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Great workflows to help eliminate b2b b2c service business inefficiencies

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the workflow inefficiency ebook tool. for service businesses that want to learn about workflows or improve their workflows. If you need help with your service business, message us. Enjoy

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Great workflows to help eliminate b2b b2c service business inefficiencies

  1. 1. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 1 - GREAT WORKFLOWS TO HELP ELIMINATE SERVICE BUSINESS INEFFICIENCIES FYI: This eBook goes into workflows. MARKETING , CUSTOMER SUCCESS, SALES, EMAIL, CONTENT, TOOLS, & THE FUTURE of WORK FLOWS. Also read eBook - “20 Ways To Eliminate Your B2B B2C Service Business Marketing Inefficiencies” ENJOY! POWERED BY : MANNY TWITTER: @THEBESTMANNYO WEB: HTTPS://MBLOG.BJMANNYST.COM EMAIL: INFO[AT]FOUNDERSUNDER40.COM SPONSORED BY: BJ MANNYST + FOUNDERS UNDER 40™ GROUP via GREATESTFOUNDERS.COM (#1 UNCOVENTIONAL FOUNDERS COMMUNITY) VALUE: $ BILLIONS IN SAVINGS eBook +Service PRICE: $5000 CLICK TO MESSAGE (Mobile View)
  2. 2. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 2 - Table of Content IF YOU DON’T READ ANY FURTHER, MAKE SURE TO READ THIS SECTION: IMPROVING WORKFLOW EFFICIENCY - 5 - MARKETING & DIGITAL MARKETING WORKFLOWS - 8 - INSPIRATION FOR YOUR MARKETING / CREATIVE SERVICE WORKFLOW - 12 - TEAM / INDIVIDUAL CREATIVE WORKFLOW - 15 - SALES PROCESS, METHODOLOGY & WORKFLOW - 16 - CONTENT DEVELOPMENT, MARKETING, & DISTRUTION WORKFLOW - 19 - - 23 - COMMUNITY, CUSTOMER SUCCESS , COMPLAINT, & CUSTOMER SERVICE WORKFLOW - 24 - EMAIL & EMAIL MARKETING WORKFLOWS - 25 - 6 COMMON BUSINESS WORKFLOW INEFFICIENCIES - 27 - THE FUTURE OF WORKFLOW EFFICIENCY IS. . .? - 29 - SOME OPEN SOURCE AND FREE BUSINESS PROCESS MANAGEMENT TOOLS & WORKFLOW DESIGN TOOLS - 31 - UTILMATE BENEFIT TO EFFICIENT WORKFLOW - 34 - ULTIMATE KEYS TO WORKFLOW IMPLEMENTATION SUCCESS - 35 - FINAL WORDS - 36 - CONTENT
  3. 3. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 3 - NEEDTO FIND & ELIMINATE SERVICE BUSINESS MARKETING INEFFICIENCIES? In todays business environment everyone is fighting for attention and customers. Service Businesses of all sizes do not want to fall behind. One way to not fall behind or lose is to improve efficiency. So what do you do? Manny + the BJ MANNYST team can take a look initially at your service business via WHATSAPP/ SLACK/ EMAIL. FOR DETAIL: HTTPS://MBLOG.BJMANNYST.COM CONTACT: INFO[AT]BJMANNYST.COM / INFO[AT]FOUNDERSUNDER40.COM CONTENT SPONSOR INTERESTED IN CONTENT SPONSORSHIP OPPORTUNITIES? Contact Author For Sponsorship Opportunities.Great Exposure to founders,executives, marketers, freelancers, VCs. . .all around the world. Basic Sponsorship like this full page in $US/4 business eBooks. Contact Author.
