The strategy outlines a comprehensive 8-month plan to improve business operations for Tasting Matters. It focuses on streamlining workflows to enhance efficiency and increase profits. One key aspect is optimizing order and payment processes using automated WhatsApp responses and Google Forms to centralize and simplify transactions. For example, Yoco's API is leveraged to record card transactions automatically, ensuring seamless integration into financial records.
Another focus is on enhancing market presence. Scheduled monthly market appearances ensure steady income, while customer feedback collected through Google Forms helps identify best-selling products. Digital marketing flyers and promotional plans target high-impact sales periods, such as December, to maximize reach.
Efficient business management systems are also emphasized. A Google Drive system is proposed for organized document storage, and regular strategic reviews are mandated for continuous improvement. Financial snapshots and automated reports provide clarity, allowing the team to focus on strategic decisions and efficient resource allocation to ensure the business's stability and growth.
The strategies
⛳️ Strategy 1: Streamline order and payment processes
- Set up automated WhatsApp responses for order confirmations
- Create a Google Forms link for order placements to feed directly into a centralised sheet
- Train staff on capturing transactions and collections in real-time through an easy mobile form
- Use Yoco's API to automatically record card transactions in a Google Sheet
- Develop an automated reminder system for order collections
- Implement a simple loyalty programme to encourage repeat orders
- Set up a bi-weekly check-in via WhatsApp reminders to encourage repeat orders
- Integrate Google Sheets with Whatsapp Business for concise customer tracking reports
- Introduce a simple budgeting sheet for tracking expenses related to orders
- Create an efficient alert system for low-stock products
⛳️ Strategy 2: Enhance market presence and optimize sales strategy
- Schedule recurring monthly market appearances to ensure income stability
- Introduce a customer feedback system using Google Forms to gather market insights
- Analyse customer data to identify best-selling pies and adjust production priorities
- Prepare a marketing calendar focusing on high-impact sales periods like December
- Train staff to handle market setups and sales autonomously to free up Christine's time
- Design a digital marketing flyer with unique selling points to distribute before markets
- Utilise digital QR codes on flyers for easy access to WhatsApp catalogues
- Create a market-specific promotional offer to attract new customers
- Utilise platforms like Canva to create engaging social media posts pre-market days
- Set up a partnership with local coffee shops to boost brand visibility
⛳️ Strategy 3: Implement efficient business and financial management systems
- Develop a Google Drive system for organised document storage and sharing
- Set up a Financial Snapshot template to simplify monthly financial tracking
- Automate monthly financial reports via Google Sheets for quick business insights
- Create a clear business plan outline to guide future expansion efforts
- Incorporate regular strategic reviews focusing on business goals and market dynamics
- Establish a clear governance structure with defined roles for all team members
- Schedule bi-monthly progress check-ins to adjust priorities and assess output
- Create attractive, engaging branding elements for consistent usage in all materials
- Conduct a bi-annual strategy workshop to refine vision and adjust goals
- Activate an emergency cash buffer for business stability in unforeseen circumstances
Bringing accountability to your strategy
It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.
That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.
Give it a try and see how it can help you bring accountability to your strategy.
