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Utilize DocuSign and Zoom.us to Increase Productivity

LOVE | TWELVE, OCTOBER 2019

DocuSign has long been an industry standard for contracts, offering customizable and secure online contract options with free or paid business plans.

DocuSign now offers a payment option, which streamlines the client experience and allows the contract to be signed and payment to be collected in one simple step. Contract completion couldn’t be simpler! Try Docusign payments today! 

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Utilize Automation Agency and EZCater.com to Increase Productivity

LOVE | TWELVE, SEPTEMBER 2019

Automation Agency is an Australian-based online solution for all things marketing, web, branding, graphic design, and much more. Imagine hiring a graphic designer, a webmaster, a Wordpress developer, a marketing consultant and an automation consultant, and having to meet with them to discuss projects. Sounds expensive, daunting and time-consuming, right?

 

Automation Agency can handle all of those roles, as well as others, all with quick turn-around time and a satisfaction. Starting at $249/month, concierge members get unlimited access to technical and design tasks done by experienced programmers and designers. 

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Utilize Jotforms and SHHH Mouse to Increase Productivity

LOVE | TWELVE, AUGUST 2019

Jotforms offers easy to create forms with smart logic programming, and integration functionality with several CRM programs. JotForms has customizable widgets for signature boxes and links. There are free and paid versions of JotForms available (ranging from $15-$80/month, depending on user needs). JotForms is trusted by over 4 million users and can be used for virtually any industry.

In addition, it is a versatile form tool that allows reports to be downloaded, viewed or imported in a variety of formats. JotForms also allows uploads of images/docs by the user with a captcha tool, and provides free widgets or programmed tools that work within the form, features that are all available with the free version.  

 

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How to Move From Make it Up to Make it Real

HELLO | TWELVE, jULY 2019


TGIF, Happy Friday and happy Independence Day!

As Visionaries, our greatest contribution is our ability to see our companies as globally as possible. We are uniquely able to understand and prioritize the most pressing needs, and then design creative solutions to to move forward.

I don't know how this process typically works for you, but for me it's typically super-organic and instinctual. Once we identify the problem, I give myself the space to creatively think about how we might solve it. Or sometimes, I'm not even thinking about it at all, and the answer suddenly just comes to me. What a feeling, right? :)

The challenge then lies in how to take this idea and model it, build it, test it and roll it out. This is where our team can become a true complement to our abilities. I follow a simple process to make my ideas real:

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Project Management Innovation - Instagantt

LEARN | TWELVE, DECEMBER 2018 

At Delegate Solutions we work with entrepreneurs from a wide variety of backgrounds and pride ourselves on being thoughtful and innovative problem solvers that can find a solution to most obstacles and can customize our strategy to suit our clients.

I was recently working with a client that has used Asana for many years but abandons the project management tool at times of high stress. As we worked to identify what obstacles kept him from implementing projects in Asana to completion, we identified that he is a visual learner and needed a tool that would provide a visual map of the workflow. I looked for a free online project management tool that could incorporate a Gantt chart view and ultimately decided to use Instagantt. Instagantt is a tool that syncs with Asana (or as a standalone) to provide a Gantt chart view for project and workload management. There are numerous benefits and it requires little effort to set up projects.

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5 Bottleneck Types & Solutions

Are you the bottleneck in your business that you can’t afford? Learn about the five types of bottlenecks below, understand their backstories and why they occur, and grab easy solutions you can deploy to help clear them from your business. 

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