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Let's start at the very beginning, it's a very good place to start!
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1
Email
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example@example.com
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2
When a new client gets in touch, you contact them back within 24 hours
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Yes
No
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3
You use a CRM system (Customer Relationship Management) to record all your clients details
*
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Yes
No
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4
You use your CRM (Customer Relationship Management) system on a weekly basis (minimum)
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Yes
No
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5
Each client has their own 'folder' within your CRM (Customer Relationship Management) that allows you to track and document what 'stage' they are at
*
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Yes
No
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6
Which CRM (Customer Relationship Management) system do you use?
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7
How often do you update/review your CRM (Customer Relationship Management)?
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8
Your CRM (Customer Relationship Management) system alerts you when you have not contacted a client for a certain length of time
*
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Yes
No
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9
You use a voicemail on your telephone to advise people they will be responded to in due course
*
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Yes
No
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10
You use an automated system in your email account to advise that emails have been received and will be responded to in due course
*
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Yes
No
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11
You use an automated response in your messaging accounts to advise contact has been received and will be responded to in due course
*
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Yes
No
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12
You have an automated system in place to remind you when people need to be contacted
*
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Yes
No
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13
Do you have a Social Media presence for your business
*
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Yes
No
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14
Do you post on all your Social Media accounts on a daily basis
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Yes
No
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15
Which social media platforms do you use?
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16
Do you have business tasks that you push yourself to do, as you find no enjoyment in them?
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Yes
No
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17
Are there admin tasks you avoid until the last minute?
*
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Yes
No
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18
Describe one of these tasks
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19
Do you feel happy that you are on top of all your admin at the moment?
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Yes
No
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20
Are you content with your work-life balance?
*
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Yes
No
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21
If you could remove one admin task, what would it be?
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22
What would your business look like in an ideal world? How would you spend your time?
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23
What would it take to get your business there?
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