Pick a task you do each week. It should have clear steps. You should know what a good result looks like.
A good first task might be a reply, a form, or a file. Tools can help you move the work along.
Pick one task
Look for work that gets missed. Do you copy the same names twice? Do you forget to call a lead? Do you fill the same form each day?
Write down the steps. Note what starts the work. Note who checks it at the end.
Check the first build
- Use a small set of test records.
- Try a record with a blank field.
- Check where the tool saves the result.
- Make sure a failed step shows up.
- Choose who must fix a failed step.
Keep a person in charge of sends, deal forms, and payments.
See an example
The Chec tools help staff check which leads need a reply. They also help make deal files. Staff still check key steps.
The Collins tool stops texts when a lead replies or asks to stop.
Start with a task like this. Add more once the first task works.