in our existing site, so yeah, that would be insane.
00:14:34.784 --> 00:14:40.999
Hundreds of pages on your website, bah yeah.
00:14:40.999 --> 00:14:43.652
Do you keep them private then?
00:14:43.652 --> 00:14:45.116
So they're not searchable.
00:14:45.136 --> 00:14:49.873
So they're not searchable, yeah they're not searchable, like even the subdomain.
00:14:49.873 --> 00:14:55.171
If you go there like there's not even yeah, it's none of it can be found or anything like that?
00:14:55.390 --> 00:14:57.395
Yeah, that makes sense.
00:14:57.395 --> 00:15:03.270
It's private, personalized for the company that you're working with.
00:15:03.270 --> 00:15:13.177
Now you mentioned time blocking, so how does that work when you are front loading and doing parts of the website ahead of time?
00:15:15.524 --> 00:15:15.806
Yeah.
00:15:15.806 --> 00:15:28.613
So I mean I can first just share, like how we time block the projects because that might be useful, and then kind of get into like how we actually break up the pieces of work without being helpful.
00:15:28.613 --> 00:15:30.798
Yeah, that's perfect, yeah, cool.
00:15:30.798 --> 00:15:47.363
So I mean we've basically figured out a way to scope out the work so we can kind of predict okay, this package needs this amount of time and we have a scoping tool and a very predictable set of processes, you know.
00:15:47.363 --> 00:15:51.414
So we have a checklist that we go through every single time and that process doesn't change.
00:15:51.414 --> 00:15:57.907
Of course there's variables and challenges and things that you need to time manage, but the nice thing.
00:15:57.927 --> 00:16:12.326
So our calendar is pretty rigid, where Tuesdays and Thursdays are our project days and so, no matter what those are, when design days get booked, I don't think we've ever had in like 11, 12 years a Monday or Wednesday project, which is just so funny.
00:16:12.326 --> 00:16:21.153
And then Monday and Wednesdays are our meeting days and then Fridays are strictly internal days, so we actually don't do any client work.
00:16:21.153 --> 00:16:40.293
So you can look at the month of March and say, okay, all these Tuesdays and Thursdays are available slots for these different designers, we know when people are off and all of that and then essentially it's really easy to schedule and book and whatnot, because our day pack package is one design day.
00:16:40.293 --> 00:16:54.897
So our project manager knows, okay, you know March 5th is going to be for this person and so, anyways, there's just a lot of predictability when you get into time blocking, because it is pretty rigid and systematic, if you will.
00:16:54.897 --> 00:17:00.697
But then in terms of how we break it up, it really is our process and our checklist.
00:17:00.697 --> 00:17:09.839
I mean, it would be overwhelming to show if you won the checklist, because there's just a lot of different steps but it's all broken up in the processes.
00:17:09.901 --> 00:17:13.892
So the designer knows, okay, what do I need to do before my review session?
00:17:13.892 --> 00:17:17.909
And so there's some prep work for the site and even that is time blocked.
00:17:17.909 --> 00:17:20.476
So you have two hours before your review session.
00:17:20.476 --> 00:17:22.885
So there's literally a three-hour block.
00:17:22.885 --> 00:17:30.511
So the designer preps for two hours and then they meet with the client for one hour and then the prep time is time blocked.
00:17:30.511 --> 00:17:32.133
So that's about four hours.
00:17:32.133 --> 00:17:47.227
Sometimes we only need one or two hours, but there's at least four hours on the day before the design day, which is a Monday or Wednesday, and then there's, you know, the seven, eight hour block during the design day.
00:17:47.227 --> 00:18:01.252
So literally everything has a timestamp and again, I think because of our scoping tool, there are times where we under quote and I always feel really bad about it, or like which package they?
00:18:01.272 --> 00:18:05.575
would choose Just like oh, this one probably could have used more time, so yeah, on which package.
00:18:05.575 --> 00:18:09.270
They would choose Just like ooh, this one probably could have used more time, so yeah, on which package?
00:18:09.270 --> 00:18:14.115
But the designer has like buffer time, so that's the other.
00:18:14.175 --> 00:18:20.757
Yeah, so you feel bad because you are the person who is deciding the time frame.
00:18:20.757 --> 00:18:21.459
I get it now.
00:18:22.887 --> 00:18:32.817
Sorry that was my bad, but I think a big part of time blocking is creating buffer, because you need margin for error.
00:18:32.817 --> 00:18:36.165
So we say Fridays are only for internal time.
00:18:36.165 --> 00:18:42.587
However, they're also a really nice buffer day if, for some reason, like a designer needs a couple extra hours.
00:18:42.587 --> 00:18:46.176
So that's kind of how it all happens on the calendar.
00:18:46.176 --> 00:19:01.459
Really, everything is just pre-scheduled and you know, our designers are very trained in our process and so super predictable for them, like they can look weeks ahead in advance and know all right, these two hours I'm prepping for my review session.
