

195. Optimizing Your Business with Cody Garner-Howe
Dec 31, 2024
45:28
Ever wondered how to juggle multiple clients, streamline business processes, and still keep your sanity intact? Cody, MKW Creative Co's OBM, is back to dish out the secrets to avoid burnout, set firm project deadlines, and make your business run like clockwork. From managing client expectations to discovering your team's “zone of genius,” you'll learn how to build an efficient foundation for your business. Cody Garner-Howe is an operations and systems strategist! What does that mean? She takes a look at how your business is currently running, and searches for improvements in tools, technology, and systems to make your business processes work better for you. Her goal is to help entrepreneurs reclaim their time, make even better business decisions, and improve their product or service delivery to clients. Cody has five years of experience in SaaS and CRM system management for small, medium & enterprise size businesses. She specializes in Dubsado, Microsoft Dynamics 365, and Emarsys, but loves nothing more than learning the ins and outs of a new platform. ----------------------- In today's episode, we cover the following:
- Leaving the corporate world
- What Cody uses to manage MKW Creative Co.
- Project management and proposals
- Workflow optimization
- A day in the life of an OBM
- Optimizing your time with Harvest
- Quoting projects with a pricing matrix
- Client retention and service expansion
- Team productivity and well-being
- Proposal vs. actualized projects
- What's inside Cody's audit
- Goals for 2025