Staff Scheduling: Managers scribbled schedules on a whiteboard, then typed them into a spreadsheet. Requests for time off came via text and sticky notes. Result: Constant communication errors, double-booked shifts, unhappy staff.
Supplier Invoices: Invoices arrived via email and physical mail. Payments were manually tracked in a separate ledger. Result: Missed payment deadlines, strained supplier relationships, difficulty reconciling accounts.
The owner, Sarah, felt a constant low hum of anxiety. She knew she was losing money and opportunities due to inefficiency, but the thought of tackling the "data mess" felt overwhelming.
Sarah decided enough was enough. Inspired by a small business seminar, she dedicated one focused brother cell phone list week to improving her "LIST TO DATA" processes, applying the "Standardize, Delimit, Import, Automate" principles.
Monday: Customer Loyalty - From Paper to Digital Form
Old "List": Handwritten loyalty sign-up sheets.
The "LIST TO DATA" Solution: Sarah spent 2 hours setting up a simple Google Form for loyalty sign-ups. It asked for Name, Email, and Phone.
Immediate Impact: Customers signed up directly on a tablet at the counter. Each submission automatically populated a Google Sheet. No more manual data entry for this list! Welcome emails could now be triggered within minutes of sign-up.
- Board index
- All times are UTC
- Delete cookies
- Contact us