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EOS Process
EOS Process

Steve Waddell
President / CEO / Visionary

Interestingly enough, I was seeking something similar and did a Google search. Here are 3 examples from an attorney firm that uses EOS. THe onboarding new hires process is actually pretty detailed and interesting:

Also, I ran across this article where someone documented in great detail the traction book and if you think about it, some of the sections almost document processes. While these are not the core processes listed by Traction they are processes. For example, issue management is a process. As are meeting management and process management if you really think about it. Anyhow, here's the list... (More)

@Mickey Larson56 this is our collections process. We sell through distributors, almost all of whom we've known for decades. Non-payment issues are administrative 99% of the time and our process reflects that.

Processes are a struggle for us. This one could probably be tightened up and improved so I welcome feedback.

  • Once a month, run an accounts receivable aged invoice report for any invoices that are 30 days past due.
  • For invoices 30-59 days past due, email invoice to customer as a second notice. Resend a statement or any open credits to the customer.
  • For invoices 60-75 days past due,... (More)
Voted for Word of Mouth

My dad still owned the business at the time but I was running it. We both independently heard about EOS from our professional network within about a week of each other.