In this episode of Small Business Quick WINS, host Jay Schwedelson interviews Connor Jeffers, founder and CEO of Aptitude 8 and Happily, about improving processes and operations in small businesses.

They discuss starting processes from scratch, documenting procedures, building accountability, and overcoming common scaling challenges.

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Best Moments:

(08:06) Identify tasks that take your time but don't require you personally, and consider delegating those first

(13:39) Documenting processes sets expectations and enables accountability

(12:06) An "operating rhythm" combines regular meetings, purposes, reviews, roles and expectations into a documented process

(11:09) Common "scale blockers" happen from 4-7 employees when tribal knowledge disappears

(16:04) Hire those who think like you instead of seeking diversity of thought and opinions

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Guest Bios:

Connor Jeffers is the founder and CEO of Aptitude 8, a services firm focused on HubSpot implementations, and Happily, a SaaS app development company. Previously he helped scale an EdTech startup and worked in venture capital.