The most frequent question that I get asked as a coach is, “How do I get organized?” As a CEO, I get it. Keeping your team organized is difficult… if… you don’t have your tech stacks and standard operating procedures in order.
This week, I talked with Jack Lehr and Sara Cain of Tru Advantage Team, and Dan Barnett of The Jill Biggs Group about what it really takes to stay organized as a leader, from onboarding and offboarding to the tech stacks they can’t live without.
This is a great conversation that I think will provide you a lot of ease and clarity, so make sure you watch or listen.
In this episode, we discuss…
1:15 – Meet Sara, Jack, and Dan
4:42 – In the first 100 days…
9:00 – SOPs and Lead Source
15:50 – Sara’s onboarding SOP
19:18 – Changing plans
24:42 – Tech stacks
29:15 – Preparing your day
32:55 – Offboarding
36:19 – Final thoughts
