F.A.S.T. – Forms, Applications, Scripts and Templates
Documenting repeatable actions in your business means you can ensure consistency between client relationships and eases the training requirements of new staff.
By addressing all the components in F.A.S.T., your business spends less time on administrative activities.
With a detailed series of systems, everything that needs to be done is done in a checklist fashion. This means everything from:
- the way your business opens in the morning
- who is responsible for what tasks
- how the phones are answered
- how letters are prepared
- how meetings are entered into the calendar
- when performance reviews are conducted
- what marketing initiatives are utilized
- when paperwork is filed
- and the list goes on
There should be a checklist, form or script for every task that occurs in your business. The system method tells everyone "This is the way we do it here."
Check out this Responsibilities, Duties and Task Checklist for Investors Group Teams:
