We had another successful Xero Hour! July’s Xero Hour focused on work flow. Workflow is an important part of a business and we are all looking for ways to streamline our workflow.

July’s San Jose Xero Hour took place at Maggiano’s Little Italy in Santana Row. This was our first time at this location as well as our first time doing a lunch time Xero Hour. We really enjoyed it! It was nice to have a working lunch and get to know everyone a little better. Since we enjoyed it so much, August’s Xero Hour will be at the same location and at the same time.  

Get Into The Work Flow!

What is work flow? Work flow could be described as your flow or routine that you use throughout the course of a job or a client. For example, at Xero Hour we talked about the beginning stages such as getting a lead and following up on it and even through to the ending stages too. We discussed how it is important to take the time to take stock into what is working and what isn’t working and making needed adjustments. Someone shared with Xero Hour how they try to have these conversations once a quarter with the partners and make a plan for the new quarter. We think that’s a great idea!

A flow gives the idea of starting in one place and ending in another place. If a work flow is going smoothly it starts at the beginning and stays with you to the very end. Also, a successful work flow will be documented and repeatable. You wouldn’t want to do all this work of getting a great flow going only to find out that you can’t have your employees repeat it because you don’t have a system figured out yet. There are many different tools that you can use and most likely you will use a few different tools to make it work. We also had a guest presenter form Work FlowMax that gave us some useful tips in WorkFlowMax. We were so happy to meet her and have a great resource within WorkFlow Max. Here are some tools we discussed at Xero Hour:

  • Aero
  • Google Sheets
  • Slack
  • WorkFlowMax

Make sure to come to our next Xero Hour in August to be involved in the discussion on cash flow! RSVP here.

August’s Xero Hour: 

When: August 23rd at 12:00 pm

Where: Maggiano Little Italy, 3055 Olin Ave #1000 San Jose CA 95128

Topic: Cash Flow- More Money, Less Problems