what i'd do differently

Happy Sunday!

I know this is a turnaround point for many in this season; in fact, some of my bigger contracts have come from this time. But I also like to use this time to reflect a bit.

With the heavy feeling of uncertainty in America, I've been using my reflection to adjust my approach over the last four months.

A Quick Word

To the software that keeps me going

For the Service pros that are on the hunt for a good Client management system (affiliate link)

Have something to share? Grab a slot for $8 here.

Instead of "burning everything to the ground", I've been looking through the lens of "If I had to rebuild my business, what would I keep and what would go away?". So let's get into it!

What I'd Kill

1) Overcomplicating my project management. While I loved Clickup and the many choices I had with it, I was doing way too much. Not only that, I tend to fall back on my calendar because it's easier to keep track of. Now? I keep it simple. One tool, clear next steps, and regular check-ins. That's it. I only use software for my team, I don't bother adding my tasks in lol.

2) Trying to automate everything- I went through a phase where I thought automation was the answer to all my problems. I spent hours setting up workflows that saved me minutes. The time investment paid off for maybe half of the things I set up.

These days, I only automate very specific tasks. Other than that, I'll build it as I need it.

3) Keeping my Calendar Open- By this, I just mean having designated work days, but still allowing people to book appointments on said days. Now, I change this out seasonally. I only have 3 days to choose from for calls, and even then, I push for Looms and email.

What I'd Keep

1) My Operational templates- For years, I've been making templates from the ways I worked, past consultations, and more. This has made things so easy for growth, and I push everyone to do the same.

2) Regular review sessions- Another thing I've done for years, I take time at the end of each month (or beginning, depending on how chaotic my life is) and see what was working and what didn't. This helps me remove things that aren't serving me in the season I'm in.

Now To You:

What process in your business feels overbuilt? Like you're spending more time maintaining the system than the system is saving you?

And on the flip side - what's quietly saving you time every week? The thing that maybe doesn't feel impressive but makes your life easier?

Sometimes, the most valuable systems are the boring ones that just work without you having to think about them.

Here's what I want you to try this week: Set a timer for 15 minutes and make two lists.

Time-wasters: Things you do regularly that feel harder than they should be, or systems that require more maintenance than they're worth.

Time-savers: Things that make your week flow better, even if they're not fancy or exciting.

You might be surprised by what you discover. Sometimes we get so focused on building new systems that we forget to appreciate the ones that are already working.

What's going to be at the top of your time-waster list? Hit reply and let me know!

Actionable Steps For You

  • Set your timer and make your lists I mentioned above!

What's Happening this Month?

Something You May Like

I love using Scribe for a quick visual on how to get things done. Not everyone likes video, and you just need a quick guide to show how (and where) things are. (aff link)

Resource of the week

On the topic of checklists, have you grabbed the client communications checklist?

Video of the Week

I've been posting on TikTok a bit and decided to bring up Networking. I'd love to hear how you split your time!

P.S. If you're on Linkedin or Alignable and found my content useful to your journey, I would love your recommendations and feedback!

Feedback/Comment of the week:
This is a powerful message; success to include joy and balance, is key for true fulfillment.
Wishing you all the best in spreading this important idea!

Until the next email!

Adriana

Your Process & Exit Planning Buddy

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