Now take each of these tasks and work out the basic process for getting it done. Document in step by step form what each step in the process would be. This is a great moment to reflect on if your business has gotten too complicated. Are there way too many steps? Too many “ifs and buts” in the process. If that’s you, take a hard look and see what you can let go of to make things simpler.
A great example of this is pricing. If you have multiple pricing tiers, special discounts for certain clients, and other complexities, it makes it really hard for your team to quote your solutions; So consider simplifying the process so it’s quick and easy to get to yes!
This is a great step to book some time with one of our process consultants who can give you ideas and act as a sounding board to help you get things nailed down. We can also suggest if any steps in your process might be easily automated or made easier with the technology you already own.