Control

Does it feel like your business is running you instead of you running your business?

If you do the same tasks, whether daily, weekly, or monthly, you should automate them as much as possible. Do you need to pay for expensive software? Absolutely not. Software is a tool that needs to work with how you do business, not the other way around.

Do you respond to similar emails on a regular basis? Or send standard pricing or proposals to prospects? Create email templates to make it easy to respond with a few clicks.

Do you need weekly timesheets or hours worked from employees or contractors? Create a standard reporting form and send an automated reminder with a link to complete the form.

Do you regularly post to social media? Create a content calendar and bank posts when possible for future use.

Are you a CPA who needs monthly expenses from your clients? Either get access to their accounting software or create a template. Create a reminder (for your employees or your client) to make sure the information is logged monthly. If you have a CRM, have this setup so that you are removed completely.

Do you have standard services or products for clients? Create an onboarding process that will easily capture all required information and begin the project to deliver the goods on time.

Being overwhelmed by the repeat tasks of your business will not enable growth. You need to streamline the basics so that your attention is focused on meeting your future goals.

Want even more details and easy fixes for your routines? This is just the tip of the iceberg to help control your business.

Creating standard processes ensures you are delivering the same quality product and/or service to your customers every time. Contact us today learn more https://beckinsights.com/take-action