Main talking points include:

Setting up your software: 

• Project Management
• Client Communications
• Internal Communications

We use ClickUp for all project management and client communications, and Slack for internal communications. 

Set up your processes: 

• Everyone needs to know what they’re doing and when they’re doing it
• Dependent items need to be flagged and notified
• Item important as the business owner that you can have a full sight over the workflow through your business
• If tasks are assigned to or reliant on Clients, what notification, training, education are you giving them to complete them for you? 
• Don’t be afraid to try, test and re-iterate on them

Regular team communications:

• Don’t make it all about work
• Have a regular catch up
• Know when it’s work time and when it isn’t 
• Schedule notifications so you all have downtime
• Trust people 

 

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