Found what’s missing

Insights
What were your biggest take aways?
Designed for target audience and more can be built over time

Design the ideal scenario Works for cold traffic

Distinctions
Needs to be scalable
Engagement piece Act of engagement pre-qualifies them

Lack of scale and if it’s up to you it’s broken

Taken action
Review session
Common issues Combining/split based on # of people doing it and departments
Is box a standing alone process or set processes?

Engage your team on homework - COO, CEO could be involved

Share it
Can you show someone and have them go “I get it”?

Define business structure Metaphor - World, Countries, States/Divisions

Session Objective Who’s responsible for doing what Components of a complete business system
What is a department?
Minimum functions required to deliver CCF
See your way out
Marketing
Create departments Sales

Department Suggestions Finance

Departments Operations
Set your organisation
Draw it out Responsibilities of departments HR

Create roles if it makes sense? Management

Tech
Allocating responsibilities Other
2. Allocate Administration
SYSTEMology
Assign members Department heads
Roles within a department

Physical / Virtual
What’s missing?

Spreadsheet
Tools
Project Management

KISS

Systems that don’t tend to change and will be repeatable

Allocation & Prioritisation Split and combine based joined steps and department / role
Rules Capture what you’re already doing, as you’re doing it

Does it solve an immediate issue?

Live Example Create CCF item if missing
Summit, course, research, best guess

Leave the creative and wave 2 for now

Already identifies top priorities

1. Critical client flow
Generally speaking Capture as you’re doing it or if there’s a fire
2. Operations
3. Sales
4. Marketing
5. Finance
6. HR
7. Management