10 simple steps to business growth

Connectably launch process

We've worked hands-on with enough small business owners to have a great idea of what business priorities you have that you'd like technology to help you improve quickly and without faff. They're split into three areas to make improvements: time, value and scalability. You can either follow the process below that's worked for others, or pick and choose based on your priorities.
Time wins: Be more on top of things and manage the time in your week better
Value wins: Sell more effectively and get paid what you're really worth
Scalability wins: Get better leads and keep their interest until they're ready to buy

Time wins

Automate how your leads book appointments with you

How you manage your time is your most precious commodity, never more so than as the owner of a business where you're paid for your knowledge or a physical skill. One of the highest value productivity improvements you can make is to control your diary better. Make it easy for leads and clients to book time with you whilst also controlling how you use your time better by using our free appointment booking tool. It lets your leads and clients book appointments with you - but only at those times you're happy for them to do so - and integrates with your Office365 or Google Calendar.
Included with plan:
Free
Automate
Get Paid
1
2

Manage all your leads, clients and past clients in one place

Establish one place in your business where you manage leads and clients. Add contacts directly to Connectably using web forms, CSV file imports, by forwarding emails directly into the system, or sync clients and their sales activity directly from your accounting software if you're a Xero user. Use simple tags to group people by things they have in common so that your marketing can be targeted by interest and client status more accurately and effectively.
Included with plan:
Free
Automate
Get Paid

Set up your sales pipeline workflow

Connectably provides you with a simple place to manage sales and delivery workflows. Set up your sales pipeline to manage sales enquiries, see where opportunities are at, and ensure that valuable leads don't get lost or fall through the cracks.
Included with plan:
Free
Automate
Get Paid
3
4

Send micro-automation email follow-ups as leads move between stages of your sales pipeline

Little automated emails as your leads register their interest, book appointments, or just before- or just after sales appointments create connection, show that you care about making sure your leads have a good experience with you, and teach them to be better, more educated buyers from you.
Included with plan:
Free
Automate
Get Paid

Value wins

Take online payments

It's easier to ask for the sale and get paid for it when you have simple online order pages that your buyers can place and pay for their order on. It helps you to step away from the awkward invoicing and follow-up process that sees many business owners chasing payments whilst also delivering the work.
Included with plan:
Free
Automate
Get Paid
5
6

Send professional-looking proposals

Get paid what your expertise and knowledge is worth to your clients. Hint: it's probably more than you're getting paid now and covers all the services that you know that your client needs. Create a 5-part proposal template that will increase your conversion rate and win more deals for your business.
Included with plan:
Free
Automate
Get Paid

Scalability wins

Create a lead magnet to generate leads from your website

Want to know the fastest way to grow your email list and target qualified customers? If you are not using a strong lead magnet then you are missing out. Create a strong lead magnet that can grow your business.
Included with plan:
Free
Automate
Get Paid
7
8

Create a lead nurture email campaign

Once you have a way to capture leads with a lead magnet, the next step is building a relationship with the buyer behind that that email address to turn them into a paying customer. Create an email campaign that continues to “nurture” your relationship with your lead to eventually ask them for the sale.
Included with plan:
Free
Automate
Get Paid

Create a sales nurture email campaign

Writing a simple and effective email sales funnel will gently but directly ask for the sale without being pushy in the follow-up to sales meetings. Because many buyers aren't yet ready to buy at the sales meeting, a sales nurture email campaign keeps you front of mind for however long it takes them to be ready.
Included with plan:
Free
Automate
Get Paid
9
10

Give new buyers a great (but automated) onboarding experience

If the experience your buyer has with you after spending money with you is not consistent with the care, attention and interest you showed in them before they spent money with you, this rapidly leads to 'buyer's remorse'. By contrast, creating a positive, professional experience for them after they buy,  answering questions, explaining the delivery process, and making sure they're happy at every step, then the pathway to turning them into a repeat customer, referrer or testimonial is a much easier one.
Included with plan:
Free
Automate
Get Paid

Take the path you're most comfortable with

With help

If new software feels daunting to you...

Implementing new software can feel daunting. Firstly, it's new technology. So if you're less comfortable with tech, that can make you feel unsure. Secondly, making so many mini-improvements so quickly to the way you run your business can also feel like a strange new shift. 

Both can take time to adapt to. But we have you covered. If you need more help (most first-time systemisers do, so don't feel awkward), then check out our 1-to-1 help packages covered in the Simpler Method® training to guarantee success.

Go alone

If you're a confident self-learner...

If you're a confident self-learner or have already used software to systemise your business but then fell out of love with it, then you might be happier to just follow the training and guides in the app. The launch process on this page is covered in the app. You can work through the training there and just ask if you get stuck.
Start growing
It's free

Do more than 'just' CRM

Most small businesses feel befuddled by software and it kills momentum.
Connectably is small business management software that helps you sign up and manage clients in one place. 
When you clean up your processes you get more time for your clients and your business grows.

Save time

Manage email marketing, sales and client workflows in one place

Grow simply

Think about your business in a more scalable, sustainable way

Get support

Implement quickly with excellent support and training provided

Save money

Replace multiple software subscriptions with just one

About Connectably small business management software

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Accreditations

Connectably Stripe Small Business Management Software and CRM - Stripe Verified Partner
Connectably Small Business Management Software and CRM - Good Business Charter Member
Connectably Xero Small Business Management Software and CRM - Xero Connected App Partner