The Envy of His Peers

Today’s post comes courtesy of Insurance Agent, Joe Hailey. Joe is a client of Simply Placed and wanted to share his experience with a couple of the classes he’s taken and results received.

Those of you who have taken the GO System Seminar in particular will find the format in which Joe wrote the post meaningful. For those who haven’t, a book used in the course offers the following format for each chapter to keep it simple. “What?” is “What is the concept?”. “So What?” is “Why should I care?” and “Now What?” is “OK, now that you’ve got my attention, what do I do about it now?”

What?

I first took the GO System seminar in early 2007 followed by the “Multi-Tasking Makes You Stupid” workshop later that same year. The GO seminar is a rich potpourri of powerful yet simple productivity tips and techniques that one can implement immediately. “Multi-Tasking Makes You Stupid” challenges the widely-held notion that we must multi-task in order to be effective in this high-tech wired world and illustrates in very tangible ways how such multi-tasking may actually make us less productive. I repeated the GO seminar this past June for a refresher and found it just as beneficial the 2^nd time around.

So What?

The beauty of the concepts taught in these workshops is that by selectively implementing one or two high-leverage systems or behaviors, one can realize same-day, order of magnitude improvements in workflow, productivity, and stress reduction.  It isn’t necessary, nor is it encouraged, to try and radically change our daily routines all at once.

Now What? 

As demands on my time periodically ramp-up due to a perfect storm of high priority phone calls, email, unexpected drop-ins and high priority projects, the discipline and techniques learned through these workshops have enabled me to maintain focus and to be assured that important commitments won’t fall through the cracks.

Whether researching opportunities to improve a prospective client’s coverage or ensuring that current clients’ protection plans keep pace with life’s changes, the discipline and practices learned from Simply Placed give me confidence that my current focus is the right focus at that particular moment in time.

Joseph Hailey, Insurance Professional – AAA Insurance Agency

About the author: 

Joe Hailey is a seasoned insurance professional with AAA Insurance, the largest personal lines agency in the state of Washington. Joe provides expert advice on auto insurance, homeowner’s insurance, renter’s insurance, boat, motorcycle, and RV insurance. Joe’s primary objective, during initial and subsequent consultations, is to give his clients the peace-of-mind that comes from knowing that their families are thoroughly protected. His staff of licensed customer service representatives provide prompt, courteous service backed by 24-hour claims availability. The lessons Joe has learned from Simply Placed, and put into practice in his agency, have enabled him to earn a reputation for efficiency, effectiveness, and follow-up that’s the envy of his peers. AAA offers hard-to-beat discounts for its members and extremely competitive rates for non-members as well. Joe can be reached at (425) 456-3641 or by email at joehailey@aaawin.com.

Making a difference for those who make a difference

We love to hear stories about lives made simpler, business growth, and money saved as a result of the work we do with our clients. We often receive testimonials from our clients via email, phone or verbally.  Here is a great testimonial from one of our “happy clients”, Dellann Elliott, Executive Director of the Chris Elliott Fund.

I’ve been working with Simply Placed and I love it!  Last month when I went to my personal accountant to prepare my taxes, I can’t tell you how EASY it was!  I use the FreedomFiler system for both my personal records as well as CEF’s records.  What a difference it has made in my life!

Lacey comes in once a month to organize and update my papers and filing system. Because we use the FreedomFiler system, she knows exactly where to put everything.  She even pulled the files that I needed to take to my tax accountant for me.  When I walked into this appointment and simply handed him my nicely labeled and organized files, he said “WOW!  This is different than all the past years.  Great Job.”  I then proceeded to tell him about Simply Placed and the Freedom Filer system.

Usually, my tax accountant keeps asking me for more of my records during tax preparation time. This year he did not have to ask me for ANYTHING else to complete my taxes as all the records were given to him as they were all nice and neatly filed.  Thank you Debbie, Lacey and Simply Placed!!!

Thanks for your kind words Dellann! We’re glad we could make things easier for you so that you can do the important work you do for the CEF – advocating, education and fund-raising for patients with Glioblastoma Brain Cancer. We love the difference you make in the lives of others!

To learn more about the Chris Elliott Fund and how they make a difference, visit their website or their blog.

Let us know if we can help you set up a new filing system for your home or home-based business! We’d love to make your life easier and save you money on next year’s tax bill at the same time.

That was Easy

We love to hear feedback from our clients on our services, products and seminars.  We have recently been receiving some very positive feedback about our new Meal Planning Made Easy system. Here’s an example:

“I have been using Debbie’s Meal Planning Made Easy system for a few weeks now.  It’s very easy to use, and forces me to sit down and plan the week of meals.  I especially like the categories on the grocery list.  It makes grocery shopping so much easier, and keeps me from going back and forth through the store for things I didn’t see on my list.  I post the menu on the fridge, and my family likes seeing what we’re having for dinner every night.  I don’t use the breakfast and lunch blanks, but it works just as well for only dinners, because there is space to list side dishes as well as entrees.  With this system, I don’t dread the end of the day, wondering what to do for dinner, and I remember to thaw or prep things ahead of time.”

~ Patty Pacelli

Patty Pacelli is a Wardrobe Consultant and owner of Look Your Best Wardrobe Consulting.  As a busy professional, an active volunteer, a wife and a mom, she’s just who we had in mind when we created the product. We love to make your life easier through systems and organization. Thanks for sharing your feedback Patty!

If you have comments about how organization, systems, or particular products have made your life easier, we’d love to hear them too. 

The Gift of Time

I taught a GO System class to a group of Comcast employees last week and got a great email from one of the attendees the following day. He wrote,

Great Class,

There are not very many classes that you are able to start using immediately, and see results.

 Thanks for giving me the gift of time.

 Dan Littlefield

This is why we do the work we do at Simply Placed. We want to give our clients the gift of time.

I used to say that Simply Placed could help you get more done in less time (and we can), but that’s not what we’re about. We are about helping you get more of the right things done (the things that are important to you or that will get you the results you want) in the time you have.

What would you do with the gift of time? How would you spend it? Who would benefit? What are you waiting for? Let us know how we can help.

The Simply Placed Team