Here it is… your silver bullet if looking to get out of the weeds and start scaling your business.
One of the most common roles small business owners don’t know they need is what we call an operations coordinator.
It’s the role that no one knows to ask for, but we usually implement first! So, we thought we’d give you a sneak peek into a day in the life of what It’s like to have an operations coordinator!
Meet Michelle. She is a small business owner who is consistently bringing in new clients. (Go Michelle!!) When she converts her lead into a client, she has to follow the tedious and repetitive tasks of drafting the proposal, arranging a follow-up call, updating their CRM and sending an agreement, making sure the agreement is signed by all parties. Then she has to ensure everything is saved in the right folder with all the right signatures and schedule any onboarding or next calls…phew!
Even though she loves bringing in new clients, she sometimes gets overwhelmed with the minutia of the details accompanied by bringing in new leads while maintaining her current clients. She couldn’t put her finger on it but she knew it was a better way to delegate this process so she could free her time up and focus more on customer service and building relationships with her new clients.
She doesn’t know what the answer is but does know that she can’t keep this up for much longer.
Like Michelle, many of our clients find themselves in the same boat of dealing with the everyday details that it leaves little time for them to provide their superior customer service to new and current clients.
Here’s a peek of what the operations coordinator daily or weekly tasks look like:
After you crush the sales call, the operations coordinator will handle all the back-end details and send paperwork to the client. The beautiful part of this role is that once a client says yes, you don’t have to worry about anything but servicing them with outstanding customer service!
While you are providing amazing customer service, your operations coordinator is behind the scenes ensuring the agreement is fully executed and all documents are stored in the Cloud and the client’s information is entered into the accounting system. So, the operations coordinator keeps the ball rolling and ensuring that the T’s are crossed and I’s are dotted so you can service your clients and focus on your next sales call.
Some tasks the operations coordinator can manage:
- Software Automation
- Project Management
- CRM Management
- Platform Management
- Proposal and Agreement Management
- Onboard Clients and Team Members
- Customer Support
- Processing Payments
At Bosun, we want our clients to succeed. We’re here to help you dream BIG and accomplish all your goals in your professional career.
Be Freed to Lead the Bosun way!