00:19:01.459 --> 00:19:03.651
This day I'm doing a design day.
00:19:03.651 --> 00:19:10.977
This day I'm prepping, so there's basically just time blocks throughout the process and so we're able to get that work done.
00:19:11.465 --> 00:19:37.729
You know, the day before the design day and kind of come, like you said, with some more stuff to show, and so it makes the design day less stressful design day less stressful, yeah, yeah, so okay, I'm going to reiterate for listeners yes, so four hours before the design day they have time to like, prepare the, the skeleton site.
00:19:37.729 --> 00:19:44.942
We'll say and, or a first draft site, and then they have the review day and they do.
00:19:44.942 --> 00:19:51.915
They have a two hour time block before the call starts and that's for just going through their checklist.
00:19:51.955 --> 00:20:11.505
They have the items that they need to go through and then they have the review call and then they have eight to nine hours during the day to do any of the revisions or design work that they have to do based off of the review call, and then you have a wrap-up call right At the end of the day.
00:20:11.525 --> 00:20:15.135
There is not a wrap-up call, or yes, during the design day?
00:20:15.135 --> 00:20:19.792
Yeah, that would be within like the eight or so hour day.
00:20:19.792 --> 00:20:21.786
Yeah, there would be a wrap-up call yeah.
00:20:21.806 --> 00:20:34.952
So the wrap-up call I'm remembering back to my experience happened towards it was like in the afternoon, after we had squared everything away and you're like any changes, I'm like no, and then we would hit publish.
00:20:34.952 --> 00:20:37.311
So that's how that would happen.
00:20:37.311 --> 00:20:44.818
So if that wrap-up call in the afternoon, they're like I have major changes actually, what would you do then?
00:20:46.705 --> 00:20:47.689
That's a great question.
00:20:47.689 --> 00:20:49.375
I get asked that pretty frequently.
00:20:49.375 --> 00:20:56.756
We ideally have some different like you know what do you call them?
00:20:56.756 --> 00:21:05.978
Fail stops before that, like, in other words, conversations that we're already having where we feel like we're really on the same page and we're constantly checking in.
00:21:05.978 --> 00:21:07.455
We're really having where we feel like we're really on the same page and we're constantly checking in.
00:21:07.455 --> 00:21:11.066
We're really big on clear communication like hey, how are you feeling about things?
00:21:11.066 --> 00:21:12.832
Is this heading in the right direction?
00:21:12.832 --> 00:21:21.878
I mean, I can't think of a time probably been like one time that I can think of where this didn't happen.
00:21:21.939 --> 00:21:42.376
But it's very rare that we're not on the same page and heading in the right direction in terms of the overall style and because we're having those little meetings throughout and showing progress, we're not going to get so far ahead with a design or a style that the client's like whoa, this was not what I was expecting at all.
00:21:42.376 --> 00:21:58.176
If, for some reason, a client is like I'm just having second thoughts, like I, instead of this illustrated style, I actually want to use all photos, they usually know that that's kind of like on them and that it was like something that.
00:21:58.176 --> 00:22:00.587
Okay, you know, we are going to need to book more time.
00:22:00.587 --> 00:22:06.798
So really like, the short answer is that we would just book more time, but I'm.
00:22:06.798 --> 00:22:16.855
The caveat is that it's pretty rare that we get to the end of the day and they're like this isn't what I wanted, because we've been collaborating for hours and hours.
00:22:16.915 --> 00:22:27.508
So yeah, yeah, I always call those micro yeses in projects, making sure you're getting a micro yes at little intervals within the project so you know you're in the right direction.
00:22:28.570 --> 00:22:30.234
Yeah, that's exactly it.
00:22:30.234 --> 00:22:31.597
Micro yeses, I love that.
00:22:31.724 --> 00:22:34.694
I'll steal that Good because I'm stealing this process.
00:22:37.925 --> 00:22:43.278
I love that we talked about how the process has translated to a lot of the work that you do.
00:22:43.278 --> 00:23:14.330
It's just really cool when I hear that, because we have a copywriter friend that has kind of extrapolated a lot of our process into you know, she does like copywriting in a day, and so I think it's just really cool because it's not only like a win for clients but it's also a win Like I think you've experienced positive, yeah, how you work and what you're on and time blocking and even like predictable revenue is kind of nice Like, okay, I know, on these days I'm, you know, knocking out these projects, so it's just cool, but there's been some stealing.
00:23:15.736 --> 00:23:20.175
Yeah, I, anytime I it's rare.
00:23:20.175 --> 00:23:23.794
I really really love an experience that I've had.
00:23:23.794 --> 00:23:32.413
I really really love an experience that I've had and anytime it happens.
00:23:32.453 --> 00:23:34.242
I'm like, what pieces of that can I pull into my process?
00:23:34.242 --> 00:23:34.585
It's smart.
00:23:34.585 --> 00:23:38.221
Yeah, we do the same thing.
