Whether you have a team of 50, or you have one assistant, in order to run an efficient business, you need to streamline your team. What the heck is that? Well, it’s basically creating clear processes, steps, and procedures for everything your team does, including:
- Clarify every detail of their job responsibilities. What EXACTLY do you want them to do? When? How? For example, if you have an office manager and you tell them to answer the phones- what do you want them to say? If you want him/her to do “follow up” with potential clients, how do they do it? (Phone, email, letter?) What exactly to do want them to say? Creating scripts and templates are incredibly helpful any time you want your team to communicate with potential or actual clients/customers. As you go through this process, make sure what each person is doing is in their “unique abilities” and the only overlap between positions is intentional and purposeful.
- Create clear guidelines for team communication. Again, number of team members is irrelevant. You need to clarify these details: Who needs to communicate with whom? When? How does the communication take place (phone, skype, in person, email?). What is the agenda for each meeting and who determines the agenda? How long is each meeting?
- Get your team and your coach involved in the process. In general, my clients have better success in creating their team systems when they engage both their coach and at least one or two of their team members in the process. Others can often see what you can’t see for yourself. And the collective power of group synergy almost always yields bigger and better results than any one person can accomplish on their own.
Regardless of how long (or little) you’ve been in business for yourself, your team systems are a work in progress. As your business grows, needs change. Be sure to update your job responsibilities and team communication system at least once a year.
If you’d like help with any of the systems in your business- including customer care, daily operations, team, and marketing- send us an email. I’d be happy to talk with you to determine if we are a good fit. If you have any questions, please contact us. We’d love to hear from you.





