13 Reasons Why Every Entrepreneur Should Have a Pitch Deck

pitch-deck

Every entrepreneur should consider a pitch deck as they approach the fundraising process. There are many tangible and intangible benefits to pitching your ideas, and it is not difficult to create one. If you have been putting off creating a pitch deck because you don’t know where to start, worry no more! The following article will provide some guidance on how best to structure your pitch deck and what to include in it. 

1. A pitch deck will help you organize your thoughts and ideas.

When you sit down to write a business plan, the process can seem daunting. There are so many aspects of running a business that it can be difficult to know where to start. However, when you create a pitch deck, you will have already outlined the most important aspects of your business. This will make it easier to write a business plan and to get your ideas across to potential investors. 

2. It is an effective tool for communicating with investors.

When you are raising money from investors, it is important to be able to communicate your ideas effectively. A pitch will help you do just that. Investors will be able to quickly understand what your business is all about and the potential returns they could see. 

3. It can help you get feedback from investors.

Not everyone who views your pitch will be an investor. You may also want to get feedback from people in the industry who can give you valuable insights. By sharing your pitch with others, you will get a better idea of what works and what doesn’t. This can help you improve your chances of getting funded. 

4. A pitch deck is a great way to test the waters.

When you are starting a new business, it can be difficult to know whether or not people are actually interested in what you are selling. A pitch deck can help you determine this. By sending your pitch to potential customers, you will get a better idea of the level of interest there is in your product or service. 

5. It can help you raise money faster.

If you have a well-crafted pitch, it will help you raise money faster than if you were to approach investors without one. This is because potential investors will have a better understanding of what your business is and the potential returns they could see. 

6. A pitch deck can help you build credibility.

pitch-deck

When you are trying to raise money from investors, it is important to build credibility. A well-crafted pitch deck will help you do just that. By showing that you have put in the time and effort to create a good presentation, potential investors will be more likely to take you seriously. 

7. It can help you get feedback from potential customers.

As mentioned earlier, not everyone who views your pitch will be an investor. You may also want to get feedback from people in the industry who can give you valuable insights. By sharing your pitch presentation with others, you will get a better idea of what works and what doesn’t. This can help you improve your chances of getting funded. 

8. A pitch deck is a great way to get your business in front of potential investors.

One of the best things about a presentation deck is that it can help you get your business in front of potential investors. By sending your pitch deck to people who may be interested in funding your business, you will have a better chance of getting them on board. 

9. It is a great way to get your business off the ground.

When you are starting a new business, it can be difficult to know where to start. A pitch deck can help you get started by providing a template for you to follow. This will make it easier to communicate your ideas and to raise money from investors. 

10. A pitch deck is a great way to make your business more attractive to investors.

When you are trying to raise money from investors, it is important to make your business as attractive as possible. A well-crafted pitch deck will help you do just that. By showing potential investors what your business is all about, you will increase the chances of getting funded. 

11. A pitch deck is a great way to practice your pitching skills.

When you are trying to raise money from investors, it is important to have well-practiced pitching skills. A pitch deck can help you hone your skills by giving you a chance to practice in front of potential investors. This will help you be more prepared when it comes time to actually make your pitch. 

12. A pitch deck can help you track your progress.

As you work on your pitch, you will likely make changes and additions along the way. This is normal! A pitch deck can help you track your progress by allowing you to see how far you have come. This can be a great motivator when you are feeling stuck. 

13. It can help you find a co-founder.

If you are having trouble finding a co-founder for your business, a pitch can be a great way to do it. By sharing your pitch presentation with potential co-founders, you will have a better chance of finding someone who is interested in working with you.

One great tip to make effective pitch decks is to use Venngage—a free infographic maker that offers a wide range of pitch deck designs for everyone. Here are some pitch deck examples from their website! 

Final Thoughts

A pitch deck is an essential tool for any business that is looking to raise money from investors. By communicating your ideas effectively, you will be able to get the funding you need to grow your business. In addition, a pitch deck can help you build credibility with potential investors and get feedback from people in the industry. If you are starting a new business, a this is a must-have. Check out some of the best pitch decks here.

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5 Ways to Transform Dissatisfied Customers Into Priceless Assets

customers

No matter how trained and honest your customer service reps are, there are instances where some customers may feel dissatisfied with your product or services. No matter the cause of the dissatisfaction, you have to take steps to remedy the situation to gain the loyalty of the clients who feel dissatisfied. The process of doing this may not be easy and, to some extent, embarrassing, but remember that one dissatisfied client can bring your company down.

Here are the five steps you can take to transform dissatisfied customers into priceless assets.

1. Build a Strong Reputation

When one of your customers is unhappy with your service, the first step is to find out the cause and extent of the dissatisfaction through a DSAT analysis. Once you get your facts right, invite the offended clients for a one-on-one discussion. If they can’t come physically, you can organize a phone conversation.

Tell them how sorry you are and the steps you have taken to remedy the situation. You can offer to replace the product or offer the service without charging them. When they agree to come for the product or service, let them get the best. This will instantly convert them into your loyal customers.

2. Listen to the Customers

customers

Dismissing a disgruntled client or failing to hear their side of the story can hurt your business. The customers will get more outraged and frustrated. Offering a listening ear to your clients makes them feel valued and respected. Sitting an angry client down and listening to them gives them a sense of satisfaction.

Remember that an unhappy client is always very honest. They’ll tell you everything they feel about your company and products. So don’t stop at listening. Let them know the steps you plan to take to prevent the recurrence of whatever they experienced.

3. Damage Control

Today, people have access to several communication channels. Once a customer is dissatisfied, they can instantly post the incident on social media sites like Facebook or Twitter. And within no time, hundreds, if not thousands of people, will be sharing and discussing the issue. This can hurt your company’s reputation. When faced with such a situation, make sure you take damage control measures.
Have your customer representatives respond to the sentiments expressed on social media professionally and, if possible, explain the situation and offer apologies. You can also publish an official statement about the incident and the remedial measures taken on your company’s website. Try as much as possible to protect your company from negative comments.

4. Seize the Opportunity for Improvement

You and your employees should learn from unhappy customers. Once you listen to them, try to improve on the areas they mention. If it’s about customer service, you can invite an expert to train your team. If it’s about the product, make sure the customers’ suggestions are incorporated into your future production.

Once you make the changes, let the angry customers know what you’ve done.

5. Do Everything Possible to Please Angry Customers

Whatever happens, don’t let a customer leave your premises when they are still unhappy. Try as much as you can to make the customer feel special, even if it means giving them more than they asked for. By going above and beyond what they expected, you can win them back.

Let them know how much you value and respect them before they leave your premises.

Conclusion 

Converting an unsatisfied customer into a company asset can positively impact your business. Some customers may indeed overreact, but it’s upon you to cool things down and let the customer feel like they’ve won. When you handle an angry customer well until they agree to work with you again, you will have found a loyal partner

Client

Hiring a Tenant Representation Broker

Perhaps it’s always been your dream to start a business, and now you’re finally ready, or you wish to expand because profits have increased. Running a business is no easy feat- there are various aspects to consider and financial dealings to conduct. For instance, consider renting a commercial property to carry out your business affairs and manage your team. Finding an office, retail, or warehouse space while being unfamiliar with the area or market conditions can be expensive and time-consuming. If you’re trying to get the best deal available, you should hire a professional who will keep your best interests in mind. Keep reading as we explain why you should hire a tenant representation broker.

1. Properties Are Listed in Different Places

Navigating your way through listing sites won’t necessarily mean that you’ll get a clear picture of available properties. You might encounter the following problems:

2. Incomplete Information

Leasing firms’ websites for property search are usually up to date regarding all the details on commercial buildings. However, they’re not without their disadvantages. It takes a lot of effort and time to jump from site to site and compare all the building spaces for sale. It will distract you from investing in other essential business aspects and hinder your long-term plans. 

3. Out of Date Information

There’s no doubt that going through listing forums and websites is a great way to gauge where the real estate sector stands and estimate how parameters like area, demand, and size can affect prices. Unfortunately, if you’ve been accessing free listing sites, you should keep in mind that many brokerage firms rarely ensure that their listings are up to date. 

With a tenant rep broker by your side, you’ll get a hold of numerous resources that can help you solve the problems mentioned above and secure a list of quality real estate options. 

4. Industry Connections and Complete Listings

There’s a good chance your representation broker has a well-established network, enabling them to quickly get updated on which buildings or areas have offers available. They’re known to maintain professional links with both landlords and leasing brokers, gaining access to comprehensive listing databases.

5. Off-Market Opportunities

Because of their solid connections, these professionals may also have access to information regarding options that have not yet been placed on the market. These include companies looking to sublease some or all of their property. 

Your tenant rep will go the extra mile to find you listings best suited to your preferences and needs, doing all the grunt work and negotiating with sellers to get you the best possible price.  

6. More Landlords Will Be Cooperative

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The commercial real estate market has been experiencing major shifts in demand and supply, especially in the aftermath of the COVID-19 pandemic. It’s no longer a walk in the park to find an office space alone; landlords rarely return calls. You can call numerous numbers you’ve written down from ‘For Lease’ signs, but it’s rare to hear back. Landlords are typically busy individuals who don’t bother answering every call they receive. 

It’s also possible that a landlord has hired their own landlord broker who prefers working with other brokers rather than clients themselves. A tenant rep has greater authority with landlords because their company and its reputation back them. Additionally, the leasing broker may already be working on projects with your tenant rep or has in the past, meaning there are greater chances of them accepting your broker’s call and considering your interest in their place. 

7. They’re Expert Negotiators 

Landlords can be vicious when negotiating the terms of your offer, quoting whatever terms or rates they deem fit. Meanwhile, you’re most likely clueless about the standard market conditions unless you’ve conducted thorough research beforehand. There are many things to negotiate, such as compliance fees, exclusivity use, renewal options, and much more. Working out a fair deal can be challenging if you don’t have prior real estate experience. 

You probably aren’t your tenant rep’s first client and certainly won’t be last. They’ve dedicated their careers to understanding commercial real estate and have carried out numerous negotiations in the past. A tenant rep will add value to your experience by helping your business attain the most appropriate lease terms without worrying about whether the proceedings are being conducted properly. 

