Is a 'Pebble' Blocking Your Path to Productivity?

Have you ever had something in your shoe, like a little pebble, that was irksome? And when you got rid of it, you felt this instant…sigh… sense of relief?

It’s often the minor adjustments that yield the biggest differences.

That’s what Julie discovered when a simple modification to her team’s spreadsheet dramatically improved their customer relationships.

If this sounds like the relief you're seeking in your work, then you're in the right place.

The Story

Julie is a manager at an optometrist's office in Florida. She's responsible for following up with clients when glasses are ready for pickup, using a spreadsheet for tracking.

The problem is, sometimes Julie’s day is overrun, and she can’t make those calls, leaving customers in the lurch for their glasses.

Julie needed a system that would streamline her client communication.

That's where the Sesh team came in. With a bit of Zapier's connecting power, the flexibility of Google Sheets, and a dash of OpenAI's intelligence, we set up a streamlined system that dramatically improved the communication with her clients.

The workflow

The workflow activates when Julie or her team updates the spreadsheet, for instance, to “ready for pickup”. Customers then receive automated emails and texts to collect their glasses. They even get a reminder to leave a review if they’re satisfied with the service.

It’s easy and clean, but it has made a world of difference in Julie’s day…sort of like when you remove that annoying pebble from your shoe.

Where’s your pebble?

It takes some effort to embrace thinking in systems, but once you realize the time they can save you, you’ll never want to go back.

Here's a nugget of advice to get you started:

Begin by mapping out your daily tasks and identify repetitive actions that don't require much decision-making. These are your low-hanging fruits for automation.

Consider the triggers—what initiates the task—and the actions that follow. Documenting these workflows can help you visualize where systems can take over, freeing you up for more creative or complex problems.

Identify where AI could be that subtle boost in your workflows to transform your day. Start small, think big, and scale fast. That's the way to harness the power of systems for a more efficient tomorrow. Hope that helps.

Til the next adventure, friend!

your techy friends at Sesh.