Using personal emails for team functions is one of the most common mistakes I see in agencies and local service businesses. And it will absolutely crush you when someone leaves. Think about it. You set up a Zapier automation, a CRM notification, or a client follow-up sequence and plug in someone’s personal work email. Works great. Until that person goes …
Why You Should Never Send Two Invoices at Once
I recently asked a team member a simple question after they submitted two invoices covering two separate billing periods in one go: why is sending two invoices at once not advisable? They gave me two reasons. They missed the most important one. Here are all three. It doubles the cash flow burden on your client Clients budget around predictable billing …
How to Systemize Your Business in 3 Simple Steps
I was at the IAB Trend Digital conference when Andy Jorgensen put me on the spot and asked for my top three tips for systemizing a business. Here is what I told him. Write down your processes If you are doing something over and over again, it needs to be documented. Most business owners keep their processes locked in their …