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Even the boss needs reminders.
Your CRM can manage more than your leads.
You use Brivity to keep track of clients, follow-up, and transactions. But where do you track the work of running your business?
Someone has to:
Review your pipeline
Reconcile banking accounts.
Plan marketing
Check that your systems are working.
.... That's probably you. How do you remind yourself to do this?
.... Assign these tasks to someone else? How do they remember? How do you hold them accountable?
These responsibilities are easy to push aside when you are busy working -in- the business. When a client needs something, it is easy to push these aside until they become urgent. Then the backlog often becomes overwhelming.
Give them a place to live in Brivity, with instructions, a due date, and assign someone for getting them done.
Build a system you can trust. So you don’t have to be the system.
Put accountability behind the reminder.
A calendar block gives you time to work. A task gives you something specific to complete.
Keeping these responsibilities in Brivity lets you see what is due, who owns it, and whether it has been completed. Add the instructions and links needed to do the work, and you have a process someone can follow without relying on your memory.
Keep the blocked time on your calendar. Use Brivity to track the responsibility and follow-through.
Make the plan fit your business.
You choose the starting dates and decide who handles each responsibility. Keep everything assigned to yourself as a solo agent, or divide the work among your team.
The setup instructions walk you through:
Adding the shared Auto Plan to your account.
Reviewing and customizing the template.
Choosing the contact record where the plan will live.
Applying the plan and releasing the tasks.
Setting each task’s first due date.
Making future changes inside the template.
You can add tasks, change assignments, and include your own notes and links. Make lasting changes in the Auto Plan template so they carry into future recurring tasks.
Start with a routine you can maintain.
You don’t need to rebuild your entire business this afternoon. Add the plan, choose practical dates, and start completing the work consistently. Adjust it as you learn what works.
Start with the guide - or add the tasks to your account.
The free guide introduces six business responsibilities you can manage inside Brivity. Use it to identify gaps in your current routine and decide what you want to track, delegate, or make more consistent.
Get the Brivity Admin Auto Plan
Ready to put the idea into practice? The Admin Auto Plan gives you a starting set of recurring tasks, with instructions and a setup guide to help you make them your own.
The Guide describes 6 possible uses and tasks to add to your own account. The Ready-to-Use 24 Task Auto Plan expands on the guide with weekly, monthly, quarterly, and annual reminders for responsibilities such as:
Reviewing your dashboard and pipeline.
Reconciling business accounts.
Checking marketing supplies and planning upcoming content.
Reviewing database organization and follow-up gaps.
Auditing systems and technology.
Reviewing business goals and planning the year ahead.
Free introductory access. Future price: $7.
An active Brivity account is required to use the Auto Plan.
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