Skip to content
LET'S TALK
EN
Sales process

Choose One Business Problem for This Week

Order in a business starts with one problem you can see and check in the work. Not with a new task list or an attempt to redo everything at once.

By GrandMa Agency
Editorial and Growth
2026-09-02
Updated 2026-09-02
15 min read
EST. READING TIME  15 minutes·LAST UPDATED  September 2026·REVIEWED BY  GrandMa Editorial & Evidence

Evening. You are already closing your laptop, but a list is still humming in your head: nobody replied to a client, the price list needs rewriting, something does not add up with the supplier again, enquiries live in different chats, an employee asks for the same explanation for the third time. And you still need to “finally get things in order.”

At a moment like this, it is easy to reach for what is most visible: buy a service or write a long list of rules. But a spreadsheet with ten new columns can sometimes only hide the mess.

But a list of improvements is not a plan. It only shows that you have accumulated many signals. Your task for this week is not to find the perfect answer for the whole business. Choose one problem that repeats, harms money, takes time, or damages the client’s journey, and look at it without general words.

1. First separate noise from what repeats

A symptom is a noticeable consequence of a problem, not its cause. For example, a client left an irritated review. It is an important signal, but it still does not tell you what exactly broke: the reply came late, the terms turned out to be unclear, the order was passed to the wrong place, or the promise was simply forgotten. The broad phrase “our service is poor” sounds serious, but it does not help you act: it does not answer what exactly you will see in the work tomorrow. By contrast, the phrase “after payment, the client does not receive confirmation, so they write in the chat and the team searches for information manually” already has the shape of a problem. You can check it against real orders. It is a convenient place to start making changes.

A complaint, delay, or confusion around payment is usually more useful than the feeling that “everything is wrong.” They leave a trace: correspondence, an unfinished order, a repeated question, a manual search, a cancelled agreement. You do not need to explain immediately why it happened, and you especially do not need to look for someone to blame right away. First, save several repeats of the same situation.

Look at the latest work episodes. Where did the team stop again? Where did the client have to ask again? Where did money get stuck waiting? If the answer concerns one unusual case, do not rush to build a new rule around it. If the same thing happens again, it is already a candidate for the first change. Sometimes a loud event still needs an immediate response: for example, an unfulfilled promise to a specific client. Resolve it as a separate situation. But do not confuse urgent firefighting with choosing what to change in daily work. For changes, look not for the most unpleasant memory but for a recurring moment. Such a repeat is worth distinguishing from a one-off, even unpleasant, story.

Do not choose the loudest fire if it does not show where the wiring keeps sparking.

2. Look at the problem from three sides

You do not need to prove that one area matters more than all the others. It is enough to compare honestly where your own business hurts. For every recurring situation, look at three things: money, time, and client experience.

The first thing is money. This does not necessarily mean sales alone. Notice where an invoice waits for a long time, where you cannot tell a client the terms, where an order does not reach payment, or where you have to refund money because of confusion. Write down the specific moment when an agreement becomes uncertain. Not “our sales are weak,” but “after an enquiry about a service, nobody sends a clear next step.”

The second thing is time. This is not about being busy in general: an owner is almost always busy. Look for a repeated manual action. Someone transfers data from a chat into notes every time, clarifies the same detail, searches for an order status, or retells a rule to a new person. These actions often seem like small things until it becomes clear that they break work into pieces and prevent important work from being finished.

Look through the client’s eyes

The third thing is client experience, meaning how a person moves from their first question to receiving the product or service. A client stumbles where they do not understand the next step, do not know the price, do not receive a reply, or have to repeat information they have already provided. They do not see your internal reasons. They see only whether it became easier to buy and receive what was promised.

A fictional example. Olena bakes custom cakes. A new logo, a new price list, and finding an assistant all seem urgent to her at once. But when she reviews the correspondence, she notices a repeat: after the first enquiry, people often ask how to place an order and whether the date is available. This affects the client and takes her time. The logo can wait; first, it is worth examining one transition from an enquiry to a confirmed order.

If several problems affect different sides, do not try to combine them into one. Choose the one you can describe most precisely. Clarity matters more than drama: it makes it easier to understand what exactly to change and what to leave on the observation list for now.

3. Give the problem a sentence, not a label

A bottleneck is a point in the work where a process regularly slows down or stops. It does not always look like a major accident. Sometimes it is one unanswered message, a file without a clear name, or a verbal agreement known by only one person.

Try to formulate the problem in one sentence using this logic: in a specific situation, a certain person does not receive the needed next step, so a visible consequence occurs. You do not have to write it beautifully. What matters is that you can recognise this sentence in live work.