  4. 4. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 4 - GREAT WORKFLOWS TO HELP ELIMINATE SERVICE BUSINESS INEFFICIENCIES Your service business deserves efficiency in business operations and marketing, I welcome the opportunity to hear your sales & marketing challenges or inefficiencies [mannyo_linkedin(at)foundersunder40.com]. Specifically, I welcome tech b2b/b2c service businesses who want someone to take a look at their service business and bounce ideas. Thanks B2B or B2C or B2G service business is demanding. It’s more demanding and stressful when you don’t have all the resources you need to do a great job all the time. “Service consist of enormous pressure, deadlines, budget, focus, people, skills, expectations, complaints, safety, risk, legal, quality and sustainability. Probably, a lot much more bunch of s#%^ .” With all that said, service comes down to efficient management, specifically process-work flow management. Today you and I, will take on process-work-flow inefficiencies and hopefully improve your service business. For further help. reach out to myself and see what ways I could add more value.
  5. 5. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 5 - IFYOU DON’T READ ANY FURTHER, MAKE SURETO READTHIS SECTION: IMPROVING WORKFLOW EFFICIENCY Every business struggles with inefficiencies and workflow inefficiencies. And the painful part is that the perfect workflow will not necessarily guarantee success. It could help. It’s like having to drink water from a giant bowl without using a cup, your hands and simply use your tongue. Yeah, that recommended eight cups a day is going to take forever. Inefficiencies is like preparing for your business pitch for a one million dollar seed by waiting the day before. Add to that, then realizing on the day you pitched a VC that couldn’t give a monkey’s ass about your mining gold on Mars ideas. “Improving workflow efficiencies will help your team complete more work in less time and standardize how the work is performed, hopefully.” Make sure to read ebook, “20 Ways To Eliminate Your B2B B2C Service Business Marketing Inefficiencies”, we covered an overview now we focused it.
  6. 6. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 6 - Key Some people say workflow and processes are the same and some argue they are two different things. It is sort of like sales process & sales methodology. I think process is more general explanation of what needs to be done. Workflow is more specific on how the job will get done. In conversation the two could be used loosely. Process: The process map describes the who, what, where, when and how a project moves along each point within the company, with clearly defined roles, responsibilities, time-lines and accountabilities. Workflow: The workflow for the project demonstrates how the work “flows” or moves through the project, through different departemetns, or through everything. Basic Consideration Before & After Creation of Workflows ***If anyone or a reader has complied a tone of business best practice workflows, please give me a shout.***  Put someone who can be leader on this assignment  Assign a team of diverse people with diverse functions if it could be way too much for one.  Have the necessary software and document management available to staff or consider BPM (Business Process Management) / Workflow automation software  Collect all current workflow documents and check for last time it was updated.  Some examples of workflows every business needs to have. Hiring and Firing workflow, Employee Promotion workflow, Complaint Customer Service workflow, payments, billing, emergency, etc You get the idea.  Agree on where team leaders, supervisors, departments, contractors, senior managers can access workflow maps. Agree where backups will be kept.  Take the time to observe and see if you can spot the flaws or best practices in current workflows.
  7. 7. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 7 -  Make your recommendation known to senior managers and all stakeholders  If you want, you could try it out on a very small focus group and see if it is better.  It is also important to do things that will benefit the customers not negatively impact the customer.  Do things that would not jeopardize your employees, managers, or operation.  Make sure managers and employees are not mentally or in rare case physically leaving your organization for good with your processes.  It seems simple, however there could be more steps and complexity that this eBook could not possibly cover entirely.  These are just the quick and basic for now. Keep reading.
