Wow! You’ve made it. You have more brides and clients then you can handle. Congratulations! (Yeah, I know it’s really crazy and you might be feeling a little overwhelmed and a bit chaotic. But this is what you were working so hard to achieve.)
You’re now in what can be the most rewarding stage as a wedding pro. Your biggest challenge is often: time. How to get everything done, so you can spend time on what you love – your clients? Getting control of all the 'crazy' will be nice, too!
That requires focusing on mastering your process. This is usually about documenting, improving, automating or outsourcing the steps of getting and serving your clients.
We're going to walk you through what you need to do to have a business that consistently & profitably delivers (for you and your client)! Let's get started!
I understand the importance of 'maturing' my business.
Action 1: Watch Mature: Goals & Strategy Video.
I have identified the key processes in my business.
Action 2: Watch Mature: Operations video. Use the Process Checklist to identify your key processes (workflows).
I have taken the time to clearly document my key business processes.
Action 1: Use the Process Documentation Template to document your key processes.
I have identified and evaluated options for automating or systematizing these key processes.
Action 1: Do research on tools, software, and apps that could allow you to automate or systematize your key processes.
To make this easier for you, we encourage you to check out the TAG Preferred Partnerships.
I have selected and purchased tools, software and/or apps that can help me automate these processes.
Action 2: Acquire the systems or tools that make sense (including financially) for your business.
I have implemented and received training on my selected tools, systems and/or apps (with a focus to get the most value possible).
Action 3: Invest the time and effort required to get the most value from these tools & systems.
I understand the value of tracking & reviewing key business metrics.
Action 1: Watch Mature: Numbers Video: key performance indicator (KPI) section.
I have identified the most valuable metrics for my key business processes.
Action 2: Use KPI Workbook to identify the appropriate metrics for your processes.
I have created the system to track and report these metrics.
Action 3: Leverage the systems and tools you have available to create a tracking and reporting system that works for you.
I have created the business/meeting rhythm to review these metrics (and make necessary business adjustment) as appropriate.
Action 4: Watch Mature: Other Video. Use the Operating Rhythm Workbook & Meeting Rhythm Workbook to create your business rhythm.
I have trained my team in all the changes to key processes (including performance standards for each process).
Action 1: Take the time to train your team (internal & external, if applicable) on key processes including tools and systems.
OR: I have researched, selected, and hired a service provider to perform the work for me.
Action 2: Use the Provider Review Checklist to document and communicate performance expectations (results) with service providers.
I understand the importance of setting clear accountabilities and performance expectations.
Action 1: Watch Mature: Team Video.
I have set clear activity accountabilities within my team.
Action 2: Use the Accountability Chart Template and the Accountability Checklist to clearly identify and document accountabilities.
I have clearly communicated personal performance expectations to each team member.
Action 3: Use the Performance Review Template to document and communicate performance expectations.
I have clearly communicated service provider performance expectations to each team member.
Action 4: Use the Provider Review Checklist to document and communicate performance expectations with service providers.
We are consistently using our operating /meeting rhythm to analyze our metrics and performance (and making necessary adjustments).
Action 1: Use the Business-at-a-Glance Template to support your periodic operating meetings.
We are consistently evaluating and discussing team member performance (and making necessary adjustments).
Action 2: Use the Performance Review Template to support your periodic performance discussions.
My Business Consistently & Profitably Delivers.
Congratulations! You are truly one of a small select group of wedding pros!
My business is running way more smoothly and efficiently. Now, I'm...
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