Not “the manager is disorganised,” but “when an enquiry arrives after a phone conversation, it is not recorded in one place, so the client waits for the promised estimate.” Not “chaos in delivery,” but “after an order is ready, nobody tells the client where to collect it, so the team answers the same questions in the chat.”

From description to the first action

This formulation does not look for someone to blame. It shows the place where a person has to guess what to do next. That is where the first change is needed. If you cannot name the situation, the participant, and the consequence, the idea is still too vague for action.

Before making a change, record the current picture. Save several examples of correspondence, write down what happens before and after the breakdown, or mark such cases in one place. An indicator is a simple sign that lets you see changes in the work: for example, whether the client received confirmation, whether the team had to ask again, or whether the next step was completed. This is not complex reporting, but a way not to rely only on mood.

When you want to turn such observations into regular management decisions, business analytics may be useful. But it is worth starting not with a tool, but with one clear question about your own work.

4. Change one rule, not the whole world

A working rule is a short agreement that explains who does what in a recurring situation. It should be simple enough to use when the day has already stopped going according to plan.

Let us return to Olena. Her first change may be not “redo all sales,” but an agreement that every new enquiry receives the same short message: what needs to be clarified for the order and what the next contact will be. She checks not whether the text is beautiful, but whether people ask fewer follow-up questions and whether it is easier for her to return to the conversation after an interruption.

Another fictional example is a furniture workshop. Andrii thinks the problem is a lack of time because the craftspeople are constantly distracted by calls. When he looks more closely, it turns out that clients are promised a notification when an order is ready, but nobody knows who should do it. The craftspeople answer questions only after the client has started looking for them on their own. The small change here is not a new system for the whole workshop, but one place where a ready order receives a person responsible for the notification.

As a rule, a small change where work regularly stops is more useful than a large plan that exists only in the owner’s head. Choose an action you can connect to your sentence about the problem. If the change does not answer it directly, it is probably a separate idea, not the first step.

Explain to the team which situation you want to make easier, what you do now, and what you will notice. This is not an order carved in stone: the person who does the work every day is the first to see what is inconvenient.

Do not add a change on top of the old method. If information now needs to be left in one defined place, do not also require it to be written in three more chats “for reliability.” Double work usually creates a new breakdown faster than it fixes the old one. Likewise, do not rush to buy a complex system until you understand exactly which repeat you want to remove.

5. Look at reality, not good intentions

When the rule has started working, return to the examples you recorded earlier. Does the client get lost less often at the same step? Has the repeated manual action disappeared? Does the team actually use the agreement rather than work around it because it is inconvenient? The answers do not have to be impressive. What matters is seeing what actually happens.

Not everything that looks disciplined helps. Perhaps the new reply template turned out to be too long. Perhaps a responsible person was appointed, but they learn about a ready order too late. Perhaps the problem was not the message, but that nobody records the date of the promise. This is not failure. It is a clarification of where exactly the bottleneck lies.

It is useful to compare not the general impression of the week, but identical situations. If the client previously did not understand what would happen after payment, look at that exact moment. If the team searched for data in chats, see whether they still have to search. This way, you do not attribute every good or bad day that happened nearby to the change.

If the change made work easier for the client or the team, keep it and make it part of the usual process. If it did not make work easier, adjust it or cancel it. You do not need to defend a rule just because effort has already been spent on it. In business, it is more useful to preserve clarity than to prove yourself right.

Only after that move to the next problem on your list. Then the list stops pressing on you: it becomes a queue of observations, not proof that you cannot keep up with everything.

The first step is simple: today, write one sentence about a situation that repeated in the work and caused the most noticeable harm to money, time, or the client.

6. FAQ

Start not with a list of every shortcoming, but with one situation that repeats. Recall recent correspondence, orders, or work breakdowns and choose an episode with a specific consequence: a client asks again, payment gets stuck, or the team repeats the same action. Describe it in one sentence without labels and do not change everything at once. The first goal is to see what exactly happens in real work, not to create a perfect plan.

7. Glossary

симптом
A noticeable consequence of a breakdown that helps begin looking for the cause, but does not itself explain what exactly should be changed.
вузьке місце
A point in a work process where an action regularly slows down or stops and creates extra steps for the team or the client.
показник
A simple sign for checking a change: it helps compare work before and after a new rule without judging only by mood.
правило роботи
A short agreement about a specific recurring situation: who takes the next action, where it is recorded, and what should happen next.

TURN FOLLOW-UPINTO A PROCESS.

We help turn scattered next steps into a clear, measurable workflow.