Systems for Scaleability

11

February , 2020

Nancy A Hetrick

How do you react when you hear me say you need systems? Does it make you cringe just a little. Well here’s the thing. You will NOT be able to scale a business without them.

Successful CEOs know you have to focus on 3 things – People, Processes and Systems, and Profits and Results. If any of these are lacking, you will NOT grow.

What do we mean by the term “system”? It’s simply a series of steps taken to get to a certain result that is repeatable and replicable. You will likely tweak it and improve it along the way, but we don’t have to recreate it. It becomes the foundation upon which to build.

“Successful CEOs know you have to focus on 3 things – People, Processes and Systems, and Profits and Results.”

There are 11 essential business systems that cannot be ignored if you hope to be successful. Use the following checklist to audit your own business. Where are the gaps? Where do you need to tighten up? If you’d like more indepth training and guidance on how to implement these kinds of systems, consider joining us in Phoenix on March 6 and 7, 2020 at the next Business Blastoff! You won’t regret it. 

1. Backup Systems

▢ Automated backup for all files on your computer: e.g., Apple iCloud, Dropbox.com, Google Drive, Box, OneDrive (Tip: never store data just locally!)

▢ Centralize all team files in a shared location: e.g., Dropbox or Google Drive

▢ Website and databases – Ensure that you have a backup, or two or three of your website!

▢ People absences – Procedure manuals can ensure continuity during absences or unexpected departures.

2. Tax – Paying the Appropriate Business Foundation Systems

▢ Legal – legal business structure, contracts and agreements

▢ Financial – bookkeeping, financial amount depending on your goals

▢ Insurance – What type of insurance do you need? Cyper, E&O, Business

3. Money Systems

▢ How do you receive payments?

▢ Shopping carts

▢ Merchant account

▢ Paypal

▢ Automated billing / invoicing

▢ Tracking Payments

▢ Bookkeeping and Accounting – Essential!

4. Scheduling Systems

▢ Booking Appointments – TimeTrade, Calendly

▢ Marketing Calendar – Hootsuite, SOCi, SproutSocial.com

▢ Events – training, classes, travel, conferences, etc.

5. Success Tracking

▢ Prospects

▢ Sales Conversions

▢ Conversations

▢ Goals & Targets

6. Marketing Systems

▢ e-Zines

Social Media

▢ Blog/Vlog

▢ Speaking

▢ Sponsorship

▢ Networking

▢ Referrals

▢ Joint Ventures/Affiliates

7. Sales Systems

▢ Prospect Pipeline

▢ Sales  Conversations

▢ Online Sales

▢ In-person Sales

▢ Follow-up Process

8. Delivery Systems

▢ Welcome/Onboarding

▢ Membership Programs

▢ Deliverables – products, reports, content, books, etc.

▢ Structure of Programs

9. Communication Systems

▢ Internal & External Communications – instant messaging, email

▢ Team – Slack

▢ Public vs. Private Email Addresses

▢ Phone – Vonage, Grasshopper

▢ Skype/Zoom

▢ Mail Campaigns – Mailchimp, Constant Contact

10. Customer Service Systems

▢ Who handles customer service requests?

▢ Responsiveness

▢ Branded Templates

▢ Compile list of responses for common questions

11. Project Management

▢ Trello

▢ MeisterTask

▢ FreedCamp

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Want new articles before they get published?
Subscribe to our Awesome Newsletter.

#1 trusted source for information & courses that will ensure your success as a Divorce Financial Planner.

Velocity

Step-by-Step 12 month program for CDFA® holders who want to grow & sustain a profitable business.

Two Day workshop for Divorce Financial Planners to design your divorce niche & complete your roadmap to success!

Talk to us today to discover the right solution for your specific situation.

Whether you just received your CDFA® accredidation, or you are ready to take your business to the next level, let's get started today!

We will contact you shortly to learn more about your business, and get you setup with the right support that meets your business needs.

Start Using Your Personal Retainer Agreement Template Today!

This is your ready-to-brand Retainer Agreement. When that first client is ready to hire you, you’ll have what you need to for a successful engagement.

Check your email!