Systemize for Success: Building Profitable Processes 

Paul Jackson is the CEO of Method, a cutting-edge CRM software tailored for QuickBooks users. Paul takes us on his entrepreneurial journey, beginning with his previous venture, QXpress, which catered to service businesses. He candidly discusses the unique challenges faced by small business owners in effectively managing tracking and billing, with a specific focus on trades and construction industries. Listen in as Paul emphasizes the transformative power of automation and how it can streamline operations, improve efficiency, and boost productivity.

In this episode, you will learn the following:

• Finding critical-thinking-intensive jobs that are carried out by key employees reduces bottlenecks and boosts overall efficiency

• Implementing opportunities and deals in a CRM is a crucial step for business owners to track and plan for future success.

• Documenting processes, even without software adoption, ensures consistency, efficiency, and scalability in operations.

Links:

Getting started with workflow automation checklist 

method.me/workflow-checklist

 

• https://twitter.com/PaulAlexJackson 

• https://www.linkedin.com/company/method-integration/

• https://method.me

 

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: 

https://bit.ly/PFcall

Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: [email protected] Email: [email protected] Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.