Business management Archives - Web Geeks https://webgeeks.com/category/library/business-management/ We Tell Your Story! Thu, 08 Feb 2024 15:09:56 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://webgeeks.com/wp-content/uploads/cropped-logo-0-1-32x32.png Business management Archives - Web Geeks https://webgeeks.com/category/library/business-management/ 32 32 Opportunities – An Intro To Funnels https://webgeeks.com/opportunities-an-intro-to-funnels/ https://webgeeks.com/opportunities-an-intro-to-funnels/#respond Thu, 08 Feb 2024 15:09:56 +0000 https://webgeeks.com/?p=21758 Streamlining Your Business Processes Transcript ↓ Hi, I’m Allie, Our AI powered, training personality. What is business? How do businesses operate? Businesses sell a product or a service, they fill the supply aspect, of supply and demand. So all businesses have some sort of client or customer. And with all businesses there is a process involved to gaining those clients. Some are as simple as sending out an advert to the consuming world, and waiting for a customer, to respond to your call to action, and buy your product. Others, can be a bit more of a lengthy process. In professions that deal with high valued products or services, or ongoing services, you may need time, to be able to assure the customer, that your product or service, is the right one for them. If for example, you remodel kitchens, you can expect your customers, to be looking at various options, before deciding that you are the company that suits them best. This process, will perhaps involve an initial phone call, a visit to give a quote for the job. Then a meeting to discuss their plans in depth after they have decided to choose you for their renovations. Then […]

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How To Use The Form Builder https://webgeeks.com/how-to-use-the-form-builder/ https://webgeeks.com/how-to-use-the-form-builder/#respond Wed, 31 Jan 2024 13:38:18 +0000 https://webgeeks.com/?p=21754 Making Collecting Leads A Breeze Transcript ↓ Hi, I’m Allie, Our AI powered, training personality. In the world of digital marketing, forms are one of the greatest players. Forms are how we gather information about clients or prospective clients. If we run an ad campaign, there is going to be a form, if someone wants to sign up to a newsletter, you will need a form, if you want to start an offer on facebook, again, another form. You can see the pattern here. But where do these forms come from? Someone, somewhere, has to make and implement them, right? Well, Web Geeks marketing platform allows you to do just that. Inside the sites section of our platform nestled away with other various features, we have the form builder. Your one stop shop to making any form you desire. Let’s see how we can use this feature. Let’s get started, First, we need to head on over to sites in the left-hand sidebar. Then Up to Forms, and select “Builder”from the drop-down menu. This will take us to the place, where all of our forms are stored. As you can see, i have a couple already. To start making a […]

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Marketing – Categories And Tags https://webgeeks.com/marketing-categories-and-tags/ https://webgeeks.com/marketing-categories-and-tags/#respond Wed, 17 Jan 2024 15:56:39 +0000 https://webgeeks.com/?p=21752 Organising Your Marketing Efforts Transcript ↓ Hi, I’m Allie, Our AI powered, training personality. Social content creation is a process that never stops, posts are created for social media channels weekly or monthly all year round. So how do we keep track of our posts and which type of posts are working the best with our audience? Well, inside the social planner in Web Geeks marketing platform you will find a feature that will help you with this task. When creating a social post, you are able to add categories and tags to help you to not only see the results of your various posts, but also, help you keep things organised, and help you with targeted scheduling. Lets take a look inside the social planner and see how it’s done. Let’s get started, First we need to navigate on over to marketing, in the left-hand sidebar, which will bring us to the social planner. Then we are going to head on over to “create new post”. So, let’s create a post, lets say i want to start off every week with a post series called “Marketing Monday” to go out at the beginning of the week to inspire my […]

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Automation – Email Campaigns https://webgeeks.com/automation-email-campaigns/ https://webgeeks.com/automation-email-campaigns/#respond Wed, 17 Jan 2024 14:53:25 +0000 https://webgeeks.com/?p=21750 Improving Your Email Campaigns With The Power Of Automation To learn the basics about executing email campaigns on our marketing platform see our video Here. For a deeper look into using the email builder to customise your campaigns please see the following video: How To Use the Email Builder Transcript ↓ Hi, I’m Allie, Our AI powered, training personality. Email marketing is a great tool for any business. However, how do you make email marketing even more powerful? Well, this can be achieved by the power of automation. When you run an email campaign consisting of many parts, wouldn’t it be nice to set it all up once and not have to think about it again? Instead of having to go back to it every few days or every week to schedule the next in the series of emails. Well, Web Geeks marketing platform allows you to do just that! With the power of workflows, you can automate your email campaigns, and make sure that every one of your subscribers gets to view all of your content, no matter when they decide to sign up! Let’s see how it’s done! Let’s get started, To get to the workflow area, first […]

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Marketing – Email Campaigns https://webgeeks.com/marketing-email-campaigns/ https://webgeeks.com/marketing-email-campaigns/#respond Wed, 17 Jan 2024 14:50:45 +0000 https://webgeeks.com/?p=21749 Engaging With Your Consumers Via Email To learn how to further empower your email campaigns with automation please see our video Here. For a deeper look into using the email builder to customise your campaigns please see the following video: How To Use the Email Builder Transcript ↓ Hi, I’m Allie, Our AI powered, training personality. Email campaigns are a vital part of successful marketing! They can inform your clients about new initiatives or events within the company, give them a weekly dose of tips and tricks, or nurture leads into fully fledged customers. Not much isn’t possible with a well developed, well delivered campaign. Many companies see the best consumer engagement from their email marketing as opposed to other avenues of marketing. So having email marketing tools at your disposal is a must for any business. Well, Web Geeks marketing platform provides you with just that! A range of ways to keep customers and leads engaged through email marketing. Today we are going to show you how you can turn a single template into many different types of campaigns and how you can send those campaigns out to your leads and clients. Let’s get started, First we are going […]