This is why hiring a tenant rep broker is recommended because they can save you considerable hassle and money. They’re well-versed with which economic and non-economic factors are running the market and can walk you through the entire negotiation process. The best part is that you don’t need to pay them an out-of-pocket fee, meaning you have nothing to lose and a lot to gain from letting them negotiate your deal terms. 

 

8. More Time for Your Business 

With a tenant representation broker taking care of the real estate dealings, you can spend more time on your business goals. Whether it’s customer relations or managing supply chains, you should focus on handling these affairs as an entrepreneur. Even large corporations collaborate with tenant rep brokers because of their real estate market expertise. Finding a suitable location for yourself can take hours every day, and the search can hold you back for several months. Let a tenant rep take this burden off your shoulders. 

Consider a tenant rep to be your personal assistant, working to secure the ideal office space for your company without interfering with business operations. From financial analysis and final lease summary to needs assessments, they will look after everything and allow you to be as hands-on or off as convenient. Time is money, especially in the competitive corporate sector. 

Endnote on a Tenant Representation Broker

Real estate is a complex industry, even more so when dealing with the commercial side. You’ll need to know many legal details, market catches, and industry-specific terms. Unless you’ve been conducting matters in this industry for several years, you’ll find yourself at one crossroad or the other. If your business is a priority, it’s in your best interest to hire a tenant representation broker to help you settle on a space with the best lease terms and meets your requirements. Don’t hesitate to contact tenant representation services and let them take the reins on your commercial property search. There are many options to choose from, so make sure to do your research.

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Finding and Training Great Employees for Your Company

finding and training employees

The people you hire to work for your business can be your biggest assets and your biggest headaches; finding and training great employees can be a challenge. They can support and help you to achieve the vision you have for your company – but they can also prevent you from reaching that vision.

Finding and Training Great Employees

Too many businesses overlook the role of employee recruitment and retention when planning for the success of their organization. Staffing is an important exercise that needs to be purpose-driven and strategic, just like marketing.

Employees Think: What’s in it for Me?

It is vital to understand in today’s market that the relationship between employee and employer is a two-way street. Now, more than ever, employees have a “what’s in it for me?” attitude that extends beyond salary and benefits expectations into incentive and rewards programs. The days of simple compensation structures are over.

Now, this may sound like a big headache, but it’s actually a good thing! With some simple systems and open dialogue, you will be able to effectively create – and keep – your dream team.

The Power of Your Dream Team

How much of your own personal time has human resources – staff hiring, firing, issues management, etc. – taken this year? No doubt staff recruitment and retention is one of the biggest challenges facing any business owner today.

The truth is, if you spent half as much time on human resources as you do on marketing, I guarantee your sales would increase dramatically.

Employees Treat Customers Exactly the Way You Treat Them

Customers know the difference between happy employees and disgruntled ones, and it makes a difference when it comes to purchasing decisions. I’ve heard it said that your employees will treat your customers exactly the same way that you treat them. Would you rather have your car serviced by a grumpy mechanic who doesn’t feel his good work is rewarded or a pleasant one who just stepped out of a weekly team meeting?

A successful business owner has confidence in the people who work for him because he believes they are the best people for the job. Employees who know their employer believes in their skills and abilities will go over and above to get the job done, to make the sale.

Successful Business Owner Invest Time and Money in Employees

Successful business owners invest time and money in finding, keeping and training great employees. These are the people who share and support the collective vision of the company.

I’m not talking about a complicated formula or magic concoction. I’m talking about some careful thought and a proactive strategy that will make your business shine from the inside out.

finding and training great employees

Finding Your Dream Employees

Building a dream team starts by finding and hiring the right people for the job. Sounds simple enough. You post an ad, find someone who has the necessary qualifications and hire them on.

Not so fast. Recruitment is a complex process that can dramatically impact your business operations. Just like finding and securing the right customers, finding and hiring the right candidates requires pro-active planning and careful evaluation.

Create an Internal Recruitment System

If you currently work with a recruiting agency to build your team, now may be a good time to stop and evaluate the effectiveness of their service. While a recruiting agency can save you the time and hassle of working through the hiring process, it can also cost more money in the long run.

I always recommend creating an internal recruitment system, not because recruiting agencies do a bad job, but because no one knows your business like you do.

Create an Attractive Business Culture

If you want to attract and retain the highest quality clients, you must have a culture that is attractive and a future that is compelling. Developing an effective strategic plan and including your employees in the process is a good place to start. Determine where you are going, what your mission is and how your organization will treat others. Once you have established your vision, mission, and values, then you must deploy them throughout your organization to ensure that you “practice what you preach.”

An internal recruitment system ensures that the true essence of your business culture is communicated – from advertisement to interview. You also have the opportunity to communicate expectations from the outset, instead of relying on the recruiter to relay this information. The middleman’s thoughts and impressions are eliminated, leaving you to make decisions based on your impression of the candidate and no one else’s.

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Step One: Advertise the Opportunity

The first step in recruiting candidates is obviously letting potential candidates know about the opportunity with your company.

But before you pick up the phone to place a classified ad, remember that advertising for potential employees requires just as much consideration and planning as general advertising for your business.

Before You Place an ad ask yourself:

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  • Who is your ideal candidate?
  • What are their skills and qualifications?
  • What is their personality or demeanor?
  • What are they passionate about?
  • What are they looking for in a job?

Once you have a mental picture of your candidate, then you can begin to write an ad that will not only reach them but also inspire them to act (and submit an application).

When writing this ad, be as specific as possible and focus on the benefits of the job. Remember that potential candidates screen job postings with an eye for “what’s in it for me.” Tell them exactly that.

Here are a few sample job postings:

Are you the Marketing Assistant we need?

About You

You’re fun, friendly and have a keen eye for detail. You’re always two steps ahead of your colleagues, and eager to take on new and exciting challenges.

You’ll be in charge of website updates, copywriting, event planning, and customer relations, and you’ll be the glue that keeps the marketing team functioning smoothly. You’ll be reliable, trustworthy, and well-dressed.

You’ll ideally have an undergraduate degree in marketing or English, and some previous office experience, but a fast learner with a great attitude will also get our attention.

About Us

We are a collaborative team of young professionals. We offer a competitive salary, great benefits and performance incentives.

Think you fit the bill? Email your resume and cover letter to John Jones at [email protected] business.com by Friday at 5 pm.

Are Computers Your Life?

About You

You are smart, outgoing, and a wiz when it comes to computer programming. You’re on your friend’s speed dial for computer emergencies, large and small. Helping people understand the complex digital world is your passion.

You’ll be our Lead Computer Technician, managing our computer repair counter and five Junior Technicians. You’ll have great people skills, mounds of patience, and enjoy working as part of a dynamic team.

About Us

We operate Anytown’s leading computer repair store and are known across the region for our customer service. We work hard, play hard, and offer a competitive benefits package to our employees.

Tell us why this job is for you. Email your resume and cover letter to [email protected] by Thursday, September 23.

Both of these job postings speak directly to a very targeted audience. They’re friendly, colloquial, and communicate the job requirements in an informal way.

Every job posting should:

finding and training employees

  • Be written in the way that you talk
  • Be specific
  • Describe benefits
  • Include skills, qualifications, duties and job title
  • Be written in the present tense
  • Have a great headline
  • Call the reader to action
  • Be simple – in word choice and sentence structure
  • Be more exciting than the competition

Now that you have a great ad to post, you need to decide where you are going to publish it. This depends on the level of the job (junior to management) and on the specific type of candidate you are looking to recruit.

Here are the five major places to advertise your opportunity:

Government Employment Center

These are great places to find blue-collar or junior level employees. Candidates register with the center, which keeps their resumes on file. Be cautious with this route – it can produce a wide variety of candidates who are not qualified.

Indeed, Ziprecruiter, Etc

This is a great place to post junior to mid-level employment opportunities. You’re looking for basic qualifications from local applicants, perhaps even for part-time positions, with minimal cost.

Linkedin

Senior employment opportunities that require specific high-level qualifications are best advertised with a broad scope. This incurs a greater cost but will return a greater variety of candidates.

Online

This is a cheap way to tap into a massive database of job seekers. Post your ad online on sites like www.monster.com or www.workopolis.com and watch the resumes come flooding in. A large number of highly qualified job seekers who do not wish to register with a recruitment agency will use these services.

Referrals

The most ideal way to find candidates is through your existing network – including associates, colleagues, employees, friends and family. These candidates come to you already vetted by a trusted source. You may also wish to consider giving your staff an incentive to refer their qualified friends and associates to you.

Other Niche Areas

You should also brainstorm a list of any other niche areas that your target market may look for a job. Consider vocational schools, colleges, industry publications, industry associations, small publications, etc.

Once you’ve posted your ad, your next step is to manage the inquiries that come flooding in. These are just a few steps in the process of finding and training great employees.

Screen and Interview Candidates

One of the most time-consuming parts of the hiring process is screening and interviewing prospects, so you’ll need to develop a system to handle the response to your job posting.

Screen and interview candidates is a system that will also ensure you ask all potential candidates the same questions, and provide them with the same information about the role as well as about your company.

1. Decide whether all inquiries will be handled by one person or several.

To screen and interview employees whether it will be handled by one person or several, depends on your staff resources and capacity. A system will allow multiple employees to assist in the process.

For example, if your candidates have been instructed to submit their resume and cover letter to you through email, designate a single email address and inbox to receiving and responding. This way you or another staff member will not be bombarded by emails and can designate an hour of time each day to managing the inquiries. If your candidates are calling in, designate a unique phone number or answering machine for this purpose.

2. Decide how inquiries will be responded to.

This can be as simple as an email acknowledging receipt of the resume, or specific instructions on an answering machine. Ensure everyone receives the same information, and that you receive the same level of information from all candidates (resume, cover letter, portfolio, references, and other relevant information.).

If you have asked candidates to call you instead of submitting their resumes through email, create a standard checklist of questions to ask them, as well as of information to provide them with. You may wish to create a script. Some questions might include:

  • What kind of job are you looking for?
  • Why do you think you would be well suited to this position?
  • Tell me a bit about yourself.
  • What makes you interested in our company?

Use this opportunity to get a feel for the applicant’s personality, and trust your initial impression. Create a form on which to record this information, and file it with their resume when you receive it.

