We talk a lot about systems over here (because…duh). But when you’re a business owner with 90 other things going on, it can feel super overwhelming to start implementing any type of system.
You know that you need to do it…but where do you even start???
Here are 3 systems that are perfect starting points! These are not only easy to get started on, but will also make a huge dent in the time it takes you to run your business every day.
The best thing about these systems? You can customize them to fit your business, goals, and lifestyle.
It’s important to me that my clients have a smooth onboarding experience AND that it doesn’t take up too much of my time. You can leverage a CRM tool like Honeybook or Dubsado to automate the process.
𝘞𝘩𝘢𝘵 𝘪𝘵 𝘭𝘰𝘰𝘬𝘦𝘥 𝘭𝘪𝘬𝘦: scrambling to pull the contract, create the invoice, send onboarding docs, schedule onboarding call, search through my email for docs to reference on the call.
𝘞𝘩𝘢𝘵 𝘪𝘵 𝘭𝘰𝘰𝘬𝘴 𝘭𝘪𝘬𝘦 𝘯𝘰𝘸: A few clicks and the contract and invoice are automatically populated and sent, my welcome emails, questionnaires and PDFs are sent, and a call is scheduled. During the call, I just open their client file in HB and everything is there.
2. Content Creation
I love creating content…but it takes a lot for me. So I did a few things – have a content creator on staff and change how I created content. Now I lean into batching and intentional creation. We also pre-schedule our batched content through Later to make the process even smoother.
𝘞𝘩𝘢𝘵 𝘪𝘵 𝘭𝘰𝘰𝘬𝘦𝘥 𝘭𝘪𝘬𝘦: Scrambling every morning to write a post and research the hashtags and get the post up at a certain time. Sometimes I wasn’t sure what to post so it just didn’t happen.
𝘞𝘩𝘢𝘵 𝘪𝘵 𝘭𝘰𝘰𝘬𝘴 𝘭𝘪𝘬𝘦 𝘯𝘰𝘸: We batch create content and schedule it. I save about 15-20 hours a month.
3. Inbox Management
My inbox was a mess…and then I discovered multiple inboxes and labels. Now my head never hurts because of my work inbox!
𝘞𝘩𝘢𝘵 𝘪𝘵 𝘭𝘰𝘰𝘬𝘦𝘥 𝘭𝘪𝘬𝘦: hundreds of unread emails, subscribed to unnecessary things, overwhelming to look at…I would miss important emails on occasion because it was so cluttered.
𝘞𝘩𝘢𝘵 𝘪𝘵 𝘭𝘰𝘰𝘬𝘴 𝘭𝘪𝘬𝘦 𝘯𝘰𝘸: I have different inboxes set up and I take 5-10 minutes a day to go through whatever has come in and label them. I knock out my Respond inbox, my team checks the Delegate one, and I add whatever is in my To-Do inbox to Asana.
Don’t Be Afraid To Start Small
Even by just trying one of these you’ll start seeing a difference. Between saving time and saving energy, systems really do have an immediate impact on your business.