  8. 8. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 8 - MARKETING & DIGITAL MARKETING WORKFLOWS Having a workflow for your marketing can really help in many ways. With the rapid pace of consumer, business, social, regulations, and technological change you just can’t afford to execute marketing without a or a few workflows. Key Preparing workflows can reduce the amount of unnecessary steps Executive on time and on budget Work with others from diverse functions in a much cohesive manner Gain insight into team members priorities and responsibility See better productivity See who is busy and who could handle more tasks Know whats working and what isn’t
  9. 9. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 9 - Steps to Consider For Marketing Workflow Efficiency I. Any marketing workflow begins with understanding the industry norms, your organizations norms, pretty much any minor detail that already exists. You could use software, whiteboard or plain paper and pen. Simply, write down every step in your workflow in chronological order don’t over analyze it. Just write. II. Now take the time to ask why you perform each marketing task in the workflow. a) Some tasks will fall into other processes b) Some tasks will be duplicates and some task will not apply c) Some tasks will be outdated d) Some tasks will be just for show or are kept to keep someone happy III. Sometimes some marketing software or marketing platforms already have pre-built workflows that you will need to adopt if you like the software. However you can always deviate from their workflow by eliminating steps that you might find useless, inefficient, inapplicable. So in this step, find tasks or activities that, with good valid reason, get in the way of serving the client. IV. See whether you can combine, simplify tasks and processes. You can also define the action and expectation from this task in regards to efficient operation and client. V. When is a task considered done? Every task should have a way to state or verify a job is done. What does properly done look like and what does poorly done look like? VI. There are already people who serve multiple marketing roles and functions in your organization such as content marketing, email marketing, social media, etc so you will need to figure out who is best / reasonable at handling the tasks.For Example, Group meeting - Content suggestions - Research - Reachout-to-influencers - Draft - Review - First Edit - Final Edit - Publish - Distribute - Measure VII. Estimate the time it takes to get numerous marketing tasks done in normal circumstances and the time it takes during hectic times. This particular area may very if the production and input or team members or resources are never all always the same. For full optimization I would recommend using a software that can track time, who was involve, what were the challenges, etc so that over time you get a working average.
  10. 10. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 10 - VIII.Sometimes the best strategy is to work from the deadline date and begin to plan the tasks, allocation of personnel, hiring, contracts, purchasing, and cushion period. IX. Also I’d recommend looking into Agile Sprint which is just another way to get large projects done efficiently and effectively. I’m not going to talk into detail about this however check it out. X. Create systems that notify, nudge, remind, and encourage people to perform their assigned tasks. There’s nothing more annoying when someone is so busy with another task and forgets to perform a task for another project. So adopt systems that notify, communicate due dates, priority, communicate issues or concerns, keep people accountable, etc XI. Marketers are under more pressure to demonstrate ROI and one way Is to track progress of teams, initiatives, strategies, metrics, etc. When it comes to tasks and workflows it is simply: a) Why are tasks completed on time b) Which or why tasks were completed past due c) Which or why tasks were overdue
  11. 11. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 11 - An Example of a Marketing Service Provider Workflow
  12. 12. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 12 - INSPIRATION FORYOUR MARKETING / CREATIVE SERVICEWORKFLOW 1. Start with creative and open discussion with team which then helps you prepare for information gathering which help meet project specification. a) What is the problem? b) What should be done? c) What should be changed? d) What is the budget? e) What are the expectation? 2. Prepare your team about the upcoming project with a meeting with team members.And another meeting with project team members and client. The followup meeting is to finalize things and prepare them. (In some cases this is done online)It could the following:  Project overview  Measurement  Time  Milestones  Personnel  Responsibilities  Reporting  Review  Approval process  Resolution process. 3. Set some goals, S.M.A.R.T. goals. In the creative space or marketing it is important to set goals because it will save you time and money. a) SPECIFIC b) MEASUARABLE c) ACHIEVABLE d) RELEVANT e) TIMELY 4. Defining milestones can help in terms of knowing where the next bar is. Milestones are major and tasks are weighed differently. 5. Take the time to define clear roles which will help complete the clients’ project. Roles such as Account Manager, Creative Director, Team Member, Content Coordinator, App / Web Developer, Marketing Specialist, Designer, etc 6. It is so important to keep your client’s expectations within reason if you expect them to be happy in
  13. 13. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 13 - the end. If you promise the moon give them the moon. If you promise ice cream give them cake & ice cream. 7. Keep your project risks in check. Keep the scope in check. Too many changes and fixes can eat into profit. So be efficient and effective. 8. Do your homework on clients’ competitor, the competitors methods, industry before creating anything for clients. 9. One way to fast track your productivity is to prepare lots of templates or guidelines or checklist prior to taking on any clients projects. 10. Use a great project management software. One tip is to run your processes and workflows through a practice run so you can spot any problems.. 11. You need to test your software, hardware, equipment prior to taking on assignment. Can you find a replacement or alternative quickly? Does your tools provide flexibility, integration, reliability, etc 12. Conduct a workload audit, and depict the workload of all involved people. Identify coworkers that are allocated to more tasks than they can handle. Identify coworkers that are allocated too few tasks than they can handle. 13. Review your team’s availability again. 14. Define metrics to measure project success. Define it before you start and possibly adjust as you go if needed.
