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Systems are Saving Me

08.03.2016 by Elizabeth // Leave a Comment

are your system in place?As I’ve mentioned in my newsletter and on the blog, client work is going great and keeping me busy lately! And I’m not feeling my usual overwhelm. Why? I have some great systems in place, including trying out some new stuff.

Here’s what I’m doing:

At the beginning of the month I created a list of every deliverable I promised clients by the end of the month. THEN I sent out an email to my clients (individually) and shared those deliverables with them and asked if there was anything else they were expecting or needed for the month. It kept us both on track and organized and on top of things.

This month, I haven’t sent the email to every client (some are just a monthly newsletter so we don’t need to), but I created the same list. And then I really went granular with each WEEK, and what needs to be accomplished each week. And you know what I discovered?

I should be able to take the last week of the month off. Yeah, #winning #blessed.

My biggest fear when I get busy is that I’m going to drop the ball on a project. I have good systems in place, but adding this checklist of EVERYTHING in one spot is really helping me to stay on my A game so that when a client called and wanted to start a new project, I knew I could. And when a prospect showed up out of no where, I was able to say yes on the spot without worry of when the work would get done.

How are your systems? Do you know what deliverables you have this month? Do you have a plan in place for it?

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Categories // Lessons Learned, Management, Sales

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Yellow Dog Consulting is a sales and marketing firm located in Hillsboro, Oregon with clients around the world. We work with small business owners who love what they do, but the sales and marketing part of their job sucks their will to live.

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