More Than Just Task Management

More Than Just Task Management

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More Than Just Task Management episodes

  • What KPI for Finance Department very Business Owner and CFO Should Track

    Numbers don’t lie. But they also don’t lead unless you’re tracking the right ones. In today’s episode of More Than Just Task Management, Anna and Jores break down the essential KPIs for your finance department, from business owner must-knows to CFO-level decision drivers.

    You’ll learn:

    • The one KPI every business owner must track
    • Core finance KPIs for CFOs and finance managers
    • Why visibility into financial performance is a leadership skill
    • Action Step: Review your current financial dashboard. What’s missing, what’s outdated, and what would help you lead with more clarity?

      📩 Want help aligning your systems and strategy?

      Subscribe to our newsletter for even more personal support and a chance to win this month's Thrive360 Business Clarity Accelerator: https://leficomp.com/newsletter-subscribe 

      17 min
    • Defining Duties and Responsibilities to Build a High-Performing Team

      If your team feels scattered, overwhelmed, or underperforming, it might be a clarity problem.

      In today’s episode of More Than Just Task Management, we unpack why clearly defined duties and responsibilities are the foundation of a high-performing team and how to create them with purpose.

      You’ll learn:

      • What “duties and responsibilities” actually mean in a business context (it’s more than a job description)
      • Why role clarity boosts accountability, performance, and engagement
      • How to define and document responsibilities that align with your business goals
      • A practical framework to build scorecards, onboarding plans, and delegation systems that actually work
      • If you want your team to take ownership, perform at their best, and free you up to focus on growth, this episode is for you.

        And if you want help with building a thriving business, including creating your team & performance management system, check whether our Business Clarity Accelerator is your next step: https://leficomp.com/thrive360 

        17 min
      • What Is Capacity Planning?

        You can’t grow what you can’t handle. In today’s episode of More Than Just Task Management, Anna and Jores break down what capacity planning is and why it’s essential for sustainable business growth.

        You’ll learn:

        • What capacity planning means for small and mid-sized businesses
        • How to identify bottlenecks in delivery, service, or operations
        • Why fixing a bottleneck without preparing for the flood can backfire
        • Simple ways to evaluate whether your business is truly ready for more leads, more clients, or more volume
        • Action Step: Identify one bottleneck in your business and ask: "If we fixed it tomorrow, could we confidently handle the growth that would follow?"

          Haven't subscribed to the podcast yet? Do it now!

          16 min
        • How to Get Clients for a New Business

          Getting your first clients has nothing to do with fancy funnels or scaling secrets. At this stage, you do what doesn’t scale. In this episode, we break down the real work behind building early traction in a new business.

          You’ll learn:

          • Why the fastest path to clients is personal, scrappy, and sometimes messy
          • How to connect with early adopters who want to be your first customers
          • What to stop doing if you’re stuck in planning mode instead of talking to people
          • A simple framework for turning conversations into conversions
          • Whether you're a solo founder or leading a small team, this episode will help you shift out of hiding and into action, so you can start building relationships that drive revenue.

            Want more actionable insights like this?

            Subscribe to our Thrive & Empower 360 Newsletter at https://leficomp.com/newsletter-subscribe 

            or grab your Leadership Assessment to uncover the mindset patterns behind your sales success: https://leficomp.com/eli-gift 

            18 min
          • The Importance of Customer Segmentation

            If your business is trying to serve everyone, it’s likely connecting with no one. In today’s episode of More Than Just Task Management, Anna and Jores unpack the importance of customer segmentation and how narrowing your focus can actually unlock faster growth, better messaging, and higher conversions.

            You’ll learn:

            • Why clearly choosing a customer segment is foundational to your business model
            • The relationship between the problem and the customer segments
            • Where to find your ideal client and how to connect with them in language that resonates
            • Why going niche doesn’t limit your growth
            • Action Step: Identify your core customer segment and ask: Do we understand them better than they understand themselves?

              Want help with your business model? Invest in a Thrive360 Business Clarity Accelerator: https://leficomp.com/thrive360 

              19 min
            • The Week Ahead: 5 Building Blocks of Growth

              This week on More Than Just Task Management, we’re diving into the core systems that drive a thriving business, from business model clarity to performance metrics. If you’re ready to stop guessing and start leading your business with intention, this week is for you.

