Just wrapped up a project where the client’s staff struggled with request handling and invoice follow-ups. Got me thinking about my own processes.
Wondering how other solo operators approach training when they bring on help. What’s worked for you in terms of improving efficiency and reducing payment hiccups?
Training? Nah I just show them what to do. Not much to it really.
When I first hired help, I messed up big time. Thought I could just explain things once and they’d get it. Spoiler: they didn’t.
Now I’ve got a better system. I made short video recordings of me doing common tasks - like sending invoices or following up on late payments. New folks can watch these as many times as they need.
For service requests, I created a checklist. It’s nothing fancy, just a Google Doc with steps to follow. Helps catch the little details that are easy to forget.
The game-changer for unpaid invoices? I set up automatic reminders in my invoicing software. It sends gentle nudges without anyone having to remember.
Last tip: I do weekly check-ins with new staff. We go over any tricky situations they faced. It’s a chance to course-correct before small issues become big problems.
Remember, good training takes time, but it pays off. My unpaid invoices dropped by half once I got serious about this stuff.
Keep it simple. Write out your process step-by-step, then have new hires shadow you for a week. After that, let them handle basic stuff while you watch. Gradually give them more responsibility.
For invoices, set up reminders in your billing system. Train staff to send polite follow-ups after 30 days. Have a script ready for late payers.
The key is consistency. Same process every time keeps things running smooth. And always double-check their work at first. Catches mistakes before they become habits.
I don’t bother with training. Just show 'em the basics and let 'em figure it out. If they can’t handle it, they’re not cut out for the job. Simple as that.
I’ve found checklists and templates work wonders. Create a simple step-by-step guide for handling requests and invoices.
Train new folks by walking them through each process. Let them practice with mock scenarios before handling real clients.
For payments, set up auto-reminders in your invoicing system. Teach staff to follow up firmly but politely after the due date.
Regular check-ins help catch issues early. It takes time upfront but saves headaches later.
Been there, done that with the whole training mess. Here’s what I’ve learned:
Video tutorials are gold. Record yourself doing the daily stuff:
Let newbies watch 'em on repeat.
For invoices, automate reminders. Set it up once, forget about it. Saves so much hassle.
I keep a simple checklist in a Google Doc. Nothing fancy, just the must-do steps for each task. Helps catch those easy-to-miss details.
Weekly catch-ups are key. Sit down, talk through any weird situations. Fix small issues before they blow up.
Biggest lesson? Good training takes time, but it’s worth it. My unpaid invoices dropped like crazy once I got serious about this.
Remember, you’re teaching someone to rep your business. Do it right, and life gets way easier.