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)
Checklists
Scripts
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)
