The Operational Mistakes That Cost Businesses the Most During Q4
Q4 is often one of the busiest—and most important—times of the year for a business.
Clients are trying to complete projects before the holidays. Sales teams are working to close year-end opportunities. Leaders are finalizing budgets, setting goals, and preparing for the year ahead. At the same time, employees are managing heavier workloads, holiday schedules, and planned time off.
Before Business Gets Busy This Fall, Put These Systems in Place
Before the fall rush is fully underway, take time to put a few essential systems in place. The goal is not to overhaul your entire business. It is to create enough structure for your team to handle a higher volume of work without increasing confusion, missed deadlines, or last-minute fire drills.
From Packing Lists to CRM Workflows
A few weeks ago, I decided it was finally time to clean up the collection of lists I'd accumulated in Evernote over the years.
Camping lists.
Road trip lists.
Holiday shopping lists.
Vacation packing lists.
"Don't forget this next time," lists.
At first glance, this probably sounds like a personal organization project.
In reality, it perfectly demonstrates how my brain approaches operations, systems, CRMs, and project management.