2023 Goals!!!

krista-gac
New Contributor

What's your 2023 Goals???

I am all about goal setting, mapping, and obtaining!! What is your goals for your company that you want to achieve??

Mine:

  • Team building (admin)
  • Marketing 
    • Grow FB and Instagram by 3k followers
    • Monthly analysis for ROI 
  • Budget analysis and planning
    • Forecasting 5years 
  • Training videos and planning, curriculum 
    • Admin 
    • Service 
    • Install
  • Website changes 
  • Inventory management 
  • Employee retention and advancement 
  • ST internal training SOP’s 

Comment with your goals and if you need help mapping them out to reach them to succeed!

Happy New YEAR Everyone! 

1 ACCEPTED SOLUTION

ChelseaAce
New Contributor III

Personal goals - understand my own value and apply changes accordingly in life.

Business Goals:

  • Become 100% Paperless for Project Coordination using Service Titan
  • Become a Certified Administrator
  • Migrate the last few features we still have at our company that have been around since the dawn of man into Service Titan finally - 
    • Some of the processes here are old, and so are those who manage them.  It's a bit of a struggle explaining that there is a new, better, faster, and easier way to do things.  This will take time, patience, and eventually building trust.  We will get there!
  • Get to a point where I can manage up to 50 projects at once.  It isn't in danger of happening, but I want to streamline my process so that it could be done
  • Save up for a car
  • Go see Depeche Mode twice 🙂

 



Chelsea Robinson
Ace Plumbing and Rooter
Project Coordinator

"If onlys and justs were candies and nuts, then every day would be Erntedankfest." - Dwight K Schrute

View solution in original post

10 REPLIES 10

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator
  • Read at least 1 book per month (this will be an accomplishment- I had reader's block for years after my son was born)
  • Reach the top of the TitanAdvisor leaderboard
  • Buy and move into a new house

Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Making it attainable!


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

sarah02
New Contributor III

Organization. 

Everything... 

The office, ST, my desk... EVERYHTING. lol 

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I need to do this. My whole darn house lol


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

TurquoiseB
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator
  • Publish one book
  • Launch my business website
  • Two community service projects/actions per month

AshleyB
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator
  • Read 1 book per month
  • Mediate daily 
  • create healthy habits work/life all of it

 

sambott1
Contributor

-Boost our social media (it's very barren right now ðŸ˜–)

-Set up ACP

-Get everyone using the dispatch board instead of the schedule board for daily schedule management

-ST Admin Cert

-Establish a quarterly newsletter that goes out to our customers

-Attend any other CSR/Dispatch trainings made available 

Thanks for this post! 

ChelseaAce
New Contributor III

Personal goals - understand my own value and apply changes accordingly in life.

Business Goals:

  • Become 100% Paperless for Project Coordination using Service Titan
  • Become a Certified Administrator
  • Migrate the last few features we still have at our company that have been around since the dawn of man into Service Titan finally - 
    • Some of the processes here are old, and so are those who manage them.  It's a bit of a struggle explaining that there is a new, better, faster, and easier way to do things.  This will take time, patience, and eventually building trust.  We will get there!
  • Get to a point where I can manage up to 50 projects at once.  It isn't in danger of happening, but I want to streamline my process so that it could be done
  • Save up for a car
  • Go see Depeche Mode twice 🙂

 



Chelsea Robinson
Ace Plumbing and Rooter
Project Coordinator

"If onlys and justs were candies and nuts, then every day would be Erntedankfest." - Dwight K Schrute

woops, i didn't mean to accept this as the solution ... lol.

just here to say that when you say that there are some more "antiquated" ways that things are done around the business .... i feel that on a spiritual level! i too am in the process of trying to modernize things for the sake of efficiency. we will get there!