How do you prioritize your business?

There's not quick fix solutions but I'd buy the book and course by Sam Carpenter called work this system and start documenting and systemizing everything so they nearly every role can handed off to a new comer with average intelligence and implemented.

I always harp on about people being fixated on nothing but sales, as if that's the be all and end-all and not having anything in place to make things run smoothly and efficiently so fulfilment goes without a hitch.

On-boarding is one part of it. But to ensure you start making progress to where you'll reach the point where you have a handle on this specific problem, I would highly recommend reading the book and investing in that course.

It's so stressful and de-spiriting to have clients and not know how to run things smoothly to produce results and make good on timelines, deadlines and fulfilment.

If you read Sam Carpenter's back story, how he managed for decades in complete disorganized chaos before coming to the realization he did, I don't know.

Congratulations on your success so far.

I have started systemizing my business. I have 'templated' the various lists of tasks that need to be done for each new project, for each customer. If I get a new client for PPC there is a 'template' for onboarding that PPC client and for the PPC project. If I get a new web design client there is a 'template' for web design projects. I have these project templates set up in a Project Management software. This has really helped me keep things on track. I just plug new clients into the systems I have set up.

A lot of this I think has to do with HOW your system is currently working and the methods used to bring in new clients.

Sales, Prospecting, closing for ME is a time thing. 8am to 10 or 11 am EVERY DAY OF THE WEEK is spent with this process. If its background work, or the actual hand to hand face to face aspect of sales, this is when I do it. I TRY to stay away from inbound methods such as e-mailing ( I know boo hiss ) simply because it is not something that can easily be time managed.

If you have the ability to bring someone on board that does that aspect for you, then that changes things a bit, but I would say you still want to designate time to go over the efforts from the day before as an example.

I manage my production from 10 to 11 to about 1pm every day. ensuring everything is on track in house meetings as needed and those type of things. from 1 to 2pm I do fulfillment assessment. what has to go out TODAY, where is it at, what needs to be tied down and put to bed.

The rest of my day is fulfillment in nature. getting ahead of tomorrow, article writing and all of the other things that may need to happen. going to the bank, meeting the accountant etc etc.

THIS is the system that works for ME. At any time in the day anyone in my facility knows what I am doing, and understands that what they are doing is going to be accounted for at X time of day. My process smoothed out the concept of accountability, and flow. it introduces me as a "Project Manager" overlooking the whole picture, vs being a worker bee.

And as others have shared.... it took years to get where I am at... years! LOL