I’m terrible at remembering phone numbers.
By the time I’ve reached the sixth or seventh number, I’ve forgotten the area code.
I’ll be honest – the only other persons’ phone number I know is my wife’s, and I think that’s because I knew it before the age of the smartphone.
If we each had to remember each of our friends, family, and colleagues numbers in our heads, I sometimes wonder if the communications revolution would have happened at all.
(I’ll leave you to decide whether that’s not a bad thing)
Thing is when it comes to workflow, a lot of businesses approach managing client work, on-boarding, implementation, follow up and all of these task-driven deliverables the same way; with a vague manual system which ultimately relies on a combination of good memories, post-it notes and the odd dash of tech.
Related: Your Inbox Is NOT Your Friend
This video is all about how to scale that paradigm up and choose the right system.
One that does the donkey work of remembering what comes when make it easy to see where everything is at in a glance and frees you up to the work that tech can’t.
I know a lot of people already have workflow solutions, but I’m not always convinced what they can do, or how they’re used, actually allows them to extract the full power of having your workflow management system absolutely nailed.
We use and recommend Teamwork Projects, but rather than tell you all the reasons it’s awesome, I wanted to share the four questions I ask businesses to find out whether they’re getting the best from what they’ve got.
Let me know what you think and if you have questions, hit me back so I can share more.
Does Your Money Intention Match Your Money Attention?
The 10 Advantages of Becoming More Emotionally Intelligent
A Tool That Helps Prepare Vets for Civilian Employment
The One Behavior to Make a Difference in the Ability to Impact the Lives of Others
8 Tips for Delivering Your Portfolio Manager Commentaries Faster
Who Are You Serving?
Your To-Do List Won’t Suffer When You Do This Too
How to Budget for the Holidays
2019 Will Be a Pivotal Year for Asset Managers
An Employee Advocacy Program Can Make Your Content Go Viral
Equities20 hours ago
These Oil Stocks Are Ticking Time Bombs
Building Smarter Portfolios20 hours ago
The Market’s Wild Ride
Human Performance20 hours ago
5 Simple Ways to Improve Your Productivity At Work
Equities2 days ago
Bubble, Meet Pin; It’s Just the Beginning of the Downslide
Market Strategist2 days ago
Don’t Be Boxed Into Style Boxes
Development2 days ago
As an Advisor, Are You “The Great Communicator?”
Equities3 days ago
This Is the End of Trump’s Economic Sugar High
Development3 days ago
When You Cannot Think of a Better Way to Market Yourself, Try This…