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Optimise your current investments – Use this Helpful checklist

By December 4, 2023No Comments2 min read

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The balance of your people, tech and process has never been more important, finding that sweet spot that optimises your business, improves the customer experience, boosts marketing and positively impacts sales makes sure you maximise on your current investments.

Here’s a checklist to help you to maximise what you have.

  • is your team all working in the same way, or have they all got their own ‘slight’ different version of doing things
  • are there set rules on what data is logged on your CRM – how do you report on it
  • do your teams know how they are contributing to the bigger strategy of the business
  • what added value conversations are happening between sales and non-sales (are they making each other go quicker)
  • how often is the business strategy being shared and updates on where you are on that path
  • do you have a roadmap that shows ‘how’ the strategy will be delivered

The blend of what your people do and when, how accountable they are and how they are communicated to about the bigger picture is essential, getting it right can save you money, improve speed and quality.

It can be tricky to know where to start, but running an audit on your operating model is a good way to unearth where things can be improved, where the prorities are and how to redirect your people and processes and of course maximise your tech.

If you want help getting the most from your talent, tech and processes, or run a Business Audit then contact [email protected]