In order to have consistent day-to-day execution in our business, we need the right people in the right seats doing the right tasks the right way every-single-day.

Easy concept to grasp … Harder concept to implement and maintain.

This isn’t the fun and flashy side of business … It’s the down-n-dirty, nitty-gritty that ignites momentum, stabilizes operations, and powers strong profit margins.

As you read the rest of this message …

Think of ONE process in your business that happens more than 3 times per month and has more than 3 steps.

This could be … How you onboard investors … How you vet deals … How you build your brand … How you create social media content …

With that ONE workflow in mind … Ask yourself each question for each step in that process.

1. WHO?
   • Who owns this step?
   • Who’s involved in this step internally and externally?
   • Who needs to be notified when this step is started or completed?
2. WHAT?
   • What single action must be completed at this step?
   • What does success look like?
   • What tools, technology, or resources are required to complete this step?
3. WHEN?
   • When does this step start and stop?
   • When does this step need to be completed by?
   • When is this step skipped, if ever?
4. WHERE?
   • Where does this step take place – phone, video, in-person, on-site, office?
   • Where is this step documented or reported?
   • Where are the supporting resources stored?
5. WHY?
   • Why is this step important for driving revenue?
   • Why is this step important for retention?
   • Why is this step important for efficiency?
6. HOW?
   • How could this step fail?
   • How can we ensure this step does not fall through the cracks?
   • How can we make this step simpler and more intuitive to execute?

It’s VERY rare that I meet an entrepreneur who loves thinking through these questions at nauseam for each step in their business.

If that’s you … I get it …

Most Visionary leaders enjoy the fun & flashy and prefer leaving the nitty-gritty to their Integrators. Send this along to them to help empower your back-office operations.

I hope these questions help your team operationalize your day-to-day tasks so that you can get more done, reduce stress, run a well-oiled machine, and motivate ownership!

Cheers to running a systematized business this year!

If you want to wake up at the end of 2024 ACHIEVING more while also BECOMING more, consider getting sh!t done with a tribe on the same mission …

Playing our way to success!

Our next Virtual 3-Day starts February 28th … Click Here to SAVE YOUR SPOT >>

Rooting for you and your business 2024!