systemise your business workbook - productivity hub · mission or vision statement. instructions:...
TRANSCRIPT
www.productivityhub.com.au
Systemise your Business
www.productivityhub.com.au
MyNotes
Systemiseyourbusiness:
Gettingstarted:
www.productivityhub.com.au
Identifyyourflow:
Howdoyoucapturenewclient/customerdetails?
• Automatedviaenquiryform/website?Template?
Howdoyoucaptureclient/customerneeds?
• Checklist?Onlineform?
Wheredoesthisinformationneedtobestoredandshared?
• CRM?Accounting?Marketing?
www.productivityhub.com.au
Drawyouractivityflow:
www.productivityhub.com.au
Defineyourworkflows:Whatworkflowsdoyouneed?
Clientlifecycle:e.g.Clientengagement:EnquirytoProposal/Quote
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Internalbusinessneeds:Workflowsorstandalonerepeattaskse.g.Socialmediacreation,distributeanarticle,debtorfollowup.
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www.productivityhub.com
.au
www.productivityhub.com
.au
Captureyourworkflow
s[W
ORKFLO
WNAM
E]TIM
EFRAM
ETASK
ACTION
WHO
REFEREN
CE
www.productivityhub.com
.au
www.productivityhub.com
.au
Captureyourworkflow
s[W
ORKFLO
WNAM
E]TIM
EFRAM
ETASK
ACTION
WHO
REFEREN
CE
www.productivityhub.com
.au
www.productivityhub.com
.au
Captureyourworkflow
s[W
ORKFLO
WNAM
E]TIM
EFRAM
ETASK
ACTION
WHO
REFEREN
CE
www.productivityhub.com.au
Developyour‘howto’:Examples
©ProductivityHub2017
NewClientResearchCompany:
Date:
Website:
Industry:
WhatthecompanydoesInstructions:Ascertainwhatservices/productsthecompanyprovides.Readthroughthehomepageandservicespageoftheirwebsite.Copy/pasteorparaphrasebelow.
MissionorVisionStatement.Instructions:Copy/pastethisinformationfromtheirwebsiteorLinkedInCompanypage
Businesstagline.Instructions:Reviewwhetherthebusinessusesatagline–thiscouldbebelowtheirbusinessnameormaybeprominentinthewebsiteheadersorcopy
HowmanypeopleareemployedInstructions:ReviewLinkedInCompanypage
Challenges&Opportunitiesin[X]IndustryInstructions:
• Google‘Challengesin[X]industry’–reviewresults&identifytop3challenges• Google‘Opportunitiesin[X]industry’–reviewresults&identifytop3opportunities
Challenges:1.
Opportunities:
1.
1. Whenthedocumentisinternalonly-makeitdualpurpose:providethehowtoinstructionsandspacetocapturetheinformation.
2. Usethe‘form’featureinyourdocumentcreationplatformtoretainformattingandforsimplecompletion
www.productivityhub.com.au
Developyour‘howto’:Examples1. Shareinstructionsofwhat’srequiredtocompletethetask.2. Whendevelopingguidelinesprovideallfactualinformationrequiredanddefinethe
parameterstoguidethepersoncompletingthetask.
©ProductivityHub2018
TravelProfile
• Atravelitineraryshouldbedevelopedforalltravelbookingsandsavedinthe‘Travel’folderontheshareddrive.
• TravelitinerarytemplatetousecanbefoundintheTravelfolder.• Allcompletedtravelitinerariesshouldbesavedas:[datecity]i.e.20170313Sydneysothatthe
mostrecentdocumentappearsasthelastfile.ProfileName: DebbieEglinAirlineAirline Membership PreferencesQantas #123456 • Domesticflight
o Lessthan3hourflight–Economyclasso Over3hourflight–Businessclass
• SeatPreferenceo Aisleseat
• MealPreferenceo Glutenfree,vegetarianmeal
AccommodationCity Name NotesSydney FourSeasonsHotel
http://fourseasons.com/sydney
Phone:+61299811234199GeorgeStreet,SydneyNSW2000
Melbourne HotelLindrumhttps://www.hotellindrum.com.au/
Phone:+6139981123426FlindersStreet,MelbourneVIC3000
TransfersCity Name NotesSydney SydneyHireCars
-Stephen
Phone:0418123456
www.productivityhub.com.au
MyNotes|Project/workflowplatform
FeaturesIneed:
Whatothersareusing:
www.productivityhub.com.au
NextStepsList
ToDo:
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Visit: www.productivityhub.com.au/BBB to book your free 30 minute consultation.
Bookings close September 15, 2018