  14. 14. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 14 - An Example of Marketing Areas that Need to Be Considered in Your Workflow
  15. 15. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 15 - TEAM / INDIVIDUAL CREATIVE WORKFLOW  Use different brainstorming technique  Generate ideas through challenging existing norms and assumptions  Generate idea by paying attention to the media like Internet, television, podcast, movies, events, reading, etc  Generate ideas by finding commonalities  Generate ideas by changing your perspective  Generate ideas by visiting other locations, cities, neighborhoods, countries, subcultures  Share your ideas with others and team members  Collaborate on fleshing out the idea  Seek feedback  Present ideas to strangers at networking or dinner and get their opinion.  Experiment with different ways to express or engage your idea  Take walks  Always try to exercise both sides of your brain. For the creative side, for example, draw the first thing that comes to mind. For the logic side, for example, see if you can code something new.  Learn from others. Both the bad and the best.  Find a old school notepad you can carry with you and write or draw. Another way is to find some awesome note pad software  Create an environment that helps you be creative.  Listen to music  Being creative is always awesome however you need to be productive and generating the social and economic outcome you desire  Properly organize and store your resources, creation,etc.  Prioritize your work, time, etc  Be certain of deadlines you set and that you’ve considered contingencies  Some one has to be in charge of checking up on progress  If you want repeat business, deliver, focus on what matters and occasionally surprise them
  16. 16. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 16 - SALES PROCESS, METHODOLOGY & WORKFLOW A sales process is usually a simple repeatable series of steps. It is so simple yet never a guarantor of sales. To learn more please Google it. The typical sales process is:  Prospect  Connect  Research/Evaluate  Present. Close A sales methodology is the series of steps within the sales process that you or your team members may need to perform. It is the sales workflow. The lead funnel/ lead pipeline is the path a prospects takes to eventually become a client, which is another completely different thing but an important good to know for successful selling. Where the buyers have all the power, I would recommend either consultative or inbound selling. One involves becoming a trusted advisor and the other is attracting potential buyers using content and events. It’s a pull initiative rather than a push initiative. Even if the processes and workflows mentioned seem cool however be aware that buyers are always moving in and out of the processes whether you want them to or not. So the human touch approach becomes crucial. The I’m looking out for your best interest matters. Now that we have cleared the common terms, it is time to get to the workflows.
  17. 17. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 17 - The Big Question Is How To Create Sales Workflow a.k.a Sales Methodology? 1. Observe yourself or your sales reps / account executives how they do it. Take a look at the last few deals and breakdown the steps. Weigh the time it takes. The time it takes to go through the lead funnel or sales process. The time it takes to close. It could look something like this:  Engaged on LinkedIn, Twitter, & then a few email exchange which lead to phone conversation  Email exchange lead to exploring and discovering pain points  Then lead to a formal demonstration how it could solve problem  Then followup then confirmation to go ahead  Then formal agreements and paper work began and got signed.
  18. 18. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 18 - 2. Use a software to map it out. And within each observed steps, you will need to go into detail to understand what is really taking place. You want to have a good sense of cause /action and effect if possible. The following may help: a) Did the sales rep send a off script message? b) Did the sales rep get to know them and build a rapport? c) Were objections handled properly? d) Were there questions or issues that were handle poorly? e) . . .and so on. 3. Keep fixing and improving. It’s likely your sales process and workflows will evolve as your team finds ways to work more efficiently and move prospects through your pipeline faster.Measure your sales worfkflows. As you perfect your systems, you may want to keep track and measure what is working and what is not. 4. It is import to be clear with the steps in the workflow or in the sales methodology. It is always import to work to move your prospects from each stage as smoothly as possible. And that you have taking the time declare and design the right triggers which require little interpretation from sales reps. There are times you want creativity however there are times you don’t need someone reinventing the wheel. 5. Share your new workflow. Share it and see what happens. Try it out. Train them until the new way is now second nature. 6. Keep improving it. It is important to remember no sales process, methodology or workflow will keep working forever so keep on top of it. Social and economic change is happening at a much frequent period. 7. Review it. You might want to review it every month or quarterly or every six months.
