Isn’t it exciting when you implement a new system or process that improves your productivity in some way? I’m all about providing the best service I can to my clients in the most effective way possible, and my team and I simply could not do this without the great systems and processes we have in place.
About once or twice a year, I schedule time to review my systems and processes to make sure they are still serving us well. With my team’s input, I make any necessary updates or changes I feel will improve our performance, and our commitment to our clients. I take a look at everything we use to service our clients, no matter how simple it might seem.
Here are just a few of the areas I review on a regular basis. I hope it gives you some ideas for reviewing your own systems and processes:
Systems/Programs/Tools
- Project management
- Email marketing
- Client management systems
- File storage and transfers
- Accounting
- Security
Processes
- Internal communications
- Client communications
- Document transmissions
- Calendar management
- Time management
As part of my reviews, I might also include a quick search to see if there are updated versions available, or maybe even completely new systems I need to consider. I’m not one to make changes simply to say I have the latest and greatest if what I’m using is still serving its purpose. But I’m always open to change if I can see definite benefits for my team and my clients.
We owe it to our clients to provide them with best service in the most effective way possible. It’s what they pay for, what they expect, and what they should receive on a consistent basis. To ensure that you are living up to your great reputation for service and delivery, make time to review your systems and processes on a regular basis. You can only serve your clients as well as your systems and processes serve you.
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