Moments: Admin

This is about identifying where the client is spending unnecessary time.

Include:

Key signals to check (in Sage / data):

• Large number of manual data entry tasks
• Transactions being entered from paper or spreadsheets
• No bank feeds enabled
• Manual invoice creation every time
• High volume of supplier payments processed individually
• Multiple systems being used for simple processes
• Repetitive tasks completed every week/month

Trigger moments:

• Client says they’re “too busy”
• Spending evenings doing admin
• Business growth causing more paperwork
• Frequent data entry errors
• Business owner doing bookkeeping themselves
• Team spending time on low-value admin work

Quick diagnosis prompts:

• “Where do you spend most of your admin time?”
• “What tasks do you find yourself repeating every week?”
• “Are you entering information more than once?”
• “How much of your process is automated today?”
• “What would you do with an extra five hours a week?”

Output of Prepare:
A simple point of view going into the call. (Example: “The business is spending significant time on manual invoicing and transaction entry. There are opportunities to automate routine admin and free up time for more valuable work.”)

This is about identifying where the client is spending unnecessary time.

Include:

Key signals to check (in Sage / data):

• Large number of manual data entry tasks
• Transactions being entered from paper or spreadsheets
• No bank feeds enabled
• Manual invoice creation every time
• High volume of supplier payments processed individually
• Multiple systems being used for simple processes
• Repetitive tasks completed every week/month

Trigger moments:

• Client says they’re “too busy”
• Spending evenings doing admin
• Business growth causing more paperwork
• Frequent data entry errors
• Business owner doing bookkeeping themselves
• Team spending time on low-value admin work

Quick diagnosis prompts:

• “Where do you spend most of your admin time?”
• “What tasks do you find yourself repeating every week?”
• “Are you entering information more than once?”
• “How much of your process is automated today?”
• “What would you do with an extra five hours a week?”

Output of Prepare:
A simple point of view going into the call. (Example: “The business is spending significant time on manual invoicing and transaction entry. There are opportunities to automate routine admin and free up time for more valuable work.”)

This is about identifying where the client is spending unnecessary time.

Include:

Key signals to check (in Sage / data):

• Large number of manual data entry tasks
• Transactions being entered from paper or spreadsheets
• No bank feeds enabled
• Manual invoice creation every time
• High volume of supplier payments processed individually
• Multiple systems being used for simple processes
• Repetitive tasks completed every week/month

Trigger moments:

• Client says they’re “too busy”
• Spending evenings doing admin
• Business growth causing more paperwork
• Frequent data entry errors
• Business owner doing bookkeeping themselves
• Team spending time on low-value admin work

Quick diagnosis prompts:

• “Where do you spend most of your admin time?”
• “What tasks do you find yourself repeating every week?”
• “Are you entering information more than once?”
• “How much of your process is automated today?”
• “What would you do with an extra five hours a week?”

Output of Prepare:
A simple point of view going into the call. (Example: “The business is spending significant time on manual invoicing and transaction entry. There are opportunities to automate routine admin and free up time for more valuable work.”)