  19. 19. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 19 - An Example of Ways To Learn About a Person, Company, and Industry. CONTENT DEVELOPMENT, MARKETING, & DISTRUTION WORKFLOW The world is flooded with content. And the reality is decision makers are already flooded with information. So, all the reason to always produce relevant content. This part is all about content production workflow. Creating any content format without a process and workflow is just a waste of time. Even though you apply these tips or not, the point is that, effort must be made to create the value that people want.
  20. 20. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 20 - Key This particular workflow will show you how to create awesome content without having to redo it. Help you budget your time and your teams time so get content out on time. Help you organize roles so everyone knows what is expected of them withing the workflow The task based workflow for content development  It is simply creating a list of task or to-dos that needs to get done  You usually can do this within a content management system or use a checklist or a to-do software or workflow automation software  So someone is assigned a clear and specific tasks with a set deadline  The team leader / content manager will make sure people are clearly informed of the tasks delegated to them and what the expectations are  The person responsible accepts the task  The person will be able to see how they fit into the whole process  The person performing the task will indicate when the task is done so that the next task in the workflow can occur.  Keep in mind that there are two crucial roles in content development. A editor/ quality control person and contributors.
  21. 21. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 21 - This is an example of a Team Content Development Workflow 1. Planning and research phase. In some cases this involves a lot of time and discussions with people from different functions. And sometimes as simple as a conversation on Slack app. This stage helps decide topics, relevancy, issues, budget, schedule, etc. There has to be someone who makes final call whether to proceed or not on a topic or not. 2. Once the leader has chosen a a topic or a few topics, the tasks to get the topic started and finished has to be assigned to contributors (writers, interviewers, filming, legal, designers, web developer, social media manager, etc). The contributor might be the one or few people you can afford to do this all for your service business. 3. Because time is money, we all need deadlines. People are assigned tasks and are aware of their expectations. Prior, you need to have a decent idea how long different content will take from start to finish so that you can time it appropriately. 4. You may have to consider team members work priorities before assigning more tasks or expecting them to get it done. 5. You may ask them to come up with a quick outline or draft or sketch for a content idea. 6. You may need a few extra days to fix or catch any mistakes before you publish. So slightly overestimate the time it takes. So if it takes three days schedule in a week. 7. No one in any work environment or in personal life likes to redo things when they could have gotten it right the first time. So make sure each stage of the tasks or milestone is done according to expectation. It’s a major waste of time so set expectation and clarity at the very beginning. 8. Creating reminders and notification systems. You can do this within a group software or within your CMS that reminds people and the team lead / editor / content manager about progress. There’s no need to babysit grown people. 9. One tip to definitely consider, regarding scheduling is learn to work backwards.Be realistic with objectives and tasks and the people who have to perform the job. 10. Be aware of procrastination and time wasting behavior during this process. There are times a task could be done in one minute but someone decides to
  22. 22. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 22 - take a smoke break, chat with coworkers and it then took ten minutes. For simplicity you can plan time with 5 / 15 / 30 increments. 11. Understand what time of day or work day can you get the most productivity from people? 12. Developing workflows or content development workflows takes some effort and time however once you set up the efficient workflows it is awesome. Like a machine with a soul and a sense of accomplishment.
  23. 23. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 23 - BE AROUNDTHE BEST DIVERSE GLOBAL FOUNDERSTHATWILL HELPYOU &YOUR BUSINESS GROW... & ACHIEVE. FOR DETAIL: HTTPS://WWW.GREATESTFOUNDERS.COM CONTACT: INFO[AT]FOUNDERSUNDER40.COM ***Founders Under 40™ Group (Unconventional Founders Community) currently serves 1000+ diverse founders around the world. We welcome #founders #womenfounders #founderscommunity #lgbtafounders #minorityfounders #whitefounders #hulkfounders. We're always looking for more great #founders @fu40group to join our private community.*** ^^We have a 14 DAY Free Basic Trial for selected founders today.^^ CONTENT SPONSOR INTERESTED IN CONTENT SPONSORSHIP OPPORTUNITIES? Contact Author For Sponsorship Opportunities.Great Exposure to founders,executives, marketers, freelancers, VCs. . .all around the world. Basic Sponsorship like this full page in $US/4 business eBooks. Contact Author.
