Your Name (required) Your Email (required) In relation to your business, what are the things you spend time and energy worrying about? Do you have an automated system for lead generation? What programmes are you currently running and have they been automated? How do you typically interact with your clients? When you first bring on a client do you have a process in place for a smooth introduction? What do you believe are your biggest time-wasters? Do you spend time searching for information eg. passcodes, login codes Do you find yourself repeating the same information in written or verbal format? What currently works well for you? What currently does not work well for you? Are there things that need to be done on a regular basis that you sometimes forget? Do you forget appointments/meetings? Can any of your consultancy material be standardised? – templates created etc. Do you receive regular industry periodicals/newsletters that you don’t have time to read? Do you have standard workshops that you facilitate? Can the Workshop materials be standardised? Do you have a central systems document where you document your processes? What ROUTINE activities do you perform? checking emails answering client enquiries newsletter preparation & broadcasting regular courtesy contacts document preparation e- Research client presentations customer care enquiries refunds/product returns maintaining database/customer records maintaining your shoppingcart system maintenance eg. reports, system purging updating emails etc. collating and uploading your testimonials attending to complaints – response, register, identifying issues etc. co-ordinating your meetings co-ordinating transcripts and tele-conferences preparing & distributing your newsletter preparing and managing autoresponders document formatting – ebooks etc. Do you have any other comments or issues? Δ
