Be sure to fix existing problems before you begin a new project.
Most new clients ask, “What can I do to take my business to the next level?” There is often a request for a checklist or template.
As a business owner, I understand there is no one-size-fits-all approach to running a successful business. Every business must follow a few essential steps to get started.
These steps include opening a dedicated business bank account, setting up a workspace, and keeping track of income and expenses. As a precaution, I suggest systematically creating a checklist of recommended next steps and approaching them.
I would start here. The first step is to identify the problems (and ask yourself how to fix them).
The idea may seem backwards. Usually, business blogs and magazines focus on tools and tactics to help a business grow and improve. If you don’t fix your “messes,” you’ll spend time and money in the wrong place. The first step toward growth is to resolve the mess.
Problems slow you down.
Without fixing them, your mess will grow along with your business. When this happens to you, you’ll be overwhelmed with work and unable to accomplish your tasks. Ad-hoc fixes and systems will no longer work.
Here are a few examples of “messes” that eventually escalate as your business grows.
1. Your email inbox.
Your inbox may be overwhelming if you can’t keep up with it. If your business doubled or tripled in size, how would it look? There will be a double or triple increase in email volume.
Now is the time to set up a system to manage your inbox. Categorize and organize your email. You can easily access your emails by setting up folders and labels.
2. List of contacts you have.
You may have a pile of business cards on your desk, a Gmail account, and contacts on LinkedIn and Facebook.
You will not retain all this information as you grow. Whether you want to announce an updated website or send a holiday card, this will be quite a task.
Selecting a CRM and adding everyone to it is an excellent idea,
3. How is your financial situation?
Making money is essential regardless of whether you offer a service or product. When starting a business, you are not concerned about profitability and often have more time than money.
Maintaining profits as your business grows is crucial. Consult a financial expert if you are not sure how to proceed. You will be able to make better decisions if you are in control of your finances. Additionally, it can help you identify areas where you can save money and increase profits.
Every mess is as individual as the person who made it, but there are ways to fix it. Prioritize all your “messes” according to how much time and money they waste. Consider how they have held you back.
You can get them under control by hiring someone or assembling a list of actionable steps.
By eliminating them gradually, you can grow, work less, and make more money (yay!).
