Do You Need a New Tool, or Does Your Process Need Care?
Description
If leads are slipping and proposals stall, it’s tempting to blame the platform. In this solo episode, I explain why most “tool problems” are really process gaps—and how I use my CARE framework (Clarity, Align, Reduce, Ease) to make the tools you already have work better. I walk you through defining “done,” reducing decision fatigue, setting cues you’ll actually notice, and when it does make sense to pilot new software—without derailing client work.
Topics
- How I gut-check whether it’s a tool gap or a process gap
- My CARE framework in plain language (Clarity, Align, Reduce, Ease)
- When I decide a new tool truly helps—and how I avoid platform churn
What next?
- Follow Here's What I Learned on your favorite podcast player
- Leave a review so the podcast is seen by more people like you
- Share this episode with a friend
- Find the complete show notes and transcripts at jackihayes.co
Say hi!
- Follow me on Instagram at @jackihayes_obm
Credits:
Intro and Outro Music: Atomic by Alex-Productions |https://onsound.eu/
Music promoted byhttps://www.free-stock-music.com
Creative Commons / Attribution 3.0 Unported License (CC BY 3.0)
https://creativecommons.org/licenses/by/3.0/deed.en_US
Track Your Leads (Your Way) is a live workshop to build your customizable, human-centered lead tracker in Airtable.
Thursday, Dec 4 @ 2pm CT | Live on Google Meet
$97 USD | Includes Airtable template, workbook + replay access
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