Business Processes Simplified Podcast cover image

The Perfect Client Onboarding & Offboarding System with Pip Meecham

Business Processes Simplified Podcast

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Having a Process Open, Is a Great Way to Build Accountability

If someone's ticking something off, whether they've opened the document or not, that you've effectively implied that you've followed the process. Next time, you need to have it open, because you haven't yet got it down and mastered. It just gives you something to refer back to, especially if people are extremely busy. Now we know what we're doing, but it's very, very easy to forget the big things. And when it comes to onboring and off booding at such a critical time in a cliente jenny as well,. To have those thet it just house s a little my everything.

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