Instead of just very clever, lets also add automation – and now we have Progressive Grid Templates!
Did you read the page about progressive grids – if not click below and then come back to this page.
Grids are brilliant but what if you have recurring events – you don’t want to create a grid each time so let’s do the grid once and save it as a template to use again or to add people to.
Do you need an example? Okay, imagine you’re an Accountant with a good client list. Sadly there are a huge number of statutory deadlines that have to be met for income tax, VAT, Corporation Tax etc.
It’s time consuming reminding and chasing up all your clients to ensure they comply. So now you have Remindmenow you can set up a progressive grid of all these dates and deadline for the whole financial year in a mixture of text and email reminders and attach the relevant people from your client list to it. Great it’s done!
But what about new clients you get during the year, as they weren’t around when you first set up the grid?
Thais is where you have additional functionality because you can save any Progressive Grid as a template, which means that you can apply the template to new clients and they will receive the scheduled reminders from the date they are added. – How much time would that save you and what a great impression to give to your new clients!
You could use this for staff inductions, report deadlines, bill & invoice chasing, charity or fundraising events, school activities, training programmes for sports clubs, trade association meetings, fundraising events, to name just a few.