BUYING THE AMERICAN DREAM OUT NOW! CLICK HERE TO GET YOUR COPY
Home Programs Blog Meet Our Team Podcast Press SAG Capital Partners Partner Login Login

Busy Season Playbook: What to Streamline, What to Automate, and What to Delegate

May 27, 2025

Let’s get one thing straight: if your plan for busy season (whenever that is for you) is to "just push through," congratulations…you've officially become your own worst bottleneck.

When business ramps up, chaos isn’t a maybe; it’s a guarantee. Phones ringing, emails piling up, clients panicking, staff calling out, inventory playing hide and seek… It’s not a vibe. Unless that vibe is burnout and broken systems.

But here's the truth bomb no one wants to say out loud:

You don't need to do everything. You need to do the *right* things.

So let’s break this down like a good tequila:

👉 What to streamline.

👉 What to automate.

👉 What to delegate.

Ready? Let’s jump in.

 

What to Streamline (a.k.a. “Why the hell is this still so complicated?”)

If a task takes 15 steps and involves 4 different apps, it’s not a process…it’s a problem.

Start here:

  1. Customer Onboarding: Still manually emailing every new client a welcome packet? Stop it. Build a templated onboarding sequence that sends ...
Continue Reading...
Close

89% Complete