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Workflows – A Basic Introduction https://webgeeks.com/workflows-a-basic-introduction/ https://webgeeks.com/workflows-a-basic-introduction/#respond Tue, 19 Dec 2023 18:03:30 +0000 https://webgeeks.com/?p=10422 Automating Your Business Processes For a look into more complex WorkFlows please see our video on creating complex WorkFlows Here. Hi, I’m Allie, our AI-powered, training personality. Transcript ↓ Today we are going to take a look at Workflows. First of all, what are Workflows? To put it simply, Workflows are the automated process behind events that happen within Web Geeks marketing Platform. Workflows make it easy to create automation with triggers and actions and are similar to campaigns and triggers but with many more capabilities. Workflows also have capabilities like using if-else statements, wait times, Math functions, and so much more. Overall, workflows offer a more powerful and comprehensive automation solution than campaigns and triggers. In fact, campaigns and triggers can be imported into workflows to provide a more streamlined automation process. Would your business benefit from a set order for your business processes? Would you like to initiate a funnel movement by clicking on a link in an email? Would you just like to enhance your marketing campaigns? Well, all this and so much more can be accomplished by having a workflow in place. Let’s take a look into the workflow area of our platform and see what […]

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Dashboard Overview https://webgeeks.com/dashboard-overview/ https://webgeeks.com/dashboard-overview/#respond Fri, 01 Dec 2023 19:12:07 +0000 https://webgeeks.com/?p=10410 An Overview Of Your Marketing Activities Hi, I’m Allie, our AI-powered, training personality! Web Geeks marketing platform is your centralised hub for all of your marketing activities. With so many features and integrations available, there is little need to go anywhere else. It allows you to keep all of your contacts, calendars and conversations all in one place. Conduct all of your marketing activities such as lead generation and campaigns. Integrate all of the apps you already use for reporting and reputation management and handle things such as social media. You can also keep track of all of your projects, opportunities and leads, all within one user-friendly platform. With all of this functionality it would make sense to have a place that provides an overview of the current goings on within the platform. Well, Web Geeks has you covered for that too! The dashboard is the place to go when you would like to get a birds-eye view of your marketing activities. Today we are going to take a look and see what it’s all about! Let’s get started! When you first log into our platform, you will arrive here at your dashboard. Here we can see an overview of […]

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Creating And Using Email and SMS Templates https://webgeeks.com/creating-and-using-email-and-sms-templates/ https://webgeeks.com/creating-and-using-email-and-sms-templates/#respond Mon, 09 Oct 2023 20:40:30 +0000 https://webgeeks.com/?p=10225 Using The Templates Feature In The Conversation Area Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. In business, we often need to send the same message to many different customers. A good example of this is when a customer purchases a new product. When this happens, we need to send out a confirmation of purchase, or perhaps some details about the product. Web Geeks marketing platform, allows you to create email and SMS templates for occasions such as these, to eliminate the need to type out the same message multiple times. Today we are going to walk you through this process. Let’s get started! First, we need to head on over to conversations in the left-hand sidebar. Then we need to go to the top of the window and select “Templates”. Now all you have to do is select add template at the top right. Here you can pick whether you would like to create an email or SMS template. I am going to start by creating an email template. As you can see, clicking here has opened up an email editor for us. This is much the same as any email editor. On the right-hand side, you can […]

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Creating And Scheduling A Post With The Social Planner https://webgeeks.com/creating-and-scheduling-a-post-with-the-social-planner/ https://webgeeks.com/creating-and-scheduling-a-post-with-the-social-planner/#respond Mon, 09 Oct 2023 16:58:48 +0000 https://webgeeks.com/?p=10224 How Using The Social Planner Can Save You Time And Worry Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. Harnessing the power of social media, is a must-do task for all businesses in this digital age. Social media has created a way for you to expand your reach beyond the limits of terrestrial broadcasting. You can easily and cheaply, share your news, offers, events, and promotions with millions of people! Social media also allows you to give your brand an identity and tell its story! Knowing this, Web Geeks have developed a much-needed tool, we call it “The Social Planner!”. This feature lives inside our marketing platform, ready and waiting, to be utilized by you! It’s there to save you time and effort when it comes to your social media activities. It can even help with content creation! Today, we are going to explore the basics of the social planner feature, by walking you through how to create, and schedule your social posts! Let’s get started! To get to the social planner, all you have to do is head on over to marketing in the left-hand sidebar. Here we can see how many social accounts you have connected, how […]

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Contacts – Bulk Actions https://webgeeks.com/contacts-bulk-actions/ https://webgeeks.com/contacts-bulk-actions/#respond Tue, 03 Oct 2023 20:32:36 +0000 https://webgeeks.com/?p=10223 Find Out How To Perform All Of the Bulk Actions Available In The Contacts Area In this video Allie mentions the imprting/exporting feature to see the accompanying video click Here. Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. With so many contacts to deal with, businesses can spend a lot of time doing everyday tasks related to them. especially if you are having to do them one at a time. Web Geeks marketing platform simplifies most processes by allowing you to make bulk actions within our contacts area. This helps free up time for you to spend on other things, and saves you going to the effort, of doing things one by one. Today, we are going to go through the bulk actions you can make, within the contacts area. Let’s get started! First, we need to navigate on over to contacts in the left-hand side bar. Once we are in the contacts area, you will notice that each contact has a tick box next to it at the beginning of the entry. This, much like other programs, is what allows us to make bulk actions. By ticking more than one box, we are able to perform the same […]

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