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The Tom Ferry Podcast Experience

How to Get Organized with Tech Stacks and SOPs | Team Builders

The Tom Ferry Podcast Experience

Tom Ferry

Education, Business, Self-improvement

4.71.1K Ratings

🗓️ 5 July 2022

⏱️ 40 minutes

🧾️ Download transcript

Summary

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.

Transcript

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0:00.0

Hey, welcome to the team builder's show.

0:07.0

I am super pumped about today.

0:09.4

I've got Jack and I've got Sarah who run an amazing business and I've got Dan over here

0:14.8

who also runs an amazing business.

0:16.8

We're going to get into introductions in a sec.

0:19.1

But what I want to get into today is the number one question I've been asked as a coach

0:22.9

for as long as I can remember beyond what CRM should I use and what lead systems do

0:27.6

you recommend.

0:29.4

How do I get organized?

0:30.8

How do I get organized?

0:31.8

So if you're a CEO of a company right now, you're a team leader, you're a solo agent,

0:35.9

you're probably asking yourself the same question.

0:37.5

So my experience, getting organized means things like clear goals, having KPIs, knowing

0:42.5

what you have to do every day to achieve the goals, KPIs, having a scoreboard, a way

0:46.2

to measure your performance, obviously having some level of accountability, right?

0:50.6

Of course, people management and meeting schedules to keep everything moving for, but

0:54.7

not so many meetings that all we ever do is sit in meetings.

0:58.6

SOPs are documented ways that we do what we do, client care, transaction management,

1:03.8

launch a listing, et cetera, and then of course a tech stack that complements.

1:07.8

And I thought, no one better than a founder, a director of operations and a COO to talk

1:13.6

about this stuff.

1:14.6

So let's go ladies first.

...

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