Do you Practice what you Preach?
You might have heard an expression along the lines of plumbers having the worst plumbers or builders having work to do on their own house. This is usually because it’s often seen as (at least in the short term) more profitable to be focused on helping others, rather than helping yourself with the skills that you offer.
So this begs the question - as your clients go to for strategic advice when it comes to finding ways to save money while still maintaining productivity and sustainable growth - are you approaching your own business in the same way? When was the last time you stepped back to check in on your current ways of working?
As the nature of professional and financial services changes, process improvement can present game-changing opportunities by freeing team members up to spend more time with clients, developing new services or products, or exploring new marketing initiatives.
Automating repetitive processes is one of the easiest ways to help free your team up to focus on those activities that are more engaging and that the clients value.
Automation doesn’t have to be hard – it could be as simple as implementing an excel report hooked up to your database, or using auto email alerts – two simple solutions that have huge time saving potential.
So if you’ve been thinking “there has to be a smarter way” – perhaps the answer lies in automation.
Not sure where to start?
Helping businesses get into better shape by working smarter is our core passion and why we create the products that we do, and we would love to help you!
We’ve put together a guide to automation, guide to digital signing, and how you can use some of these guides (and more) to create a seamless client experience.
If you’re keen to just chat through some of these ideas, why not book an infuse Review, a complimentary consultation designed to help you identify opportunities to turbocharge your team’s productivity and efficiency using easy to implement automated solutions.