3. Devise a process for reviewing resumes or applications.

The easiest and most time-efficient way to do this is in a single session, after the stated deadline, and not as you receive them. You may wish to enlist the assistance of a senior colleague to provide a second opinion.

Review the resumes and application materials, and divide the applications into three piles: interview, no interview, and maybe. From here you can begin to call candidates and set up the first interview.

It is also a good idea to be in touch with unsuccessful candidates, and politely let them know that you will not be asking them in for an interview. If you anticipate your response rate will be overwhelming, you may wish to consider stating in your advertisement that only successful applicants will be called.

Step Three: First Interview

The first interview is also a screening interview; your objective is to develop a first impression of the candidate as a person and to determine if they are qualified for the position. If you feel you have found an ideal candidate, this is also your opportunity to convince them to choose your company over any others they may be considering. Good people don’t stay in the market long.

Interview Candidate Structure

You will need to decide on a structure, or system, for the interview process as well. Will you be conducting the first interviews, or will another manager? Will the interviews be conducted one-on-one, or will several employees participate? If you are replacing an employee, you may want to consider inviting that employee into the interview to provide insight into the role.

finding and training employees

Interview Candidate Materials

Just as you are asking the potential candidate to come prepared to the interview, you must be as well.

  • Have an outline prepared for what you would like to cover? Topics include company history, job description, interview questions, compensation structure, availability, and room for advancement.
  • Bring two copies of a typed job description. Include all tasks the candidate will be responsible for completing or assisting with.
  • A company profile or overview document (other marketing collateral will also work here).

Interview Candidate Attitude

Begin to build a relationship with each applicant. The purpose of the interview is not just to discuss the job description, or for the applicant to get all the interview questions “right.” It is to determine if this person has the right attitude for the job, and whether or not they will fit in with the company’s culture and its employees.

Keep the interview professional, but make sure the applicant is comfortable. Interviews test our ability to perform under pressure, but you will want to gain an understanding of the applicant’s true nature. Remember that even if the applicant is not well suited to the role they have applied for, they may be suited to a future opportunity with the company.

Interview Candidate Questions

The questions you decide to ask the candidate are highly specific to your company and the role you are hiring for. Take some time to brainstorm what you really need to know about each person, and what questions you can ask to get that information.

Keep in mind that part of the objective of the first interview is to get a sense of the candidate’s personality. You will want to ask questions about their responses and begin to establish a real relationship with them.

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Here are some starter interview questions to get you going:

  • Tell me a little bit about your background.
  • What has been your first impression of our company/product/services?
  • Tell me about a time when…[insert a likely scenario they will encounter in the position]. How did it make you feel? How did you handle the situation?
  • What advantages do you feel you have over the other candidates?
  • What are your strengths? Weaknesses?
  • Tell me about an achievement you’re proud of.
  • Why did you leave your last position?
  • Where do you see yourself in five years?
  • …and so on.

Make sure you take good notes or ask a junior member of your team to take notes for you. Also, record your impression of the candidate after each interview. You will want to be able to reflect on each interview before inviting the candidate to the next phase of the selection process.

When the first interviews have been completed, review your notes and discuss your first impressions with other employees involved in the process. Then, decide who you would like to invite back for a second interview, and let the unsuccessful candidates know they are not right for this particular role.

Step Four: Second Interview + Reference Check

The second interview is used to confirm your impressions of the applicants you believe are well suited to the job. It can also be used to get more information, or to more closely compare two solid candidates.

Make sure you only offer a second interview to those you are considering hiring. If you are on the fence about a candidate, chances are your instincts are right, and bringing them in for a second interview is a waste of their time and yours.

Callbacks

When you call a candidate to invite them to come in for a second interview, remain professional and don’t make any allusions to a job offer. If your impression of the candidate changes during the second interview, you do not want to have to go back on something you said. Let them know what you thought of them based on the first interview, and ask if they would be interested in meeting with you a second time.

Give yourself and the candidate at day or two between interviews to reflect on the first interview and prepare for the second.

Interviewers Can Change

You may wish to change the person or team of people who conducted the first interview. Usually, the second interview is conducted with more senior team members at the table.

Interview Candidates Questions

While the second interview is often less structured than the first – a relationship has already begun to be established – you should still prepare a list of questions for the candidate.

These questions should focus on the specific tasks related to the job, and on providing more information about the culture, systems, and values of the company. You can also use the second interview to ask questions you may not have had the chance to in the first interview.

Office Tour + Introductions

Once you have determined that you have found the candidate for the job, take them on a tour of your office or business, and introduce them to your staff members. This is a good way of gaining an initial understanding of how the candidate might interact with your existing staff members.

Calling References

This is the final – arguably most important – step to make before offering the job to the candidate. You should ask your candidate for at least three employment references, and perhaps one character reference.

Call each reference contact, and explain who you are and why you are calling. Then ask if they have a few moments to answer some questions about the candidate. You will want to find out information about punctuality, professionalism, skills, and their reason for leaving. Cross-reference this information with your interview notes to ensure consistency between the candidate and their reference.

Step Five: Hire Your Employee

Provided their references are solid, now is the time to make them an offer of employment.

Call the candidate personally to offer them the job. Make sure you congratulate them and express your enthusiasm in welcoming them into your team. You will also need to follow up your conversation with a letter or email that includes the job offer document or contract.

In the case a candidate declines the job offer, you may wish to do a reference check on your second pick candidate and make them an offer.

Training Your Dream Employees

Once you have landed your dream employees through a rigorous recruitment process, it is essential that you continue to invest in your decision by putting them through a thorough training process. Training great employees makes them a great asset and grow professionally, and this makes them stay in your company.

finding and training employees

Training is Important for Employee Retention

It is an element of recruitment. A new employee’s orientation and training set the tone for their entire employment; this includes their impression of your business, its systems, and respect for its leaders. This has an impact on your ability to retain good people and avoid unnecessary or redundant recruitment processes.

Too often, businesses rely on junior employees to train new ones without any guidelines or ‘curriculum.’ New employees are thrown into the deep end without clear expectations or an understanding of ‘how things are done around here.’

Your Leaders’ Involvement in the Training Process

These elements affect how an employee perceives their own required level of effort or performance. A business that doesn’t give much thought to planning, expectations, and preparation will end up showing a new employee that the same lack of attention is expected from them.

Here are some things to ensure you implement when you create your comprehensive training system:

Prior Learning / Existing Knowledge

Acknowledge your new employee’s prior learning, and don’t overestimate or underestimate their existing knowledge.

Choice of Trainer

Investing time and effort in training employees, make sure the person or people who will be training the new employee are sufficiently qualified and experienced. If an administrator is leading a salesperson’s training and orientation, consider asking another salesperson or more senior team member to assist on specific days or sessions.

Training Materials

Have all the required training materials handy. This includes company manuals, industry guidebooks, common reference materials, work samples and anything else that will aid in the training efforts.

Training Tools

Also, ensure you have the tools available to train your new recruit. Will the training be held at their workstation or another workstation? Do you have all the software you need? All the equipment required? Doing so will ensure the training runs smoothly and the time provided will be used effectively.

Time for Training

Provide more than ample time for training – including time for questions and elaboration. Rushing training benefits no one, including your profits.

Testing to Ensure Mastery

Consider including some ‘tests’ or checks to ensure the new recruit understands each component of the training. Ask the trainer and the trainee to sign-off on each section.

Employees’ Part in the Big Picture

Each team member’s role is part of a larger picture: the company as a whole. Ensure that the trainee understands how their role contributes to the big picture on each level. If they are a junior member of a department, they should understand how their job contributes to the department, as well as how the department contributes to the entire company.

Encourage Employee Feedback

The trainee should be able to ask questions and review information at any time – including after the training process. Create an environment that encourages open dialogue and encourages employees to ask questions when they are unsure of a task.

The other common mistake that many companies make is ending training after the first few weeks of a new recruit’s employment.

Ongoing Employee Training

Training our employees is an ongoing process for every single member of your team, and there should be a system or structure in place to ensure that staff training and development happens on a regular basis. This can include cross-training, employee development, and new systems orientation.

Benefits of Regular Training

Regular training not only benefits your staff and improves their performance, but it allows you – the business owner – to:

  • Implement new policies + procedures
  • Invest in your staff, thereby improving confidence and morale
  • Evaluate staff performance at an individual and team level
  • Reward staff based on performance improvements
  • Provide a regular arena for feedback and discussion, including positive and negative experiences and issues

One-on-One Training + Evaluation

An effective system of ongoing training for employees is by weekly, monthly, or quarterly staff reviews. When conducted one-on-one, this provides a forum for regular communication with employees to review performance and identify areas for improvement. A one-on-one environment will encourage more open and honest dialogue than if the session were conducted as part of a team.

As a business owner, these sessions are valuable sources of information and insight into the strengths, weaknesses, and motivations of your team.

Senior Staff Mentoring Junior Staff

If you have a large staff, consider pairing junior staff with senior staff and establishing mentorship relationships. This is a powerful way to build the synergy of your team and frees you up from weekly meetings with each staff member. Instead, each senior staff member can report back to you on the results of their regular training sessions, and you only need to conduct these sessions with your senior staff.

Team Training Events

Training events are great networking opportunities. By bringing together people with diverse backgrounds and skill sets, training events provide a unique opportunity for professionals to connect and learn from one another. In addition, training for networking offer a chance to learn about new methods and approaches to work. As a result, training events can be extremely valuable for both individual professionals and teams as a whole. However, it is important to choose the right training event for your team. If the event is too social, it may not provide the desired opportunity for networking and learning. Conversely, if the event is too formal, it may not create the desired sense of camaraderie and collaboration. The key is to strike the right balance between networking and learning. With careful planning, training events can be an excellent way to build strong teams.

Team training exercises will shed light on the leaders and followers in an organization and bring together employees who may work outside of the office. These can be especially helpful if you and your senior staff do not see the team ‘in action’ on a daily basis.

Keeping Your Dream Employees

Now that you have spent hours of time and potentially hundreds or thousands of dollars recruiting and training your staff, your human resource job is done, right?

