Taking a Breath, Process Improvement, & Sales Campaigns: Layla’s Lookback Spring 2022

Want a sneak peek into how we run our business at ProcessDriven? Layla’s Lookback is our quarterly video series dedicated to going behind the scenes into our membership, our processes, and (of course) our ClickUp account.

This episode will cover March 2022 to May 2022. We’ll be discussing how we’ve focused our time on improving our existing SOPs, systems, and processes before looking to grow. We’ll touch on hiring, sales campaigns/launches, and all the bumps along the way.

Let’s dive in!

What’s the Point of a Lookback?

Great question! Our hope with this video series is the following:

Key Topics To review

If you’ve seen some of Layla’s other Lookbacks, you’d know that this series is dedicated to reflecting on the business. We’ll focus on what happened and take an overall look at the past few months.

In this Lookback, we’ll review three main areas:

  • Expectations
  • Reality
  • Looking Forward

To watch this explanation in video format, watch the video at the top of this article at timestamp 01:34.

Expectations vs. Reality

Expectations

The original plan for this Quarter was:

Reality

Let’s start with our Sales Campaign. The hope for this campaign was:

What actually happened was:

Next up was our Course Updates & Refilming Project. The hope for this project was:

We ended up expanding this project significantly. Here’s what actually happened:

The next project we had was the Clean Up SOPs and Processes Project. The hope for this project was:

Here’s what actually happened:

Moving on from our projects, let’s move on to the next plan we had for this Quarter: No New Growth Projects.

Not doing something sounds pretty easy, right? Well, like everything else in life, nothing went to plan! Here’s what ended up happening:

To watch this explanation in video format, watch the video at the top of this article at timestamp 04:09.

If you’re curious to learn more about how we recommend our clients implement ClickUp, check out our FREE ClickUp strategy workshop, The Blueprint, to learn more.

REVIEWING KEY NUMBERS: February 2022 VS. May 2022

Other Highs

Now that we’ve covered all the major things we had going on this Quarter, let’s celebrate some Highs!

Other Lows

Time to air our dirty laundry! Like every business, this Quarter brought some unexpected Lows.

To watch this explanation in video format, watch the video at the top of this article at timestamp 20:53.

Lessons Learned

Some were unpleasant, some were amazing, and some were in between — introducing our Lessons Learned!

Our (revised) team core values

In the last Quarter, Team ProcessDriven sat down to revise our Core Values. As a team, we went one by one and either made minor tweaks to existing Values or added brand new ones.

These 5 Core Values more accurately reflect our current Mission & Vision for ProcessDriven as a whole:

To watch this explanation in video format, watch the video at the top of this article at timestamp 32:05.

WHAT WE’RE LOOKING FORWARD TO IN THE NEXT QUARTER

Here’s what Team ProcessDriven is looking forward to in these next three months:

To watch this explanation in video format, watch the video at the top of this article at timestamp 42:40.

Like every Quarter, we expect that our plans will deviate slightly, but we’re super excited to see what’s in store for the next Quarter!

Until next time, enjoy the process.

If you’re curious to learn more about how we recommend our clients implement ClickUp, check out our FREE ClickUp strategy workshop, The Blueprint, to learn more.

Melisa is the Conversion Coordinator on Team ProcessDriven. Melisa's focus is helping small teams learn about our ClickUp training programs by connecting with leaders like you.

Layla is a Vetted ClickUp Consultant who helps growing teams define their business workflows and translate them into a business instruction manual inside ClickUp. She spends most of her days teaching ClickUp, creating content, and providing unlimited feedback within the ProcessDriven Membership. The rest of the time? She's focused on creating value over on her YouTube Channel and free Facebook Group.