Office Staff Duties-Advice Welcomed

[jmanderson]

Hey there, I wanted to take a sort of Poll-Give me your opinion on having 2 staff members share the customer base like-Alphabetically split. OR Task based, for instance one does accounting the other does marketing etc. Both staff members are capable of any duties. We are finding redundancy with the latter method and want to see if switching to the alphabetical method would be better

 

[JBA]

Hey there, I wanted to take a sort of Poll-Give me your opinion on having 2 staff members share the customer base like-Alphabetically split. OR Task based, for instance one does accounting the other does marketing etc. Both staff members are capable of any duties. We are finding redundancy with the latter method and want to see if switching to the alphabetical method would be better

Perhaps ask your staff what they would like to do. See what they prefer.

 

[DHK]

This is primarily meant for the financial advisor business, but perhaps you can get a few ideas out of it on building your team for what they do best?

http://www.billgood.com/docs/downloads/White_Paper_Surefire Team Development.pdf

In short, Bill Good recommends:
- Service Assistant
- Sales Assistant
- Additional clerical staff as necessary
- Computer database back-office person

And he recommends this kind of set-up for the mindset each requires.

I don't know if it'll work for you, but maybe you can adapt some of this for your situation.

 

[LostDollar]

This is primarily meant for the financial advisor business, but perhaps you can get a few ideas out of it on building your team for what they do best?

http://www.billgood.com/docs/downloads/White_Paper_Surefire Team Development.pdf

In short, Bill Good recommends:
- Service Assistant
- Sales Assistant
- Additional clerical staff as necessary
- Computer database back-office person

And he recommends this kind of set-up for the mindset each requires.

I don't know if it'll work for you, but maybe you can adapt some of this for your situation.

And you have to have a driver too. You're going to need a really big van!

 

[DHK]

No problem:

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[kgmom219]

This is primarily meant for the financial advisor business, but perhaps you can get a few ideas out of it on building your team for what they do best?

http://www.billgood.com/docs/downloads/White_Paper_Surefire Team Development.pdf

In short, Bill Good recommends:
- Service Assistant
- Sales Assistant
- Additional clerical staff as necessary
- Computer database back-office person

And he recommends this kind of set-up for the mindset each requires.

I don't know if it'll work for you, but maybe you can adapt some of this for your situation.

I have been searching for a couple of months for something that laid out this roadmap! THANK YOU