  24. 24. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 24 - COMMUNITY, CUSTOMER SUCCESS , COMPLAINT, & CUSTOMER SERVICE WORKFLOW A service business without these workflows is just asking to go out of business. Customers are the life blood of any business so respect it. First things first, customer success is ensuring the success and happiness of your customers when they utilize your service, either online or offline. It is taking the time to learn how, why, what, when, who uses it so you can assist them to get the most out of your offering. In a competitive world, you can’t afford to lose good paying customers because it is cheaper to keep them than having to acquire new ones. Sample Community Management Workflow
  25. 25. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 25 - EMAIL & EMAIL MARKETING WORKFLOWS Email marketing may be the number one way to communicate with prospects and customers but why do so many still do it so wrong? You need a email workflow in this fast changing world. Email automation workflows can help you convert leads into customers and can help you please customers and surprise them. It is an awesome tool however due to the abuse it’s effectiveness may dwindle. Suggestions  Create diverse messages and content for the diverse people or business industry you target.  Create diverse landing pages that focus the message or address the clients problems. People want relevant information.  You can set up a form that needs to be filled out before people download a content. With their submitted information you could reengage them however the problem is how do you know some entrant isn’t just after content and
  26. 26. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 26 - has no intention to buy anything?  Remember this is about serving people not about just trying to get people to buy.  Show gratitude regardless if they buy or not. If they are your best customers or least profitable.  Be helpful to the best of your ability.  Hopefully within your analytic tools or metrics you get an idea who is expressing more interest than others.  It is imortant to have content helps them go over the thresthold like casestudies, bestpractices, influencers opinion, free trial, demos, etc  Pay attention to prospects or buyers intent. Are people taking action considered buying signals?  Have a re-engagement process for those who have gone cold or may have become preoccupied with other things. Make them an offer that they can not refuse.  Using event in your sales and marketing is great. Make sure to automate the communication flow to registers and attendees before during and after.  When someone is not moving along in the process or the workflow you could nudge them so they can take action.  Make sure to have ways to upsell or add addition value to what they already purchased. Also known as a upgrade.  Have systems within your workflow that tracks those who buy new offers, promote, specials, bundle, etc.
  27. 27. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 27 - 6 COMMON BUSINESSWORKFLOW INEFFICIENCIES Silo The common causes of business workflows is that there will be situations when people, team members will be operating with different workflows. This can occur when using different software to get the same work done. For example, accounting software for different departments. Another example, is when departments / projects create silos within their company. The solution is to encourage transparency, integration, and openness and adopt ways to keep the flow of information open. Bad systems and bad integration Everything about software that was once so clear is no longer the case. In today's marketing and technology world there are thousands of solutions providers fighting for business dollars. Add to that the challenge of integrating all that new systems to existing systems. Too many different systems that don’t talk to each other causes major problems. Choke-points There are areas in flows that frequently are the root cause of stoppage or sluggishness. It could be people, the systems, the software, etc. The solution is to figure out the reason and do something about it immediately because the time not delivering and selling service is costly. Waste/Duplicates/Redundancy There are processes in the workflow that just don’t add value. They are nice to have however they just serve no tangible or intangible value to the workflow / outcome. The solution is to see if you can take it out of the workflow. No Insights With the possibility of growing 5G connections, IofT, etc our data productions is about to explode to extreme levels. That is nice however without proper workflows in place no one will be able to extract invaluable insights from them. So what happens is tonnes of data is never used or never accessible. The solution is to adopt the technology that can organize, tag, analyze, etc so data is not just sitting in a data center Poor Pre & Post Operation Planning Efficiency doesn’t happen by its self. Someone has to spend time and money to purchase goods and service that will optimize productivity. Until then, poor pre & post operation planning is asking for failure.
