Using Defined Business Processes to be more Proactive

Be More Proactive with Defined Business Processes

Today, we are making a deposit in our business bucket, because I’m seeing something that needs to be addressed.  As moms and small business owners, we are often juggling many things at the same time and one of those things is our business. In observing small businesses around the area and on online, I have found that many are missing some basic business processes.  Now, I know many of us learn on the job, myself included…but there are a few business processes that are important for you to get right out of the gate.

Now, don’t fret if you find that you need to resolve a number of these areas in your business. Business processes aren’t necessarily a small business owner’s specialty, your craft is…but don’t worry because it is my specialty and I’m gonna help you through it all. By making a few of these small changes in your processes, you can turn from being a reactive business to a proactive one and drive potential customers to your product or service, instead of to your competitors.

So lets get into these business process tips:

Anticipate Your Customer’s Needs

When you are creating processes in your business, you should do so by anticipating your customer’s needs.  This enables you to prepare to answer their questions and deliver the supporting items to help meet their needs.  By taking this small step, it makes your customers feel understood, supported and safe doing business with you.

Create Business Policies

Many customers want to know their risk level upfront before they commit to doing business with you.  Think about the things you want to put into place to protect not only your business, but your customers too.  A few of the common policies you need to have in place are:  refund/return/cancellation policy, payment policy, travel policy, etc.  Think about the things you would want to know about a company if you were the customer and ensure you have those same policies and guidelines in place.

Frequently Asked Questions

Reactive vs. Proactive Business Processes

Another area where you can anticipate need is by having a frequently asked questions (FAQ) list.  You can easily build this list from the questions people regularly ask you.  You can choose where you provide access to this information, it may be once a person shows interest in your service/product that you provide it then, or you may just list it on your website for easy access.  I find this usually depends on your industry and whether or not you provide a service or a product.  I personally don’t think there is a right or wrong answer, just do what works best for you and makes you and your customer feel comfortable.


Identify Customer Requirements

Place yourself in the position of your customer and try to think through the expectation or requirements they may have for your service or product.  For example, a landscaper needs a customer to make specific decisions or provide specific information.  This information will help you complete the job as expected by the customer.  For example, how low do you want the grass cut, are there restrictions in your neighborhood, how often should you come, etc.  By obtaining this information ahead of time, it sets the expectations and the requirements for the job.  Creating customer information forms or questionnaires can help identify and capture these requirements from the customer.

Quality Assurance

This is an area that is often missed.  Testing and looking for quality within your product or service is critical for retaining clients.  You should test your processes in both a controlled and uncontrolled environment.  Walk through your processes as though you are your ideal customer, to ensure you have thought through all the possible scenarios (or the top three) that could come up.   Once you feel comfortable with your processes, have someone else walk through it without your assistance to see if they notice anything that isn’t right or to see if they have any questions about the process.

I hope you have found this information helpful.  Feel free to watch the video below, which covers this information in a little more detail.  If you feel you need a little more guidance in reviewing your business processes, I encourage you to connect with me to set up your business consultation. or consider purchasing my business process leaks ebook.


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About Dana LaRieal Morales

Dana LaRieal Morales is the Founder of The Happiness Bucket where she coaches individuals and teams on having a better work-life balance. She is a Certified Project Manager, an Alum of the University of Tennessee Knoxville, where she earned her degree in sociology with a concentration in criminal justice and she is also an Alum of Tennessee State University where she earned her Masters in Public Administration, She uses her vast organization, project management and process improvement experiences to help those around her be their best selves.

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