HAPPY MONDAY MOTIVATION
Welcome back to another episode of the No More Excuses Podcast.
In my last episode (#415), I had Soof Hirschmann on to talk about how a solid CRM is your secret weapon for growth and efficiency. But today, we’re going even deeper—into the heart of your business:
Workflow Management.
You might be thinking, “Workflow management? Sounds boring.” Well, guess what? It’s the secret sauce to running a smooth, efficient, and scalable operation. We’re talking about slashing wasted time, cutting the crap, and making your processes lean and mean!
Step 1: Identify Key Processes
First things first, you’ve got to know what’s going on behind the scenes in your business. What are the core processes that keep your engine running?
Your To-DO: Write down every major process you handle—whether it’s sales, marketing, customer service, or inventory management.
I would suggest using those giant Post-It® notes!
Listen in as I give you more tips and examples to help you see what your workflow even includes and then…
Step 2: Map It Out
Visualize your process. Don’t just leave it in your head. Any client I’ve done a strategy session with says the same thing: “Damn that looks different than it did it my head!”
I just helped a client set up Trello to help her visualize her workflow, as well as manage all of the tasks she has in each “bucket” of revenue generators.
And then….
Step 3: Evaluate Efficiency
Automation is becoming a game-changer!
Free yourself from the drudgery! The shit that is a time-suck! I’m really digging in and finding out how it can help me more. I’ve used some automation in the past, but I’m learning how it can allow me the time to dig deeper with my clients.
Think about this: If you don’t want to do it or you can’t delegate it…
AUTOMATE IT!
Cheers! Sandi