I suppose you’ve done what you’ve set out to do: get the right people working for you. But what happens when those people get bored? Or stolen by another company? Or feel they’ve “done all they can do” at your company?

The final step in the overall recruitment process is employee retention. This includes keeping your employees happy, supporting their development, and giving them an incentive to continuously improve their performance.

Your Work Environment

The environment you create for your staff has a huge impact on your employee retention rates. This includes the interior design and layout of your office or business, the lighting, plants, and kitchen amenities available. It also includes the culture of the company – what is the general working atmosphere? Are most people loud? Quiet? Is there a buzz or hum to the office space?

The bottom line is that employees should enjoy and feel comfortable coming to their workplace – they do spend most of their waking hours there.

Spending a little more on comfortable office furniture and amenities like coffee, tea, snacks, and social spaces will go a long way toward keeping your employees happy at work.

Recognition, Rewards, and Incentive Programs

finding and training employees

Did you know that many employees place more value on positive public recognition for a job well done than they do on salary?

Recognition and rewards are powerful tools when it comes to keeping employees happy. Positive feedback from those in more senior positions has a higher perceived value than a 3-5% salary increase – and it costs the business little to nothing to implement.

Retaining Your Employees

Incentive programs are a formalized way of rewarding employees for their achievements and successes. Clear targets and milestones are identified, and when an individual or team reach those milestones they are rewarded with bonuses or prizes.

Recognition, rewards, and incentive programs are an important part of employee retention, as well as team building. They will be discussed in further detail in the Team Building chapter.

Professional Development Programs

Another common reason employees choose to leave their positions is professional development. Many feel they need to move to another company in order to develop their careers or gain more responsibility. They may not necessarily dislike their current role, but become bored or stagnated and believe they have ‘done all they can do’ at that particular company.

Keeping good people means providing opportunities for growth and advancement within your company. This benefits the company because you can hire from within, and save money and time on recruiting and training new staff. It also benefits your employee and increases their loyalty toward your business.

Staff Retention

Professional development programs are an important part of staff retention – but they are also an important part of business growth and development. A company with staff who are always increasing their knowledge and improving their skills will stay on the ‘cutting edge’ of their industry and have an advantage over the competition.

Ongoing training and development should be a primary focus for any growing business. Here’s why:

  • Increases productivity
  • Increases staff retention
  • Increases workplace safety and morale
  • Increases customer service
  • Increases sales

Professional development programs typically focus on the big picture ambitions of the company and its staff members. The longer-term goals and career ambitions are recorded and taken into consideration.

Professional development can be easily worked into your ongoing one-on-one training systems. Keep a folder or binder for each staff member that outlines current role responsibilities, short and long term goals, and areas for improvement, and review it during your weekly or monthly meetings. Identify specific areas for growth, and develop plans of action for that growth.

For example, if your marketing assistant wants to grow into a marketing coordinator or manager role, and needs to improve her people management skills, consider putting her through a management course.

Simple System Tools for Employee Retention

Maintaining this program doesn’t have to be a time-consuming task. With some simple system tools and a commitment to regularly scheduled meetings, you can have a clear and effective program for your staff.

  • Evolving job description documents to monitor roles, responsibilities, and tasks
  • Regular performance evaluations
  • Goal planning worksheets
  • Continuing education programs at local business schools
  • Regular meetings between staff and supervisors
  • Rewards and incentives
  • Difficult to re-organize
  • Best for smaller lists

Conclusion

Finding and training employees is one of the most challenging issues that small business owners are facing. Implement these practices and see your business take on a life of its own!

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Understanding the Tools of Influencer Marketing

Influencer marketing is already a popular and mainstream form of digital marketing, many people still do not understand this concept perfectly. Some of them even have a completely distorted image of it.

In influencer marketing, it is not all about an influencer or a brand. There are several steps you should consider while making an influencer marketing strategy. In order to do that, it is essential to understand the entire concept of influencer marketing and to become familiar with its tools.

Each step requires particular tools, so we have listed a few influencer marketing tools for each step. That will help you to use this form of marketing in the right way so you may come up with the best results.

What Is Influencer Marketing?

It is easy to define influencer marketing, no matter how complex the entire concept can be. Let’s say you are a brand that offers a product. For example, you sell bottled water. You also sell some flavored waters with electrolytes.

You may want to market that product by collaborating with one or more online influencers. How exactly it works, we will explain step by step in the rest of the article, starting right after this paragraph.

Influencer Marketing Campaign Steps

As we said before, to begin an influencer marketing campaign, you need to go through a few steps that will help you to make sure you join forces with an influencer who is the right choice for your brand.

That means that if you sell waters with electrolytes, you can’t cooperate with an influencer who posts mostly about sports cars. Yet, you can meet with other ways Instagram can boost the growth of your small business.

If you are interested in influencer marketing, specifically, you will need to follow the steps below.

Spotting a Potential Influencer Fit

Before you start looking for an influencer that could help you promote your product, you need to define your target audience. You can do that through the Audiense platform. When you define your audience, the next step is to identify the typical characteristics so you can understand them.

Only after that, you will be able to specify which influencer has the most significant relevance to each of the segments within your audience. Make sure you don’t ignore the audience’s relevance. Otherwise, identifying relevant influencers could be equated with gambling.

With influencer marketing becoming more popular, the number of influencers arises, which makes it much more difficult to find an influencer for your niche. However, there are solutions for everything, including this one.

Here you can go through a short guide of just 5 five steps on how to find niche influencers.

Consider the Influencer

influencer-marketing

After finding the relevant influencers, it is crucial to make sure the influencers are suitable for your campaign. BuzzSumo is one of the best tools for searching for influencers, but you can also see the metrics of millions of Twitter influencers. You can filter and identify them by authority.

There’s also a tool named Heepsy that will help you detect fake followers.

Contact the Influencer

After you specify the relevant influencer, it is time to reach out to them and offer a collaboration.

You can do that by texting them directly on social media or by email but you can also use the tool named AspireIQ, which presents an influencer platform where you can discover influencers, engage with them and measure your influencer campaign results which is the next and the last step in this process.

Measure the Results of the Campaign

Now that the campaign is over, it’s time to see its results, that is, to evaluate how much the influencer contributed to the purpose of the campaign.

Even though there is some software for measuring the outcomes of influencer marketing campaigns, it is essential not to forget to have a comprehensive analytical approach to the conversion funnel, which you can do by using, for instance, Google Analytics, SocialBakers, or HubSpot.

Why You Should Consider Using Influencer Marketing 

There are numerous benefits of using influencer marketing. Actually, influencer marketing should be considered an active strategy in social media marketing. There are many tactics and ways to put it into practice, such as affiliate and referral program, so make sure to explore them all.

Now, we will list a few great benefits of influencer marketing.

Improves Brand Awareness

Influencer marketing, to a large degree, can help you to expand your reach and position yourself on the internet. Internet users will have the opportunity to learn more about your brand, your story, and about the solutions you offer.

Builds Trust

Most influencers have a built-up relationship with their audience, and since they certainly don’t want to lose their trust, they will only promote what aligns with them and their brand.

The audience, knowing this, will believe that your product is good, and slowly you, or your brand, will start gaining their trust.

Reaches Your Target Audience

If you collaborate with relevant influencers, this will be unavoidable. Through the influencers, your content is presented to the audience which is already interested in that niche.

Generates Sales

In addition to the fact that influencers raise awareness of your brand, by sharing content that resonates with your target audience, the audience becomes interested in your products and quickly becomes a customer.

The more prospects see the influencer’s content, the bigger chance there will be a certain buyer among them.

Conclusion

Influencer marketing is one of the best ways to build a brand online, but it is necessary to familiarize yourself with the whole process beforehand.

The best part about this type of marketing is that the audience is already out there. You just need to find an influencer whom your target audience follows and trusts. The influencer should also gain some benefits from your collaboration, so don’t forget to create a valuable offer.

With a clear understanding of how influencer marketing can improve your goals when it comes to online presence, you can implement your first campaign. After that, you will finally experience the results and benefits influencer marketing may bring you.

Author: Nina Petrov is a content marketing specialist, passionate about graphic design, content marketing, and the new generation of green and social businesses. She starts the day scrolling her digest on new digital trends while sipping a cup of coffee with milk and sugar. Her white little bunny tends to reply to your emails when she is on vacation.

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8 Smart Ways to Collect Customer Feedback

customer-feedback

Customers are a business’s top priority. If you do not meet your customer’s needs or make them happy, they will likely buy from the competition, jeopardizing the success of your brand. For this reason, it is critical to determine whether or not your business is delivering what your target customers want, and the best way to do this is by collecting feedback. Customer feedback can help you improve your products and services, gauge satisfaction, make existing clients feel special, retain clients, and improve your brand image.

According to a recent report, 77% of consumers develop a positive view of a brand that asks for and accepts client feedback. If you are wondering how customers feel about your products and services or what they want, here are eight strategies to collect customer feedback to help you find out.

1. Social media listening

Customers no longer view social media platforms as a place for entertainment only. They will likely share their experiences and thoughts on Facebook, Instagram, LinkedIn, and Twitter, whether bad or good. Potential customers even ask their peers on social media about specific brands or products before deciding to buy. This makes social media an excellent place to determine what people say about your brand and even gain helpful insights about misunderstandings, concerns, and questions your target audience could have about your services and products.

Read comments on your social media pages and respond to customer concerns, join relevant discussions or even start one, pay more attention to threads on conversations your target customers often engage in or post polls and surveys to get feedback. Be sure to invest in tools like Social Mention, HootSuite, and Klout to determine what people are saying about your brand or products and services in real-time.

2. Provide email support

Although email is an old form of digital communication, most customers prefer emailing when doing business. According to a recent report, 29% of online users love emailing because they can write detailed messages and even incorporate pictures. To prompt your customers to provide feedback, you should:

  • Develop clear expectations: A customer may be hesitant to give feedback because they may assume that you do not care or they will not hear from you. For this reason, you should consider providing an exact timeline on when you intend to get back to them. For instance, you could add a “we will get back to you in X days” in your email.
  • Organize email feedback: Teach employees how to manage Gmail multiple inboxes if your team often monitors more than one Gmail inbox to reduce the chances of helpful input from clients going unnoticed.
  • Send personalized emails

3. Offer incentives to encourage survey participation

Customer surveys are an excellent strategy to gain critical insights into your products and services, customer service, and marketing. However, it can be challenging to get individuals to take the surveys. Consider offering incentives when distributing surveys in exchange for the effort and time required to complete a survey. This broadens the pool of participants and encourages them to provide honest feedback and opinion. Be sure to compare the survey results to previous feedback and current and future goals and make the necessary adjustments to improve your product, customer support services, and marketing.

