3 Systems Every Business Needs
There is one issue every business owner and entrepreneur faces – we all have so much to do and not enough time to do it! This leaves very little time to spend on things that really matter like revenue-generating activities and scaling your business to its next level.
However, there is something that all business owners can do to help alleviate this issue. Implement business systems.
What are business systems?
A system is a process which focuses on specific issues in your organization. The system is normally automated, but the essential part is that a system makes the process much simpler. Systems improve productivity! Systems save the business owner time and money by automating repeated steps of the processes in your business. Typical examples of tasks that can be systemized include social media posting, email marketing, client onboarding, client offboarding, time-tracking, or invoicing.
Beginning with a systems approach means not having to waste time on smaller activities that consume your time in your business. Having solid systems in place, your processes move more fluidly and like clockwork. As the business owner and CEO, you will be able to redirect your attention to the more important activities that are likely to add so much more value.
The idea of implementing systems can be overwhelming. And as explained above, this is your Why. But for the other 4 W’s, I’ve seen and heard many business owners who were not sure Who to turn to for help, What systems were needed, When to begin, and hoW to optimize them.
Here are 3 very important systems every business owner needs and should have. They can be quickly and easily implemented into your business. The Return On Investment will be greatly manifested!
You know what they say about first impressions. Having a Client Onboarding system will impress your clients and cement how your clients view you and your services. Automate and personalize your onboarding process with your brand. Typical areas to automate are your online scheduler, email templates, proposals and contracts to name a few. Once you have created these systems, you can map out an entire workflow that will move your clients through the Client Onboarding system.
Example: Client receives your proposal which links to a contract and invoice once accepted. After the invoice is paid, the client receives a link to your Scheduler to schedule the onboarding call. After the onboarding call, the client receives a Welcome email containing important information regarding your organization.
This process can be refined and tweaked as much as you like and even more as your business scales
The Dubsado platform is a great tool for creating a Client Onboarding system. The system will be pretty much plug-n-play. Click HERE to use my affiliate code to receive 20% off.
Client management systems are also important to your business. Having one in place helps to improve service to clients and keeps you organized while doing so. Creating master files, templates, and guidelines saves time, and improves efficiency and accessibility. Creating master data forms which house your clients data will help to stay on top of the client’s important information. Using tools as simple as this affiliate link for Google Workspace (enter this code 963FD7RG9JM36RL for 20% off the first year) can be very effective and cost-efficient or you can reach higher with more robust systems such as Keap. As your business grows and scales, having this process systemized will provide long-term efficiency.
Having a team means delegating and monitoring tasks. The most effective business system that is a must is the project management system. Using a PM tool like ClickUp, Trello, or Asana will absolutely allow you to take your business to the next level and scale. You and your team will remain organized on all current tasks while previous tasks can be documented for reference. The PM tool also helps to stay organized and create timelines to manage client expectations on projects. Clients will feel like they are getting a customized experience that impresses them.
PM tools typically have the ability to integrate with MANY other tools to make your work easier and smarter. And when working with team members, the PM tool is great for matching the person to the process which keeps everything running smoothly.
By applying systems to your business, you will save time and money by not repeating the tasks over and having everything automated. Your time can be invested in other areas of your business that can bring greater value. Even better, clients are happy and feel appreciated because consistent service is being delivered.
Start with these 3 systems as outlined then move to other areas of your business to automate. Have questions? If you’re not sure where to start, why not start with a Strategic Planning session with me where we spend up to 2 hours with each other assessing your business systems and creating a plan for you to implement. Start here and let’s have a coffee chat. You will leave our session with so much more clarity. Book your spot now and receive 22% off any package (use code PCM). Offer expires 1/31/2022. Let’s go!