“Business is great but I need better automation strategies to attract more clients, make more money, and delight my clients and customers.”
Does the following sound familiar:
You have an established business but are suffering from “Un-automated Workflow Syndrome”?
You can’t take a long weekend let alone a vacation?
You are the hub – everything runs through you (aka bottleneck)?
You are ready for the next level – yay you! You are maxed out with your time and energy and are looking for ways to better leverage the software, tools, and systems you have. Instead of focusing on the income-producing activities – being in your unique brilliance – you are bogged down doing things that you should be delegating to others. Worse, you continue to do some things that you could easily hand off because ‘you can do it better.’ The time has come and you are ready to uplevel your software, your systems, and your business. You are ready to stop doing all of the mundane administrative, marketing, and client activities that you repeat constantly. But, fear is preventing you from releasing the minutiae and you are stuck.
But, BUT, you don’t yet feel confident to uplevel your software because that means learning a new system, paying more money, and increased expenses for new programs. But most of all, lack of expertise means lack of control. You continue to work long hours and have again put off that vacation you’ve been yearning for. Opportunities are slipping through the cracks over and over again. You feel like your business – and your life – is in a constant state of chaos. You’re ready to make the leap and automate your business in a big way but are afraid of not only of the time and expense, but trusting others to do the job as well as you.
Your primary focus needs to be on upleveling your marketing systems and automating your workflow processes. In order to see that return on your investment from that new automation program or your team, you need to get really clear on what tasks to delegate. One of the first tasks you can either do yourself or hire someone to do is document processes and create an SOP (standard operating procedures) guide. Just by doing that exercise alone, you can begin to automate much-needed systems as well as have more time for income-producing activities.
Here are some recommendations to get you started:
Let Go & Delegate
In my free training course, "Let Go & Delegate," I show you how to effectively outsource and delegate, even if you are a solopreneur or have trouble letting go.
Do you know you need to delegate or outsource, BUT DON'T KNOW HOW? I know it can be scary, especially when you are just getting started. Maybe you’ve tried to hire someone in the past and it didn’t work out so well. Maybe you’ve got a horror story (or three). But the truth is, if you want to make more money and grow your business, you HAVE TO LET GO and delegate.
- 5 Steps to Effective Delegation - Including how to delegate, what you should NOT delegate, and how to delegate when you have no one to delegate to.
- How to Scale Your Business - So that you can serve the people you were meant to serve. I'll show you a simple process to figure out what to delegate and break it down step-by-step.
- Create a High-Performance Team - Plus a simple tool you can use with your team that will streamline communication, save time, and limits constant interruptions.
Templates to Get You Organized
Templates and other done-for-you content are super helpful, creates a shortcut, and stops you from recreating the wheel. I recommend that you begin with creating your processes first. What do you do more than one time and on a daily, weekly, monthly, yearly basis? Things such as respond to customer service emails or inquiries, bookkeeping, invoice clients, check email, post on social media – whatever you do more than once, it needs to be documented.
Growth and Profit Plans
I call these my bite-sized done-for-you systems. They are solid systems that you can put into place within hours
Growth & Profit Plan: Offline Marketing & Networking Events$37.00
Growth & Profit Plan: Online Marketing$37.00
Growth & Profit Plan: Social Media$37.00
Growth & Profit Plan: Free Consultations$37.00
Growth & Profit Plan: Client Intake and Onboarding$37.00
Growth & Profit Plan: Relationship Progression$37.00
Growth & Profit Plan: Creating New Products$37.00
Growth & Profit Plan: Package Pricing$37.00
Simple Systems on Demand
My free weekly videos are chock full of simple systems, how-tos, and bullet-point ideas – all in 10 minutes or less.
As a small business owner, you’re probably always looking for shortcuts to enable you to get more done in a day. In this video, I’m sharing my 7 best no-cost & low-cost business automation tools.
Whether it’s setting SMART goals or waking up at 4.00 a.m., successful business owners have their own trusted productivity hacks. Here are the top ones to grow your business fast.
If you’ve fallen into a rut where you feel less productive, maybe less fit, less healthy, you’ll lose your entrepreneurial momentum. I give some tips on how to clear all those bad habits you have been holding on to and make way for new and better habits.
Shiny object syndrome in the business world really means that the person is getting distracted by something that looks new (shiny), and then they are putting off their real work to pursue the new things. This is a recipe for disaster in business.
Guilt is a human feeling that we’re ALL familiar with, but have you ever thought about WHY we feel guilty? What are the root causes of feeling this way, especially if this is a daily occurrence? It’s time to let go of the guilt.
In this episode, we talk about the Top Must-Have PERSONAL Boundaries for Successful Business Owners. What do I mean by “personal” boundaries? Things like don’t give away your expertise, stick to your prices and packages, and don’t do something “just because.” I go over these and a lot more in this video.