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Develop processes around your new business model

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Processes keep you on track and develop consistency within your business. Create a document that walks through your new processes. This will be the blueprint for success for yourself and your staff.

Processes keep you on track and develop consistency within your business. Create a document that walks through your new processes. This will be the blueprint for success for yourself and your staff.

  • Create processes that create efficiencies with workflow.
  • Develop a fee disclosure statement, and automate distribution.
  • Create a workflow sheet with responsibilities.
  • Build a template for the overall plan you create for clients.
  • Check to see if your company offers compliance-approved documents, templates or processes that can help you maximize efficiencies.
  • Create an in-house audit process.
  • Create processes considering staff:
    • Break down your own process — what can staff handle?
    • Establish delegation processes that allows you to do what you do best.
    • Provide extensive training so they are prepared to handle any new duties.
    • Develop detailed responsibilities and job descriptions.
 

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