How to Digitize Customer Orders (ClickUp Example)
🔗 Watch the free training: https://processdriven.co/blueprint/?u...
Thinking about switching from physical work orders to digital? If so, you’ve come to the right place! In this video, Layla shares four easy steps to digitize customer orders through ClickUp and Google Sheets.
PS — You can apply these tips to your software of choice! 😉
📖 Prefer to read along? Read the blog here: https://processdriven.co/clickup/how-...
Videos & resources mentioned in this episode:
🔗 The Blueprint: https://processdriven.co/blueprint/?u...
Here’s what this video covers:
00:00 Introduction: Why digitize?
02:05 Before you start
03:56 Step 1: Where do you want the data to go
08:56 Step 2: Categorize the information
10:43 Step 3: Add the information to your tool of choice
13:41 Process customer orders with Google Sheets
17:42 Step 4: Start using the new system
[ FREE RESOURCES ]
👉 Subscribe to get new content, freebies, and tips directly in your inbox: https://processdriven.co/email?utm_so...
👉 Get a FREE operations audit to measure how systemized your team is with a Systemization Snapshot™: https://processdriven.co/snapshot?utm...
👉 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?ut...
👉 Want to steal our gear/setup/software stack? https://processdriven.co/gear?utm_sou...
[ WORK WITH ME ]
🔥 Want to get your systems & processes in order? Join my signature program, ProcessDriven Foundations™ at: https://processdriven.co/services/mem...
🔥 Want to connect with other experienced Operators, COOs, and integrators? Apply for Indie Ops Network™:at https://processdriven.co/services/ion...
🔥 Learn SmartSuite basics with my beginner course: https://processdriven.co/services/sma...
🔥 Learn ClickUp basics with my beginner course: https://processdriven.co/services/min...
🔥 Interested in becoming a sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://processdriven.co/sponsor?utm_...
[ DISCLAIMERS ]
Content we publish is sharing information based on our own experience and opinions. We're not your business coach, lawyer, or advisor in any way. We encourage you to do your own research and find a way to Enjoy the Process with your own style and due diligence!
You may notice how our content often includes affiliate links or sponsored content. ProcessDriven may receive compensation for this type of content, which supports the work we do at no cost to you. For details, visit https://processdriven.co/terms?utm_so...
#digitize #processmanagement #processdriven
Смотрите видео How to Digitize Customer Orders (ClickUp Example) онлайн без регистрации, длительностью часов минут секунд в хорошем качестве. Это видео добавил пользователь Layla at ProcessDriven 05 Сентябрь 2024, не забудьте поделиться им ссылкой с друзьями и знакомыми, на нашем сайте его посмотрели 1,363 раз и оно понравилось 54 людям.