Efficiency Workshop Efficiency Workshop Business NameIndustry of BusinessSystems Being UsedEmailGmail, Outlook, etc.Email MarketingMailchimp, Constant Contact, etc.Internal CommunicationSlack, Microsoft Teams, etcVirtual/Online Meetings if applicableZoom, GoToMeetingPhone SystemsRingCentral, GrasshopperAutomationZapier, IFTTTDocument StorageGoogle Drive, Dropbox, etcPassword ManagementLastpass, Dashlane, etcReal Estate Transaction ManagementSkyslope, Realvolve, Brivity, etcSales CRMSalesforce, Hubspot, Commissions INC, Kunversion, etcTeam WebsiteSquare Space, Wordpress, etcHiring CRMBambooHR, People HR, etcAdditional Tools/SystemsList other systems you use beyond what was covered aboveProcess SectionTell me about how the process from when a new person is hired to when they walk in the front door, agent and admin? What systems do you use to accomplish these steps?How does a new person get up to speed on what their job is within the company? Are there systems that a person uses during this timeWhere does a team member go for company resources, documents or ongoing training?How do you market to clients? What systems do you use to marketReal Estate - How do you capture leads and get them to agents (if applicable)What are you lead sources? Real Estate - What CRM do your agents useWhat do you look at in order to make high level business decisions (spreadsheets, external systems, etc). What systems are involved in that?If someone on your team has a question, who do they go to?How would you expand to a new location? What are the steps? What the the systems involved?How do you track your checks and make sure you are paid properly?How do you capture client reviews? What systems are involved?Real Estate - How do you send out referrals?What are your ongoing meetings, how are they held?How do you measure team member performance?How do you take a vacation? How does the business run?Do you have any desire to ever sell this business?People would pay a much higher price for "self running" business, rather than having the owner have to stay in the business.General QuestionsWhat do you do over and over again?What are your pain points or gaps in your current systems?What are you paying a team member too high of a salary to accomplish?Do you use Virtual Assistants, if yes, what do they do for you?What would you like to get out of this consultation? Δ
