

5 Signs Your Current Systems Are Holding You Back [Ep 21]
Jun 11, 2024
Discover vital signs that your business systems might be slowing you down. Stuck on projects? Avoiding hot leads? Learn how a lack of structure can lead to hiring regrets and a loss of passion. Find out why tracking client progress and having clear onboarding processes are essential for success. Forget the belief that software alone can solve problems; effective systems must be tailored to your needs. Get ready to clean up the chaos and reignite your enthusiasm for your business!
AI Snips
Chapters
Transcript
Episode notes
Systems Reveal Project Capacity
- Lack of day-to-day systems makes big projects blend into busywork and stall progress.
- Clarifying processes and capacity reveals when projects are truly doable and reduces procrastination.
Automate Onboarding To Capture Leads
- Automate client onboarding and create client management processes to stop avoiding hot leads.
- Track start/end dates and delivery steps so adding clients doesn't feel like extra manual work.
Hiring Regret From Undefined Roles
- Many clients regret hiring because they hadn't defined what help they actually needed.
- Sam creates a company overview hub so new hires can self-serve foundational info and reduce miscommunication.