4. Utilize the Net Promoter Score

customer-feedback

While surveys can give detailed feedback about your products and services, most clients find them too overwhelming and time-consuming and will likely bail out of them. A fast and effective way to determine how customers feel about your brand is using the Net Promoter Score (NPS).

NPS is a client satisfaction benchmark that gauges how likely an existing client is to recommend your products and services to family, friends, and acquaintances. The response scale ranges from zero to 10, with zero being not likely and 10 most likely. You could then average the responses across the clientele to develop a clear picture of how customers feel about your products. 

5. Provide live chat support for customer feedback

Offering live chat support does not only help you keep customers coming back and improve conversion rates. It also encourages buying customers to leave feedback. Customers often use the live chat feature to share complaints and grievances, find solutions to their queries, and seek assistance.

The questions or grievances shared are feedback, and you can exploit the information to improve your company’s products and services. Live chat support also enables you to provide solutions to client problems quickly. However, ensure you use live chat software that allows you to save transcripts for feedback review.

6. Text clients immediately after a purchase or service

Be sure to invest in feedback software to allow you to send text surveys immediately after a client purchases from you. This enables you to obtain feedback in real-time. It also allows you to respond to an unsatisfied client promptly and develop a strategy to remedy the problem, increasing the chances of the client purchasing from you again. According to a recent report, 70% of consumers will likely buy from you when their problems are resolved.

7. Call your customers

An effective way to obtain feedback, especially when your job mainly involves speaking to clients over the phone, is calling them. This enables you to get real-time personalized responses. Speaking to a client directly over the phone is also an excellent opportunity to invite them to participate in a satisfaction survey.

However, you need to be careful when contacting clients over the phone. Avoid calling clients during lunch breaks. Recent reports show that the best times to get clients are 8 am to 9 am and 4 pm to 5 pm. You should also have a perfect script when calling them. Be sure to show genuine concern and avoid marketing or trying to close a deal. Ensure your call is centered around gathering feedback while showing the customer that you care and value their opinion.

8. Use customer feedback buttons

Make capturing customer feedback simple and quick by placing clickable feedback buttons strategically on your website or at the end of service chats. For instance, you could use a smiley face emoji button to survey existing customers, prospects, and site visitors as they navigate through your website to get feedback on an experience you are creating. 

Endnote on Customer Feedback

Producing quality products and amping your marketing strategy to attract more customers is not enough. You should further determine whether your products meet your audience’s needs and where to make adjustments to achieve your bottom line through customer feedback. Use NPS and feedback buttons, provide email and live chat support, offer incentives for survey participation, and contact clients via phone to capture customer feedback.

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5 Easy Ways Your Beauty and Cosmetic Brand Can Win

beauty-and-cosmetic

Beauty and cosmetic products need to be seen. Video and photo sharing lets customers see exactly how products transform looks and give faces a new glow. It’s time to learn five ways your beauty and cosmetics brand can leverage social media to create effective marketing campaigns. 

Millions of people look for beauty inspiration on social media every day. They share their experiences and shop for new beauty products on their favorite platforms. Some of today’s newest and hottest cosmetics brands are born from YouTube influencers. 

As a result, today’s beauty brands can’t survive without a comprehensive social media strategy in place. After all, it’s where much of your audience is already hanging out and sharing their thoughts about the latest trends and products in the industry. 

Recent statistics predict the global skincare market will reach $189.3 billion by 2025. For smaller or newer brands, this means that you’re already competing with brands that have an established fanbase or a near-cult following. As such, you need a clear-cut social media strategy that outlines your brand’s target audience, goals, and purpose on each platform. A cosmetics digital marketing agency can help streamline your efforts and get you started with these strategies.

Understand Your Core Demographics and Audience

beauty-and-cosmetic

Beauty and cosmetics brands that are doing exceptionally well on social media have one thing in common: they truly understand their audience. More specifically, they understand their audience’s demographics, interests, and common values. 

Beauty and skincare are emotional topics that speak to confidence, image, and even creative drives. What kind of audience are you cultivating and what kind of voice appeals to them? Are they concerned about harsh ingredients? Do they like to create “natural” looks or do they use a lot of color? Are they progressive or traditional? Are there niche gaps in the industry that you fill? You’ll want to research how audiences interact with you on each platform because different demographics are drawn to different social media formats. 

To add to this, having a proper grasp of your target audience also helps you decide the type of voice you should use on your social media channels. It enables you to determine what kind of humor your audience finds most engaging and appropriate, and it helps your brand gauge whether or not you should use your platforms to promote social issues.  

Tone and lifestyle appeal are particularly critical in the beauty industry. Partner with a dedicated skincare digital marketing agency to work with platform and industry experts who can help refine an effective voice. 

Keep Your Customer Interactions Authentic and Relatable

Beauty and skincare are deeply personal issues. While social media users crave interactions with their favorite brands, they want those conversations to feel authentic and relatable, and they don’t necessarily want to settle for products that have been pushed on them based on their fitting a certain profile. Instead, they want an experience that feels unique, one that makes them feel valued and heard.  

With so much emphasis on personalization, beauty brands are naturally blessed with a highly engaged target audience. Users spend countless hours online watching beauty-related videos and hunting for information on the latest trends. They’re hungry for more products, and they’re equally hungry to share their experiences with friends, family, and followers when those experiences feel genuine and impactful.  

As you engage with your target audience, this means that you’ll want to make sure you do your best to answer any questions both publicly and privately. Likewise, don’t be afraid to chime in if you see people talking about your brand or your products across different channels.  

Most consumers love to know there’s a real person on the other side of the screen. It’s vital to create a content schedule that includes authentic posts and interactions. Encourage social media managers to be creative. If you only ever post about your own products and promotions, it’s harder to get genuine engagement. 

Influencers are excellent marketing partners but don’t forget regular users. Recommendations from friends and family can be just as, if not more powerful than influencers.  

Invest in Simple and Shareable Video Content for Beauty and Cosmetic Products

Customers want to see products being used by real people. Not only that, but they want to see them used at home in front of bathroom mirrors. While the flawless faces of celebrities are nice to look at, today’s beauty consumers value authenticity and relatability. Transparency goes a long way, and it’s especially effective when it’s in shareable video form.  

To that end, the most successful beauty brands tend to leverage a mix of lo-fi and hi-fi video content, with lo-fi, the kind you can shoot right on your smartphone, being particularly effective. Quick, simple “How To” guides for popular makeup techniques are always a winner, and classic “Before and After” videos featuring best-selling beauty and skincare products continue to resonate with consumers. As beauty sales become increasingly more informed by peer-to-peer networks, platforms like TikTok remain easy methods for beauty brands to feed into the authenticity that beauty shoppers crave.

 Connect with the Right Beauty and Cosmetic Micro-Influencers

beauty-and-cosmetic

You might not have considered influencer marketing if you don’t have a budget for big names. But it’s not always necessary to partner with the biggest name you can find. In fact, partnerships with mega or macro-level influencers don’t always yield the best results, as their audiences are broad and can be less directly engaged.  

Instead, look for influencers with smaller but more engaged audiences. Micro-influencers tend to have 5,000-30,000 followers and this smaller audience is more focused and engaged. Their true reach is much wider, making them valuable for brands. 

Work with a Dedicated Beauty and Cosmetic Marketing Agency

At the end of the day, creating a winning social media strategy for your beauty brand requires a great deal of research and planning. You have to really get to know your audience, and you have to tailor your messaging to speak to them in a language that resonates. Not only that, but you have to supplement that strategy with content that keeps your audience engaged, meeting them on the apps where they hang out most. 
For brands that don’t have the time or resources to handle all those processes on their own, working with a dedicated cosmetic marketing agency is often the best solution. Not only will a qualified agency be familiar with all the challenges associated with advertising beauty and skincare products, but they’ll likely have access to proven tools to help you capture more qualified leads in the process. 

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Game Changing Tools For Sales Performance

Success in sales in the 21st century is not easy. To be relevant you need courage and determination, as well as a deep understanding of potential and existing customers. Salespeople who use sales technology outperform their peers. In this article, we’ll introduce you to categories of sales software that we think you should be familiar with. In this article, we go over some game changing tools that can make a tremendous difference with your sales performance!

What are sales tools that boost sales performance?

Salespeople utilize cybersecurity tools, which are digital, to make their jobs easier. The technologies referred to as “sales tools” include customer relationship management (CRM), sales performance and leads, sales acceleration, and data interfaces and integrations. Selling help sellers understand when to contact those customers, and what to discuss with them. Tools can help you focus on the essentials, the added value for people and the organization, because you have less time for tedious and time-consuming administrative tasks.

Another stimulation to invest in sales technology is that workers want more access to a broader range of current tools. This implies that organizations who use cautious or old-fashioned sales approaches risk not just losing sales, but also losing their finest sales people. According to LinkedIn’s State of Sales 2021, 94% professionals think tools help them complete more transactions, demonstrating the importance of sales tools.

#1. CRM

CRMs have evolved into complicated, multi-tiered support systems as a result of technological improvements and ultra-competitive marketplaces. Customer relationship management (CRM) software helps you to interact with your customers more efficiently.”

  • It assists you in keeping track of current customers, improving customer connections, increasing client retention, staying on top of sales and marketing initiatives, and automating communication. 
  • For most businesses, CRM is the first investment they make in sales technology: According to LinkedIn’s State of Sales 2021, 68 percent of respondents said their CRM system was “critical” to business. CRM software today includes a plethora of tools that assist salespeople in optimizing their sales processes, such as real-time updates, enhanced lead scoring, and automated repetitive chores.
  • Most CRM systems nowadays are SaaS platforms where you pay per user, per month. 
  • On-premise installations are rarely required because most CRMs can be accessed online using a web browser. 
  • Some suppliers charge a flat monthly rate for a certain number of users, but larger packages or additional payments are required for additional users.

