Operations

Streamline Self-Managing Workflows

Map how your key workflows actually run, identify where they bottleneck, and eliminate everything that doesn't need to be there—so work flows without constant intervention.

Updated October 20, 2018·12 min read·~6 weeks

Key workflows run smoothly without constant intervention—people know what to do, when to do it, and work doesn't stall or need re-explaining.

Why This Project Matters

The big goal is to increase profitability and work less, while getting better client results. At the end of the day, if you want a business that can scale sustainably, it's not just enough to be able to sell more and more and more.

If you sell to 100 people, but then get 90 refund requests — that's not sustainable. If you're starting from zero every month, and so you constantly need to make new sales to pay your bills — that's not sustainable. And if every sale you make requires you to work harder, do more, and increase the amount of time, money and energy that you and your team invest — that's not sustainable.

Think about it in track and field terms. The world record for the men's 100m race is about 9.5 seconds. For the 110m hurdles, the record is more than 12 seconds. What's the difference? It's not just the extra 10m of distance. It's the hurdles.

Everything that goes into your delivery—every exercise, call, question, deliverable, form, video, etc.—is something that your clients have to "go through" in order to get where they want to go. In other words, it's an obstacle that stands between them and their ultimate result. And, of course, it doesn't just add more work for your clients. It also adds more work for your team… and you. Every piece of your delivery is a potential place for profit to be leaking out of your business.

So we need to streamline — by removing as many hurdles as possible.

Milestones