In my business we established an acronym to identify priorities. While every item is important and must be done it was important for everybody to understand the priorities. As a practitioner without a team it would have been impossible to follow these same priorities because one person can only be involved in one thing at a time. However, with a team we were able to establish and follow priorities. The acronym is A NEW MAP.
A – Answer Calls
N – New Business
E – Existing Business
W -Weekly recurring task/Daily recurring tasks
M – Models/Systems/Marketing
A – Accounting/Books and Records
P – Planning
Answering calls is the top priority for every business. As obvious as this is I find that many practitioners without a team and even some businesses with staff don’t answer calls 100% of the time. As a practitioner without a team it was impossible for me to answer all calls. When I was with a client I would not take calls because my focus was on that client. I would check voice mail and return calls after my client appointment, but that is very different than answering the call. With a team this became simple. Not only did we answer calls but had the goal to answer every call within two rings.
New Business is the second priority. After following the first priority of always answering calls we generated more new business as a result and new business was a high priority. In our business this may have involved submitting a bid, scheduling an appoint, or similar tasks. This was a priority because new business does not wait. As a practitioner without a team often times as important as this is it needs to wait because you are occupied and involved in a lower priority. With a team it becomes automatic to follow this priority because everything is no longer completely dependent on you and limited to the capacity of one person.
Existing business is the third priority and for a practitioner working alone it often ends up being the first priority because when involved in existing business they are often not available to implement the first two priorities. Working with a team allows a practitioner to have a business which keeps these priorities in this order. This results in business growth for a practitioner.
Weekly and Daily recurring tasks are important and not as urgent as the first three priorities. A practitioner without a team typically engages in these activities after hours, these make up the late nights. A practitioner with a team will have most of these completed by members of their team. When I began working with a team my time and attention was primarily focused on the first three priorities and last priority. Only a small amount of my time was spent on these other priorities because the time consuming tasks within these priorities were completed by others.
Models, Systems and Marketing take a lot of time and are important aspects of a functioning business. A practitioner without a team will spend much time in this lower priority while a practitioner with a team will spend very little time in this priority.
Accounting, books and records is obviously important to a business and takes much time. A practitioner without a team will spend many hours involved in this priority. A practitioner with a team will only spend time reviewing financial reports they need to use in making proper business decisions.
Planning is important for the practitioner and every member of the team. As a practitioner without a team I spend a significant amount of time planning. With a team in place I still spent time planning but my time in this priority was reduced because much of my planning was completed by my assistants and I reviewed these items and contributed anything additional I needed to contribute.
BWOO allows every practitioner to keep the top priorities the top priorities in their business by providing a team of highly qualified assistants who are on a mission to drive client success through exceptional service and performance. Now every practitioner can have a business which always answers the phone, always gives immediate attention to new business and always makes sure existing business is being handled. Now a practitioner can quit spending late nights involved in tasks which can be handled by their team and can focus on revenue generating activities.
BWOO is not an expense to the business of a practitioner. BWOO is a catalyst to growth in the business of a practitioner.