BUSINESS SHORTCUTS WITHOUT CUTTING CORNERS

7 Tactics/ Operations Shortcuts

Take action that grows your business with Shortcuts that help you decide which is the best next step.

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“Execution is the ability to mesh strategy with reality, align people with goals, and achieve the promised results.”

 

Lawrence Bossidy

ALL SHORTCUTS INCLUDE:

  • Six-page brief and practical guide on key business concepts (a 10-minute read)

  • Easy-to-use Word, Excel, or PowerPoint template you can use right away

  • Example document to illustrate how to use the template

1

Time Management: Keep Your Calendar From Lying To You

How to See All the Activities You're Doing and Stop Overbooking Yourself

KEY TAKEAWAYS:

  1. Why your calendar misrepresents your actual availability.
  2. What pre-event activities look like.
  3. What post-event activities look like.
Time Management: Keep Your Calendar From Lying To You

2

The Right Way To Delegate: Beyond Getting Things Done

How to Generate Greater Efficiency, Better Team Development,
and More Effective Leadership Through Delegating

KEY TAKEAWAYS:

  1. Whether you are allocating or delegating to your team.
  2. Eight essential pieces of information to share to delegate well.
  3. How to manage the delegation process to ensure a smooth transition.
The Right Way To Delegate: Beyond Getting Things Done

3

Reinforcing Your On-Going Bookkeeping Process

How to Take The First Step To Analyzing How Your Business Is Doing

KEY TAKEAWAYS:

  1. What Bookkeeping is and who is involved in the process.
  2. How the Data Input process works.
  3. How the Data Output process works.
Reinforcing Your On-Going Bookkeeping Process

4

Expanding Your Support Team Matrix to Grow Your Business

How to Actively Look for and Evaluate Your Critical Working Relationships

KEY TAKEAWAYS:

  1. Optimize your internal team with an External Support Team.
  2. Take action and build a Support Team Matrix to mitigate risk.
  3. Go beyond the initial evaluation to take control of your relationships.
Playing Org Chart Chess to Build and Maintain an A-Team

5

Debriefing: Understanding the Root Causes of Your Results

How to Debrief to Assess, Gain Insight, and Take Action to Improve Future Performance

KEY TAKEAWAYS:

  1. What debriefing is and why it is important.
  2. The questions to ask when you conduct a debriefing meeting.
  3. Sample situations when debriefing is valuable.
How to Debrief to Assess, Gain Insight, and Take Action to Improve Future Performance

6

How to Kickstart an Employee Training Program

The First Step to Kickstart an Empowering, Goal-Oriented Employee Training Program

KEY TAKEAWAYS:

  1. How to assess the skills your team needs to develop.
  2. How to assess your team to determine where to start your program.
  3. How to assess the resources available to you—internal and external.
The First Step to Kickstart an Empowering, Goal-Oriented Employee Training Program

7

A/R Management:
Invoicing and Collecting 

How To Improve Cash Flow by Managing Your Company’s Accounts Receivable

KEY TAKEAWAYS:

  1. Why setting specific payment terms is the starting point.
  2. How to organize the gathering of the information you need to bill.
  3. How to build a follow-through system to collect all payments.
How To Improve Cash Flow by Managing Your Company’s Accounts Receivable

​M-Dash Shortcuts
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We have been working with Marissa for almost a year now and all I can say is wow! Her ideas are fresh and exactly what we needed. She brought life to our sales proposal and presentation, plus developed a company dashboard that was not only easy to use but beautiful as well. There is no doubt the new proposal template has helped in securing new opportunities. Most recently we asked Marissa if she could assist us in writing blogs and press releases. She setup interview schedules and wrote some fantastic blogs we have been able to leverage on our site. We look forward to the continued relationship with Marissa and her firm.

James Berger

Chief Information Officer
BACS Consulting Group, Inc.

Marissa has done exceptional work for us. We love working with her. She really understands the business needs and can connect that visually. She is consistent, gets it right every time, and is overall a pleasure to work with. I have recommended her to several friends and they all love her work as well.

Rebecca Walker, Workplace and Personal Wellness, Cambiati Wellness Programs

Marissa has been great to work with over the years. She always takes the time to listen carefully and fully understand our goals before providing her insight and recommended next steps towards a solution. Initially, Marissa’s expertise helped align our messaging to our new sales and marketing strategy. Her leadership and guidance helped us refine our B2B messaging to be more concise and impactful. Marissa continues to provide us support on numerous marketing initiatives and always delivers excellent results. Marissa is a proven and successful business consultant that I highly recommend. She will exceed your expectations!

James Pouliot, Director of Administration, Independent Floor Testing & Inspection (IFTI)

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