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How to Plan Your CEO Day to Achieve Your Business Goals

Strategy & Scale · January 14, 2021

How to Plan Your CEO Day to Achieve Your Business Goals

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Things you may not know about me.... ▶️ I wor

Things you may not know about me....

▶️ I worked in the fast-paced world of grocery retail logistics, the pace kept me energised the challenges kept it fresh and it suited my Type A personality down to the ground.

▶️ I love love love to travel, the past 18 months has made me crave it even more, however thankfully (& hopefully) I have some trips planned very soon!

▶️ After my corporate role, I took 6 months off to really work out what I wanted to do

▶️ Gone are the days of staying out late, you'll find me on the sofa with a glass of wine and in bed by 9pm!

▶️ It’s been said that I’m not the best driver... I'll beg to differ 😂

Now it's your turn, tell me something about you that I don't know...  #onlinebusinessmanager #supportingbusinessowners #systemscoach #businesscontinuityplan #femaleentrepreneur #womensupportingwomen #projectmanagementsoftware #successdevelopment #clickup #companyculturematters #onlinebusinessmanagement #clientonboarding #planforproductivity #teammanagementsystems #successdevelopment #businesssupportuk #smallandmightybusiness #facebehindthebrand #businessowneruk #clientmanagement #clientwork #clientsatisfaction #managementsystem #femaleentrepreneuruk #femaleentrepreneur #femalefounders

That's right.... 40% off ends today 👯‍♀️

That's right....

40% off ends today 👯‍♀️

🌟 The Business Management Bundle
🌟 The Client Management Bundle
🌟 The Team Management Bundle

If you have any questions, please drop me a DM, if not, head to the link in the bio and click 'buy now!' ❤️

#onlinebusinesssupport #obm #businessbuilding #teammanagement #clientmanagement #ceomindset #makingconnections #onlinebusinessmanagement #levelup #systems #businesslaunch #onlineserviceprovider #entrepreneurlife #businessconsultant #businessstrategist #buildyourbusiness #onlinebusinessmanager #clickuptemplates #clickup #womenwithvision #onlineserviceprovider #consultinglife #womeninbusiness #ukbusinesswoman #femaleceo
#leicesterbusiness #businessgoals

🥁 Drum roll please 🥁 Not only is it the tim

🥁 Drum roll please 🥁

Not only is it the time of the year, we are celebrating the launch of our NEW Client Management bundle.

Has sorting your systems been on your list for a while or perhaps you're thinking you want to step in to 2022 all prepped and ready?.... Look no further 👀

If you haven't already seen our bundles, here's a little recap for you:

💻 The Business Management Bundle
Not sure how to go about designing and implementing basic systems in your business? Don’t have the time? Don’t have the budget for an OBM quite yet? The Business Management Bundle is designed to help you start implementing systems that will increase efficiency, reduce the chaos behind the scenes, and take back control of your business

💻 The Team Management Bundle
Ready to systemise your team management processes? This bundle has all of the tools you need to recruit, train and onboard superstar team members that are the perfect fit, as well as provide structure around your team management and offboarding procedures.

💻 The Client Management Bundle 🆕
Lacking defined and efficient systems for onboarding and offboarding and delegating client tasks to your team, or losing out on converting hot leads? The Client Management Bundle has every template you could possibly need to increase your efficiency and create a stand-out client experience!

Hit the link in bio for 40% off the bundles (automatically applied at the checkout!)

P.S If you have any questions about the bundles, DM me 😀

  #onlinebusinessmanager #supportingbusinessowners #systemscoach #businesscontinuityplan #standardoperatingprocedure #projectmanagementsoftware #successdevelopment #clickup #companyculturematters #onboardingtips #clientonboarding #planforproductivity #teammanagementsystems #successdevelopment #businesssupportuk #smallandmightybusiness #freebiecommunity #businessmanagement #businesssupport #clientmanagement #teammanagement #clientsatisfaction #managementsystem #leadmanagement #femaleentrepreneuruk #femaleentrepreneur #femalefounders

What to include in your client testimonial request

What to include in your client testimonial request form ⤵︎

Testimonials are an essential element of the sales process, no matter what your selling style is, as it provides that ever valuable social proof.

