52 lines
1.8 KiB
Markdown
52 lines
1.8 KiB
Markdown
SMMA Workflow: A Comprehensive Overview of Our Tech Stack and Integrations
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Introduction:
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Our tech stack and integrations aim to enhance efficiency, organization, and communication across your SMMA team. The tools include Google Workspace, HubSpot, Trello, Todoist, and Zapier, which together centralize information, streamline workflows, improve collaboration, boost tracking and reporting, and automate processes.
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Key Advantages:
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- Centralized information
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- Streamlined workflows
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- Enhanced collaboration
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- Improved tracking and reporting
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- Automated processes
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Setup & Integration:
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1. Google Workspace:
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- Create accounts and email addresses
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- Set up shared Google Drive folders
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- Use Google Calendar for scheduling
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2. HubSpot:
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- Add team members and import client information
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- Set up deals and track leads and client interactions
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- Automate email marketing campaigns and utilize reporting tools
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3. Trello:
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- Create a Trello board for each client or project
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- Set up lists representing different project stages
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- Assign tasks or deliverables to team members using Trello cards
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4. Todoist:
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- Create a Todoist account and set up projects for clients
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- Add tasks, set due dates, and assign tasks to team members
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5. Integrations:
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- Google Workspace and HubSpot
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- Google Workspace and Trello
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- HubSpot and Trello
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- Zapier Functionality
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Two-Day Implementation Schedule:
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Day 1:
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- Set up Google Workspace
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- Set up HubSpot
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- Set up Trello
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Day 2:
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- Set up Todoist
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- Connect Google Workspace, HubSpot, Trello, and Todoist
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- Set up and test Zapier integrations
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Conclusion:
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By leveraging this tech stack and suggested integrations, your SMMA will experience significant improvements in project management, team communication, and marketing effort optimization.
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