5 Processes To Solidify With Your Team Now
Your systems and processes can make or break your business. Efficient and well-documented operations can catalyze the growth of your business with easy to follow processes, reduced time and cost wastes, and happy clients. Poorly designed operations can be detrimental - hindering growth by losing potential clients, having dissatisfied clients, wasting time and money, and acting without clear, strategic direction.
Smooth, well-functioning processes do not need to be complicated. In fact, keeping simplicity at the forefront helps encourage efficiency and increases the likelihood that teams will maintain a new process long-term. Though, it can be overwhelming figuring out where to start.
Each business will have variations of what their core processes are based on company values, industry, team size, etc. Typically, there are five key processes that create a strong foundation and nourish profitability to scale:
Lead Generation & Sales - Many business owners overlook creating a sales pipeline process. Often, we see business owners or sales teams loosely keep contact info in a CRM without a clear cadence or process in mind. Lost leads is likely the number one way your team is leaking revenue potential. Creating a simple process that keeps track of new connections, touch points, close rate likelihood, and other data points can help keep sales teams on top of it all without adding too many administrative tasks to creative approaches.
Client Onboarding - Once a lead has said ‘yes!’, how do you go about the next steps to deliver on the promised services? Smooth onboarding processes help avoid buyer’s remorse with your clients and contributes to developing satisfied, repeat clients.
Employee Onboarding - New employees and contractors can tell a lot about an organization from how their first day goes. Making their onboarding process streamlined and informative creates expectations for excellence and decreases turnover - which carries a high price tag.
Content Production - Content, whether through podcasts, social media, blogs, etc., drive brand awareness, credibility, and sales. Surprisingly, there’s a whole lot of steps that go into content production and it can sometimes get frustrating to keep up with, especially considering that many content strategists and creatives struggle with tracking little tasks. For instance, our weekly blogs require the actual blog, a series of social media posts, and an email newsletter, all of which need to be drafted, reviewed, and then actually scheduled. Understanding a content production process helps keep your content moving forward so you can keep up with the consistency that many algorithms demand for conversion.
Service Delivery & Billing - These processes may overlap with your client onboarding process, but it is important to understand their separate functions. Documenting how your team delivers on service promises (and bills for those promises) reduces scope creep, maximizes client satisfaction, introduces consistent quality, and helps to avoid unpaid invoices.
Implementing efficient processes in these five core areas can quickly help your team boost productivity and maximize profitability. Using a task management system such as monday.com can help connect these processes in a more collaborative and automated way that makes it even easier for your team.
An Auxo Champion can help get you set up with Monday.com and help simplify, streamline, and automate your systems. Reach out today to get started.