FREEBIES
Let’s be honest – we all love free tools.* Here are a few simple templates and checklists that will hopefully make life just a little bit easier. Be sure to check back every now and again for new “freebies” and here’s to eliminating some of the stressors in your business and life one checklist at a time.
*If you would like to be the first to know when new freebies are added or special events and promotions are available, you can join my mailing list here.
Ask Me Anything
Do you have a question about adding a system or process to streamline your operations?
Every so often I hold a session called “Ask Me Anything” and answer questions in an open forum.
Past sessions have included questions about marketing, breaking the 1M barrier, hiring administrative help and more.
Wednesday – January 11, 2023
11 am EST
The 6 Areas of a Service Based Business
If you’re familiar with my work and my style, you know my goal is to simplify things as much as possible to make working ON your business more manageable. When it comes to contracting businesses, there are only 6 areas to focus on. Use this simple diagram to help you keep tabs on what needs to happen in each area for your business to run smoothly and for you to reach your goals.
If you’d like to take it to the next level, you can combine this diagram with my Quarterly Gameplan Calendars to map out your year for success. Knowing WHAT needs to happen and WHEN is the first step in the process. Then you can tackle the HOW in your monthly execution strategy.
You can also join me for my Yearly Planning Webinar to set yourself up for success before the start of the New Year.
Who Does What – A Simplified Org Chart
In order to run a smooth and streamlined business, everyone needs clarity about their role, everyone else’s role, and how they all fit together to determine the overall success of the company. Here’s a simplified version of an “org chart” based around the 6 Areas of a Business.
Fill in the Current names first, then think about what your Ideal Business looks like in the future. Hint, hint, this includes you taking off a few “hats” as the owner and hiring / delegating some of your current responsibilities.
If you’d like to take it a step further without starting from scratch, you can also purchase my Roles & Responsibilities, which include all of the positions listed here. I encourage all of my clients to build their businesses around positions (these won’t change) and then hire the people needed to make it a reality.
The Full Circle Assessment
Are you ready to take your business to the next level or just take off one of the many hats you’re currently wearing, but aren’t sure where to start?
In this webinar, we’ll use three diagrams (The Full Circle Customer Experience, The Full Circle “Org Chart”, and The 6 Areas of a Service-Based Business) to assess where you are now, where you’d like to be, and what stands between the two.
It’s what I like to call planning for “Organic Growth with a Strategic Mindset” and will help you identify what areas of your business would benefit from updated systems and processes to streamline your operations.
Digital files of all 3 diagrams included.
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The Full Circle Customer Experience Diagram
If you gave my program a preview and aren’t quite ready to jump in, or if you just love free tools, here’s The Full Circle Customer Experience diagram as promised on the home page. I hope you find it helpful in elevating your overall customer service experience.
If you’d love to learn how to put this tool to use to streamline your business, my Assessment Webinar will teach you just that, and includes 2 additional diagrams to help you streamline your business.
The Full Circle Business Needs Assessment
When was the last time you took a step back and truly assessed your business?
With the world moving at the speed of light, and our businesses growing and changing with each passing season, it can be hard to stay ahead of the curve. My Full Circle Business Needs Assessment tool is designed to help you pause for a moment, evaluate where you are now, determine where you want to be, and then start building the bridge to get you there.
If you want to take it a step further, be sure to check out my Free Master Class – The Full Circle Business Assessment – and save your space at the next session.
Creating A Tasks List in Gmail
If you’re using Gmail and having trouble keeping track of important emails that you need to deal with at a later time, here’s a short video tutorial on how to create a Tasks List.
For more help on implementing a system to conquer your inbox, you can read my blog series to learn the strategy I use to calm the chaos.
And if this prompts other questions on how to get your office systems more organized, my Full Circle Desktop Webinar is a great place to start.
Using Categories in Outlook
If you’re using Microsoft Outlook and would love to create a running To Do List for important emails you need to follow up on, here’s a quick video tutorial.
For more help on implementing a system to conquer your inbox, you can read my blog series to learn the strategy I use to calm the chaos.
And if this prompts other questions on how to get your office systems more organized, my Full Circle Desktop Webinar is a great place to start.
Using Flags in iMail
If you’re on a Mac like I am and using the iMail stamp to manage your email, you have two options to keep your inbox organized. Here’s a quick tutorial on how to set up Flags and Folders.
For more help on implementing a system to conquer your inbox, you can read my blog series to learn the strategy I use to calm the chaos.
And if this prompts other questions on how to get your office systems more organized, my Full Circle Desktop Webinar is a great place to start.
Fall Marketing For Winter Work
Although Fall has just begun, now is the time to start planning for Winter work. So what’s the best way to drum up new business? Reach out to your past customers.
If you have a Constant Contact or Mail Chimp account, a simple email is all you need, and here are three tips to get you started.
Winter Marketing For Spring Work
For those of us who live in the colder parts of the country, we’re still in the heart of Winter, but that doesn’t mean we’re not thinking about the warmer weather and arrival of Spring. And rather than just dreaming about warmer days, why not take some time now to make sure your Spring schedule is lined up and ready to go as soon as the seasons change and exterior work can begin again?
If you have a Constant Contact or Mail Chimp account, a simple email is all you need, and here are three tips to get you started.
New Hire Checklist
If you want to make sure you’re evaluating and on-boarding all new hires the same way, your best bet is a checklist. Here’s my master checklist of what your Potential Employee Application Packet and New Hire Packet should include along with what should happen on each new hires first day of work.
On-boarding is one of the most critical components to a new employee’s successful integration into your company. Why leave it to chance when you can create a simple and repeatable process so everyone gets five-star treatment.
Conquering Your Inbox
If you read my 4 part blog series on Conquering Your Inbox and taking back control of your email, here’s a recap outlining my Morning Clear Out method and other systems I use for maximum productivity and minimal interruptions.
If you haven’t read my blog series yet you can do so here for a better understanding of the process as well as how to handle nights, weekends, and going on a true work free vacation.
And if you’d like to watch a 15 minute Webinar tutorial, you can do so here.
Quarterly Planning Tool
Big picture goals are great, but it takes small action steps to get you there. Once you have your overall Yearly Goals set, take a few minutes to plot out WHAT needs to happen in each Quarter (or month) in order to reach your goals. I’ve found that the action steps usually build upon each other OR need to happen at a certain time in a seasonal business to ensure success. Here’s a basic planning tool you can use and post to keep track of what needs to happen when. Think “ON” and “IN” the business for all key areas – Marketing, Sales, Production, Hiring, etc.
TFCB Daily To Do List
Here’s a simple trick I learned years ago that lets me leave my desk at the end of every day without worrying about what I have to do tomorrow. Before you call it a day make a “to do” list for tomorrow. List your to do’s in order of importance, and be sure to include any meetings or appointments as well. Now your brain can rest (seriously, there are scientific studies about this) and you can enjoy your night without the stress of remembering everything you have to get done. Repeat daily for optimal results and efficiency.
One last tip, print this double-sided to save paper and also easily flip back to see what needs to move to tomorrow’s list.