I also recommend using the opportunity to ask for constructive feedback - this is AMAZING for spotting any holes in your process or service and also planting the seed for repeat business.

While you could always just "ask", I have actually found I get better testimonials for myself and my clients if we ask a series of questions, use their answers to create a written testimonial, then send back to the client for final approval.

I've also found we get a higher response rate as you have created guidelines around the response, rather than asking them just to come up with it themselves (writer's block, anyone?) 🤯

Wondering what "strategic questions" you could ask? Here are some ideas, pick and mix dependant on the service you are providing!

▶️ What was the favourite part of the services I have delivered for you?

▶️ Did we successfully accomplish all of your goals working together?

▶️ What have been your biggest wins while working through the programme?

▶️ How do you think the services I have delivered to you will impact your business over the short and long term?

▶️ Where was your business at before working together?

▶️ Where is your business NOW having worked together?

▶️ What would you say to your friends or peers about the programme?

▶️ Would you be interested in continuing support with me in another container?

▶️ Do you have any suggestions for things I could improve on? I welcome any constructive feedback; this answer is just for me and won’t be used anywhere publicly.

Make sure you save this one to come back to 💾

#femaleentreprenuer #managementconsulting #freelancelife #onlinebusinesssupport #worksmarter #onlinebusinessmanagers #clientfeedback #onlinebusinessmanager #workfromwifi #customersatisfaction #customerappreciation #CustomerAppreciationMonth #templates #templatedesign #testimonials #clientreview

How to actually create a high-quality client exper

How to actually create a high-quality client experience ⤵︎

Keeping our clients happy is always high up on our goals for our business, as without it we wouldn't have much of one!

But what can you do to take your clients from "happy" to "raving fan" status if you are already providing high quality in your work deliverables? 🤩

Time to think about *how* you actually package that deliverable up, the *how* of actually providing your services.

Creating a stand-out client experience helps not only retain existing clients and create repeat business but combined with a killer referral scheme, can create a virtually passive, continuous marketing tool through word-of-mouth from your previous clients.

Make sure you save this one to come back to! 💾

#onlinebusinessmanager #onlinebusinesssuccess #workfromwifi #smallandmightybusiness #elevatecultivate #adminsupport #onlineentrepreneur #freelancelife #onlinebusinessmanagers #onlinebusinesssupport #freedombasedbusiness #inspiredtoimpact #earnyourhappy #femaleentreprenuer #managementconsulting #clientfeedback #femaleentrepreneurship #worksmarter #clientmanagement #clientlove #clientappreciation #gratitudeattitude #clientbase #businesssupportuk #businesssupportingbusiness #womenbuildingwomen #intentionalbusiness #womenofimpact

Let's talk about the logistics of creating and sha

Let's talk about the logistics of creating and sharing your services guide ⤵︎

First things first - your service guide is something you can share with leads to give them an overview of your business, what services you offer and how to work with you.

Having a service guide is a super helpful and efficient way of sharing your services or package structure, particularly if you don't have a website or choose not to publicly advertise your pricing.

Even if you end up custom quoting a lot of work, they can be really useful to prospective clients to see examples of how they could work with you.

🌟 HOW TO CREATE IT 🌟
I am a huge Canva lover! A google doc can also do the job just as well though 😉

🌟 HOW TO DELIVER IT 🌟
Save a PDF copy on your Google Drive, ensure the settings are toggles to “anyone on the internet can view” and keep that link handy to pass on to anyone that requests it!

To add a bit of automation wizardry to your process 😍, you can create an opt-in form to automatically deliver your service guide and segment your lead in your email marketing software at the same time!

