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Setting boundaries and being accessible
Setting boundaries and being accessible
Making yourself accessible to your clients all day, every day, is not a great way to grow your business.
Instead, it's an excellent way to get overwhelmed and burned out!
And that’s how a friend of mine told me she was feeling. So I shared with her what I’m going to share with you.
1. Be pedantic with your diary.
It sets boundaries, helps manage your teams’ and clients’ expectations, and minimises confusion.
For example, in the mornings, the only calls I schedule are with my team, so they can ask anything that might help them get on with their day.
Every other morning slot is already blocked out as ‘work’. Then, each Friday, I look at what I need to do the following week and schedule that into those morning slots.
I know I work best in the mornings, and once they’re ‘in’, they become as important as a client meeting. I would never let a client down, so why would I let myself down?
2 Take a lunch break!
I schedule my lunch break and time to walk the dogs each day because it gives me a finishing time for the morning workload. It sets a healthy boundary, too, because if you don't, you might continue, and the morning can too easily blend into the afternoon.
And the dogs expect it, so they keep me to it!
3. Make the most of the afternoon slump hour!
After lunch, I often feel sluggish… most of us do. In my opinion, that’s the ideal time to tackle emails.
So, I look at and then prioritise my emails. I reply to things that need to be answered immediately and schedule the others.
4. Schedule your day to suit how you work best
Because I tackle my ‘tasks’ in the morning, it frees up my brain and my time to support clients in the afternoons. So, that’s when I schedule client calls, meetings, and project work.
5. Manage your accessibility!
Only my VIP clients have my WhatsApp number, but I rarely get calls on it. They can message me and know I’ll reply as soon as possible … but on my terms. This creates a better working relationship, as there’s no expectation or confusion.
By managing my diary in a way that suits me, I’ve set boundaries that motivate me and keep me on track, and my clients know when they can reach me. I’m still accessible, but it's on my terms.
How Tracy has helped other clients ...
Ashley Leeds
As a business coach myself, I know the benefit of working with someone to keep you in check. Tracy is that person. I'm a busy guy with so many things grabbing my attention and with my disposition to help people, my business has grown, but more by luck than engineering.
With over 30 years of sales experience, you'd think I'd have that part of my business nailed. Sadly not.
But working with Tracy has helped me to overcome my barriers to being a sales guy in my business which has seen a step change in not only my attitude but my new sales and pipeline. We have also implemented a new sales process and my funnel is properly focussed with awesome calls to action.
Tracy is patient but thoughtful with her questions and she pushes me when I need a kick and is there for me when I need an idea or a nudge.
Since working with Tracy, my business has grown, my prices increased and I am confident that the prep that we have put in will see me smashing my goals.
On top of that, with her awesome ideas for being super smart with time I am finding I have more time in my business and I have learnt to say no.
Working with Tracy has definitely had a transformation for me. Even my friend noticed the way that I was talking about my business and the new spring in my step.
Tracy is awesome. If you get a chance to work with her, grab it with both hands and you'll not regret it.
Dr Chris Wood
Tracy has a special ability to help decide the complexities of running your business and the numbers that come along with that. In a nutshell, her coaching has not only helped me run my business more efficiently and intelligently but also helped me gain control of running my business again so it doesn't run me!
Antoine Marsden
Tracy is the lighthouse that will show you the rocks when you are likely to run aground but will also keep you safe when you are tired and weary from looking over the finances in your business. She helps you to expand your thinking and gives you scope to visualise how you want your business to look and she will help you make it reality.
I can honestly say I have never met an accountant who will add such huge value outside of doing the numbers for a business. She is thoughtful, kind, flexible, forgiving and nurturing but she will pull you up when you need it and tell you things that you might not want to hear, but have to.
She is a fantastic person inside and out, and I can't see me working with another accountant Don't hesitate to hire her for your business or to help you manage your own finances. She's the best investment you will make.
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