“I want to share with you a six step process that you need to go through… perform the process manually… document it… test it… tweak it… prove it… then automate it.”

Libby Grywe · The Efficient Advisor: Tactical Business Advice for Financial Planners · 411: The Part Most Advisors Skip Before They Automate a Workflow

Play from 5:45
5:45

Audio streams from the publisher’s own feed. Verbatim does not host or copy it.

What was described

Follow a six-step process before automating any workflow: manually run the process, document each step, test with real clients, tweak based on feedback, prove it can be followed by others, then automate the repeatable parts

Said nearby on the same subject

“We sort of followed other simulator models where you would charge for the buy and then any extra person was an extra £10.”
PG
Pro Sim Golf
James Sinclair's Business Broadcast ·
Pricing £10 per extra person Share this moment
“Build that into a repeatable process for everyone to follow… not just a process, but also a culture… replicate experience across locations”
♫
Said on The Business of Allied Health
How they work Share this moment
“Clients get a call, test, pressure-test, then we talk… it minimizes the time to think through the process”
AB
AI Boss Brains
AI Queens: Smart AF AI Tools, Automation, & Business Tips with Erika Stanley ·
How they work Share this moment
“I want you to follow it for 90 days… then tweak and amend, measure and see what’s happened.”
♫
Said on Working Hard with Grace Beverley
How they work 90 days Share this moment

Moments like this, every Monday

The strongest new moments on your topics, in the speakers' own words. Free for three topics.

No card. No password. One-click unsubscribe.

Track a competitor?

Pro watches up to 25 names or phrases and emails you the morning after they are said.

See Pro, $29 a month

Verbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.