PODCAST: S2:E7
Today’s Guest, Callie Saulsburry
Callie Saulsburry is the Systems Champion at Crow Estate Planning and Probate, a boutique law firm specializing in estate planning and probate issues. With a background in education and her initial role in the firm as the client experience manager, Callie brings a unique perspective to developing standard operating procedures (SOPs) within the firm. Her methodical and relationship-focused approach to extracting knowledge from colleagues and creating accessible, efficient systems is foundational for reaching the firm’s ambitious goals.
Interview Takeaways:
1. Transitioning to a Systems Champion
Callie transitioned from a role as the client experience manager to a Systems Champion, driven by her teaching background and desire to simplify learning new concepts through standardized procedures.
2. Adoption of SYSTEMology
She utilized the SYSTEMology book’s framework to start systematizing the firm’s estate planning processes, which was the area bringing the most revenue, before moving on to other areas.
3. Qualities of a Systems Champion
The role requires organizational skills, an aptitude for teaching, and the ability to work well with others, utilizing both to extract and document intricate knowledge from different departments.
4. Overcoming Challenges
Callie faced challenges in systematizing legal processes that vary across the 95 counties in Tennessee, and she tackled them by focusing on the counties where the firm operates most frequently.
5. Creating Excitement Around Systems
Monthly newsletters and interactive meetings highlight the importance of systems, keeping the topic engaging and at the forefront of the firm’s operations, thereby transforming the perception of systems from mundane to essential.
6. Immediate Wins
The firm has realized immediate benefits from systematization, including quicker onboarding times, reduced disruptions to workflow, and an enthusiastic adoption of the new systems.
7. Systems Champion as a Career Path
The role is viewed as a valuable career stepping stone, providing extensive learning opportunities and recognition from the leadership team, while addressing a critical business need.
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About The Show
Business Processes Simplified
We interview industry experts and have them share their best small business systems and processes. This is the quickest, easiest and most efficient way to build a systems centered business.
