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37. The Time Audit That Instantly Shows You What to Eliminate
Episode 37

37. The Time Audit That Instantly Shows You What to Eliminate

The Automatic Insurance Agency · Wade Galt

March 10, 20269m 53s

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Show Notes

Identify the Low Impact, Low Income Work & Stop Everyone in Your Business from Doing It.


  • Do a time audit in spring to free up your schedule so you can better enjoy summer and downshift without losing important business.
  • Distinguish between tasks to automate/delegate (someone else should do them) versus tasks to eliminate entirely (nobody should be doing them).
  • List all weekly activities and estimate the hours spent on each with specific numbers to reveal where your time actually goes.
  • Circle activities that are both high impact (positively help people you serve) and high income (drive significant revenue) and aim to invest more time there.
  • ​Cross out low impact, low income activities and stop doing them for a week, then a month, and if nothing breaks, drop them permanently.



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SCHEDULE A STRATEGY SESSION


We’ll Discuss Your

  • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
  • Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
  • Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
  • Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?


Then, We’ll Discuss the Plan & Expected Results

  • Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
  • The best way to help you achieve your goals, based on your style and time available to implement.
  • Your anticipated time investments & money investments.
  • What guarantees we can make


Schedule a Strategy Session