As your business develops your processes evolve but not always in a good way. As a result you can lose valuable time doing things that will be replicated by staff as the business grows. Think - Stop and Simplify.

1. Presented by Steve Richards
Simplify Processes

2. Annual
Tasks
• Bi-Annual
Tasks
• Quarterly
Tasks
Monthly
Tasks
• Every Month
• Specific
Months
Weekly
Tasks
• Every Week
• Daily Tasks
Analysis

3. New
Client
Client
Data
Financial
Appointments
Prospects
Suppliers
Marketing
Data Flow & Storage
You should know this information and exactly where it is stored.
You should have access to this data anytime you need it.

4. Think, Stop & Simplify

5. Manual
Process
• Cannot be
automated
• Should not be
automated
Can be
Automated
&
Centralised
• Solution
Known
• Solution
Unknown
Can be
farmed out
• Staff
• Contract out
Analysis
You can do this
yourself…
I can help you
do it better!

6. Manage Data Flow & Storage
Customer
Acquired Upsell in xx Weeks
Lead
Converted Not Now
Prospect
Convert Now Not Now
Can be automated
& Centralised
Solution Known

7. Customer Relationship Management
CRM systems exist in their thousands.
Some are Industry or Vertical Specific
Some are General like: vTiger, SugarCRM etc.

8. Immediate & Instant Reporting about Your Business
All CRM Systems make access to customer data and
client documents easy and simple.
Should Incorporate Quotes, Invoices and eMail

9. • Identify Prospects
• Manage Marketing
Campaigns
• Market to Prospects
• Convert to Lead
• Convert to Client
• Manage Clients
• Manage Client Data
Any descent CRM will make it easier for you to……

10. • I’m a one man band – Don’t need it!
• Do it now and expand into it
• Too many clients in too many systems
• Let IT worry about importing data
• Too expensive
• £120 p.a. unlimited user accounts and
data storage (£10 per month).
Typical Objections and Beliefs

11. If Nothing Else…….

12. Presented by Steve Richards
Simplify Processes
Is that Mike
Mills in his
school days?