August 18, 2022
After COVID-19 hit, Canada's regulatory body for dentists recommended an air purifier in every operatory…
Coincidentally around the same time, after years in the making, a business partner of mine was preparing to launch Jaspr — An air purifier business.
Within hours of setting up ads, Jaspr sold out of inventory, generating hundreds of thousands of dollars in a matter of days.… The launch was explosive, but Jaspr did not have the necessary systems or logistics in-place to handle the volume…
A couple of days after launching, I got a call asking me to join the Jaspr team.
I had never worked in e-commerce before, but I was brought in to implement the necessary systems so we could fulfill hundreds of purifier orders in a matter of weeks from launching...
And we did.
Here’s how I systematized Jaspr…
The Jaspr Operating System
It consisted of 4 primary systems:
1. Projects & Resources Management
2. The Meeting Pulse
3. Client Relationship Management (CRM)
4. Internal Best Practices
1. Projects & Resources Management
We used Notion to manage our projects and company resources with two primary databases for projects — Rocks & Cards. Rocks were the 3-7 most important projects for the quarter, while cards could be projects, next actions, or a temporary resource linked to a Rock (more on Rocks here).
2. The Meeting Pulse
This was fully inspired by Gino Wickman’s Entrepreneurial Operating System (EOS). It consisted of weekly and quarterly meetings. During the weekly meetings, we would go over key company metrics, existing Rocks, and any issues. On the quarterly meetings, we would zoom out, review our vision, financials, and plan our Rocks for the coming quarter.
3. Client Relationship Management (CRM)
We were an e-commerce store, so Shopify was how we managed orders, but it didn’t provide us with enough data… So I built a database that was integrated with Shopify using Airtable — One of my favourite No-Code tools to-date. We were able to track leads, orders, client lifetime values, subscriptions, inventory and logistics. Airtable continues to be my go-to for other businesses.
4. Internal Best Practices
This might sound vague, but these were crucial for the business to operate as optimally as it did. Two of these best practices were inspired by David Allen’s Getting Things Done (GTD):
- Capture Systems (GTD) — Everyone had to have a reliable place to capture thoughts, ideas or tasks
- Next Actions (GTD) — The next physical, visible activity that progresses something toward completion, and every project had to have an updated Next Action (more on this here).
- Inbox 0 — If you don’t practice Inbox 0, your communications are broken and unreliable… All team members had to have a clear inbox, weekly, for both their work email and our internal messaging platform (Telegram).
If you ever decide to work with me, you’ll likely see some of these come up 😏…
Here’s how you can incorporate some of these:
- Practice Inbox 0 daily or at least weekly, and nothing will ever go missed
- Pick your most important company metrics, and visit them weekly to have a reliable pulse on your business
- Identify your Rocks and gain clarity — Your most important 3-7 projects for the quarter
- After working on a project, always update the Next Action and double your productivity — The next physical action to push the project forward.
See you all next Thursday 👋
PS. Whenever you're ready... Here are three more ways I can help you become your most productive self:
- Access my Free Notion Task Manager → Get Access
- Get my Notion Personal OS to manage your business & personal life → Learn More
- If you need help mapping, creating & optimizing your systems → Work With Me
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