Operations & process
Fieldnotes / A NATA publication
The questions
behind the work.
Practical thinking on the decisions, handoffs and systems behind a business. A place to find a useful answer, and a better question.
19 fieldnotes · Open reading, with tools to keep
19 fieldnotes in the library
Operations & process
Sales Hit Its Target. The Work Got Worse.
Operations & process
What Your Dashboard Learns Too Late
Technology & tools
The Judgment You Need to Keep
Sales & proposals
What belongs in a useful quote request?
Customer experience
Why do customers keep asking the same questions?
Customer experience
What should your website help a buyer decide?
Sales & proposals
What needs to be clear before you write a proposal?
Operations
How do you keep client selections and approvals clear?
Operations
Before you automate, find out why the work exists.
Customer experience
What customer information must survive a handoff?
Sales & proposals
Why does every quote still need the owner?
Technology decisions
What should you check before replacing your CRM?
Operations
How do you know a workflow change helped?
Sales & proposals
What makes a proposal follow-up useful?
People & knowledge
How do you make knowledge useful beyond one person?
Operations
How do you map a process before changing it?
Technology decisions
Should you build a custom workflow or use existing software?
Sales & proposals
How much does your quoting process actually cost?
A different question, perhaps.
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