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15 ways to improve or make

our company better in 2023

1/25/2023

1. centralize communication

2. Streamline tasks & responsibilities

3. identify IN use subscriptions

operations

Unorganized communication

-causes team member & client confusion

-too many sources to back track

-time consuming

-causes missed emails/messages/queries/info

1

*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

who would own the implementation?

Each TEAM MEMBER

Admin Email Moderator - Grace

How would we measure the success of the idea?

- We will no longer loose client due to unresponded emails or updates to them.

-No delays/overdue on tasks

-No missed communication

streamline process

Identifying and streamlining inefficient processes can help the company save time and resources.

- " This is what I do " awareness

2

What it takes to implement?

Greg to confirm and set individual boundaries and job roles.

Each Team member

greg

who would own the implementation?

how would we measure the success of idea?

- No back jobs or delay in tasks

- Proper coordination with the assigned person

How would we measure the success of idea?

identify the use/unused subscriptions

Use the right tools for your growth strategy.

3

Sort a list of subscriptions and verify

Do a research for All-in-one apps/system

Less expense comparable to prior P&L

more efficient and effective system

1. invest a marketer/advertiser/sMM

2. joining conferences/pop ups

3. develop a strong brand

marketing

solution 1

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

solution 2

joining conferences

- 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 -

Develop a strong brand

Building a strong brand that helps company stand out and attracts clients

What it takes to implement?

Solution 3

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

1. Focus on creating a positive customer experience

2. Implement Customer Loyalty Programs

3. STAY in touch

4. Ask for Feedback

client

experience

idea 1

Focus on creating a positive customer service

Provide excellent and efficient customer service where our client will remember and patronize our company that treats them well.

what it takes to implement?

* Ensure the processes of our clients go through are as seamless as possible.

-Workflow

-sop

Who would own the implementation?

*Each team member

how would we measure the success of idea?

* Client satisfaction

idea 2

Implement Customer Loyalty Programs

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

Stay in touch

Keeping in touch with our existing clients keep us on top of their mind.

What it takes to implement?

IDEA 3

* 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

ASK FOR FEEDBACK

Let them know how much their thoughts matter to our company.

What it takes to implement?

idea 4

* 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.

team experience / culture of the company

1. Collaborative work environment

2. Identifying roles and responsibilities

3. Implement System Feedback

team exp

culture of company

4. Invest employee /training development

5. Systemize Folder/Filenames

6. Build strong employee loyalty

7. Philanthropy

Collaborative work environment

Encouraging collaboration and teamwork among employees that can improve communication and productivity

What it takes to implement?

Action

Item 1

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.

Identifying roles and responsibilities

With clear and concrete team roles, team members feel confident and motivated to achieve responsibilities

Action

Item 2

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

Implement a System Feedback

A program where employees can receive guidance and support as they grow in their career/role in the company.

What it takes to implement?

Action

Item 3

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

Invest in employee training & development

Programs help employees learn and acquire new skills and gain the professional knowledge required to progress their careers.

Action

Item 4

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

Systematize Folder/Filenames

To achieve business success you need to be organized.

What it takes to implement?

Who would own the implementation?

  • We need everyone to cooperate
  • Start as soon as January
  • Create a spreadsheet of all the standard naming convention

Action

item 5

  • Individual ownership

How would we measure the success of the idea?

  • From time to time we should check if everyone is doing it

Build strong employee loyalty

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?

action

item 6

Who would own the implementation?

  • Greg
  • Create new incentive programs
  • Celebrate bdays
  • Team building
  • Annual evaluation (subject for salary increase)
  • Leaves (vacation & sick)

How would we measure the success of the idea?

  • It will show on the performance

Philanthropy

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?

action

item 7

  • Select a community / organization that we can support

Who would own the implementation?

  • Everyone

How would we measure the success of the idea?

  • If we already have an organization that we support we will make sure that the community is happy.
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