In this era of speed, most businesses try to find a way for delivering their service or product faster. But most of them struggle implementing it. Because at the end, there are lots of human labor included with less efficiency.
There is only one way to solve this problem, automating the process.
Especially for the digital agencies around the world, the competition is unbelievable. If you're not working efficiently with high speed, sooner or later you'll loose your clients.
You might ask, what is automation and how to do it?
Automation means creating workflows for repetitive tasks in order to reduce the fraction while working, decreasing the human errors by employing computer power rather than human power. This will enable you to do more work in less time with less errors. Which means saving hundreds of hours and thousands of dollars at the same time.
In this article, we’ll go through how to create a complete workflow for a digital agency (especially for the creative design). This system will be based on a CRM for both client management and project management.
This system will be based on a CRM for both client management and project management. This CRM will have 4 tables inside of it.
✅Requests
✅Projects
✅Clients
✅Designers
For this CRM we’ll do our automations and actions according to the “Status” field. And “Kanban” view will be used mainly on the “Projects” table.
Status Field:
➡️Brief Creation 00
➡️Brief Edits Needed 01
➡️Design Creation 10
➡️Design Client Q&A 20
➡️Developer In Progress 30
➡️Developer Edits Needed 31
➡️Done 40
Kanban Table View:
Whenever the status will change to the next step, projects will appear on that column.
Process Overview:
🔔01 - Request & Notifications
⏫02 - Review & Update the Status
📞03 - Set up the meeting & Share info
❓04 - Check if meeting booked?
📜05 - Brief Status
❓06 - Check the mails about brief
🖥️07 - Design Q&A Meeting
🛠️08 - Dev in progress
🧾09 - Project is done & Send invoice