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Shownotes can be found at https://www.profitwithlaw.com/258.

 

Systems and processes are essential in every business. Without these building blocks in place, your business is bound to fall apart. Tasks, leads, sales, customer experience — your organization's operations hinge on these processes.

In this episode, Moshe Amsel interviews Daleele Alison, CEO and co-founder of RooksDM. They discuss designing efficient automated processes using the right technology tools. Daleele details the key aspects that you will need to look into when outlining your business operations. They also discuss the points of opportunity where you can use technology tools to streamline workflow.

If you want to know how to create efficient automated processes, then this episode is for you.

Resources mentioned:

 

Connect with Daleele: RooksDM Website I LinkedIn

Tools for process outlining: Microsoft Word I Google Docs I Lucidchart I Microsoft Visio

Tools for scheduling: Calendly

Tools for tracking technology tools: Microsoft Spreadsheet

Tools for tracking and streamlining workflow: Asana I Trello I Zoho Projects I Microsoft Project I Salesforce I Clickup I HelloSign

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