Everyday Run State - Pro Edition

Let me pull back the curtain a little…

One of the most surprising things about working with me is this:
Sometimes I don’t fix the process issue you bring up.
(Yes, really. I heard you. I just didn’t act. Yet.)

Why?

Because every process improvement takes real time and energy - yours and mine. There’s documentation, testing, change management, training, and a whole host of other things.

Here’s the framework I use behind the scenes:

🔁 Is it recurring?
🧠 Does it impact your actual outcomes?
⚙️ Do we have a better alternative that’s simple and sustainable?

If it feels like a one-off or a minor hiccup, I park it. Politely. Silently. And wait.

If you bring it up again? Now we’re talking pattern - and then it’s time to roll up our sleeves.

This isn’t laziness. It’s resource protection.
(Also, you hired me to make your team less overwhelmed, not more.)

This is especially important in PSA systems. It’s so easy to overbuild.
Fancy workflows. Too many statuses. Automation rules that solve problems you don’t actually have.

Instead of chasing every blip, I look for signals.
Let the dust settle. Watch for patterns. Then improve with purpose.

🛠 Try This Today:

• Pull up your PSA automations or workflows.

• What’s one thing that feels a little too clever, too custom, or too complicated for the actual problem it’s solving?

• Consider simplifying - or even removing it.

Because you don’t need more.
You need what works.
And sometimes, what works... is doing nothing. (At least, for now.)

See you next week,
Monica