The Water Maze of System Building

 What I'd give to have the system already running. 

Marketing seems easy now compared to managing the actual workflow. 

If it was easy, what would it look like? 

Client meets with me. 

We design their estate plan. 

Client agrees, signs the EA, pays retainer. 

Then we send out an intake form for them to complete. 

I don't necessarily need all their information. 

Names, addresses, phone numbers should suffice. 

Then that's pushed into LEAP. 

Mainly because we're married to it at this point. 

Why do we even need LEAP?

Invoicing? Trust reconciliation? 

Save their information, emails, documents in one place. 

Is their automation any good? 

I have no idea. I don't work on that side. 

I think part of my issue is that I keep changing my mind about the forms we use. I want one solid template and then work in the difficult scenarios. That's basically what Wealth Counsel does. And we have access to that. So why not use it more? It takes time to learn it and be comfortable with the forms. 

So here's an idea: learn to use the tools you already have rather than focus on the tools you don't have. 

Decision Vault integrates with LEAP.

LEAP integrates with WeatlhCounsel. 

Westlaw has been terrible to work with and I'm looking forward to dropping them. 

SquareSpace has been an okay website builder. I would like to switch to clickfunnels and use Calendly. But Acuity has been working just fine. 

People show up and we go from there. 

This also feels like a never ending process, which frustrates me. 
I just want to have the most efficient option in place but efficiency is relative. We've come a long ways. 

I think now is a matter of time of taking what works and doing more of it. Rushing water through the system to see where the leaks are. 



Is this just part of the practice?

Surely. Why else would they call it a practice?


---> More thoughts here.

Comments

Post a Comment

Popular posts from this blog

When the Ideal Becomes the Real (The Great Gatsby - F. Scott Fitzgerald)

Image
The man had it all. Yet it wasn't enough. The house, the car, the clothes, the parties, staff, status, stories, and, of course, "business gonnegtions" (p. 70). What's worse, he had the future — his future — all planned out, right across the way, almost within reach. The green light was the light at the end of his tunnel. The only thing missing? Daisy.  So Gatsby schemes and schmoozes until he can finally be reunited with her — under the appearance of fate — just like he planned. Just like he had planned everything: his business dealings, parties, everything. He made the Ideal into the Real. He forced it to happen —all  by accident.  But when the Ideal becomes the Real, it ceases to be the Ideal. And the Real is less than Ideal.  What ensured?  Reality destroyed the Ideal. Actuality shattered the Fantasy.  Who's fantasy?  Gatsby's, of course, but also Daisy's. Gatsby's fantasy was Daisy. Daisy's fantasy was money, status, entertainment, self —thin...
Read more

Flat fees and other time dilemmas

 Another week gone by.  How did that happen? Fox and the Hound tonight.  Is this really a place to reflect?  Probably not.  I picture an audience reading these words, though I know no one does. Well some people do. You know who you are.  Do you ever wish you could have a conversation with your future self?  What would he say?  How would he encourage you in this moment?  He'd say keep walking the path.  So when I read this a year from now, will I then be encouraged?  Am I encouraged now?  I've certainly learned lessons along the way.  Flat fee for example. It's easy to say flat fee for each document.  But flat fee for offers--true offers--is the best path for leverage at this time.  Nothing new coming in will be done hourly. Just get the job done, get right to the heart of the matter.  Client like it so much more. They're not worried that I'm wasting time. They know I'm getting the job done. 
Read more

Did you know goldfish can be 10lbs?

Image
 It simply depends on the size of the tank. Small tank = small goldfish  Why do I think I need to revamp SquareSpace in favor of ClickFunnels?  I'm trying to copy rather than create. I want to see that it's already been done and go from there.  I don't want to put in the hard work of creating value.  What about lead magnets?  What about value ladder?  What about them?  I'm justifying to myself that this is the most important thing.  It's a bell and whistle; shiny and new.  The sign is when I go to fiverr to hire someone else to do the thing.  To create the logo. Design the mailer.  The actual act of creating is up to you.  You can't outsource that.  You can look for inspiration and see what others have done.  But there is no golden bullet. There are a thousand silver BBs.  So the value stack is straight forward for now.  "You have estate planning concerns" They come in many different forms.  My sol...
Read more