#1 Software for Entrepreneurial Operating System is...SmartSuite's EOS Template?

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EOS, the Entrepreneurial Operating System®, is a set of simple concepts and practical tools that thousands of entrepreneurs worldwide employ to stay organized and focused on achieving their business goals. Like any complex system, a platform is beneficial for administering and maintaining the processes involved. It often leaves owners wondering which is the right Entrepreneurial Operating System software to use for their business.
ProcessDriven CEO and Process Consultant Layla Pomper has worked with over 1700 teams to implement work management software and systemize their businesses. In today’s video, Layla demonstrates why SmartSuite is the…ahem, smart alternative to dedicated EOS software.
SmartSuite is offering our audience 15% off the first three months of any subscription type or size (limited to one code per customer). If you're interested in receiving 15% off your SmartSuite plan, please get in touch with us.
Here's what we'll cover:
00:00 What is the Entrepreneurial Operating System?
02:50 How to Load the SmartSuite EOS Template
03:35 VTO: Vision/Traction Organizer
06:10 1-Year plan
07:40 90-Day Plan
09:15 L10 Meetings
12:15 IDS
15:25 ROCKS
18:55 Scorecard
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[@jerry-suhrstedt]

❤❤❤ Hey Layla, I’m an older dude. Owned more than 10 companies, 100s of employees hired/fired, and now I’m slowing down. Lately I’ve really done some soul-searching to understand why I love Business so much. For me it’s all about processes and creating cool things that people want to buy. The most fun I have is collaborating and engaging with people. You are that people. I love your logical approach and believe it or not even though I’ve been in the business world for more than 40 years. I’ve learned a lot from your videos. Good job!!

[@LaylaPomper]

Wow, thanks Jerry! I’m so glad to hear that some of this is resonating even at YOUR level of experience!

[@thomashartmann5037]

As always, absolutely fantastic from you. I would love to see a tutorial with recommendations around how to set up and use Dashboards in SmartSuite.

[@LaylaPomper]

Hey Thomas! I'm so glad this was helpful! I'm going live on February 22 to talk about Sales Tracking Dashboards in SmartSuite -- I think you'll like it! kzbin.infoM7GF9EHqkAE

[@cheeyuenchan7276]

Great video as usual - thoroughly enjoyed it!

[@LaylaPomper]

So glad it was helpful!

[@benjaminmartin3054]

Love to see 1) project mgmt 2) personal productivity 3) integration Google Calendar 4) integration with Gmail

[@LaylaPomper]

Hey Benjamin! Thank you for the great ideas! I've added them to our content ideas list!

[@mhbcgn]

omg amazing u made this!

[@LaylaPomper]

Hey Michael! I'm so glad it was helpful :)

[@lindaanderson913]

I am new to EOS implementation so I would love to see tutuorials more in depth on all of the EOS fundamental tools

[@andycraig8807]

L10! Would really be interested to see how you would handle To Do's in the EOS model. We are using EOS and looking at Smartsuite, so this is super helpful. Something I'm concerned with in SS is how to keep track of tasks across multiple apps and solutions for the company. The My Work function is great for my own work, but it seems like actionable things could be hard to keep track of for entire departments or the company as a whole.

[@LaylaPomper]

Hey Andy! I hear what you're saying about My Work. Right now, this management would be happening at the Solution level using Views, like a Dashboard View. However, there are feature requests for changing this in the future! Here's one: smartsuite.canny.io/feature-requests/p/global-view

[@Jzenger]

This is great, thank you! I have everything set up but I did notice no accountability chart or to-do management. Do you have any recommendations for that?

[@LaylaPomper]

Hey! I have some videos that may help: kzbin.info/www/bejne/r2TEoXWCYr2nbqM kzbin.info/www/bejne/apuyoKWFrrZ0p9U kzbin.info/www/bejne/eZ2pXqqJm7SWodU

[@tebogomadi7131]

Hi, I love your content.

[@LaylaPomper]

Glad you enjoy it!

[@tebogomadi7131]

cool, I am based in South Africa by they way. Thank you for your vids and guidance. very much appreciated and valued. Keep them coming👌👌👌

[@clivemorrison1336]

This is great. Can this also be done in clickup

[@LaylaPomper]

Hey Clive! Yes it can! ClickUp's doesn't have a comparable EOS template, though, so you'd need to be creating your own. We have an EOS Level 10 Meeting Agenda ClickUp Template inside of the ProcessDriven Membership, though. For all of the details, click here: processdriven.co/services/membership

[@dennybasham]

How did you get the colored icons in your apps or was that embedded in the solution? I have no idea how to do that (trivial I know but still cool).

[@LaylaPomper]

Hey Denny! Great question! This is actually using the Emoji Keyboard built into every PC/Mac. As a PC user, I just hit Windows+. (period) when tying in the App name. These can be added just about anywhere you can add text and I do like how they add a little visual interest!

[@iobtax]

So how do you know which one you should get, Clickup or Smart Suite. Wow

[@LaylaPomper]

Hey Richard! I linked to this video in another comment but just in case here it is again :) Here's a video I did on ClickUp vs SmartSuite. There isn't a one size fits all answer as it depends on you and your business. Give it a watch here: kzbin.info/www/bejne/aKOYgH6Ll7B3jdU

[@benjaminmartin3054]

Smart Suite to manage "Getting Things Done" system (book by David Allen)

[@LaylaPomper]

Hey Benjamin! Great suggestion. I'll be covering a more general overview of task management/idea organization in SS next week, live, at (kzbin.info/www/bejne/qHfFgWyapd18nLM) so you may find that helpful as a holdover until we can produce a dedicated GTD Video.

[@sheenaandersonblog]

All of it

[@LaylaPomper]

Hey Sheena! When you say "all of it," are you referring to SmartSuite or EOS?

[@user-oo5hv3jq8e]

Can we have it on Clickup too?

[@LaylaPomper]

Yes it can! ClickUp's doesn't have a comparable EOS template, though, so you'd need to be creating your own. We have an EOS Level 10 Meeting Agenda ClickUp Template inside of the ProcessDriven Membership, though. For all of the details, click here: processdriven.co/services/membership

[@samanthahoffer1236]

How about being able to do this in Monday?

[@LaylaPomper]

Hey Samantha! Great Idea! I'll add this to our Content Ideas List!

[@iobtax]

Is this program better than clickup?

[@LaylaPomper]

Hey Richard! There isn't a "better" than software, just what's better for your business. I linked to a video in another comment that may help :)

[@TangibleWealthSolutions]

L10, Score Cards and IDS. How to "drop it down", and dashboards

[@LaylaPomper]

Thank you so much for sharing! I've added them to our content ideas list so keep an eye out!