Always lead with your “why”

Always lead with your “why”

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Always lead with your “why”

Let’s say you’re describing a new feature to your dev team. You specify the button for this feature should appear on the top right of the interface.

Why?

Is there a reason for that placement? For example, will it provide a better UX? Will it reduce scroll time?

Or is it an arbitrary choice?

If devs don’t understand your “why”, your desired outcome may get lost in the process. And if you don’t understand your why, either — reconsider giving that specification at all.

Inspired by Start With Why by Simon Sinek, we encourage you to lead the way with your own “why” for everything you create.

Inside Klient PSA, we made this process easy by adding a “why” section at the top of all requirements document templates.

But even if you use another tool — always start with the why for every feature, idea, or process you want to pitch!

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Always lead with your “why”

Use EOS to run your business

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Use EOS to run your business

Have you heard of the EOS model – or Entrepreneurial Operating System? First introduced in Traction by Gino Wickman, this is the model we recommend for all SaaS and professional service teams to run their businesses.

At Klient, we’ve fully integrated EOS across our business. In fact, we’ve labeled our own internal version of it as BOS — Business Operating System. Specifically, we run BOS on KORG , our internal Salesforce Org at Klient!

(Feeling the inception yet?)

Here’s why we recommend this model:

  • Get constant visibility: EOS exposes all KPIs and other variables as public. You’re never left wondering what’s going on in every department.
  • Never lag behind: Instead of constantly playing catch up, you can forecast the future to stay in control of your business.
  • Improve continuously: Look at your KPIs weekly, not quarterly.

When managed properly, EOS can make it fun to run a business!

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Always lead with your “why”

Salesforce CAN be lightning-fast!

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Salesforce CAN be lightning-fast!

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Create Checklists to Manage Fewer Tasks

Create Checklists to Manage Fewer Tasks

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Create Checklists to Manage Fewer Tasks

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Leverage Salesforce LWC to take control of your workflow!

Leverage Salesforce LWC to take control of your workflow!

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Leverage Salesforce LWC to take control of your workflow!

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