• Archive Q&A

  01-26-2024 Managing scope with client on-site work and ActiveCampaign

  Posted by Carla on January 29, 2024 at 6:21 pm

  https://vimeo.com/907636165/5d4b5fb2a6?share=copy

  [00:01:00] How do MSPs handle expenses made by technicians on-site?

  [00:06:00] How to handle scope creep

  [00:12:00] How do I download what you use for Dream 100 stages – and any other info (or sales pipelines) into Active Campaign?

  [00:13:43] ActiveCampaign CRM

  [00:23:06] Automating proposals with ActiveCampaign

  [00:30:20] The importance of tagging

  [00:34:13] The power of newsletters

  [00:37:32] The benefits of ActiveCampaign over other tools

  [00:46:37] How to avoid the “hostile takeover” dilemma when taking on a new client

  Resources Shared

  • ActiveCampaign Articles: https://sgmcommunity.com/?s=activecampaign&ht-kb-search=1&lang=

  • This discussion was modified 1 year ago by  Carla.

  Jeff Loehr replied 2 years, 2 months ago 3 Members · 2 Replies
• 2 Replies

• 

  Robert

  Member

  January 30, 2024 at 3:02 pm

  Make sure you jump to minute 14 for an explicit endorsement on whatever the heck @Jeff and @Joe recommend.

  • 

    Jeff Loehr

    Member

    January 31, 2024 at 7:38 am

    

    Amén!

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