April 21, 2014 at 11:25 am #743
1 & 2. Have several times blocked dedicated to working on my business. With no clear structure I did not make the most of this time. Here are the times I chose:
Mondays 8am-9am >> Planning Time
Review hard deadlines
Review new requests.projects
Schedule deliverables in PM system
Add additional needed business building time
**Will allow me to best utilize the time dedicated to my business**
Fridays 8am-9:30am >> CEO Time
Review financial reports
Review Analytic stats
Review and plan content revisions (will be based on stats/reports)
Revise/Add to processes, as needed
**Will allow me to dedicate time to building my business**
3. This month I will analyze accounting/bookkeeping. I decided to start there to find my money making services and how I can add to those. Also, I pay to have my books done so I want to be sure that the process is running smoothly and make sure my accountant gets where I am going to make effective projections.
4. Spend TWO weeks documenting what happens & when with that piece; identify what needs to improve & how you’ll get answers.
I have identified that even though I schedule time for me I end up taking on small or emergency projects. I am sticking with the new schedule and not making exceptions to my business time.
I need to work on streamlining what I offer to my ideal client and start working on those including adding to the sales funnel and promotion. I will create an automated system to make the most of this.
On a positive note: I created an automated quote process that allows me to create my quote in QuoteRoller and use that for follow-up and changes. I can then convert that to an invoice using my billing program. Once the client signs on then I have another process to welcome them and get the information I need. I may use my CEO time to review this process as I streamline services.
- This topic was modified 3 years, 2 months ago by TreasuredGuest.
May 5, 2014 at 11:26 am #754
Fabulous work, Lee. I think the only other question for you is how/when will you address the more long-term planning and strategy needs? Maybe once per month? At least once per quarter?
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