7 systems every business needs a Standard Operating Procedure for.
Dec 07, 2022•7 min•Season 1Ep. 7
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Episode description
Don’t need to re-invent the wheel. Map it. Automate it.
- Client Onboarding - includes contracts, payments + delivery of service or product and establish communication eg emails or slack.
- Client Offboarding - Testimonials, Upselling or Downselling, Email Response Templates, Access Removal, Archiving.
- Team Onboarding + Offboarding (Personal Development Plan)
- Leads + Sales Tracking
- Cashflow + Reporting - paying for suppliers, contractors, goods, team payroll, taxes, software, credit cards. KPIs
- Content + Marketing - Macro Content + Micro Content + repurposing + archiving
- Conversion Events - eg Webinars, challenges or Black Friday Sales.
Recommendation is automate as much as possible - amazing software out there to help Eg Zapier, Honeybook or Dubsado or even AI. There’s a solution to every problem out there. If there’s not, then you’ve just found yourself a new business idea.
I have a free Team Onboarding template you can plug and play into your own project management software (Asana or ClickUp) which you can download here: linktr.ee/laurie.stirling
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