In this post I'll continue my series of postings (this is number four, see paragraph below on previous items in the series) on developing business processes and procedures. There are several items in the works including a new website, a new CRM, and an analysis of the business. Let's take a closer look at some of these.
(In Part 1, I wrote about the importance of building processes and procedures to build your advisory firm, and presented five steps for doing so. In Part 2, I presented the first step in implementing processes and procedures: creating a comprehensive list of each key process. In Part 3, I related the reasons for changing my CRM (customer relationship management) software, and which package I chose.)
This has stalled a bit. Although the site is operational, there are still a few enhancements needed to get it to the finish line. Some of the remaining items include online questionnaires and video podcasts. So much to do and so little time!