              Here’s what we’re unpacking each day:

              • Monday: We’ll show you how powerful customer segmentation fuels everything from pricing to messaging.
              • Tuesday: You’ll discover what to focus on first when you’re just getting started.
              • Wednesday: We’ll talk capacity planning, delivery gaps, and what it takes to build systems that can handle growth without burnout.
              • Thursday: We’ll guide you through defining clear roles, duties, and performance expectations so your people can lead alongside you.
              • Friday: We’ll cover finance metrics so you can track profitability, growth, and long-term impact with confidence.
              • Action Step: Choose one area above where your business feels unclear or inconsistent, and make it your focus this week.

                Want help building a business that grows with systems, not stress?

                Subscribe to our newsletter for even more personalized help and a chance to win the free Thrive360 Business Clarity Accelerator (worth $5,000): https://leficomp.com/newsletter-subscribe 

                11 min
              • How to Lead the Adoption of New Technology

                Rolling out new tech in your business? It’s a matter of picking the right tool and understanding how people adopt change. In today’s episode of More Than Just Task Management, Anna and Jores break down the technology adoption curve and how it plays out both in the market and inside your company.

                You’ll learn:

                • What the technology adoption curve is and how it shows up inside your team
                • Why adoption speed often has more to do with leadership than with the tool itself
                • How to identify and empower your early adopters to become internal champions
                • Simple strategies to accelerate adoption without overwhelming your team
                • Action Step: Pinpoint a new or underused tool in your business, and have a conversation with one internal early adopter to co-create the rollout plan.

                  Ready to build a business that embraces innovation without chaos?

                  The Energy Leadership Index (ELI) Assessment to discover how your leadership energy shapes tech adoption in your company: https://leficomp.com/eli-gift 

                  21 min
                • AI Tools for Small Business: How We Use ChatGPT and How You Can Too

                  Think AI is only for tech giants or Silicon Valley startups? Think again. In this episode of More Than Just Task Management, Anna and Jores break down how small business owners (lawyers, accountants, plumbers, restaurant owners, and more) can use ChatGPT to work smarter, save time, and boost efficiency.

                  You’ll learn:

                  • What ChatGPT is (and what it’s not) plus how to use it without feeling like a tech expert
                  • Real examples of how we use ChatGPT for content, client communications, systems, and planning
                  • Smart, simple ways any business (whether service- or brick-and-mortar) can benefit from AI tools
                  • How to get started with zero overwhelm and build confidence through experimentation
                  • Action Step: Choose one time-consuming task you do regularly, and try using ChatGPT to draft it, plan it, or simplify it today.

                    Want to future-proof your business without losing your personal touch?

                    Subscribe to our newsletter for more empowering insights that help you you lead through change: https://leficomp.com/newsletter-subscribe 

                    34 min
                  • Turning Data Into Leadership Clarity with Decision Support and Business Intelligence

                    Having better data enables you to make strong decisions. 

                    In today’s episode of More Than Just Task Management, Anna and Jores explore how decision support and business intelligence help small and mid-sized business owners shift from reactive to strategic leadership.

                    You’ll learn:

                    • What decision support and business intelligence actually mean for SMBs
                    • How to use dashboards, KPIs, and reporting to steer your business with confidence
                    • The difference between noise and insight and how to focus on what truly matters
                    • Simple steps to start building a data-driven decision system without complexity
                    • Action Step: Identify one key decision you make often and ask, “What data would make this easier, faster, or more confident?”

                      Want help building a smarter, more insight-driven business?

                      Invest in a Thrive360 Business Clarity Accelerator for more clarity, focus, and decision-making power.
                      Book your spot here: https://leficomp.com/thrive360 

                      23 min
                    • What Types of Marketing Automation To Use As a Small Business

                      Marketing automation is a powerful way to save time, increase consistency, and scale your growth with intention. In today’s episode of More Than Just Task Management, Anna and Jores break down the different types of marketing automation available to small and mid-sized business owners and how to choose what fits your goals and bandwidth.

                      You’ll learn:

                      • The core types of marketing automation (and what each is best for)
                      • How to use automation to enhance (not replace) human connection
                      • What to automate first if you’re just getting started
                      • How to avoid overwhelm and focus on systems that truly support your business
                      • Action Step: Identify one part of your marketing that you repeat often and explore how you can automate it to save time and stay consistent.

                        Want to simplify your marketing without losing your voice?

                        Join our weekly newsletter for insights that will enhance your marketing clarity and consistency.

                        https://leficomp.com/newsletter-subscribe 

                        28 min

                      About More Than Just Task Management

                      From the publisher's feed

                      Most productivity advice focuses on getting more done. But what if productivity was never the goal? What if the real goal was creating a life you love?