Steven Dixon | Simple system to consistently solve client problems

This document outlines a simple framework to deliver outstanding results for your clients. From identifying a problem you solve, to delegating the execution, to follow-up this provides a great overview.

System Architect: Steven Dixon
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System Details

Step 1: Think it up.

  • With the knowledge that you have, how do you create a solution for a problem that majority of your target market has? Ask yourself, what is the big problem your marketplace has? How can you come up with a solution to this problem, that hasn't been done before?
    • Suggestion! Create a flowchart how you will make this solution work.

Step 2: Hand it off.

  • Create a process that you can hand off for execution to a member of your team.
  • Hand off the all the information about the process.
    • These are the questions you need to answer yourself and provide the answers to the Project Manager or the Virtual Assistant that will execute the task.
      • What is the task?
      • How does the end result look like?
      • Who does it help?
      • Why is it important?
      • What is the key functionality?
      • When is the deadline?
      • How do you want to communicate throughout this process?
        • Suggestion! Keep all the communication in one place (Teamwork or the project management platform that you use) to have a reference point that you can go back to.
      • How often do you want to communicate?
        • Example: Do you need a daily update or once a week on Friday at 11 am? 
      • Is there any other key outcome that this project will deliver that we haven't addressed?
  • Suggestion! Use a project management system like Teamwork (alternatives are Asana, Trello, Basecamp) to assign tasks to your team members.

Step 3. Make it real.

  • The project manager adds the task in Teamwork, giving it a reference number.
  • The project manager assigns the task for execution to the most suitably skilled virtual assistant.
  • Manage the internal expectations:
    • Outline the key outcomes which need to happen for this project to be a success.
    • Outline the key functionality of the project.
    • When the client wants this project to be delivered.
    • Break the project into milestones.

Step 4: Make it better.

  • Is this project delivering the outcomes that they need to and ask how can you make it even better?

Step 5: Ask for feedback. 

  • Ask the client to rate the process from 1 to 10. Additional questions to ask include:
    • Did they receive the outcome they wanted?
    • Is the functionality correct?
    • Are they happy with the speed and efficiency?
    • Are they happy with the accuracy of the task?
    • What is their overall satisfaction?