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Feeling swamped by countless software options? We design and set up time-saving automation workflows to make sure your tech serves you, not the other way around!

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Way More Efficient Workflow

"My team is spending time and my money on manual data entry, replying to emails one by one, and trying to make our current tech work together."

A Client Management Makeover

"My leads keep slipping through the cracks, I struggle to stay on top of invoicing, and chasing up with every client eats up way too much of my time. Our messy system is costing us sales - and sleep too!"

A Marketing System That Grows Quickly

"After spending hours crafting email campaigns, designing customer profiles, and aligning our offers and target audience, our conversion rate is lower than a dead missionary's."

Workflow Automation

You know that feeling when you're stuck in endless meetings, drowning in never-ending email threads (Re:re:re:re:), and dealing with integration headaches? Yeah, we've all been there. And let's not forget the joy of mindless data entry. Ugh. But hey, who has time to watch hours of automation tutorials on YouTube, only to end up troubleshooting unexpected errors? Not cool. Let's leave the boring stuff to the bots.

Whether it's simple tasks or complex processes, we're here to set up automations that will help you grow your business faster and easier.

CRM Setup & Implementation

There are tons of tools out there to help you handle your customer relationships. But which one really shines, and how do you get the most out of it? We'll guide you in picking the perfect CRM for your business—or sprucing up the one you've got—so you can steer clear of those "Oops, we forgot to follow up!" situations and steer clear of any confusing CRM software. Cool?

Marketing Automation

Want to close more sales with less effort? Sounds simple, doesn't it? But with all those SaaS marketing gurus suggesting various tech tools, it's tough to figure out where to start—and stop. That's where we come in. By blending our sales and marketing know-how with software expertise, we'll assist you in crafting a polished, repeatable sales approach. This means you'll be reaching out to leads precisely when they're ready and sealing the deal without breaking a sweat.

After implementing the CRM and marketing automation solutions provided by Tribal, we saw an incredible transformation in our business operations. Their team not only streamlined our processes but also ensured a smooth transition for our staff. The results speak for themselves - increased sales, improved customer engagement, and a significant reduction in manual tasks. We couldn't be happier with the outcomes and the ongoing support from Tribal.

★★★★★

John D

I am extremely grateful for having the opportunity to have Chad in my corner! He has repeatedly gone above and beyond expectations. There were multiple times when I had things in place that were good, and then I’d find out later that Chad had made significant improvements to them that I wasn’t aware were possible. Multiple times. Multiple times. I was blown away by the attention to detail and the consistency and reliability of service. Clear, concise, polite, super competent, nice human, I dunno what else to say, I’ll work with Chad every chance I get and so should you!

★★★★★

Simon P

As a small business owner, I was skeptical about the need for marketing automation. But Chad and his team at Tribal opened my eyes to the potential and walked me through every step of the setup. The automation strategies they've implemented have not only saved us countless hours but have also led to a noticeable increase in our online engagement and lead generation. I am truly impressed by their dedication and the tangible results we've seen.

★★★★★

David S

Partnering with Tribal was a game-changer for our organization. Their expertise in workflow automation and marketing automation has allowed us to streamline our internal processes and enhance our customer outreach efforts significantly. The level of personal attention and customization we received was beyond our expectations. Since working with Tribal, we've seen a substantial improvement in our operational efficiency and a marked increase in customer satisfaction. They've been an invaluable asset to our business growth.

★★★★★

Mike D

Case Studies

Real client testimonials that highlight how Tribal Interactive Inc. helped smart entrepreneurs grow their businesses, saving them loads of money and hours in the process.

Operational Excellence through Advanced Project Management at OPER8 PERFORMANCE

Workflow Automation

March 05, 2024•3 min read

Introduction

Oper8 Performance stands as a beacon of operational expertise, providing unparalleled consulting services designed to elevate the performance and capabilities of leadership teams across industries. Their commitment to excellence and result-driven approach has positioned them as pivotal figures in leadership consultancy. However, their reliance on traditional tools like Excel and email for managing complex coaching activities highlighted an urgent need for digital transformation to streamline processes and enhance efficiency.

Challenge

The central challenge revolved around the "Coaching Activity Heatmap," a critical Excel document that visually encapsulates the progress of coaches, the coaching tools employed, and the overall development process. This document, consisting of 'Implemented' and 'Go Forward' tabs, was essential for monitoring coaching activities and future plans. Despite its importance, the Excel-based system hindered real-time collaboration and presented significant limitations in data accessibility and visualization. Oper8 Performance required a robust solution that could not only replicate but significantly improve the functionalities provided by their existing system, allowing for greater collaboration, transparency, and teamwork while reducing dependency on coaches to be available in real-time to provide feedback or summarises on Coachees, all information collected needed to be in one easily accessible location.

Solution

The transformation began with the introduction of Monday.com, a dynamic project management tool known for its flexibility and user-friendly interface. Our objective was to migrate the traditional Excel document into a comprehensive Monday.com board that would centralize all the vital information while offering enhanced views and analytics.

Implementation Highlights:

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Coaching Activity Heatmap Board: We successfully transferred the Excel data into Monday.com, creating customized views to mirror the 'Implemented' and 'Go Forward' tabs. This new board provided a holistic overview of each coachee's journey, equipped with charts for each tool and scoring metrics based on completion rates and coachee ability. Also, created views for each supervisor and their direct reports.
Resource Board: A dedicated board was set up to house all shared documents, significantly reducing the time needed to retrieve essential resources.
Updates Board: By creating an updates board, we streamlined internal communications, allowing team members to keep track of key developments and present progress to clients efficiently, without sifting through hundreds of emails.
Resource Library: An extensive library was assembled, offering instructional resources on Monday.com. This included video tutorials, formula explanations, and step-by-step guides for standard operating procedures (SOPs), ensuring the team was well-equipped to utilize the new system effectively.
Issue Request Desk Board: This board was instrumental in tracking client requests, facilitating transparency and timely updates throughout the project lifecycle.
Continuous Training and Engagement: Ensuring a smooth transition, all team members received comprehensive training on Monday.com. Their involvement and feedback were critical in multiple iterative refinements of the board, guaranteeing a tailor-fit solution that exceeded client expectations.

Results

The migration to Monday.com revolutionized Oper8performance's operational efficiency and data management capabilities. The new system fostered a more collaborative environment, where information is instantly accessible and updates are seamlessly communicated. Through the custom-designed boards and resource library, Oper8performance now enjoys:

Enhanced real-time collaboration across teams.
Significant time savings and reduced dependency on email communication.
Improved data visualization for informed decision-making.
Increased client satisfaction through transparent and efficient update sharing.
Empowered team members with the skills and knowledge to leverage advanced project management tools.

Conclusion

The partnership with Oper8 Performance and the introduction of Monday.com into their workflow exemplify the transformative potential of digital tools in enhancing operational performance and client engagement. By adopting an innovative approach to project management and data analysis, Oper8performance has not only streamlined their processes but also reinforced their commitment to excellence and continuous improvement. This case study serves as a testament to the power of technology in driving operational efficiency and exceeding client expectations in the consulting industry.

monday.commake.comzapier.com

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