capture! 10 weeks of productivity this year

10 Extra weeks of productivity this year

Presented by:Donato Diorio | Founder & CEOBroadlook Technologies@idonato

Presented by:Donato Diorio | Founder & CEOBroadlook Technologies@idonato

#capture10webinar starts at 2:00 pm EST

POLL

Technology Dogma

(aka defaults)

“Don’t Be Trapped by Dogma – Which is Living With the Results of Other People’s Thinking” -Steve Jobs

POLL

Beware of “Defaults”

1.Scheduling:• Schedule 25 and 50 minute meetings instead of 30 and 60• Set initial agenda at meeting start

1. Remind 1/2 through meeting (“we are 1/2 through”) Email:

• Set your email programs to check email every 1-2 hours instead of 5-10 minutes.

1. This will have you 5-10 minutes an hourBrowser:• Put all your daily website bookmarks into a single folder

Organizational Task Analysis

Organizational Task Analysis

• Improve efficiency

• Optimize current talent

• Plan for new hires

Copyright 2014 - Donato DiorioFeel free to share, but please maintain the

copyright notice

Process Steps1. Make a list of all major tasks done

at your organization. Do this by giving each person a “Daily Task Audit” spreadsheet

2. Combine all spreadsheets and dedupe so you have a list of all unique tasks

3.Give each task a uniqueness and a importance rating

4.Graph results

Daily task audit - exampleDaily task audit - example

Daily task analysis - exampleDaily task analysis - example

Do not confuse skill level with uniqueness to your organization

AdminAdmin

ConsultantConsultant

TeamTeam

MoneyMoney

1

2

3

4

5

1 2 3 4 5

Check voicemail

Schedule phone interview

Interview prep

Negotiate contract

Write job postings

Sourcing cold calls

Software trainingClosing call

Sales trainingQuadrant keyQuadrant key

Daily Task Charting - Example

Importance

Uni

quen

ess

AutomationAutomationResearch social data

Pull resumes from job board

Get the task analysis worksheetGet the task analysis worksheet

http://bit.ly/Task-Analysishttp://bit.ly/Task-Analysis

Follow link to google drive and download Excel sheet to your computer

Follow link to google drive and download Excel sheet to your computer

(case sensitive)

POLL

Getting the mobile number

ALWAYS get the mobile number

•Data Fact: In reviewing data in CRM’s, 90% of mobile number are not filled in. Why?

•Not enforced by training•Not enforced by CRM

•Voicemails on Mobile phones are responded to 6X more often than office lines controlled voicemail

•For recruiters:Candidates don’t trust leaving messages from recruiters on corporate controlled voicemail

Mobile is a gateway to...

•Text messages•Group text messages•Social network apps•Messaging apps•Location / Checkin / Trade show apps•Affinity networks

Affinity network...

ALWAYS get the mobile number

Option A: I’d like to text you a link and my number, what is your mobile phone?

Option B: (Recruiters) So I can follow up and maintain confidentiality, what is your mobile number?

Option C: What is your mobile number? I’ll send you my vCard so you have my contact infoMake a script you feel comfortable with:___________________________________________________________________________________________________________________________

Really understand your email program

Understanding your email program•Folders

•Filters

•Multiple accounts

•Aliases: Gmail example:

•dd@ringlead.com (primary)

•dd+facebook@ringlead.com (alias)

•dd+linkedin@ringlead.com (alias)

•Add on apps1 hour of learning to be efficient with your email will

save you 30 minutes per day. ROI the first week

POLL

Naming conventions for

files

File naming: facts & fixes

•Fact: filenames are easier to search than file contents (contents brings up too many matches)•Most companies fix this problem in 1-2 hours

•Pick a file naming scheme•Have an admin rename all files•Train staff in new naming conventions•Maintain discipline moving forward

File naming tips •Files that go external have company nameNDA-Agreement-Broadlook.com

•Internal docs have designation & department360-employee-review-template-HR-int.doc

•Filenames are verbosesales-scripts-for-Capture-Financial-sales-int.doc

•Put top level filter words at END of filename(so all files don’t start with “Sales or HR”)

•Best practices avoids duplicates

1 hour of fixing this problem will save all people 10 minutes a day

Knowing what form of

communication to user and why

Email Ephemeral. Short life span to take action upon

CC emailRecipient must know and take action upon. If I don’t need to take action, don’t CC me. Most abused communication method

BCC email Recipient must know, but primary receiver is not aware

Chatter/Yammer Attach to an account for long term visibility.

Instant message Important interruption. Immediate action

Task message Doesn’t exist, but I wish it did. IM that goes into a “get to it when you can queue”

Phone call I am calling and do not expect to be called on my mobile

Cell phone call If you want to be called back on your mobile, call from your mobile

Text message Important interruption.

Social post Brand building exercise

Social direct message

Building network

Like / mention Building brand

Tweet I hope someone will read it, fun vs productive

My rules: you should determine your own

1. Moving to 25/50 minute meetings :30 - :50

• Organizational efficiency (task analysis) :10

• Email habit efficiency :10

• Email tech efficiency :10

• Always having the mobile :10

• Communication rules :10

• File naming & search efficiency :05

• Browser automation :03Total 1:27-1:47 time savings per day

Time saving summary

Capture! Research Quality Community

• Chrome Extension

• Captures, Researches & Enhances contact information

• Fills in missing contact data

• Phone numbers, Emails, Social data

• Standardizes data

• Merges data into your CRM

• Prevents duplicates

• Community driven

• Unstructured data capture

• Websites, email signatures

• Search engine results

• Management pages

• Structured data capture

• Excel sheets

• LinkedIn, Facebook, Github

• Add any site you want

EasyHard Usability

Focu s

Main

tain

Reduce

s

Manual addCRM record

CRM listupload

Researchcontacts

Duplicatemanagementbuilding

searchstrings

Findingcontacts

Donato Diorio

Phone: 262-754-8080 x211Email: ddiorio@broadlook.comTwitter: @iDonatoGoogle+ +iDonatoLinkedIN: www.linkedIN.com/in/donatodiorioBlog: www.iDonato.com

broadlook.com/capture

Donato Diorio

Phone: 262-754-8080 x211Email: ddiorio@broadlook.comTwitter: @iDonatoGoogle+ +iDonatoLinkedIN: www.linkedIN.com/in/donatodiorioBlog: www.iDonato.com