RJ Lewis – Planning Out Loud Show
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The Objectives + Opportunities + Challenges Presented.
Today is THE day, we're working through some great listener questions:
How to set up a CRM for your service-based business.
Based on our learning from Episode 9, choose the right CRM, we understand that CRM is NOT software, it's the methods that work best for you to create predictable ways to source the information we need and to:
SO setting up this system for high performance means you need to start with KNOWING the information that you're trying to keep track of.
We're going to explore 2 scenarios here:
I'd love to hear your favorite tech stack for a sales funnel.
Let's review the actions IN your sales funnel and break down tech that matches those activities!
I'd love to hear some best practices to delegate to an assistant/operations' support.
This one is super dependent on your strengths as a leader and the role that you are cultivating within your company for this support.
You have options. You don't have to decide that people are supporting you in an administrative capacity. Every business has operational levels and different challenges within those roles. So decide first where YOU sit in that hierarchy:
What do you recommend to do to learn about new software or technology without getting quickly overwhelmed?
Step 1. Create a strategy for learning.
I have talked a few times on this show about creating a research plan. So inside of your business, one thing you can do is to standardize HOW you investigate a new technology.
Things to consider:
The purpose of ALL of these phases and ideas is to create criteria for elimination. You want to identify places where there are deal-breakers, or where this technology becomes unnecessary and stop.
Seek help. If you've done this a few times and realized that this is NOT your wheelhouse, find someone in or out of your organization that can take your desired outcomes and run with it and bring you back the findings.
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Written by Rahgna J. Lewis
An Army wife and mother of 3 living in the Richmond area of Virginia, USA, RJ is a digital experience strategist.
RJ Lewis Digital is a consultancy that is helping CEOs like you simplify and streamline their business operating system strategy by peeking at the digital systems you use to deliver your programs, communicate with teams, organize workflow, onboard staff and convert lurkers to clients. This agency's specialty is to ALIGN ALL THESE SYSTEMS so you and your company can flourish.
Videos and social media posts are all fun and sexy, but WHAT'S HAPPENING BEHIND THE SCENES IS GONNA MAKE (or break) your company BANK.
Visit justrjlewis.com to learn more about designing a business operating system strategy – an audience-focused digital ecosystem for your business.
Instagram: @talk2rj | Facebook: @RJLewisDigital | LinkedIn: @talk2rj
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