Make sure you save this one for later 💾#systemsthinking #systemsstrategy #workfromwifi #smallandmightybusiness #freedombasedbusiness #elevatecultivate #businesssystems #inspiredtoimpact #freelancelife #businesstrategist #onlinebusinesssuccess #onlineentrepreneur #onlinebiz #adminsupport #onlinebusinesssupport #businessconsulting #femaleentreprenuer #projectmanagementtips #femaleentrepreneurship #worksmarter #ServicesOffered #whatido #femaleceo #businesstips #businessownertips #smallandmightybusiness

DAY 5️⃣: Want some more customised and specifi $DAY 5️⃣: Want some more customised and specific support in creating systems in your business but not yet ready for an OBM? I just may be able to help you out 😉 While I've shown you the framework and structure for how to go about creating systems to support the achievement of your vision I totally appreciate you may not have the time to build your systems from the ground up and then go through the inevitable testing and tweaking process to get them where you want them. You may struggle with visualising and then designing systems that are sustainable and support where your business will be in the future. Maybe you have even tried implementing your own systems, but it felt clunky and you didn’t see all the benefits you were expecting them to have. OR, are you are a newer business owner and want to set up your business foundation for scaling and success without the stress? What if you could save yourself the time, stress and endless Googling of trying to get those systems designed and set up all by yourself? 🤔 If you are ready for some OBM magic in your business at the fraction of the investment, then I invite you to book your 1:1 Systems Strategy Session with me! Swipe through the carousel for ALL the details about what is included! PLUS - as a special bonus 💸, if you book before next Friday, I will include all 3 of my Systems to Swipe bundles that include a huge library of ClickUp, Airtable, Canva and Google Doc templates (with training videos included) all designed to help facilitate creating systems in your business that much faster, without having to build your systems from the ground up and then go through the inevitable testing and tweaking process to get them where you want them. These bundles alone are worth (and actually sold for) $791! If sorting your systems has been on your to-do list for way too long, and you need some structure I'd love to invite you to book your systems strategy session with me today and get your systems set up and optimised to set you up for success in 2022. Head to the link in my bio to book your strategy call today for $597! #onlinebusinessmanager #systemsstrategy#systemsthinking$

DAY 4️⃣: Time for my favourite bit, funnelling

DAY 4️⃣: Time for my favourite bit, funnelling your strategy, vision & audit into ACTION!

Head back to Tuesday's post to see our example vision & Wednesday's to see our example audit results - I will use these to show you how to break it down & map it out.

🌟 REVERSE ENGINEER YOUR VISION/GOAL(S) 🌟
What steps do you need to take to achieve your vision? E.g.
▶️ Create a digital product - IG caption templates and graphic templates
▶️ Create a new offer for leads e.g. a strategy session that includes a month's worth of content as the deliverable or access to a Slack channel for any social media questions
▶️ Implement a system for onboarding and offboarding clients that includes automation
▶️ Define a job role for my quadrant 4 tasks & hire my first team member

🌟 IDENTIFY YOUR ACTION STEPS 🌟
Break down each milestone you detailed above into action steps. For the first example, this could look like this:
▶️ Mapping out what I want each step to look like in my onboarding and offboarding in flow chart form
▶️ Identify and set up CRM platform that can help me achieve this
▶️ Building out the client journey and checkpoints in my project management software
▶️ Create a service guide that can be sent to leads automatically

If the above sounds a bit overwhelming, or you just want to save some time, head to the link in my bio for a freebie to give you a MAJOR headstart on creating amazingly streamlined client onboarding and offboarding systems 🎉

🌟 KPIs 🌟
Identify what KPIs (key performance indicators) show you will have been successful at this goal. E.g.
▶️ Time to onboard and offboard client reduced by 60%
▶️ Actions in the onboarding and offboarding process occurring within the required time frame 99% of the time
▶️ Positive feedback from clients

Now go ahead & follow this process for each of the milestones you identified in step 1.

Stay tuned for tomorrow where I will share something extra special to help you get even more out of this entire process 😉

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