#2.VPN

sales-performance

You know what VPN is? VPN (Virtual Private Network) refers to the ability to establish a secure network connection when utilizing public networks. VPNs encrypt your internet traffic and conceal your identity online. This makes it more difficult for third parties to follow your internet activities and steal information. The encryption happens in real time.

A VPN hides your IP address by routing it to a specially configured remote server managed by the VPN host. This means that when you use a VPN to access the Internet, the VPN server will be the source of your data. This means that your ISP and other third parties have no way of knowing which websites you visit or what data you transmit and receive online. A VPN acts as a filter, turning all your data into “gibberish”. Even if someone gets your data, it will be worthless. A VPN connection disguises your data traffic online and protects it from external access. Unencrypted data can be viewed by anyone who has network access and wants to see it. With a VPN, hackers and cyber criminals can’t decipher this data.

#3.Tools for data connectors and integration

Our increasingly digitized world offers a plethora of amazing technologies that may help make our lives simpler. One disadvantage of such a diverse set of tools is that they are frequently separate and not easily accessible from a single system. Data connections and integrations come in helpful here. A data connector is a tool that links several systems to allow data to be transferred between them. This implies that the data is now available through a single system, which is a huge gain in quality of life. Data integration tools are slightly different in that they work to combine data from different sources into a single system instead of simply allowing the movement of data between systems.

#4.CPQ

Configure, price, quote (CPQ) software assists businesses in automating the quoting and proposal process, beginning when a client supplies their demands in a company’s offering and finishing with the delivery of a full estimate to the customer or prospect. In sales departments, CPQ software is used to speed up the sales process while enhancing quotation accuracy and client interactions. These software packages enable businesses to identify a customer’s demands and present them with unique quotations that best meet those needs. Typically, products are developed on top of an existing CRM software package or are designed to interact with one (or more) CRM solutions.

As businesses and their product/service lists expand, it becomes more challenging to monitor product pricing, uncover outstanding upsell possibilities, and maintain track of promotions given by competitors. Furthermore, sales staff are not provided up-to-date price information on their items, resulting in missed opportunities and longer quote times. Configuring a quotation can be a time-consuming process, especially if key data is not readily available in real time.

Analytics for sales performance

Sales analytics software refers to tools and systems that help sales professionals and managers to successfully analyze, assess, and improve the effectiveness of their sales performance while anticipating trends and results and uncovering valuable insights. They give sales managers a detailed perspective of sales, breaking them down into manageable chunks for assessing where salespeople, items, and campaigns are working best and where they should improve.

Sales analytics has become an essential component of every sales report in the age of big data. Instead of gathering data manually through a tangle of spreadsheets, sales analytics software allows sales managers to access information methodically in one spot.

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5 Ways to Get Better Results From Your Digital Marketing

The internet has revolutionized the way business is conducted. Today, marketers can easily reach all four corners of the world with a click of a button – making it easier to scale offers than any other time in human history. In this day and age, digital marketing is crucial to your company’s success.

However, due to how easy it is to market on the internet – the internet marketing industry is now saturated – making it increasingly difficult to profit from online marketing promotions.

For this reason, to avoid putting out unsuccessful promotions, businesses need to regularly adapt and improve their digital marketing strategy. With that said, here are some ways to get better results from your digital marketing.

Create Impressive And Informative Content For Digital Marketing

The phrase “content is king” has probably been repeated ad nauseum. This is because it is crucial to every marketing effort. Regardless of whether you’re utilizing visuals or pictures, you’ll still need to utilize language to describe your ideas.

Your content must be intriguing and original so much so that it keeps your readers coming back for more. A great way to make your content intriguing is by making it beneficial, which involves giving your readers actionable advice about their problems and concerns.

In other words, you must provide high-quality information that will benefit readers’ existence and assist in resolving their difficulties.

Hire A Specialist Digital Marketing Agency

digital-marketing

Partnering with marketing firms allows you to leverage the skills of a team of experienced marketers who know how to get the job done.

You can make use of the abilities of project managers, PPC professionals, SEO experts, and devoted designers, to name a few.

It’s worth noting that hiring a digital marketing company is a big decision due to the possible costs you can incur.

Hence, in order to ensure you pick the finest service available, you will need to take into account a number of factors including the company’s previous results, how long they’ve been running for, their costs, the quality of professionals on their team and whatnot.

It’s also important to consider the type of digital marketing service the company offers.

For instance, a data-driven SEO agency like Online Marketing Gurus offers SEO, PPC and social media advertising services.

Add Additional Apps To Your Toolbox To Enhance Your Capabilities

Along with providing compelling content, certain tools can aid your improvement as a digital marketer. Digital marketers should always update their toolkit to the newest, if not the greatest, versions accessible. Get the latest updated apps or programs, and understand how to utilize them properly.

Further, many software and tools for digital marketing are widely available. Each of them also offers characteristics that can enhance the success of your marketing strategy and make it easier for you to monitor and control your workload.

Some great digital marketing tools and software include CrazyEgg, Moz, SproutSocial, and Google Analytics, to name a few.

Be Adaptable And Receptive To Change

For businesses to prosper and grow in today’s environment, they must embrace the quick changes taking place in the field of digital marketing and adjust their new tools, plans, and strategies as necessary.

For instance, ad platforms like Facebook, Google and even TikTok regularly change their terms and acceptable practices, hence, you need to constantly be aware of the changes these ad platforms are undergoing and adjust your marketing accordingly.

Gather, Quantify, Monitor, And Evaluate Data To Improve Your Digital Marketing

In order to give your consumers the kind of service they demand nowadays and to stay competitive, data is essential. As a result, you must gather, measure, manage, and analyze data quickly to gain newer ideas if they want to be successful with their digital marketing campaigns.

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Guide to Daily Planning and Using A Daily Planning Template

daily planning

The Ultimate Guide to Daily Planning and Using A Daily Planning Template

Most of us recognize the importance of daily planning and preparedness. A great business idea without a game plan results in blunders on the field. A large event without all of the details in place results in pandemonium.

Despite this awareness, we frequently fail to prioritize planning where it is most important: in our daily lives. Starting the day without a clear plan sets us up for failure.

We make objectives based on seasons and years, but it’s what we do every day — the habits we form, the tasks we complete, and the things we prioritize — that add up to success or failure over time. Every month, a few aimless days might help us reboot and find balance.

A good offense in the form of a daily planning process is the best defense against hectic and unproductive days.

There are a variety of daily planning tools you can choose from, ranging from traditional to-do lists, to digital lists, and even calendars.

But thinking outside the box, you can hire a daily planner professional to guide you through the creation of a daily plan that suits your preferred needs as a business owner or a business coach. This person can be a business consultant or business coach who creates business plans for clients. And the daily planner professional can also stick around to ensure you follow through with your goals.

 In this article we go over some essential tips on how to implement daily planning as a small business owner and business coach, to get the most out of your day for the betterment of your business and business coaching gig. Plus, we’ll also go over key steps in filling out a daily template, as well as the various productivity and planning tools you can use to achieve your set goals. So, keep reading.

Daily planning definition

The act of charting out one’s daily tasks is known as daily planning.

daily planning

Daily planning can include making a timetable, making a to-do list, determining what meals to eat or how much money to spend, and other day-to-day concerns. A daily planner template is frequently used for daily planning.

If you are the type of person who generally has hectic days and needs to carefully manage their time (such as a teacher, parent/caregiver, or student), daily planning can be a lifesaver.

When our days are hectic and multi-faceted, it is easy to become distracted, disorganized, or overwhelmed. This can lead to a decrease in productivity and what appears to be unending sessions of “playing catch-up.”

Keeping and keeping up a daily planner is one established method for people to better manage their time. It is significantly less likfely that these jobs and appointments will be forgotten if you have a place to put down the day’s plan and all of the critical things that need to be completed. Having a daily planner on hand also helps to avoid becoming sidetracked or overwhelmed.

Using a daily planner template, in summary, is a sure-fire approach to streamline and simplify your life. It takes some time and effort to become used to utilizing a daily planner template, but once you do, it may make a big difference in providing busy individuals more control over their lives.

 

What is a daily planner template?

A daily planner template is essentially a piece of paper divided into sections, with each section used to make note of various components in the user’s life that need to be planned for or kept track of.

A daily planner template may have the following sections:

Daily Goal: This could be anything, but it is normally intended to be something that the daily planner template user would be proud or happy to complete. Daily goals can include things like, “send out 20  flyer ads about your business,” “place 2 calls to potential clients” etc.

To-do List: This is a list of tasks that must be accomplished on that particular day. This section will frequently contain small check boxes next to each item so that they can be checked off.

Schedule/Appointments: This is where you can record any meetings, client appointments, or other scheduled events. This section may be formatted in such a way that each line represents one hour of the day.

Urgent/Priority: This is comparable to a to-do list, except the tasks in this category are more pressing.

Gratitude: Here, the user can record one or more aspects of their day for which they are grateful. This may say anything like “I met my estimated sales target today,” “I added a new customer” etc. When it comes to expressions of gratitude, anything goes.

Notes: This is a nice extra part where the user can scribble down anything else they’ve been educated about or want to keep track of.

All of these sections should ideally be organized in such a way that there is enough room for the user to write down all of the necessary information while still fitting on the same page so that the user does not risk missing anything as a result of forgetting to check multiple pages in their planners.

Daily planner templates have become a commonplace in the lives of business owners who desire a certain degree of efficiency and productivity in their day, to maximize profits and outputs. When utilized correctly, they may be a valuable organizational aid in people’s life.

Importance of daily planning

The power of daily planning can help you develop vital abilities while also creating a sense of serenity and productivity when you begin your day each morning. Here are five notable benefits of using a planner.

  1. Daily planning improves time management abilities.

Daily planning allows you to think more realistically about your time and see it as a finite resource. It equips people with the ability to prioritize and scope their assignments appropriately. Time tracking can also help those of us who tend to bite off more than we can chew recognize what we can and cannot do. As you practice this ability, you’ll learn to say “no” or assign a specific task more frequently, allowing you to make better use of your precious time.

daily planning

  1. Daily planning improves concentration and productivity.

Planning daily chores allows you to cut through the noise and focus on a few critical tasks each day. It provides a sense of purpose and accomplishment (when you cross items off your list), which is motivating.