  28. 28. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 28 -
  29. 29. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 29 - THE FUTURE OFWORKFLOW EFFICIENCY IS. . .? Everything is faster, data is vast, information flow is insane so the likely person that can handle this next stage of technology is not human. It is likely machine learning, data mining, data storage, security, privacy, algorithms, and A.I (artificial intelligence). THE FUTURE WAITS FOR NOBODY
  30. 30. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 30 - “The future of workflow is workflow on steriods with some major side effects if I wanted to simplify it.” - Manny of BJ Mannyst For you to exceed the average company, you are going to need to use technology. As I have spent time explaining workflows above this page. You or your organization may need to look into: VOICE INTERFACE / VOICE APPS which are application driving by voice, no mouse clicks or touch screen, just simply giving commands to a device. For example , customers may be looking for the cheapest insurance rate via voice search instead of text based search. INTELLIGENT CHATBOTS which are artificial intelligent and natural language processing text based conversational bots. It could improve your customer services, address frequently asked questions, you could create experience that inject personality to texting chat. Use it to engage internal staff while you free staffs to address more important priorities. See, this can improve workflow. Just imagine a chatbot qualifying a potential lead before it passes it to a real sales rep. ROBOTIC / AUTOMATION which are sometimes pre-programmable behavior that a machine or machine software does without the need for humans. It’s for highly repetitive, homogeneous tasks, calculations, categorization, filtering, collection, transaction, monitoring, detection, etc. Makes for a time and resource saver at a huge scale. MACHINE LEARNING & ARTIFICIAL INTELLIGENCE which will be a brain. The mentioned above technology have no brains they are sequenced procedure followers. With machine learning and artificial intelligent you get a technology that has enormous influence in the entire workflow. It can recommend, it can predict behavior, it can learn, pattern recognition, etc. So if you take your service business efficiency serious, I’d suggest you start preparing for the future because these tools can handle scale much faster than millions of humans. Well, as long as they have a powerful processor.
  31. 31. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 31 - Start working with the talents in the tech schools, tech meetups, in the community, the service providers, and your own people to gradually scale your capability and master these tools. I will be doing a unique piece on machine learning and how to apply it to get to efficiency. If you have ideas or questions, please reach out. SOME OPEN SOURCE AND FREE BUSINESS PROCESS MANAGEMENT TOOLS &WORKFLOW DESIGNTOOLS Some Open Source and Free Business Process Management Tools & Workflow Design Tools to consider. First thing, Business Process Management Software? Business process management Software enables improving corporate performance by managing and optimizing a company's processes. [Business process management software provides features for modeling, automation, execution, control, measurement and optimization of business activity flows. ] What are the features of Business Process Management Software? What are the features of Business Process Management Software Business Process Modeling and workflows automation software:  They can design and store formal processes  They can embed important rules and procedures into the tool for faster decision-making.  They can help create forms or simple apps  They monitor multiple tasks at the same time and can be modified  Enforce role-based Access Control  Gather reporting & analytics
  32. 32. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 32 -  The come with a process engine, provides a platform for modeling and executing process-based applications, including business rules, etc  Help with business analytics which enable the managers to identify business issues, trends, and opportunities with reports and dashboards and react accordingly  Help with content management which provides a system for storing and securing electronic documents, images, and other files  Help with collaboration through discussion forums, dynamic workspaces, and message boards Some Examples of Open Source BPM You Can Test Today! Open Source and Free Business Process Management (BPM) Tools: yEd, jSonic BPM, Modelio, Activiti, Camunda, ProcessMaker, Bonita BPM, Bizagi BPMN, Imixs-BPMN, jBPM, ARIS Express, W4 Web Modeler, Orchestra, Yaoqiang BPMN, bpmn.io, BPMN2 Modeler, SYDLE SEED, ADONIS:CE, ARCWAY Cockpit, Cubetto, RunaWFE, Feng Office Community Edition, Joget
