It’s Time for a Refresh
Another trip around the sun has come and gone, it seems so quickly! We always feel like the new year is a good time to start over or refresh something in our lives. So, in that regard, I thought I would go over a few things that would be good to do in this new year.
First, let’s talk about disaster recovery and business continuity. Do you have a plan in place? If not, now’s the time to investigate getting a plan developed and implemented. If you do have a plan and you haven’t tested it, test it. Testing your DR/BC plan can bring to light any issues that can be corrected BEFORE it’s too late.
Second, review your workflows and procedures. Go from start to finish and
ask yourself “Why do we do it this way”? If you don’t have a solid answer that makes sense, step back and objectively review the process and see if there is a better, more efficient way. Can it be automated? Is it even necessary?
Third, review your marketing plan. Do you have one? If not, maybe it is time to put one together. How often are you reaching out to your existing clients? What are you doing to get new clients? Maybe contact a local marketing firm to see how they could help you.
Lastly, review your technology – hardware and software. Is it time to upgrade? Newer equipment can make things more efficient with better speed and faster processing. Upgraded software can fix bugs in the system and can include better/newer features.
Bloss & Dillard is excited about the things we have in store in 2024. Let’s make this a great year together! If you have any questions or comments, please feel free to reach out to me at ttooley@bloss-dillard.com! Have a great year!!
