Back office work is important, but not urgent, as there will always be client issues that seem more important. For some of us, there is always a need to empty the never-ending ticket queue. We can’t help it. However, the consequences for not billing, not paying bills, and ignoring things like tax returns can have a devastating effect on your business too.
Many of us say we’ll use downtime to work on these things. The problem is downtime doesn’t seem to come on most days. So again, you have to set yourself up for success by scheduling this time and protecting it. Another option taken by many entrepreneurs is to schedule this type of work outside of the 9-to-5 workday.
Notice, I still said you should schedule it. It’s too easy to move to the recliner after dinner and ignore nonurgent tasks in favor of watching the latest episode of your favorite tv show. Fortunately, unlike the technical work above, you can outsource a lot of this work to a bookkeeper or accountant.
3. Marketing and sales
Another important, nonurgent job many MSPs dread is getting new customers. If you want to grow your business, this task isn’t optional. Most MSPs are good at closing a sale if they can just get in front of customers. Therefore, marketing is the piece we stumble on most. This is mainly because we don’t put consistent effort into it.
I recommend taking one whole day, once every quarter to plan your marketing for the next quarter. Put it on a calendar and execute according to that calendar. Many things like email campaigns and social media posts can be setup in a few hours once a month and scheduled to run over the course of the month. You could get this done on one Saturday per month.
Most of the strategy comes down to being intentional about scheduling your time and then protecting it. Build systems around your RMM and PSA tools to help group your tickets into buckets that make sense for your workflow. In addition, try to move critical but non-urgent tasks outside of the 9-to-5 workday to avoid the inevitable interruptions. Most importantly, if you allocate time to doing something, make sure you do it.