193 - Managing Project Workflow: Keys to Keeping Jobs on Time

Feb 1, 2024

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Episode notes

It's time to stop managing work in your head and create a clear workflow. Khalil & Martin discuss the best tips to stop stress and start efficiency in your business. Time to streamline work like never before. Tune in!

Time Stamps

00:41 - Super Bowl Predictions
03:23 - Episode Intro
04:37 - The Importance of a Structured Workflow
07:24 - Challenges of Not Having a Workflow
10:13 - How to Assess Your Workflow
16:08 - How to Start Implementing a Workflow
19:04 - Exploring Different Project Management Software & Tools
25:42 - Understanding Pipelines in HubSpot
30:19 - Tracking Customer Communication
32:56 - Overcoming Challenges in Implementing CRM
37:44 - The CRM Growth Kit by Benali
42:11 - Episode Conclusion & Takeaways

Quotable Moments from the Show

"When you know what to do, you got work. When you don't know what to do, you got a problem." - Martin Holland
"If you're stressed out and anxious about the work that you've got on your plate, it's because you're trying to manage it all in your head." - Khalil Benalioulhaj
"I think the first place for most of the businesses I work with to start calming the jitters is to get a workflow in a form where you have a process behind it." - Martin Holland
"When we can write it all down, when we can make a to-do list, it's clear. It's actionable." - Khalil Benalioulhaj
"The most common thing that we hear from people is that they wanna automate things. They want things to just work on their own, and that's great. But at a core level, you need to understand how it works manually and even use it manually before automating. You have to grow into automation." - Khalil Benalioulhaj
"When you're starting out, the biggest thing is understanding what your objective is. If you want to track projects, if you want to manage customer communication, if you want to track sales, know what your objectives are and then find the right tool for you." - Khalil Benalioulhaj

Learn how you can improve your customer and project workflows! BOOK YOUR FREE 30-MINUTE STRATEGY CALL HERE!