The order, and what each one removes
Each system takes one job that was yours alone.
- Every enquiry handled, with its reply due. Removes the call that rang out, the form that sat in your inbox and the enquiry you forgot.
- Quotes out, and followed up on their day. Removes the quote written at 9 pm and the follow-up that never happened.
- Invoices and reminders on their day. Removes the chasing, and the month-end you spend on it.
- Past customers written to, once a month. Removes the list that nobody writes to.
- The numbers, in a minute. Removes the not knowing, which is the job that keeps most owners in the middle.
Which one first
The enquiries, almost always. It is the system with the most money riding on it and the one that takes the least of your business to install. Then whichever of the others your last ten enquiries waited on most.
The rules that make it stick
Three, and owners break the first most.
- Let it run. A system that needs your approval on every step has not taken the job off you.
- Own it. Every account, number and list in your name, not a subscription, so the business keeps running if the vendor goes and the system is part of what you sell when you sell.
- Measure it. One page a month: what came in, what was quoted, what was won, what moved. If it is not on the page, it is not running.