Walk through your service as if you were a skeptical buyer: discovery, proposal, onboarding, delivery, follow-up. Write down every touchpoint, artifact, and decision. Where do questions pile up? Where does trust waver? These are improvement goldmines. Publish your map outline below and ask for feedback on one sensitive moment where prospects commonly stall or quietly wander away.
After a client agrees, the countdown to delight begins. Reduce setup friction with pre-filled forms, ready-to-use templates, and a single welcome page consolidating links, deadlines, and expectations. The faster they feel progress, the stronger retention becomes. Test your onboarding this week, measure time to first visible win, and report the improvement. Speed here compounds across referrals and lifetime value.
Data, requests, and ideas flood your process. Define which inputs actually predict success: clear problem statement, budget, decision-maker, desired outcome. Guard your pipeline by filtering everything else. Each yes earns focus; each no preserves energy. Share your minimum entry criteria and describe how they helped you say polite no’s without guilt, keeping your flow healthy and your commitments realistic.
Define columns by how work actually behaves, not how you wish it behaved. Add a blocked lane, explicit policies, and card owners. Dates are promises, not decorations. Review daily for ten minutes. When reality meets visibility, throughput improves. Post your column names and ask for suggestions to reduce ambiguity and help your future self spot trouble sooner without extra effort.
Define columns by how work actually behaves, not how you wish it behaved. Add a blocked lane, explicit policies, and card owners. Dates are promises, not decorations. Review daily for ten minutes. When reality meets visibility, throughput improves. Post your column names and ask for suggestions to reduce ambiguity and help your future self spot trouble sooner without extra effort.
Define columns by how work actually behaves, not how you wish it behaved. Add a blocked lane, explicit policies, and card owners. Dates are promises, not decorations. Review daily for ten minutes. When reality meets visibility, throughput improves. Post your column names and ask for suggestions to reduce ambiguity and help your future self spot trouble sooner without extra effort.
Pick three metrics that explain your cash and customer happiness. Avoid vanity counts. Define how each metric is calculated so it never drifts. Set thresholds that trigger action. When everything is important, nothing moves. Share your shortlist and ask for a sanity check from peers who value practical, boring numbers that consistently predict a better month ahead.
Schedule short feedback loops at key moments: after discovery, first delivery, and project wrap. Ask targeted questions about clarity, speed, and perceived value. Convert insights into specific process tweaks. This builds loyalty and accelerates learning. Post one survey question you’ll use and the single change you expect to make based on what you hear within the next two weeks.