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Remote Support Roadmap for Tech-Ease 1.26.21 - Coggle Diagram
Remote Support Roadmap for Tech-Ease
1.26.21
Client Finds Tech-Ease
Client gets booking link from website, social media, or elsewhere OR I send them booking link/Zoom link via email/messenger/etc
If necessary, Woven creates a calendar event and generates a Zoom meeting. Otherwise, we simply meet at the time we discuss(ed).
Meet client in Zoom room, perform whatever help is needed.
Time is tracked via Clockify/?, client invoiced via Paypal/? -
Follow-up
Automate initial follow-up with a template, follow up in person if they respond
Referral / Review for satisfied customers
automate as much of this as possible! This is not where I need to be spending a lot of time.
Reminder email automatically sent 1-2 hours prior, include Zoom link
Time-Tracking
Automating time tracking as much as possible will alleviate a lot of headache/multitasking
Clockify -> Zoom zap/iftt
Start when Zoom starts, but also end when Zoom ends
Clockify should serve my purposes very well here
Automate invoicing? either natively or via PayPal?
Delegation opportunity here
How long for appointments? One hour to start, and adjust as needed from there?
shorter appointments mean more possible appointments per day, but also increases the risk of going over and fucking up my rest-of-day schedule (so headaches and potentially angry customers)
Conversely, longer appointments mean safer scheduling, but fewer appointments per day and possibly a lot more time wasted.
Wasted? Can this time be spent invoicing/administrating, doing "on the bench" repair work (as it is still flat-fee at this time, so time-tracking isn't as much of an issue, which is exactly
why
I do flat-fee for in-house repairs), or on other projects?
to alleviate, can I funnel everybody to the point that they need to send in a description of the problem and I will decide what length of time is needed?
more up-front, unpaid time per client
further automation? bot-guided conversations?
hire help for this? Have debated on first hire for this sort of role already (if I don't decide Marketing is more important / profitable), so that person could help field some of these - though they wouldn't necessarily know how long the different appointments could take.
less risk of mismanaging my schedule
Bottom line, I think the only real answer here is to use Newton's Flaming Laser Sword - experiment with it and see what happens, start with longer times and reduce until it squeezes too tight.
Woven will automatically create/send confirmation email with auto-generated Zoom link for both client and myself. No matter which I take, this will accomplish the whole task here.
They find booking link
Social Media
Website
Other third-party sites (yelp, manta, etc)
Research this one
:check:
I send booking link
Direct Messages (FB/Social Media, etc)
Email
Phone Call (send to whatever is easiest)