Erin Mathie's guest appearances

Erin Mathie

The RFP Success Show

Organize Chaos

Career Central: The Podcast

Michael Zipursky

Chris Dixon

Ronnie Moore

Jen Parkinson

Sean Stewart

Sandra Younger

Gina Catalano

Cheryl Smith

Andy McGowan

Nicole Bandes

Talmar Anderson

Angelique Rewers

Dave Hulsen

Ganesh Shankar

Richard Goring

OwlTail

This episode's all about a roundtable discussion talking about unique ways to leverage training in your business and how to implement new software in your business, which surprisingly is something that a lot of people fail at. You would be surprised to hear the stat. Erin Mathie is on a mission to create and document the processes that small businesses need to scale, hire, and train their teams. Her grit and love for systems led her to sell her first business and found Business Made Simple, her consultancy, in 2013. She's a serial entrepreneur, having worked with hundreds of small businesses worldwide. She's a member of our Process People community and a Trainual-certified consultant. So I always love these roundtable conversations where we get other operators out there in the world coming on to give tips and just spitball ideas with me about how you can improve your businesses. So in this one, we talk about really unique ways that you can leverage training for training your customers, training your vendors, training volunteers, training guests at your house even. So training exists more than just inside our businesses. And we'll talk about a proactive approach that you can take to really fine-tuning those experiences and saving yourself a lot of inbound confusion. And then we get into how to roll out software in your business. So if you've signed up for a software before, I'm sure you have dozens or hundreds of times, you know that not all of them succeed. So we dig into why that is and we recommend from both of our points of view how you can make sure that you have someone championing this and make sure that you're working closely with the company, or make sure that you find someone on the outside to help you make it a success. So dig in, enjoy this conversation, and we'll see you over there. Check out the 'Software Rollout' template in Trainual. Find episode show notes, podcast blog recaps, and the best SMB news &amp; tips on The Manual! Watch video highlights on Youtube here. Follow Chris Ronzio for more business insight. Learn more about Trainual, the world's top Business Playbook™ software.--- Send in a voice message: https://podcasters.spotify.com/pod/show/processmakesperfect/message

This episode's all about a roundtable discussion talking about unique ways to leverage training in your business and how to implement new software in your business, which surprisingly is something that a lot of people fail at. You would be surprised to hear the stat. Erin Mathie is on a mission to create and document the processes that small businesses need to scale, hire, and train their teams. Her grit and love for systems led her to sell her first business and found Business Made Simple, her consultancy, in 2013. She's a serial entrepreneur, having worked with hundreds of small businesses worldwide. She's a member of our Process People community and a Trainual-certified consultant. So I always love these roundtable conversations where we get other operators out there in the world coming on to give tips and just spitball ideas with me about how you can improve your businesses. So in this one, we talk about really unique ways that you can leverage training for training your customers, training your vendors, training volunteers, training guests at your house even. So training exists more than just inside our businesses. And we'll talk about a proactive approach that you can take to really fine-tuning those experiences and saving yourself a lot of inbound confusion. And then we get into how to roll out software in your business. So if you've signed up for a software before, I'm sure you have dozens or hundreds of times, you know that not all of them succeed. So we dig into why that is and we recommend from both of our points of view how you can make sure that you have someone championing this and make sure that you're working closely with the company, or make sure that you find someone on the outside to help you make it a success. So dig in, enjoy this conversation, and we'll see you over there. Check out the <a href="https://share.trainual.com/subject/ca4a6f43-d90a-467c-ac57-db75d22ee81b" rel="nofollow" target="_blank">'Software Rollout' </a>template in Trainual. Find episode show notes, podcast blog recaps, and the best SMB news &amp; tips on <a href="https://trainual.com/manual" rel="nofollow" target="_blank">The Manua</a>l! Watch video highlights on Youtube <a href="https://youtube.com/playlist?list=PLbMul2BKRFsqjOkqu8-Tco2a5R9sJ5Wz6" rel="nofollow" target="_blank">here</a>. Follow <a href="https://www.linkedin.com/in/chrisronzio/" rel="nofollow" target="_blank">Chris Ronzio</a> for more business insight. Learn more about <a href="http://trainual.com/organizechaos" rel="nofollow" target="_blank">Trainual</a>, the world's top Business Playbook™ software.--- Send in a voice message: <a href="https://podcasters.spotify.com/pod/show/processmakesperfect/message" rel="nofollow" target="_blank">https://podcasters.spotify.com/pod/show/processmakesperfect/message</a>

