Managing your sales pipeline

Today has been a day of sales activity at Optix. I thought I’d share my thoughts and experience of CRM and how to setup your pipeline. I hope its useful.

Sharing my appraisal template

This week is appraisal week, or as we call them at Optix – Yearly Catchups. We’ve spent the last ten years honing our template for this annual event and today I share that on the vlog for you to do what you will with. Enjoy :)

HR in a small business

An afternoon of HR – Here are a few takeaways or ideas for you.

7 Tips for Money Management in a Small Business

Today I look back over the last 16 years and consider the best money management tips I’ve picked up. Enjoy

Interview with Michael Dart

Today I interviewed business leader, visionary and all round nice guy, Michael Dart of Darts Farm in Exeter. They’ve won every award under the sun this year, built an incredible business which is highly respected locally and turned a farm shop into an exclusive destination. I find out some of his secrets to success. Enjoy

P*** Poor Presentations

I do a lot of presentations these days. Here are a few tips…

 

An Insight Into My Day

A number of people ask about my days, the sort of things I get up to etc…Today I took my camera around with me to give you an insight into just that. Enjoy.

So I started a YouTube Channel!

So I started a YouTube Channel!

My first four YouTube Videos are live and I’m loving the feedback I’ve had already – its quite humbling and suggests that its certainly worth persisting with. To bring you upto speed you can check out my channel here: https://www.youtube.com/c/alastairbanks

For ease though, here are the first four videos – please forward on to students with an interest in personal brand or development, business owners and entrepreneurial friends, I will hugely appreciate it as it’s not easy creating content for a small following – you do question if its worthwhile.

My first video was about procrastination:

My second was about the most influential business book Ive ever read:

The third was all about Goal Setting:

And the fourth was about change and how important it is if you want to grow:

Please make sure you subscribe to the channel so you don’t miss anything. I’ll do my very best to make the content as useful as possible.

Thanks again

Al – @banksy6

Just Do It

So today I embarked on my first trip into YouTubing. I created my first video called ‘Just Do It’, aptly named because I wanted to just get something up there, learn from it and improve. I’ll let the video do the talking. If you like it and you want more, please subscribe and share.

 

Eight things that changed my life in 2015

Eight things that changed my life in 2015

Yes folks, its that time of year again. The round up post you’ve all been waiting for 😉

Don’t forget that if you’re interested in my posts from the last few years, you can find them here: ’09, ’10, ’11, ’12, ’13,’14

2015 – Its been a big one! Featured here are my first child, an offline tool that’s changed my life and a diet that’s had a dramatic impact on how I’ve felt after 10 years of putting up with stomach pain. All that alongside a few less serious, but still important ones.

1). Coming in at Number 1 there is only one place to have him – it’s Oscar, my first child. There is no doubt about it, having your first child changes you. For the first time in your life someone is completely reliant on you and that re-focuses you. I’ve spent the last 15 years putting everything into my work and while I still have a passion for that, it will sit alongside the newest love of my life – Oscar. I’ve also found a new respect for my wife Lizz who is quite literally the best Mum ever…just incredible.

2). About ten years ago I started to suffer with IBS, one of those hard to diagnose problems that the doctors don’t really do much about or give you much advice on. After hospital inspections and private consultancies which showed up/gave me nothing, I just had to live with it. When Oscar was born I was in so much pain some nights that I couldn’t do his bedtime and that made me realise that something had to change. I persisted with the doctors and found a diet out of Australia called FODMAP. A university there have tested hundreds of food groups against four main triggers and rated them on an app and in a book. The diet has changed my life. After about 6 months of doing it, I’d say that I’m about 75% better than I was and I intend to continue living and coping with this using management of my diet. If you’re an IBS sufferer then you should definitely check it out. I’ve created a Pinterest board to help people find their feet with the diet as its a bit of a minefield of info out there.

3). The passion planner (I know what you’re thinking but don’t worry, I’m not going there) started off as a Kickstarter project. The ultimate organisation tool. It combines goal setting, diary management, reflection time and to-do lists all in one lovely leather bound book you’d be proud to take to any meeting. People know me as the owner of a digital agency and many are poking fun at the fact that despite the plethora of on-line tools (most of which I feel like I’ve tried) I’ve reverted to good old pen and paper. The fact is there is something very real about planning out your week and crossing things off as you complete them which you just don’t get on-line. You have to get these from America but I guarantee you its worth it.

4). Slack. Used by NASA for collaboration and teamwork we’ve rolled this out internally at Optix for our digital marketing team and a group of Sack Savvy clients. Slack’s strap line is ‘Be Less Busy’ which if anyone disagrees with then I’d suggest you’re reading the wrong blog. We share information, useful links and sometimes just shoot the breeze on this channel. Its closed unlike the big social media sites but that works well and if you want to strengthen comms in your organisation you should check out this app today.

5). Whatsapp Web. Did you know you can use WhatsApp from a browser window, opening up the use of this tool to desktop and laptops not just mobile? Well if you’re old skool like me and still use one of these antiquated computer things then maybe you should just get yourself over there to use the web interface. Simply have your phone app open and scan the QR code on the screen and it will link your computer to your phone. Game changer. Genius.

6). My Apple Watch. Ok so it’s questionable as to whether its really changed my life or not. Most days I forget to charge it but when I do remember and wear it I find myself checking my tweets, messages and email with a little smile on my face. These notifications definitely mean I check my phone less which can only be a good thing right? Would I pay the same again for it? Probably not but I’m glad I have it and its certainly a talking point.

7). My Northface Jacket. Yes its one of those weird ribbed jackets people are wearing everywhere. I saw people turning themselves into the Michelin man and couldn’t get my head round it for a year or so….until I tried one. The one I went for is a particularly fetching bright orange one. You can tell I’m an introvert right 😉 So although I might stand out like a sore thumb I’ll be a particularly warm one and I’m unlikely to get lost in the fog. My other reason for getting one was to ensure that I look as stylish as possible on the slopes this year (although my Dad and skiing partner may disagree with that statement)! If you didn’t know, I also run a skiing blog over at http://www.firstlift.co.uk

8). Insights. I’ve always said that if I wasn’t running a digital agency (and I didn’t make it as a ski instructor) that my second favourite job would be something to do with psychology and in particular psychometric profiling. I find it absolutely fascinating. This year we profiled the whole company using the Insights model. A local practitioner, Jack Russell ran a session with us after we’d been profiled and what’s happened since is quite amazing. A common language, a deeper understanding of oneself and others and better communication all round. We’ve enjoyed it so much that my wife and I are in the process of setting up a new business and partnering with Jack so we can share the excitement and success we’ve had at Optix with others. If you’re interested in learning more about what happened with the profiling at Optix, check out the post I wrote here.

So there we go, eight things that changed my life this year, its been big, its been fun and hopefully next year will be just as exciting.

How was your year? Have you taken the time to reflect on it and write down the things that mattered to you?