1. Plotting out the different types of interactions you and your staff have with your customers (email support, phone calls, etc)
2. Categorizing the interactions on a grid to understand what your high-value high effort, high-value low effort, low-value high effort, low-value low effort tasks are
Note: What is "value" and "effort"?
Value: An interaction that generates a lot of value to your business (revenue, referrals, retention opportunities)
Effort: The required output to achieve that task (answering a phone call vs scheduling all your activities for the season)
Book a meeting with me: https://meetings.hubspot.com/alvie/cu...
Link to the Miro Board: https://miro.com/app/board/o9J_lXtTdYU=/