Taking repeat work off the team · PROFESSIONAL SERVICES

Your team is stretched, and you’re covering the gaps.

What owners tell us

‘We spend half of January chasing clients for paperwork.’

We find out where your team’s hours actually go, pick the one or two tasks that take the most, and take them off. Your team checks and approves instead of doing it from scratch.

What Changes

The journey for taking repeat work off the team in a professional services business. Today: 3 steps you do and 1 times it waits. With the fix: 1 and 0.

Professional Services: chasing client paperwork.

Today

  1. You: The same task, every week, by hand.
  2. You: Copying from one place into another.
  3. Waiting: The real work waits.
  4. You: A late night to catch up.
Steps You Do
3
Times It Waits
1

With the Fix

  1. Runs on its own: The task is drafted from records you already have.
  2. You: The team checks and approves it.
  3. Runs on its own: Done, and the hours come back.
Steps You Do
1
Times It Waits
0
  1. A short look at where the team’s hours go, task by task.
  2. You pick the one or two repeat tasks that take the most time.
  3. Those tasks come off the team: supplier orders drafted from stock, the rota built from availability, forms filled from records you already have, the inbox sorted with replies drafted.
  4. Your team checks and approves the result.

Illustrative example. Today: [Name] emails [n] clients one by one for missing [documents], then checks who replied. After the fix: “Missing documents: [n] clients reminded. [Client] uploaded [document] on [date]. [Client]: [n] reminders, needs a call.”.

Illustrative. Your business carries your own details.

What It Costs You

What the Task Costs You

Wages plus what it would cost to cover.

Fill in each box to see your number.

An estimate. Before we start, we count your real numbers for a week.

What You Do

Picks the task and approves the reminder wording.

What It Runs On

The systems you already use for those tasks.

Agreed Before We Start

Hours a week on the chosen tasks, logged for one week before and measured after.

What We Agree Before We Start

MeasureBeforeAfter
Hours a week on the chosen tasks

We fill this in with you before any work starts.

Questions Owners Ask

Which tasks?
The one or two that take your team the most hours, picked with you after a week of looking at where the time goes.
Does the team still check the work?
Yes. They check and approve instead of doing the task from scratch, and anything that spends money or goes to a customer is approved at first.
How many tasks in one job?
One or two. Keeping the job small is how it gets done in the agreed number of days.

Read next

Pick One Problem

Tell us which one. We’ll tell you whether we can fix it and how long it takes.