Working remotely as a freelancer or solopreneur is one thing.
But when youโre responsible for a whole team of people ALSO working remotely, there are some really important systems and strategies to put in place so that you can:ย
- Protect your own flexibilityย
- Stay productive and on top of deadlines
- Keep your team happy and motivated
- Not go insane
Hereโs a breakdown of what Iโve found to be some of the most helpful and game-changing tactics for keeping my team productive and content.
Communication!!!
My team covers A LOT of time zones, with the biggest gap being +9 hours.
That in itself can be a challenge because we arenโt always working at the same time.
Having โface timeโ is really important for us since email and direct messaging arenโt always the best โdiscussionโ tools.ย
So we have a standing team meeting every Tuesday @ 8:30am PST // 5:30pm CET.
This is also time that we use to chat, catch up on each otherโs recent adventures (or misadventures), and connect as people.
I canโt stress the importance of this enough.
Youโve got to treat people like people (not machines) if you want everyone to do their best work (and have a good time doing it).
Spoiler alert: no one does their โbest workโ if they are having a shitty time.
Aside from that, our primary mode of communication is Slack.
We keep a channel for each client where we discuss projects we are working on, share files, etc.
Slack is another place we get to stay connected as humans and catch up on whatโs going on with each other beyond clients and tasks.ย
To manage timelines, tasks, deadlines, and time tracking, we use a project management system called Teamwork. Itโs a lesser known platform similar to Basecamp, but I like the features and interface better.
Teamwork also allows you to create โtemplate task lists.โ
This has been a HUGE time saver thatโs allowed us to streamline and automate our onboarding process for both website and marketing projects.
Time-saving automation
Iโd also like to stress the importance of automation and outsourcing.
The more you can automate, the more time you free up for yourself and your team.
Hereโs how I used to onboard clients:
- Spend about 30 minutes writing a nice warm, welcoming email about what we need to get started and what to expect.
- Spend about an hour building out their shared google drive folder, important files, and organizing the types of folders and assets we will need to effectively manage their accounts.
- Spend another hour setting up a task list in Teamwork that includes all of the onboarding tasks as well as recurring tasks we need to remember to do to honor our scope of work.
That was about 2.5 hours of basic onboarding – IF everything went according to plan.
Hereโs how we onboard clients NOW:
- I use TextExpander to customize and send a very awesome template โwelcomeโ email (that still makes clients feel warm and fuzzy but only takes about a minute).
- Colleen is Ccโd on those emails, which then triggers her to copy and customize our Template Client folder in Google Drive (about 5 minutes).
- Colleen also creates a client channel in Slack, and copies / customizes the template task list in Teamwork (about 10 minutes).
Thatโs about 15 MINUTES of basic onboarding – and because our templates have been refined over time into well oiled machines, we donโt run the risk of forgetting any steps.
And to be clear, the whole point of setting up these systems isnโt so we can continue to scale and bring on more and more clients.ย
The point is that we do this so we can have more free time – to go to afternoon yoga, or midday bouldering, or for a nice long walk anytime we want, or a long vacation weekend just because we want / need to recharge.ย
Which brings me to my next point…
The importance of downtime
While lots of Instagram posts make working on your laptop from an infinity pool look โluxurious,โ thereโs nothing relaxing about working on vacation or during break time.
Breaks and vacations shouldnโt include tasks.ย
Period.ย
And if youโve got a team as hardworking as mine, sometimes you have to force your employees to take breaks because they wonโt do it on their own.
Part of that starts with me. If my team members see me taking breaks that are stress- and freak-out-free, it can be easier for them to feel confident taking breaks without feeling bad about the work that isnโt getting done.
This is something Iโm working on getting better at.ย
I want them to feel comfortable ignoring the email from a client while theyโre at the beach, instead of dropping everything, freaking out, and ruining their vacation.
And I also tell them to sleep. Both Molly and Ljiljana are so many hours ahead of us, so they really should be winding down while itโs still mid-afternoon for the rest of the team.ย
If I find them online or working on something that could wait until the next day, I urge them to get those well-deserved zโs.
I also try to encourage them to take breaks during the day, too.ย
Itโs so easy to get into a groove and just go go go all day.ย
Not only do I want them to relax for a few minutes by the ocean or taking their dog for a walk, it also helps them refresh and come back more inspired.ย
Which brings me to my final recommendation:
Push the envelope of what is possible.
Iโm currently reading โIt doesnโt have to be crazy at workโ by the founders of Basecamp.
They have some REALLY COOL recommendations I plan on implementing that I hadnโt even thought of.
One of which is that they donโt just encourage vacation time, they PAY for their employees vacations instead of traditional bonuses (which are taxed to high hell anyway).
They also switch to a 32-hour workweek during the Summer, so everyone gets Fridays off.
So we just decided to take a page from their book and try it out (at least for the month of June) to see how it goes.
My guess is that we will be just as productive (if not more so) with our 3-day weekends to look forward to.