Let us take you back to the inception of Dashboard Online. Paul Barby, the creator of DO envisioned a platform where you prepare for both the best things and the worst things to happen in business. The best things being getting clients and making sales and the worse would be getting overwhelmed with everything going on which affects lives and losing people involved in the business due to unforeseen circumstances. Paul has spoken to countless people that own businesses and found common factors that cause these overwhelms, hitting the wall and getting lost in the grind. We have also just witnessed the wrath of 2020 where businesses had to let go of staff and close their doors. A lot of businesses were not ready to go through those changes, no one thought something like that could ever happen. The ripple effect still continues to this very day and we are not out of the woods yet.

Roman philosopher Seneca once said, “Luck is what happens when preparation meets opportunity.”  

Talk show queen Oprah also said “I believe luck is a preparation meeting opportunity. 

If you hadn't been prepared when the opportunity came along, you wouldn't have been lucky.”" Our favourite quote by far is "If you fail to plan you plan to fail."

Dashboard Online was built to eliminate the fear in running a business and instill confidence. It's already a scary thing to take the leap and proclaim to everyone that you are great at what you do and they should invest in you, it's also rather scary to take the necessary steps to ensure you deliver. But we all know that what doesn't kill you makes you stronger thus we bravely took the leap, picked a kick ass business name and off we went.  When you have everything ready to go and an opportunity presents itself your chances of execution are higher compared to not being prepared at all. The platform is built to get you ready for the seen and the unseen in all business activities. 

People. You need people around your business. These are people that will do tasks, get advice from and most importantly people that will buy from you. The latter makes you evolve from an idea into a business. People are power and your CRM is the source of this power. You have something to offer - now you need people to offer it to. 

 EDMs - Electronic Direct Mail - How would the people know what you do if you don't tell them? With EDMs you can tell everyone what you can do for them. Show them that your business may be the answer to what they are looking for. 

 Websites are the new shop fronts and maintaining your shop front for people to go to is paramount. You need to be able to have a place (although not physical) for your potential clients to check you out. It is still said that seven touch points are needed before a sale is made.  

Task Management/Workflow - Now that you've got the client - what next? Preparing a workflow prior to your client jumping on will save you money on paracetamol and remedial massages brought on by stress. The last thing you want is to be cramming and trying to put something together in a rush. Prepare those tasks prior to your client signing on the dotted line. Having workflows from client on-boarding to client retention builds that confidence. 

Business is 80% marketing and 20% execution - Imagine that your marketing strategy isn't only documented but can also be used as a workflow at the same time. Marketing your business will never stop and you will have to continue to promote, promote, promote. 

Now, food for thought. What do you prepare for? How do you prepare for them?

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