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 …
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 …