If we told you that you could save one hour every day to actually work on your business rather than in your business, you might respond with "Ha! I'll believe it when I see it! In what world is this even possible?" 🤨
As leaders, our day is often spent answering an onslaught of repeat questions from our team or dousing fires that seem to spontaneously appear at the most inconvenient times. These disruptions lock us into reactive mode and when "quitting time" rolls around, we're left asking ourselves: "What did I actually accomplish?" "When am I ever going to be able to focus on [insert strategic task here]?"
Fret no more, friends. There is a solution, and it's easier than you think. 😀
Join us in the first episode of Automate Your Agency, as we (Alane & Micah) share the secret we discovered in our own endeavors to quieten the noise and regain control of our schedule. We'll talk you through the details of the systems, processes, and best practices so you can successfully apply these same foundational principles to help you (and your team) save at least 1 hour per day.
Are you constantly dealing with the pressures of running a business and feeling like there's never enough time in the day? You're not alone. In this comprehensive guide, we explore key strategies to streamline your operations, effectively delegate tasks, and cultivate a more organized, efficient workflow, based on insights from the “Automate Your Agency” podcast.
In today’s fast-paced business environment, time is a luxury. One of the key themes from the podcast is the use of project management tools like Asana, ClickUp, and Monday.com to boost efficiency and reduce wasted effort.
Micah noted the powerful impact of using Asana in previous years, highlighting how it transformed internal communications: “When we got on Asana, our internal email was reduced by, I don't know, 90, 95%.”
Having all conversations, tasks, and project details in one platform reduces the scatter caused by numerous emails and slack messages. A picks up on this by noting the chaos that often ensues with scattered communication: “Digging through Slack to find out who's doing what is not saving you time.”
The podcast made clear how essential these tools become for consistent and non-interruptive collaboration. Micah elaborates:
“Slack is interruptive, which is perfect for urgent items or announcements... ClickUp and tools alike allow for asynchronous, non-interruptive collaboration.”
Asynchronous communication, emphasized by Micah, ensures that people can pick up tasks or questions at their convenience, reducing the constant distraction of real-time messaging tools. He connects this to overall efficiency: “All of that together, ditch internal email... use Slack or Teams for urgent items only, and all our collaboration is also done in ClickUp.”
This planned, deliberate approach to communication allows for deeper focus work and enhances productivity across the board. The transition to better-structured communication channels is critical in salvaging precious hours often lost in email and chat back-and-forths.
Another critical insight from the podcast is the emphasis on documenting standard operating procedures (SOPs). Micah reflected on his own past inefficiencies, saying, “I remember logging into Slack at 08:00 in the morning, answering questions all day long on Slack, and then it hitting like 06:00 p.m... And then just looking back at the day going, what the hell did I do all day long?”
Documenting SOPs means fewer repeated questions and a more streamlined approach to training. A illustrated the value of a documented SOP when dealing with widespread teams: “I was having to ship them... Trying to keep up with that, and you're mailing. I mean, we get to a point where we're like, emailing things and stuff, but then where do you have the most recent version?”
The podcast provided a useful tactic for creating SOPs quickly - recording short instructional videos using tools like Loom. This approach can make the process less daunting and more actionable:
“My favorite tool right now for doing this is Loom. It's so simple, like, record a loom of how to do X, Y or Z. That's it. Add a title to it, put a loom, get your share link, and put it in a place that people can access it.”
Micah stresses the importance of iterating on these processes over time rather than striving for perfection out of the gate: “Spend five or ten minutes creating SOP, get it out of your head, get it documented. And then improve it later.”
Proper delegation is an art that many founders struggle with. Effective delegation starts with project management tools but requires a cultural shift towards clear communication and shared responsibilities.
The podcast provided excellent strategies to ensure tasks are fully fleshed out before delegation. Micah described his previous struggles with verbal delegation and explained the significant benefits of using project management systems with clear details:
“I want to answer any questions that they might have before they ask them within that task so that I don't have to ask anything.”
The importance of a well-detailed task cannot be overstated. It empowers team members to take ownership and reduces the likelihood of back-and-forth clarification.
Building a culture where everyone checks and updates the knowledge base fosters efficiency and responsibility. A’s emphasis on training people to use the knowledge base as a first resort is foundational: “Well, did you check the knowledge base? No. Okay, well, why don't you go check that first, then let me know what you find.”
Regular use and updates to the knowledge base ensure it remains a valuable resource. By shifting the initial burden of finding information away from questions through structured documentation, organizations can save hours otherwise spent in unproductive cycles.
Micah and A acknowledged the differences between project management systems and offered a tailored solution for decision-making. The Project Management Tool Selector provides a structured way to identify the best tool based on individual organizational needs.
”It takes less than two minutes!” exclaimed A, highlighting the efficiency of their solution. This eliminates much of the guesswork and aligns organizations with the tool that fits their specific operational style.
Reclaiming time in a business environment fraught with distractions and inefficiencies is not only achievable but necessary for growth and productivity. This guide, drawn from the rich insights shared on the “Automate Your Agency” podcast, outlines practical steps to reclaim an hour, and possibly much more, from each workday by leveraging project management tools, documenting SOPs, and fostering a culture of proactive delegation. Embrace these strategies to see significant improvements in your operational efficiency and overall business success.
Alane Boyd is a serial entrepreneur, passionate leader and a high growth founder (2x SaaS Exit and published author 3x). She is an Enneagram 3 with a Driver leadership style. She a visionary that believes in impact-driven, result-oriented leadership. Her skillsets focus on operations, sales, marketing, and technical skills. Alane has been featured and spoken at major events, including SXSW, Entrepreneur, Huffpost, and Goldman Sachs.
Micah Johnson is a serial entrepreneur, advisor, and support-driven leader (3x successful exits). He has successfully scaled businesses (and failed a couple of others along the way, for good measure). Micah is skilled at translating business requirements into requirements a technical team will understand while being able to provide clarity on design and the user experience. He is a visionary who can identify gaps in systems and markets and an implementor who can build and execute a plan to fill those gaps. His skills include operations, systems, automation, design, software development, and UI/UX design. Micah has worked with large billion-dollar brands and manufacturers, and has been featured in newspapers, business journals, and trade publications throughout the US.
Empower your team with efficient project management, unlocking their potential to streamline workflows, enhance productivity, and achieve remarkable success in every endeavor.