Workspace at The Atelier
Prepared for Joseph Renwick Randon · Geobody Sense Fitness LLC

Everything you use. One place.

We read your worksheet. On the left is what you use today. On the right is the tile in Workspace at The Atelier that holds that same spot.

Joseph, this is your room.

“Too many things to think about.”

“Getting the work flow.”

“Just want to get started.”

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What you use today
What holds that spot
Business email
You use: Gmail
Team chat
You use: WhatsApp
Texting clients
You use: Your own cell phone
Email, team chat and texting from a business number, together in Communicate.
Email, team chat and texting from a business number, together in Communicate.
Projects and tasks
You use: monday.com
Showing clients their progress
You use: Email updates
Forms and surveys
You use: Google Forms
Tasks in a list, board, calendar or timeline. A private page where each client sees their progress. Approvals and RSVPs inside every project.
Tasks in a list, board, calendar or timeline. A private page where each client sees their progress. Approvals and RSVPs inside every project.
Your calendar
You use: Google Calendar
Booking appointments
You use: Back and forth by email
Your days, in each person’s own time zone, with Book me so clients pick a time that works.
Your days, in each person’s own time zone, with Book me so clients pick a time that works.
Video meetings
You use: Google Meet
Invitations and event sign-ups
You use: Eventbrite
The Green Room for your meetings. Embossed for invitations and RSVPs.
The Green Room for your meetings. Embossed for invitations and RSVPs.
Client contacts
You use: Your phone contacts
Every client and prospect in one place, linked to their projects and invoices.
Every client and prospect in one place, linked to their projects and invoices.
Getting paid
You use: Zelle
Invoice from the project. Clients pay by card or bank transfer.
Invoice from the project. Clients pay by card or bank transfer.
File storage and sharing
You use: Google Drive
Documents
You use: Word documents
Make documents, sheets and decks and keep them saved in your Workspace at The Atelier.
Make documents, sheets and decks and keep them saved in your Workspace at The Atelier.
Signing documents online
You use: DocuSign
Write it, send it, track who has signed.
Write it, send it, track who has signed.
Handbook and HR forms
You use: Word documents
Your people, your forms and your records in one place.
Your people, your forms and your records in one place.
Required training for your team
You use: In-person sessions, virtual
Assign training, track who finished and keep the certificates.
Assign training, track who finished and keep the certificates.
AI assistant
You use: ChatGPT
Rolling outThe Concierge

Ask how to do anything in Workspace at The Atelier, in your own words, and get the answer.

And there is more

We also offer these, if you would like to add any.

Tick what interests you.

Reply to this email with a yes and the ones you ticked, and we begin setting up your room.