Simplify your daily to-do’s with this hacking framework

Extra, extra: Trainual’s Playbook conference is back!

Welcome to The Manual Weekly – LI Edition, the can’t-miss newsletter for business leaders. You’ll find snackable bits of news highlighting emerging trends, actionable resources, and proven best practices that can help take your business to the next level.

This week’s must-reads:

• A process template for repeatable customer acquisition.
• Guess who’s back, back again — it’s Playbook 2024!
• Have you seen the Trainual mobile app redesign?
• And the hack you need to simplify your daily to-do list.

Template of the week: Customer Acquisition Strategy Guide

A lot of business advice online has phrases like “The most important part of growing a business…” or “The number one thing you need is…” And it’s a little misleading — because there are so many crucial things you need to consider when growing your business, not just one. For example, one of the most important: finding customers.

No customers, no business — end of story. And you don’t just need a good way to find customers, but a repeatable one.

👉 And to set yourself on the right path? You’ve got this Customer Acquisition Strategy Guide template, with essential steps and strategies to acquiring the right customers for your business.

Check out our entire template archive of free and customizable policy, process, and role starters. New to Trainual? Get a demo.

Trainual’s Playbook conference is back!

We’re back! 🕺 With three days that will change your business forever. 

We promise... Playbook 2024 isn't your average conference. We're talking must-steal strategies, hands-on building, and real-time results.

And this year, we’re taking things to up a notch: We’re coming to you live and in-person in Phoenix, AZ!

If you want to take your business to the next level, you’re gonna want to be there. We got you covered with:

• Hard-hitting advice from experts who've been there, crushed that.
• Battle-tested playbooks to transform into a lean, mean, growth machine. 
• Real-life networking with other high-growth companies.
• Exclusive hands-on workshops for building a better business.
• And we're just getting started!

So, save the date — it’s all going down November 12-14, 2024. Get your tickets now!

🔥 Tip: Don’t wait. You’ll only see early bird prices through August 16!

Trainual tips: The new mobile design for your on-the-go needs

Trainual's on-the-go experience is looking fresh-to-death with its sleek, new design — featuring seamless navigation and more customization options. It’s B-E-A-utiful if we do say so ourselves.

🔥 Tip: Be sure your whole team downloads the mobile app so they can access everything about your business anytime, anywhere.

Here are just a few of the things you can do in the palm of your hand:

• Complete (and e-sign) training. Have some downtime while you’re away from your desk? Catch up on your training to-dos wherever you are!
• Search for answers or ask a question. Reference any subject you have access to, or ask a question and get an immediate answer — pulled right from the policies and processes in your account.
• View the employee directory. Giving you quick access to contact info, responsibilities, bios, and other profile deets.
• Configure settings. Set up your profile and notifications (so you don’t miss any changes or new assignments).

👉 See the mobile app in action!

How to transform your daily to-do list

You’ve probably heard the running-a-business vs. roller coaster comparison.

Both are high-speed rides with twists and turns, loop-de-loops, slow climbs, and steep drops that can leave you dizzy and disoriented. But that’s where the comparison ends — because a roller coaster ride lasts a couple of minutes. And your daily to-do list probably sends you on hundreds of thrill rides within the hour.

Want to simplify your to-do’s?

Allow us to introduce the Perpetual Action Items (PAIs) framework. Instead of viewing your to-do list as a bunch of items you need to check off, you need to reframe it as a collection of core tasks that will drive your business’ growth or sustained operational success.

So, instead of creating a task like “Train the new employee to company policies,” you’d view it as “Onboard new hires” — AKA, a critical area that’s important to your success.   

Here’s how to develop your PAI list:

1. Identify your business’ core trajectories. Ask yourself questions like “What tasks, if stopped today, would impact growth and survival?”
2. Break down each PAI into actionable steps (bonus points if you document them in Trainual!).
3. Set clear, measurable goals to determine your PAIs’ effectiveness.

Once you’ve identified and documented your PAIs, you can start implementing them into your daily routines — then, you can rest easy knowing that every critical task on your former to-do list is taken care of.