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1/25/2023
-causes team member & client confusion
-too many sources to back track
-time consuming
-causes missed emails/messages/queries/info
*MAXIMIZE USE OF TAXDOME
* 1st task of the day- check daily emails and clear your inbox
* All task must created through Taxdome
* Updating of task status is a must and setting timelines
* All task must created through Taxdome
*Assigned EMAIL MODERATOR
Each TEAM MEMBER
Admin Email Moderator - Grace
- We will no longer loose client due to unresponded emails or updates to them.
-No delays/overdue on tasks
-No missed communication
Identifying and streamlining inefficient processes can help the company save time and resources.
- " This is what I do " awareness
What it takes to implement?
Greg to confirm and set individual boundaries and job roles.
- No back jobs or delay in tasks
- Proper coordination with the assigned person
Use the right tools for your growth strategy.
Marketer that manages social media accounts
* Creates template responses
* Do daily, weekly and monthly post
* Receives and responses calls, chats & emails.
What it takes to implement or cost to it?
- new hire that specializes marketing
how would we measure the success of the idea?
- salary in a range of $3-$5 / hour
- increase in sales
- Reach new clients
- to interact with prospect clients and find organic leads
- power of word of mouth
- joining and be active participant in Dental community
how would we measure the success of the idea?
Who would own the implementation?
- new legit leads
- Greg
- new referrals
- Supporting team -
Building a strong brand that helps company stand out and attracts clients
What it takes to implement?
Host company events to foster engagement
Who would own the implementation?
Marketing Team
How would we measure the success of idea?
- New Clients
- Top searched Accounting Firm in Georgia
Provide excellent and efficient customer service where our client will remember and patronize our company that treats them well.
Encourage clients to make repeat and upgrade services in exchange for rewards. Appreciation goes a long way in retaining our existing clients.
What it takes to implement?
* Sending birthday, holiday and thank you cards or giving rewards such as gifts, special discounts, free services, and special offers.
Who would own the implementation?
* Greg & SMM
How would we measure the success of the idea?
* Higher client retention rate
* More upgrade of services
Keeping in touch with our existing clients keep us on top of their mind.
What it takes to implement?
* Constantly reach out to our clients through email even if they don't have scheduled calls or concerns.
Who would own the implementation?
*Grace & Jen
How would we measure the success of the idea?
* Positive relationship with the clients
*Up to date information with them
Let them know how much their thoughts matter to our company.
What it takes to implement?
* Create a survey form that will be send out quarterly and annually
Who would own the implementation?
Greg & Jen
How would we measure the success of the idea?
*Receive answered survery forms and provide solutions to their feedbackif needed.
1. Collaborative work environment
2. Identifying roles and responsibilities
3. Implement System Feedback
4. Invest employee /training development
5. Systemize Folder/Filenames
6. Build strong employee loyalty
7. Philanthropy
Encouraging collaboration and teamwork among employees that can improve communication and productivity
What it takes to implement?
Who would own the implementation?
Grace to Greg
Grace to Hemendra
Setting arrangements and agreeing on minor additonal tasks/roles to create work efficiency and flexibility.
How would we measure the success of the idea?
*No bottlenecks or delays
*Maximize time and work on assigned jobs.
With clear and concrete team roles, team members feel confident and motivated to achieve responsibilities
Who would own the implementation?
What it takes to implement?
*Everyone- provides their current tasks
*Grace- to gather & categorize/structure
*Greg- fianlize & confirm
*Each team member to list down their major tasks down to minor tasks
*Sit down with Greg to assign or re-assign of responsibilities
How would we measure the success of the idea?
*Increased productivity
*Boost team morale
*On time finish of a project
A program where employees can receive guidance and support as they grow in their career/role in the company.
What it takes to implement?
Who would own the implementation?
Providing employees with regular feedback on their performance
Greg
How would we measure the success of the idea?
-Employees shows improvement and growth
Programs help employees learn and acquire new skills and gain the professional knowledge required to progress their careers.
What it takes to implement?
Who would own the implementation?
Providing employees with training and development opportunities, such as courses or certifications.
Greg & team member
How would we measure the success of the idea?
*Less supervision
*More skilled, knowledgeable and advance employee in their role in the company.
*More success and productivity
To achieve business success you need to be organized.
What it takes to implement?
Who would own the implementation?
How would we measure the success of the idea?
Loyal employees are ready to go the extra mile or miles. They are deeply invested in a company’s mission and values and prepared to defend the company whether they’re on the clock or not. These employees are committed to the company's work and excited to contribute. They aren’t looking for the next opportunity.
What it takes to implement?
Who would own the implementation?
How would we measure the success of the idea?
Employee benefits at the Best and Brightest Companies didn’t just make the employees happy; they made the community happy. About 80% of the Best and Brightest Companies gave back through sponsorship of local charities. These charitable activities took place outside of the office.
What it takes to implement?
Who would own the implementation?
How would we measure the success of the idea?