214 - Building Your Procedures

Business Legal Lifecycle Podcast

It’s time to get your procedures and processes in place! It does take time to put these sorts of things together. But we consider them to be a vitally important for your business. And it's a good idea to get them done right at the start. One big part of this process is bringing on new clients and staff. Building a process Before you bring on a new client you have to ask some questions. How do you engage with them? Do you get money upfront? Having a client onboarding process is really important to make sure that you get paid in a timely fashion. It's somewhere between six to nine times cheaper to get repeat work from an existing client that didn't get a new client. So having these types of policies and procedures in place is really important. Bringing on new staff The whole idea is to have a consistent approach for all your new hires. You need to make sure that everyone is on the same page. There's also all the tax and other documents that need to fill ou. But the most important part of the onboarding is that they've given all the information they need in an accessible format. Harassment policy If you've got a team, a team of any size, you need to deal with harassment because it's something that comes up more and more often. You need to have policies and procedures that actually govern these things. These are going to be evolving documents and you should get things like harassment policies drafted by lawyers or consultants who know what they're talking about. It's not a one size fits all exercise!