Automate as many non client facing tasks as possible. Build into your workplace a culture of kaizen, continual improvement and incentive your staff to automate the parts of their job that don’t provide client-facing value. Whether it’s filtering emails, task management automation, automated messaging, helpful notifications or others, create a workplace whether ideas are shared, staff roles evolve...
For many of us, you’ve got some control over your inbox for the majority of your workweek but you sometimes resort to leaving messages in your inbox as a defacto to-do list. Kind of like how you leave your voicemails with their red dots, your text messages unread and leave things on the kitchen bench with your keys to remember them as you leave the house. If you’re looking to change...
For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too many clicks around to find information. To make a long story shorter, I...
There are three main ways for you to have information flow through into your project management system: Using the email-in feature to send data to a particular workspace, project or client record Connect a webform builder like Typeform and have the information emailed in or synced using Zapier Use the webform feature that comes with some project management software systems Side note: The main...
What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one or two places for tasks...