Are your business systems holding you back? In this episode, Jon and Cristy dive into the most common bottlenecks businesses face when scaling—and how to fix them. If you’re relying on spreadsheets, struggling with miscommunication, or wasting time in unnecessary meetings, this episode is for you!
Learn how optimizing project management, customer relationship management (CRM), and operations can help you scale without hiring more people.
What You’ll Learn:
✅ The biggest red flags that signal your business needs a systems upgrade
✅ How broken or outdated tools slow down your team (and cost you money)
✅ The power of ClickUp and Monday.com for project management
✅ Why a CRM isn’t just for sales—it’s a game changer for customer experience
✅ How automation & integrations free up time and eliminate inefficiencies
✅ The simple audit you can do today to assess your business systems
Resources & Links:
📥 Download the free tech audit checklist: TheOptimizationSpecialists.com/download
📞 Want a personalized 1-on-1 Tech Audit? Book a call: TheOptimizationSpecialists.com/audit
💬 Join the Conversation: Have you struggled with disorganized systems? Drop us a message on LinkedIn or Instagram and let us know how you’re optimizing your business!
🔔 Subscribe & Review:
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