I often speak to firms wanting to achieve similar goals:
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Improving the visibility of work
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Becoming more organised
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Making the workday more efficient
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Delivering consistent client experiences
My first recommendation is always the same; take the time to set up Tasks and Workflows. It’s a simple way to get more work done with less effort.
Never miss a deadline or key date
Automating tasks lets you replace a manual “to-do” checklist, freeing up your time and delivering the best possible experience to your clients. Tasks and Workflows allow you to effortlessly allocate tasks including documents and files to the right person at the right time, every time!
Give your team a productivity and confidence boost
Many firms tell us they wouldn’t have been able to keep up with the new era of on-boarding new staff remotely without implementing Tasks and Workflows. Applying tasks and workflows to automate processes lets you set the standard across your team whether they’re always in your office or always out.
Tasks and Workflows provide the whole team with visibility and certainty. As a firm owner, you can have the peace of mind that your team is on track, your clients are looked after, and junior staff and new starters have clarity over their role and responsibilities.
Get started with Tasks and Workflows today
Set your team up for success and create your Tasks and Workflows.
Watch our Automation opportunities webinar to see how workflows fit into the bigger picture of automating the repetitive, stressful tasks so you can get time back to have quality conversations with your clients.
You can also get in touch with your Client Success Manager to book in training or a Smokeball Business Review to see how tasks and workflows can benefit your firm.
Have you implemented Tasks and Workflows? Need help? Let us know in the replies below!