Streamline your processes with this essential 1st step so you can focus on growing your firm and spend less time on the tedious work.
Listen below.
0:58 – Technology is a great tool, but it’s not the first step to creating a firm that can scale and run smoothly.
1: 26 – What you offer your clients and how you standardize those offers is the first step to a scalable firm.
1:44 – The more ways in which you offer means you’re multiplying the number of processes required to service those offers.
2:47 – Getting the clients into the monthly routine can quickly become like clockwork.
3:46 – Firms search for automation and technology to make them more efficient.
4:14 – Develop a list of must-haves that the client must fit into in order to create standardization across your offers.
5:09 – Spending your time applying technology and automation will probably not net you any material gains.
5:35 – Eliminate as many variables as possible by standardizing your offers.
5:48 – Make your firm more efficient by focusing on turning your sweet spot services into packaged offers.
This podcast reminds me of of the steps in the SpaceX process:
1) Make the requirements less dumb
2) Try very hard to delete a part or process
3) Simplify or optimize
4) Accelerate Time
5) Automate
* Don’t do these backwards
I actually LOVE that! Thanks for sharing, Josh.