403 - Automating Your Project Management Systems with Kristen Lettini

Web Design Business with Josh Hall

Design and building websites…that’s the fun part.
Managing the project, collecting content, onboarding, handling revisions and feedback…typically, not so much.
Which is why, if you can automate as much of the repeatable tasks and make a system and process for the “unfun” parts of a web design project, it’ll make your life much easier and more profitable.
That’s what we’re diving into this one with automation and systems specialist (and fellow 17hats user) Kristen Lettini.
We get into:

• What automations you’re missing (and why to add them NOW)
• The GOLD of auto-reminders
• Using a CRM like 17hats to automate as much as possible
• My “before and after” automation moment
• Why improving systems is THE KEY to sustainability

Get my quote, contract & invoice templates (for free) with a 7-day trial of 17hats, the CRM I've been using for over 10 years!

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Розділи

1. Why Standardizing Beats Reinventing (00:00:00)

2. Welcome And Pain Of Project Juggling (00:03:05)

3. Automations Before, During, And After Projects (00:03:31)

4. Sponsor, Templates, And CRM Shoutouts (00:04:16)

5. Kristen’s Corporate Roots In Efficiency (00:06:29)

6. Structure That Protects Creative Freedom (00:07:10)

7. Automate Money: Invoices And Follow‑Ups (00:09:05)

8. What A System Strategist Actually Does (00:09:26)

9. Why Go Deep On One CRM (00:10:21)

10. Proving Impact And Client Reactions (00:11:27)

11. Learning Curves, Trainings, And Mindset (00:13:08)

12. Messaging That Drives Action (00:14:11)