Why Your Last Software Rollout Failed // Erin Mathie

Raise your hand if you’re interested in being more organized and efficient! If RFPs drive sales for your business, then you know that developing a consistent process will save you time and trouble in the long run. But is there an easy way to design a system one time—and then leverage software to apply that process every time an RFP comes through the door? Erin Mathie is the founder of Business Made Simple, a firm that specializes in process consulting and business systems. A serial entrepreneur and self-proclaimed systems nerd, Erin is passionate about helping business owners create the structure they need to grow. She is also an Insightly Hero, having set up and customized the Insightly CRM for hundreds of businesses all over the world. Today, Erin joins us to share the ins and outs of Insightly, explaining how the software can be used to track your customer database and manage tasks and projects. She describes how to create an RFP process flow on Insightly and how the software can auto-populate the task manager for every new RFP. Erin also discusses Insightly’s ability to track your close ratio and referral sources—and even generate custom reports. Listen in for Erin’s advice around building relationships with the help of a CRM and learn how Insightly can help you develop a consistent process for RFPs! Key Takeaways Erin’s background as a serial entrepreneur and systems nerd The fundamentals of a Customer Relationship Manager What Insightly can do for your business  Track customer and lead database Task, sales and project management  How to create an RFP process flow on Insightly The value in developing a consistent process for RFPs How Insightly auto-populates the task manager for each RFP Insightly’s ability to set up custom fields and track your close ratio Erin’s advice to start simple and add features to the CRM over time How to categorize your contacts and link them to organizations How to use Insightly to track your referral sources Insightly’s capacity to attach emails to contacts and organizations Erin’s top tip around recording quality data points for reports Why Erin prefers Insightly to other CRMs on the market Connect with Erin Business Made Simple Connect with Lisa Lisa’s Website Lisa on Twitter Lisa on Facebook Lisa on LinkedIn Subscribe on iTunes Resources Michael Gerber The 4-Hour Workweek by Tim Ferriss Insightly The RFP Success Book by Lisa Rehurek

Raise your hand if you’re interested in being more organized and efficient! If RFPs drive sales for your business, then you know that developing a consistent process will save you time and trouble in the long run. But is there an easy way to design a system one time—and then leverage software to apply that process every time an RFP comes through the door? Erin Mathie is the founder of <a href="http://business-made-simple.com/" rel="noopener nofollow" target="_blank">Business Made Simple</a>, a firm that specializes in process consulting and business systems. A serial entrepreneur and self-proclaimed systems nerd, Erin is passionate about helping business owners create the structure they need to grow. She is also an Insightly Hero, having set up and customized the Insightly CRM for hundreds of businesses all over the world. Today, Erin joins us to share the ins and outs of Insightly, explaining how the software can be used to track your customer database and manage tasks and projects. She describes how to create an RFP process flow on Insightly and how the software can auto-populate the task manager for every new RFP. Erin also discusses Insightly’s ability to track your close ratio and referral sources—and even generate custom reports. Listen in for Erin’s advice around building relationships with the help of a CRM and learn how Insightly can help you develop a consistent process for RFPs! Key Takeaways Erin’s background as a serial entrepreneur and systems nerd The fundamentals of a Customer Relationship Manager What Insightly can do for your business <ul> <li>Track customer and lead database</li> <li>Task, sales and project management</li> </ul> How to create an RFP process flow on Insightly The value in developing a consistent process for RFPs How Insightly auto-populates the task manager for each RFP Insightly’s ability to set up custom fields and track your close ratio Erin’s advice to start simple and add features to the CRM over time How to categorize your contacts and link them to organizations How to use Insightly to track your referral sources Insightly’s capacity to attach emails to contacts and organizations Erin’s top tip around recording quality data points for reports Why Erin prefers Insightly to other CRMs on the market Connect with Erin <a href="http://business-made-simple.com/" rel="noopener nofollow" target="_blank">Business Made Simple</a> Connect with Lisa <a href="https://www.lisarehurek.com/" rel="noopener nofollow" target="_blank">Lisa’s Website</a> <a href="https://twitter.com/lisa_rehurek" rel="noopener nofollow" target="_blank">Lisa on Twitter</a> <a href="https://www.facebook.com/RFPsuccess/" rel="noopener nofollow" target="_blank">Lisa on Facebook</a> <a href="https://www.linkedin.com/in/lisarehurek/" rel="noopener nofollow" target="_blank">Lisa on LinkedIn</a> <a href="https://itunes.apple.com/us/podcast/the-rfp-success-show/id1410853706?mt=2" rel="noopener nofollow" target="_blank">Subscribe on iTunes</a> Resources <a href="https://michaelegerbercompanies.com/web/" rel="noopener nofollow" target="_blank">Michael Gerber</a> <a href="https://www.amazon.com/4-Hour-Workweek-Escape-Live-Anywhere/dp/0307465357" rel="noopener nofollow" target="_blank">The 4-Hour Workweek by Tim Ferriss</a> <a href="https://www.insightly.com/" rel="noopener nofollow" target="_blank">Insightly</a> <a href="https://www.therfpsuccesscompany.com/shop/the-rfp-success-book" rel="noopener nofollow" target="_blank">The RFP Success Book by Lisa Rehurek</a>

Designing an RFP Process Flow – with Erin Mathie - EP016