systems for small business owners

Filling the Gaps When Things Get Slow

Filling the Gaps When Things Get Slow

Life at my house took a drastic turn over the weekend. Tax season is in full swing so Greg (he’s a CPA) is pretty much living at the office (poor guy!). Not only that, my 16-year-old daughter, Emily, left for a fabulous vacation with her dad for a week.

Both of which mean lots of alone time for me!

As someone who’s used to – and enjoys – feeling at capacity most of the time, I wasn’t sure what to do with myself. I began by cleaning out every closet in the house, a task which actually turned out to be quite rewarding. Next, I began reading Simon Sinek’s, Start With Why.

After a while, though, it occurred to me that this newly found time is rare and temporary. So I decided to take more deliberate steps to improve things here at RocketGirl headquarters.

If you’re interested in doing the same, here’s what I recommend: READ MORE…

Take Time To Prep

Our JILLS have great things to say and we're so happy to share it! 

Belinda Wasser is the founder of Rocket Girl Solutions and a guest contributor to THE JILLS NEWS. With over 25 years of experience in business workflow and logistics, Belinda offers up practical advice on running your business so it isn't running you. We're proud to have Belinda as one of our JILLS OF ALL TRADES and welcome her expertise in working with solo professionals and small business owners as their part-time business managers. Belinda loves taking care of the daily details and minutiae so business owners can get back to the work they love doing!  Our JILLS have great things to say and we're so happy to share it in THE JILLS NEWS. 

Our JILLS offer up some of our best tips...

In this post, Belinda offers up her thinking and some strategies on setting up efficient systems to run your biz!

Authored by Belinda Wasser

I hate to cook.  In fact, I don’t even like eating that much. If I had my way I would be more like a car – hungry every few weeks for fuel, but that’s about it.

Luckily for me, my husband Michael does all the cooking at our house. And not just everyday cooking, I might add, but amazing and healthy delicious cooking. So even though he was willing to cook this past Sunday on Father’s Day, I decided to step up to the plate and give him a break.

Jill & author,  Belinda Wasser-Rocketgirl Solutions

Jill & author,  Belinda Wasser-Rocketgirl Solutions

 

Since the kitchen is kind of a foreign country to me, it’s not surprising that I got into trouble pretty quickly.

I didn’t set up the basics before I got going, so before I knew it, my hands and the counter were covered with “chicken juice.” I couldn’t get the supplies I needed from the cupboards without contaminating the whole place with salmonella, so I had to stop and wash my hands about a thousand times.

While it wasn’t quite “a disaster,” my time in the kitchen was inefficient. It took me a long time to get ready and a long time to clean up, and dinner was about an hour later than planned.

Michael, on the other hand, has a system for cooking.He knows what to do before he gets started, and he’s very meticulous with the prep work.He puts on his apron, gets out all the ingredients and, from what I can tell, doesn’t start the actual cooking until everything is prepared, sliced and diced.

He’s so organized about it that everything is ready at the same time, no matter how many things he’s cooking or how many people are eating.

In the midst of my cooking troubles last weekend, I realized that, for many small businesses, this is what it feels like when they don’t have the basics in place.There’s confusion, extra work, missed deadlines, and almost always missed opportunities and additional cost.

In short, it’s all about the prep work.And whether you’re starting a new business or you’ve been running one for decades, here are three important ways to get your prep work working for you:

  1. Organize Your Contacts. No matter what your business, always remember that it’s people who hire you, buy from you, and refer you.For many businesses, contacts are the most valuable assets, so it’s critical to get them organized.

    When I work on client databases, I begin by pulling together everyone the client knows, without editing people out.In my experience, anyone you know can refer someone to you, so don’t exclude them.

    Find a system that’s easy to use and allows you to categorize each contact. I use Outlook.It’s simple to use, I can easily export my information when I need to, and it easily syncs with my iPhone and iPad.

    Once your contacts are organized it’s much easier to keep in touch and build your LinkedIn connections, Facebook friends, and Twitter followers.

  2. Organize Your Work. One of the first things I do when I take on a new project or client is set up a folder in Outlook to store related email.

    Next, I set up a folder on my computer to store all of my electronic files, and a physical folder for the rest.I even have a dedicated spiral notebook for each client or project (see more on that, below…).If the project is complex and has lots of moving parts, I keep a detailed project plan at my fingertips so I can jump from project to project quickly.

    You don’t need to use my approach, but you do need to have an approach.Decide what works best for you and put it into action.

  3. Organize Your Financials. This one is a biggie so get professional help if necessary. One of my clients, for example, was having trouble tracking where the money was coming from.I suggested that he deposit each check separately to make it easier to match deposit records with invoices when reconciling accounts.

    Keep a notebook in your car to record your mileage and take a few minutes to make notes on your receipts so you can efficiently deduct your expenses or pass them through to clients.Make the time to reconcile your bank and credit card accounts monthly or hire someone to do it for you.

Remember, while it may feel overwhelming at times to manage the intricacies of running a business, much of that stress is often due to a lack of clear and efficient systems.

Take the time to set yours up in these three important areas and you’ll have more time to do the work you love.

Oh, gotta go! Dinner’s on the table and (thankfully) I didn’t cook it!  - Belinda Wasser