One of the things we recommend to our clients and all small business owners is to have systems as much as possible. We like to focus on Set It and Forget it Systems, meaning they are triggered and then executed with little input or action by the business owner.
Part of having a Set It and Forget It System is capturing it somewhere outside of the business owner’s head. This not only increases consistency for the process, but also helps with delegating tasks. And in business, we call these workflows.