  1. Maintain your organization, accountability, and sanity.

Being a better daily planner will help you stay on top of everything. It makes large tasks and intimidating workloads seem more achievable by breaking them down into smaller task lists. Starting each day with a planning exercise also helps to document your process, making it easier to track your progress and report upward on your job. Because you’re reporting on progress and checking in on goals every day, daily planning makes you accountable (even more so if you share with your team). It also aids in the completion of assignments on schedule because you will become more adept at scoping and managing your workload.

  1. Daily planning is beneficial to your health and well-being.

Daily planning relieves stress and can assist to create a sense of peace in the midst of chaos. When you have less on your plate, you are more likely to be able to focus and do more in-depth work. You can also use daily planning to prioritize things outside of work that are vital to your general well-being, such as refueling with a healthy lunch, reenergizing with a 30-minute exercise, or just carving out time each afternoon to reset in your own way. Because our brains cannot focus at full capacity without pauses, prioritizing these things is not only beneficial for your health, but it will also help you accomplish more at work each day.

  1. It enables you to keep a record in order to grow and learn from

Daily planning can teach you a lot about yourself, and these lessons will help you work more efficiently in the long run. We’re not very good at anticipating how long things will take us as humans – don’t take it personally, this applies to the majority of us. With daily planning, you’ll have a record of what you planned to do and what you actually accomplished. It’s fine if you don’t complete everything every time. As you progress, you’ll learn to accurately scope tasks and build work schedules for yourself that promote productivity and well-being.

daily planning

How to use a daily planner template

As previously said, getting used to utilizing a daily planner template might take some time, especially if you do not regularly plan out your day.

There are a few things to consider if you are contemplating or have begun using a daily planner template.

  1. Check your planner every day. The purpose of a daily planner is to be used on a daily basis. It is best to get into the habit of checking your daily planner at least every day and night. The morning check might be spent creating a fresh daily planner template, and the evening check could be spent going through the daily planner template and making sure everything is in order.
  2. Prioritize tasks: As you go through your day and use your filled-in daily planner template, get into the habit of completing the activities in your planner in the order of priority. The simplest method to achieve this is to make sure that when you fill out your daily planner template, you start with the most important chores and work your way down. That way, all you have to do to ensure proper prioritization is to execute the tasks in the exact order.
  3. Be flexible: Remember to be flexible with your daily planner template and to be able to make changes to your schedule as needed. This can include deferring less important chores to another day or deleting them entirely from the list. It could also entail rearranging your schedule or adjusting the amount of time required to perform specific chores.

When first starting to utilize daily planner templates, it is normal to have to make revisions like this rather frequently. However, as you use them and figure out what kind of daily planner template works best for you, these changes should become less frequent.

How to use a daily planning template to achieve your goals

Making a practice of everyday planning is one thing. To ensure that your plan is genuinely moving you toward your larger goals is quite another. Make use of your daily planning session to ensure that your daily duties are in line with your long-term goals. Here are a few steps to get you there:

Step #1: Break down your big goals

Divide your goals into daily tasks. You can’t put “expand the business” on your daily to-do list, but you can put “request a referral from one customer today” or “call a potential customer” on there. When you sit down to plan your day, go over your personal and professional goals and add things that will help you get closer to both.

Long Term Goals Potential Tasks
Start a business Work on MVP landing pages

Solicit feedback from potential users

Expand a business Request a referral from 2 customers

Call 2 potential customers

You may have too many goals if you’re having trouble creating realistic daily to-do lists that represent all of your goals. Overextending yourself is not just exhausting; it also makes it unlikely that you will achieve substantial progress in all of these areas. Complete a commitment inventory to focus on the goals that are most important to you. As a general guideline, avoid having more than five major goals at the same time, and consider a combination of short-term and long-term objectives..

Step #2: Look at your week as a whole

Planning your day begins with planning the entire week. You most certainly have several goals, a variety of potential tasks to achieve them, and only so many hours in the day. That’s OK. While some goals benefit from everyday activity, others can gain momentum by working on them a few times per week. Perhaps you work out on Mondays, Wednesdays, and Fridays. On other days, you may want to batch tasks and concentrate just on tasks connected to a single professional aim. You might also stack your personal goal tasks on the weekend. Spend some time on Sunday evening or Monday morning zooming out and sketching out your week into time blocks so you know which goals you’ll focus on and when. Keep the specifics for your daily planning appointments.

Step #3: Add your have-to-do tasks last

When most people organize their day, they begin with this step. They start with their scheduled appointments, necessary meetings, and pressing deadlines, and then try to fit goal-oriented work around them. Consider deferring this step until the conclusion. This forces you to prioritize your must-do tasks around your goal tasks rather than the other way around.

In an ideal world, we would concentrate solely on everyday actions that advance us toward our long-term objectives. In reality, we have responsibilities and obligations to meet, some of which have little bearing on our personal or professional development. Reduce your commitments and obligations as much as possible: reconsider recurrent meetings, think about distributing responsibilities, and get comfortable saying “no.” It is, nevertheless, acceptable to have items on your to-do list that just must be completed. Just make sure they’re not consuming too much of your time and energy.

daily planning

Productivity methods applicable in daily planning

A productivity approach is both an efficient way to do tasks and a strategy for planning your day. Find a productivity approach that works for you, even if it involves modifying an existing one or inventing one from scratch. To get started, here are some typical strategies for daily planning:

1. Eat the Frog

The Eat the Frog productivity approach requires you to identify and complete one key activity for the day first. This is an excellent approach for putting your highlight into action as soon as possible. Sometimes it’s the task we’d rather avoid (hence, eating the frog). This could be a chore that seems too difficult to complete or one that makes us feel uneasy. Attack it right away, before you have a chance to put it off.

Put your “frog” activity at the top of your to-do list and set a time for it during your daily planning session. Then, list your remaining tasks afterwards.

2. Pomodoro Technique

The Pomodoro Technique is ideal for those who prefer to work in short, focused bursts with frequent breaks. Francesco Cirillo, a struggling student at the time, devised this strategy in the late 1980s by committing to just 10 minutes of intense study using a tomato-shaped kitchen timer (pomodoro in Italian). The steps in this procedure are as follows:

  •       Purchase a timer.
  •       Set a timer for 25 minutes and concentrate on a single task until the timer goes off.
  •       When your session is finished, mark off one pomodoro and write down what you accomplished.
  •       Take a 5-minute break.
  •       Take a lengthier, 20- to 30-minute pause after four intervals, or “pomodori.”

Estimate how many pomodoros (25-minute work sessions) you’ll need to finish each activity on your list to plan your day using the Pomodoro technique. Take note of the number in front of each activity, which is either a tomato emoji or the number itself in brackets. This strategy pushes you to assess the length of your job and plan accordingly. You can employ pomodoros throughout the day or only for your most important task.

3. Time Blocking

Divide your day into different blocks of time using the Time Blocking productivity strategy. Depending on how long a task may take, this could be as explicit as 9:30AM-11:30AM or just “Morning.” Then, work without interruptions and devote each block of time to finishing a single task or set of chores.

This strategy, like the Pomodoro technique, will help you estimate and understand how long your tasks will take. To ensure accuracy, include blocks for things like lunch, breaks, and commuting. A task will frequently take longer or shorter than you think. That’s OK. As you go through the day, make quick changes to your list. You’ll gain a better sense of how long tasks take over time. Meanwhile, a decent rule of thumb is to double the time you expect anything to take.

4. Eisenhower Matrix

The Eisenhower Matrix productivity approach requires you to analyze the urgency and importance of each work, rather than just performing what’s most urgent – vital or not. This strategy divides tasks into four quadrants and specifies how we should approach activities in each one:

  •       “Urgent and Important” tasks must be completed right away.
  •       Tasks that are “Not Urgent and Important” should be planned on your to-do list or calendar.
  •       Tasks that are “Urgent and Unimportant” should be delegated to someone else.
  •       The section “Not Urgent and Unimportant Tasks” should be removed.

5. The Freight Train

This is an approach that I frequently use with very large, seemingly insurmountable goals. I will break the large goal into small, easy tasks, medium sized tasks and then larger, harder tasks. Like the freight train which starts out slow, I attack the small, easy tasks. As I knock them out quickly I will gain momentum, similar to the freight train which is gaining speed. Then I will attack the medium sized tasks and by the time I get to the large tasks I become unstoppable, just like the freight train that is powering down the track. I won’t quit because I have invested so much time that I can’t bear to think about the time that would be wasted if I gave up.

Whatever your favorite approach to planning, select the one that works best for you and go after it! 

To begin, make a regular to-do list that includes all of your daily responsibilities. Next, categorize them as “Urgent and Important,” “Non-Urgent and Important,” “Urgent and Unimportant,” and “Not Urgent and Unimportant.” Once you’ve identified these categories, act on your to-do list accordingly: do, schedule, delegate, and eliminate things as you organize your day.

With time, this method will become second nature, and you’ll naturally create a single to-do list that includes only “Urgent and Important” and “Non-Urgent and Important” items.

 

Choose your planning tool

You’ve decided on a method for daily planning; now it’s time to choose your tools. Here are some of the most common solutions, ranging from productivity software to paper & pen:

1. A to-do list app

A digital task manager is an excellent solution for folks who are tech-savvy and have become accustomed to using their phone or tablet instead of a notepad. To-do list applications have the advantage of centralizing everything and making it accessible from anywhere. As your plans change, you can effortlessly transfer activities from day to day, organize important papers and links alongside your tasks, and keep an automatic, searchable record of everything you’ve done.

2. A digital list

If you don’t want a full-fledged task manager but still want a digital solution, look into less-specialized solutions that you presumably already use at work and at home.

A note-taking or word-processing program. To keep track of your daily tasks, use a simple notes software like Bear (iOS and MacOS only), Apple Notes, or Google Keep. Simply mark items off with checkboxes or strikethrough formatting. Consider Google Docs or Microsoft Word for additional flexibility and customization possibilities in a “notes” software.

Excel or Google Sheets. Make a spreadsheet to plan your day. This allows you to add additional context and annotations to specific cells. Methods such as time-blocking are also beneficial when working in a digital grid.

