Workflow Intensives

Example 1:

Client Onboarding

In the morning:

• Decide what the steps in the client onboarding process should be 
• Identify what you want to automate, what should be manual, and what systems we have to make that happen

In the afternoon:

Make it so. I’ll set up task lists in your project management tool, set up the Zapier zaps to automate your client folder structure, and put the email sequences in where they’re supposed to be. 

Example 2:

Project Management System Streamlining

In the morning:

• Identify how you’re using the system now - what’s working, what’s not
• Talk through opportunities for better use of data, better organization, better task assignment, and overall structure
• Talk through how the project management system connects to your other tools
• Identify opportunities for streamlining and/or automation 

In the afternoon:

I’ll configure your system, move data around, add new categories, and make the changes we planned a reality

Example 3:

Financial Data
Deep Dive

In the morning:

• Dive deep on financial health, cash flow problems, budgeting - whatever you’re trying to tackle
• Talk through different applicable financial management strategies (like Profit First, or savings strategies) for your specific company goals
• Talk through how to track commissions and create reports and tags to make it happen

In the afternoon:

• Dig into your financial & project management systems to get some real data to answer the questions you have (or identify how you could collect better data so you can answer the questions in the future)
• Configure automatic payments in your accounting system and set up recurring invoice reminders (so you don’t have to chase clients) 
• Set up tracking categories in Xero, so you know how profitable each line of business is