  33. 33. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 33 - Some Examples of Online Base Workflow Tools To Test Note: We haven’t tested these guys and make no endorsement for their technology. Asana https://asana.com/ Monday.com https://monday.com/ Wrike https://www.wrike.com/ Workflow Max https://www.workflowmax.co m/ Accelo https://www.accelo.com/ Zapier https://zapier.com/ Nintex https://www.nintex.com/ Process Maker https://www.processmaker.co m/ Serena Business Manager https://www.microfocus.com/ Widen Collective https://www.widen.com/ Proworkflow https://www.proworkflow.co m/ Bpm Online https://www.bpmonline.com/ Kissfliw https://kissflow.com/ Comidor https://www.comidor.com/ Trackvia https://www.trackvia.com/ Pipefy https://www.pipefy.com/ Samepage https://www.samepage.io/ Synergize https://www.microdea.com/ Integrify https://www.integrify.com/ Comindware Tracker https://www.comindware.co m/ SOME SOFTWARE
  34. 34. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 34 - UTILMATE BENEFITTO EFFICIENT WORKFLOW Imagine being able to close deals with two steps instead of ten, imagine being able to write a thirty page relevant B2B content in a day instead of a week, and so on. Time, money, resources are not unlimited so we all need to find ways to accomplish more with the resources we have so that we can all go and become invaluable in another activity. BENEFITS AWAITS
  35. 35. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 35 - Key  Streamline and speed up internal financial processes by reducing manual entry and request handling.  Reduce errors and re-work.  Reduce risk of improperly approved requests.  Improve compliance with audit trails.  Increase output and increase productivity (this goes for people handling requests as well as requestors).  A unified, personalized request experience for employees.  Track request status (completed, pending, or in-progress, etc.) in real time  Identify performance trends (group and individual) over time.  Reduced license overhead for enterprise systems (ERP, CRM, etc.)  Monitor finance team performance against Service Level Agreements.  Identify and remove finance process barriers or bottlenecks.  Better align tasks with the appropriate skillsets.  Drastically reduce paperwork and associated costs and waste.  Reduce need for manual decision making and handling with business rules.  Better task management and accountability  Faster onboarding process  Faster and effective utilization of resources  Reduce burnout, stress, anger, and turnover  Expertise and knowledge management  It is evidence based. Automated workflow processes is a must have because it allows day to day systems operations and administration duties to be handle by automated workflows rather than humans. It works by using events to trigger the next step in the process instead of a human finding the right document, right font, right email address, etc to do it. It allows your team to take on the not too repetitive tasks like courting prospects. Note: You might want to read up on generic workflows versus customized workflows. This may or may not impact your business. It will depend whether the workflow for everyone is good enough for your service business or not. ULTIMATE KEYSTOWORKFLOW IMPLEMENTATION SUCCESS It is nice that this resources are available however it doesn’t mean it will be adopted. It could fail if people or the organization don’t buy into it, the resources are not available, the patients is not there, roll-out is not there, training is terrible, the requirements were not addressed, end user were not consulted, refused to consider industry best practice,
  36. 36. ALL RIGHTS RESERVED. EMMANUEL “MANNY” OMIKUNLE BLOG: MBLOG.BJMANNYST.COM SPONSOR: FOUNDERS UNDER 40™ GROUP + BJ MANNYST (BJMANNYST.COM) BONUS: GET YOUR COPY + A MARKETING EFFICIENCY WORKSHEET + PRIVATE CONSULTATION- 36 - FINAL WORDS I hope this resource has been helpful and I look forward to hearing about your challenges. We are always looking for great opportunities to assist early and growing B2B / B2C service businesses, focus is tech companies, however open. Please whatsapp us / email us: jenn[at]foundersunder40.com. NEEDHELPWITHYOURSERVICEBUSINESS MARKETING?CONTACTBJMANNYST ALSOIFYOUAREAFOUNDER/BUSINESSOWNER LOOKINGFORPOSSIBLECLIENTS,JOINOURGROWING FOUNDERSCOMMUNITYJOIN GREATESTFOUNDERS.COM!! Copyright © 2019 Emmanuel “Manny” Omikunle & BJ Mannyst. All rights reserved. BJ Mannyst™, its logo, and “Serve, Engage, Undo-Ordinary™” & Founders Under 40™ Group are trademarks of BJ Mannyst®.

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