When it comes to managing workflow we turn to databases and that’s great, but sometimes a simple, physical solution is just as good, if not better.
When I am in the office I’m needed for a myriad of things. And sometimes, having them placed before me is a foolproof way to get a quick task done!
I pass by Kelsey’s desk every day. (If you listen to the podcasts you know her, you love her, and probably for her awesome laugh). Along her desk are the “needs attention” items from our team. From signing books, to the amazing thank you cards we receive, to making sure a printed out itinerary goes in my bag, it’s all there. It is such a simple method, but it’s so effective and being effective is one of the main ingredients for the recipe to success.
Workflow can be overwhelming, but it doesn’t have to be. What are some of the ways you simplify challenging workflow in your office?
I built a whole workflow around tracking and follow-up on leads. I discovered this workflow because I’ve been documenting and systematizing the snot out of my business, (thank you Clockwork guy). And, magically, workflows are appearing! Aye, there be workflows!
My team and I all work remotely so we are working on an electronic system that allows us to track our workflow more effectively and reduce the amount of emails flying back and forth trying to find out where the work is in the process and who has spoken to the client last etc.