Course curriculum

  • 1

    Introduction

    • An introduction from your instructor

    • How to use this course

    • A few questions before we begin
  • 2

    Your innovation pathway

    • Near and long term Mission

    • Document your customer journey

    • Identify bottlenecks
  • 3

    Marketing and lead generation

    • Social Media

    • Google Ads

    • Linkedin

    • Webinars

    • Chatbots

    • Referrals and strategic partnerships

    • Internal business development

    • Website

    • Lead capture

    • Measuring Marketing Success
  • 4

    Digital Quotations and Automation

    • Digital Agreements

    • Digital Quotations, Proposals and Invoices

    • Personalisation of documents

    • Agreement Automation
  • 5

    Document Management

    • Data management overview

    • Solutions

    • Connecting to CRM

    • Document Automation and Collaboration
  • 6

    Automated communications

    • Email: Leads, Clients, Vendors, Partners

    • TXT Messaging

    • Chatbot and Social
  • 7

    Digital phones and virtual extensions

    • Video calls

    • Digital PABX and remote communications

    • Virtual extensions (remote team)

    • Virtual Offices
  • 8

    Client support and ticket management

    • Support Chat Bots vs Humans

    • Support ticket management

    • Automated support communication

    • Change management & digital training
  • 9

    Virtual Team Collaboration

    • Project management

    • Internal planning

    • Internal / External collaboration
  • 10

    Enterprise Resource Planning (ERP)

    • Accounting principles

    • Production principles

    • Distribution principles