00:23:40.048 --> 00:23:52.114
Okay, so what was I going to ask you specifically I wanted to ask you this isn't the question that I had in mind right now, but I'm going to go with it anyway what tools do you use throughout it, like project management?
00:23:52.114 --> 00:23:56.471
I know you use Content Snare for gathering the information ahead of time.
00:23:58.500 --> 00:24:02.988
Yeah, so Astana is a big project management tool.
00:24:02.988 --> 00:24:18.230
So our project manager lives in Asana in terms of moving the client through our process, so like send the invoice, like add the calendar date, you know all those different pieces that she kind of has to do from a high level.
00:24:18.230 --> 00:24:20.840
So Asana is a big one.
00:24:20.840 --> 00:24:41.413
And then all of our file storage is in Dropbox, and so Dropbox paper, which is kind of like the Google Doc version of, has become where all of our other like checklists and whatnot, live or doc.
00:24:41.413 --> 00:24:47.218
So picture, like you know, an online blank document for every single client.
00:24:47.218 --> 00:24:52.615
So we have one called tiny marketing and each time we're pasting in that same checklist.
00:24:52.615 --> 00:25:00.605
So we have a discovery meeting checklist, we have a content review session checklist, we have a design day checklist, we have a site launch checklist, and it just goes on and on.
00:25:00.605 --> 00:25:07.923
So we paste that in every time, or I think it's actually a template that our project manager just creates each time.
00:25:07.923 --> 00:25:22.433
And so basically, a designer knows, okay, they look at their calendar, they have tiny marketing on their calendar and they just go to that paper doc and they can have it up and just basically start knocking things out.
00:25:22.433 --> 00:25:23.555
Start knocking things out.
00:25:23.575 --> 00:25:26.778
So yeah, I would say Asana and Dropbox Paper are the big ones.
00:25:26.778 --> 00:25:36.675
We really like Dropbox Paper for our design process because it gives us a lot more flexibility to take notes and move things around and make it our own.
00:25:36.675 --> 00:25:59.728
I don't know how familiar you are with Asana, but we tried to move everything into Asana when we moved over to it, but it's not as like fluid and flexible, like it's really great at having organized check boxes, but in Dropbox paper we can literally like have a bunch of notes under one specific check mark and have notes from the client and feedback that we need to like wrap the rest of the day.
00:25:59.728 --> 00:26:02.509
So, yeah, I would say those are our two big ones.
00:26:02.509 --> 00:26:08.323
We use Slack for all of our internal communication, but I feel like that's a given.
00:26:08.323 --> 00:26:10.507
Slack is pretty popular among teams these days.
00:26:11.327 --> 00:26:24.065
Yeah, I think maybe two years ago I moved to Teamwork for project management and it does allow you to put in notes and everything within those little tasks.
00:26:24.065 --> 00:26:28.233
Okay, good to know, teamwork, Teamwork.
00:26:28.233 --> 00:26:36.588
It's nice for agencies too, because, like all of the billing can be in there too, so you understand how profitable the project is.
00:26:38.121 --> 00:26:40.067
Yeah, good to know, I'll check that out.
00:26:40.067 --> 00:26:40.548
Teamwork.
00:26:41.301 --> 00:26:42.406
Oh, and it has a Slack.
00:26:42.406 --> 00:26:45.067
Well, it has its own version of Slack in there.
00:26:46.490 --> 00:26:48.566
Okay, cool, so everything could be in one place.
00:26:48.566 --> 00:26:57.428
Yeah, we have thought about moving to something that, like we've looked at Notion and we've looked at a couple other software that could consolidate things a bit more.
00:26:57.428 --> 00:26:59.371
So I think that could be a future.
00:26:59.371 --> 00:27:00.799
Maybe Put it on the list.
00:27:00.799 --> 00:27:02.000
Two, three, four.
00:27:03.563 --> 00:27:04.324
Yeah, check it out.
00:27:04.324 --> 00:27:06.067
I've heard good things about Notion.
00:27:06.067 --> 00:27:10.092
It's more of like a wiki for SOPs.
00:27:10.092 --> 00:27:21.596
I mean that sounds like something that could be beneficial for you too since you guys are like killing it with your processes.
00:27:21.717 --> 00:27:23.940
Yeah, thanks, yeah.
00:27:23.940 --> 00:27:26.006
No, we're always like wide open to process improvements and whatnot.
00:27:26.006 --> 00:27:31.144
I think we're frequently always looking at like okay, who came out with a better software than what we're using and all that?
00:27:31.144 --> 00:27:31.826
Oh my gosh.
00:27:32.028 --> 00:27:32.548
Good tip.
00:27:32.548 --> 00:27:37.290
Yeah, I'm always talking about how I'm like the chronic beta tester.
00:27:37.290 --> 00:27:41.222
If something's out, I will try it, I will dig in it.
00:27:41.222 --> 00:27:41.984
I love her.
00:27:41.984 --> 00:27:45.983
Yeah, good, I have a lot of logins.