Streamlining Scaling Operations: How to Go Virtual Without Getting Overwhelmed

Last Updated on May 28, 2021 by Owen McGab Enaohwo

Modern technology has been making things easier, processes smoother, and wait times shorter. So, the need to adopt and incorporate new tech into businesses is clear because they improve productivity and streamline the work process. 

Heather Roemmich is the COO at Canzell Realty and the guest on today’s episode of the Process Breakdown Podcast.

She and Dr. Jeremy Weisz discuss various topics related to scaling and streamlining company processes virtually to improve productivity and maximize profits. 

They talk about the improving technologies of the times and the best ways to implement them into companies. They discuss customer service, multiple incomes for agents, and leading a happier work life. 

Listen to this audio intervew

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Key Resource List

* SweetProcess.com, 14-day free trial, no credit card required* Canzell Realty: canzell.com, canzellhomes.com, joincanzell.com

Show Notes

0:06 – Intro

0:26 – Dr. Jeremy Weisz shares the best solution that makes documenting standard operating procedures drop-dead easy, highlighting a 14-day free trial. No credit card required.

1:42 – Dr. Weisz introduces today’s guest, Heather Roemmich, COO of Canzell Realty.

2:26 – Heather Roemmich explains how she helps agents, both old and new, with the current technology by creating an internal site for their agents that’s literally like an iPhone. It has buttons they can click, and it automatically logs them into that program.

4:18 – Ms. Roemmich expands further on this, explaining how agents commonly forget their username for a certain software. So, they use programs to bring all the APIs in and have a single sign-on. This way they can get to everything with the easy click of a button. 

5:13 – Ms. Roemmich shares the number of technology platforms she currently has simplified for agents.

5:52 – The guest talks about how she onboards new agents with automated virtual processes.

7:47 – The guest speaker explains why they decided to expand nationwide, and how they went about it.

11:30 – Ms. Roemmich talks about accountability in coaching.

15:26 – The guest talks about meetings, explains the ideal number of people to have in a meeting and the ideal length of the meeting.

17:22 – Ms. Roemmich explains what she means by hiring leaders that’ll always follow the process.

20:14 – Ms. Roemmich talks about customer service, highlighting its importance.