How To Do Small Business Project Management Better

Get Better at Small Business Project Management

Small business project management doesn’t have to be overwhelming!

Do you have a project management system? I’m sure you have a great one for customer service and sales but what about your marketing?

When you first open your business you have to wear multiple hats, but if you’ve had your local business for 5 or 10 years and still aren’t using teamwork everywhere then now is your chance.

I could talk about so many different areas, but today I’m sticking with marketing and creating better processes to make your life easier and more relaxing.

Watch this Facebook Live and let me know what you are doing to do better.

Don’t like watching videos? Then keep reading.

Do you have a project management system?

If you don’t, then think through your process for:

  • Customer Service
  • Sales
  • Content Creation
    • Blogging
    • Social Media
    • Podcasting
  • Advertising
  • Marketing
  • HR
  • Operations
  • Accounting


Customer Service Tools

Jot down the 3-5 major steps in each area and expand on each point with more bullet points. Once you finish you shouldn’t have more than 1-5 pages on how to do the task.

If you want to grow in sales and marketing you’ve got to have a plan. Before you try out someone else’s document your own.

In the book Traction, they do a great job teaching you how to do “The 3-Step Process Documenter”.


Here’s some tools we’ve used for over 5 years:

  1. EOS
  2. Basecamp
  3. Free To Focus – 4 Rituals That Make You Super Productive


Pick your small business project management system and follow it 100% for 90 days yourself!

If you can’t follow a system then how can you expect your staff to follow it? If you have a team, you are a leader. They follow your guidance.

Once you know you picked the right system for your local business, roll it out to your staff and have them follow it 100% for the next 90 days!

Project Management Systems

Its that simple, or is it?

If your staff is really struggling to implement what you want then reach out and get a coach. We’ve had multiple coaches that have helped us have breakthroughs in our company.

Ask me your question about small business project management.

Next, read PART 2 I’ll be focusing more on the workflow and what to do first when it comes to your 90 day marketing plan.


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