Memory fails when phones buzz and interruptions multiply. A simple, ordered checklist catches the steps you forget when you’re rushed, like sending a receipt or scheduling a follow-up. Pilot-inspired checklists saved Cara’s coaching calls: she added a line to confirm next steps before hanging up, and her conversion rate rose without extra effort. Good checklists are specific, scannable, and updated after every hiccup, turning small bumps into permanent improvements that actually stick.
Hit record during real tasks and talk through what your cursor does and why. One two-minute clip can replace paragraphs of instruction and communicates nuance like tone, timing, and caution points. When Andre recorded his invoice routine, he caught three manual copy-paste steps ripe for automation. Screencasts scale training, reduce questions, and help future contractors ramp up faster, all while creating a living library of your best practices captured in their natural habitat.
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