Document the steps of the work you’re doing each day. If you purchase software to book an appointment, document the steps it takes to use it. When you’re training someone on Zoom, record yourself. Then document it. Over time you can build a library.
Then, if you start getting to the point where you’re really, really busy and hire an assistant, a fractional CFO, or a vendor to do your social media, you’ll have processes in place and feel confident in handing off the task. You’ll be able to tell them exactly how you do it. You’ve got to see the long game here. The biggest challenge to people doing this is they don’t have the time.
When you build a house, it takes time. You have to build the foundation. It’s the same thing as building a system in a business. Once it’s done you just have to tweak it. It doesn’t take as long to patch the crack in the wall as it does to build the wall. ... [+] Where do you record the processes? We have different work flows that are written and stored in a Google drive, in Google Docs or Google Sheets. A lot of times, team members can reference these along with the video.
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