BlogBusiness PlanningProcesses to Improve Your Business

February 1, 2023by Jeffrey Davis

Having systematic processes in your business is critical to creating efficiencies and making room for growth in your business. Here is a list of things you might use in your business to get the most out of your day to day activities.

Intake and qualification process
Accountability follow-ups
Delegating tasks (discuss in next slides)
Excel worksheets
Step by step instructions
Automated software
Databases of key information
Pricing lists
Templates and samples

Common Q&A
Spreadsheets with built in formulas
Filing systems
Preapproved vendor lists
Standardized equipment and parts
Online communication tools (warning don’t pick to many)
Simplified marketing process (warning: no shiny balls)
Reporting templates
Job descriptions
Scheduling (Calendly)

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