Paul Jackson is the CEO of Method, a cutting-edge CRM software tailored for QuickBooks users. Paul takes us on his entrepreneurial journey, beginning with his previous venture, QXpress, which catered to service businesses. He candidly discusses the unique challenges faced by small business owners in effectively managing tracking and billing, with a specific focus on trades and construction industries. Listen in as Paul emphasizes the transformative power of automation and how it can streamline operations, improve efficiency, and boost productivity.
In this episode, you will learn the following:
- Finding critical-thinking-intensive jobs that are carried out by key employees reduces bottlenecks and boosts overall efficiency
- Implementing opportunities and deals in a CRM is a crucial step for business owners to track and plan for future success.
- Documenting processes, even without software adoption, ensures consistency, efficiency, and scalability in operations.
Links:
Getting started with workflow automation checklist
- https://twitter.com/PaulAlexJackson
- https://www.linkedin.com/company/method-integration/
- https://method.me
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst