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Oct 27, 2022

What does it mean to have "your process"? How do you make sure that everyone on your team knows what to do, and when to do it? We're getting in the weeds on how to set up your practice so you know what's happening with all of your clients, at a glance.

The reason we're spending the time on this is to make sure that everybody on your team knows where every client is at their particular stage in the process. Most of us will have many more than just one client, and we need to be able to know who is responsible for what and that person needs to know what happens next in our process.

Your process is indelibly tied to service - it creates a framework for repeatable, predictable service for each client and a failsafe to keep things from slipping through the cracks.

Closing Exercise: What is your firm's process? How are you going to manage the forest? Detail out your actual stages and who is responsible for each within each practice area of your firm.

Find a copy of John's stages on this episode's podcast page at


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