3. A digital calendar

Many people choose a daily planning tool that they are already familiar with: the calendar. Apple Calendar, Google Calendar, Fantastical, and Woven are all popular calendar apps for planning your day and adding tasks in addition to appointments, meetings, and activities. This is also an excellent tool to complement a productivity approach such as time blocking. Furthermore, digital calendars offer the advantage of being accessible on the go, often via online and mobile.

4. A paper planner

Paper and pen are the go-to tools for the tactile among us when it comes to planning our days. This can take several forms, like as notebooks, agendas, or specialized planners. We would simply advise against using post-it notes or loose paper. Ad hoc scraps of paper, while basic and scrappy, prohibit you from looking back at old activities and evaluating on the effectiveness of your daily planning.

Notepad — For a simple pen and paper planning technique, a simple lined or unlined notebook would suffice. Create a new page for each day and write the date at the top. If necessary, use gridded notebooks to help you create divisions.

Agendas or planners are notebooks with space to plan each day of the year from January 1 to December 31. This provides a separate space for daily planning as well as the opportunity to easily return to past and upcoming entries.

Specialist Planners — The popularity of specialized planners or paper and pen planning systems such as the Passion Planner or Bullet Journal is growing. These systems are frequently complex, yet they can be quite effective in the hands of skilled practitioners.

5. A digital and paper hybrid

When it comes to daily planning, you don’t have to pick between pen and paper and digital tools; you can use either or both. Here are a few different applications for a hybrid system:

Separation between personal and professional lives. For business duties, use a digital system, while for personal tasks, use a planner. This strategy can be beneficial if you devote your working hours to achieving professional goals and your evenings to personal duties and self-development. Similarly, you may use a task manager during the week and a notebook on weekends.

Paper comes first, followed by digital. You may prefer the tactical aspect of planning your day on paper, but you value the searchability and durability of digital tools. Use a schedule or daily planner to plan your day, but make time at the conclusion of each day to transfer your to-dos and progress to a digital task manager for simple reference. To avoid distraction, this is also a wonderful strategy if you use paper notes. For example, you may bring a notebook to a meeting and depart with action items and requests scribbled in it. You may then move these tasks to your digital to-do list, adding due dates and priority levels to keep them from falling through the gaps.

Pen and paper brainstorming, digital execution Some people find that having a blank page and a pen in hand allows them to be more creative and think more clearly. Make a list of your daily plans, including any additional notes and thoughts. Then, to make your chores more actionable, add them to your digital to-do list.

daily planning

12 Pro Tips for effective daily planning for planning your day

Here are some daily planning tips to ensure you get the best out of your daily planning template.

#1. Get clear on your priorities

You must learn how to prioritize in order to focus on what is genuinely important.

You must organize yourself on a daily basis and work on the most important chores one at a time. Knowing your daily priorities will assist you avoid being sidetracked by other people’s priorities.

But how do you determine your priorities?

It all begins with delving deep to discover your basic beliefs – learning who you are and what matters to you. These are the fundamental pillars of any meaningful long-term objective.

This daily planning procedure will be simple if you’ve already defined your goals and dreams. You will be able to easily distinguish which chores and actions will move you closer to your goals, and which will not.

With your basic values in mind, you can begin to cross off items on your to-do list that are out of sync. These are the tasks that leave you depleted and stressed, rather than motivated and empowered.

#2. Have one daily priority

Many of us start our days with a laundry list of tasks to complete, only to realize at the end of the day that we haven’t completed any of them. We accomplished some things, but not all of them. The unconventional approach to getting more done? Choose only one major assignment per day.

If we’re being honest, finishing the day with at least one major work completed is a significant improvement over what many of us are doing currently. On a larger scale, finishing 5-7 major projects per week is noteworthy. Does this imply that you will only do one assignment every day? In general, no. Choosing and finishing a single big to-do, on the other hand, gives us a sense of accomplishment, and that sets you up with the motivation to take on other tasks. 

#3. Make daily priorities actionable and achievable

That feeling you get when you cross a task off your to-do list. Is there anything more satisfying?

You can give yourself more of that sensation every day by making an actionable strategy and setting attainable goals. The more actionable your plan, the easier it is to move forward with it. The more attainable your goals, the more momentum you’ll be able to generate around knocking chores off your list and getting work done.

Keep it manageable: Your daily plan should focus on a few important tasks – we recommend focusing on two or three daily goals to get the most done. You won’t get anything done if you try to accomplish too much and constantly saying yes to new projects. If you’re having trouble meeting a goal or making progress on a difficult activity, try creating a “half-sized” version of that task in your plan instead. Divide large undertakings into smaller tasks.

#4. Find a planning workflow that’s easy to stick to

When things get chaotic, daily planning might help. But first, you must establish the habit and experiment with several planning tools.

Make a morning ritual for yourself: Making daily planning a habit requires some effort and intentionality. Begin by scheduling a 15-minute time window on your Google Calendar or in your daily planner each morning and setting a daily reminder around it. Then, use this time to make your strategy and create an environment that encourages a sense of calm and attention – perhaps you pour a cup of coffee in your favorite mug or play some of your favorite morning tracks before sitting down to plan.

Consider using a planner app: A daily planner app can help you stay sane by putting everything in one place and tracking progress across longer projects over time. Consider the technologies your team already uses and, whenever possible, integrate planning with your existing workflow to make it easier for people to accept. For example, if your team regularly utilizes Slack, you may develop and share your plan there. If you use a task management tool suite like JIRA, Asana, and Google Docs to get work done during the week, consider a planner app with more advanced features to bring it all together in one location.

To make things easier, use prompts: It’s the start of your workday. How do you create a strategic plan in 15 minutes when your coffee hasn’t yet arrived? We enjoy utilizing prompts. They provide structure and direction, making it simple to know exactly what to include in your daily routine. Throughout the week, you might experiment with different prompts to bring different ideas to the forefront.

#5. Break apart your week into different focus areas

When you first begin with daily planning, it can be beneficial to look at your week as a whole and break it down so you don’t try to tackle everything at once. This helps you to set realistic goals at the start of the week, reflect at the end, and get the most work done when you’re at your most productive.

#6. Think about the bigger picture

Connecting your daily job to the larger goals you’re attempting to attain will help you develop a stronger sense of purpose in your work. It can also help you prioritize tasks, focusing on those with the biggest impact, and promote accountability by linking individual goals to team-level OKRs and projects.

#7. Schedule uninterrupted time for deep focus

Focus is one of the most important traits of successful people.

The ability to focus your attention on one object solely is referred to as focus.

You do better at each task when you learn how to improve focus. You focus on one subject while ignoring everything else, such as your phone, email, or social media. Your brain will be able to focus better and think more clearly on the topic at hand. Finally, you produce higher-quality work.

Indeed, some people believe that the capacity to focus is more vital to success than education or IQ. According to studies, interruptions and multitasking contribute to a more stressful work environment. Brains work best when they can focus on one job at a time, and we must give time for recovery before proceeding.

#8. Prioritize well-being just as much as productivity

Planning is about prioritizing your health and well-being as well as pushing for productivity. Planning allows you to check in with your energy levels and how you feel each morning in order to develop work habits that care for yourself.

Check in with yourself every morning: Take some time to absorb how you’re feeling before you go to work – daily life has its ups and downs, and it’s acceptable to not feel productive every day. Numerous studies have demonstrated that emotions such as tension and tranquillity influence your ability to get things done. Knowing this from the start can assist you level set. Be gentle with yourself as well.  Don’t berate yourself if you’ve had an “off” day. Be willing to share with those you work with so that they can assist you if necessary.

Include “un-focus” moments: Because our brains can only focus for so long, taking breaks to recharge throughout the day is just as vital as scheduling protected work time. Allow yourself 5-10 minutes at the end of each hour to step away and relax. Another effective method is to block off time on your calendar for unfocus activities, such as a dedicated time block for lunch (away from your computer), an afternoon meditation, or a 30-minute exercise around the neighborhood.

#9. Plan time for creativity-boosting daydreaming

Daydreaming isn’t necessarily harmful.

Back in school, you may have heard negative things about daydreaming. While I would not propose taking a break during an essential meeting or class, I would encourage making time for Positive Constructive Feedback. Daydreaming is beneficial to brain function.

Productivity does not imply cramming as many tasks as possible into each day. Leisure time is just as crucial as concentrated work time. When your mind is free to daydream, you are more likely to come up with innovative ideas.

Choose a low-key, pleasurable pastime such as gardening, crocheting, or strolling. Allow your thoughts to roam. This will stimulate your creativity and assist you in coming up with new alternatives.

#10. End your week with reflection

A daily plan won’t get you very far if you don’t take the time to reflect on how you did and iterate.

Spend some time at the conclusion of each week reflecting on your time management, mood, and productivity. You may compare how long it took you to complete a task to how long you expected it to take. Over time, you’ll become an expert at scoping your work, allocating adequate time, and working independently. You’ll have a better understanding of how you work best and be able to plan a more productive, balanced, and healthy work week for yourself.

#11. Allow time to “unfocus” between tasks

To function optimally, your brain requires time to rest and calibrate. When you unfocus, you engage the brain’s default mode network (DMN).

This section of the brain controls memories and connects the past, present, and future. It mixes old and modern ideas, boosting creativity and problem-solving skills.

Set aside 20 minutes to an hour during the day to simply relax and unwind. In between tasks, this could entail sitting on the couch or going for a walk. When you return to work, you’ll approach each task with a new perspective and new solutions.

#12. Keep it simple

Keep in mind that everyday planning is a talent. And, like any other ability, it improves with practice. The basic approach outlined in the steps below is all you need to begin a daily planning practice that will keep you on track toward your objectives.

To perform at your best, choose the most important tasks for the day and then focus on them one at a time. Take a break after completing one task to enable your brain to recover before going on to the next.

Begin by organizing your to-do list. Then, in order of priority, devote your attention to those duties. As you maintain your daily planning, you will achieve more of your goals, waste less time on distractions, and produce higher-quality work.

So, there you have it. We trust you found this article helpful.

Do you need help taking action on all this information? Then book a free call with one of our small business coaches today. Click here to schedule a business breakthrough session now.

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