Systems: a series of interdependent tasks or procedures that make your business work. Whether you have something officially implemented or not, your business has systems. Maybe they are a hot dumpster fire, but you have them! If you’re struggling, feeling disorganized, or looking to scale your business, I have 3 business systems for your business to implement ASAP.
Efficient systems save you time and energy, and allow you to grow and scale while spending LESS time in the backend of your business, rather than MORE.
1 – Client Onboarding Business Systems
If you are a service based business, you know how much time goes into signing on new clients. From generating leads to delivering on your contracts, there are so many steps involved. By creating an orderly system that helps you automate and check things off of your list, you can create a smoother, more enjoyable experience for your clients, and save yourself tons of time and stress.
Implement a CRM: I use Dubsado to receive leads, onboard clients, and manage their experience.
Save templates for all of your emails, contracts and questionnaires.
Have an easy ordering system for thank you cards, welcome gifts, etc.
Are you automating your email marketing? Are you email marketing at all? NO? Okay let’s talk. This is an essential business system whether you have 10 customers or you are Amazon.
We use FloDesk to collect email addresses, deliver freebies, stay in touch with our clients and members, and more. By creating automated email workflows, you take the grunt work out of emailing your people, and who doesn’t love that!
3 – Hiring Systems
HIRING IS HARD. Full stop. But using systems to track leads (LinkedIn), and setting up workflows to help you email prospective employees, schedule interviews, request feedback, and more can eliminate a massive amount of stress.
The Bottom Line on Business Systems?
This is a sprinkling of options for systems to implement. The options are endless, but the goal is simply to make your life easier.