Does your business run like a well-oiled machine? Are your systems working for you or are you constantly putting out fires and feeling like you're just trying to keep up. Well, in this final episode of our annual business checkup series. We're going to get into the nitty gritty of streamlining your business operations. Because here's the truth without solid systems in place, growth becomes overwhelming and unsustainable. But when your operations are smooth and efficient, you can focus on what truly matters, scaling your business and enjoying the fruits of your labor. So today we're going to go back to basics and talk about the importance of some basic systems. What those essential systems are and how to get your business in order behind the scenes. You will be able to cut through the chaos, get organized and set your business up for longterm success.

Welcome back to the annual business checkup series.

This episode is the final episode of this three part series. So in the first episode, we talked about the importance of mindset and how defining success on your own terms. And aligning your business with your core values, lays the foundation for sustainable growth. Now in the second episode, we took that foundation and talk about ways that you can take control of your time. So today we're going to pull it all together. You've got the right mindset.

You have a better idea of how to mind your time. And now it's time to get some basic systems in place so that your business runs like a well-oiled machine. Now, why does this matter? Well, basically, because without streamline operations, your business can quickly become chaotic. Leading to missed opportunities, frustrated clients and even burnout. But when your operations are efficient, everything runs like a well-oiled machine, freeing you up to focus on growth and making a bigger impact. So let's start by talking about why systems are so important. Well systems are the backbone of your business.

They ensure consistency. They enhance your client experience. And they allow you to operate efficiently when your systems are solid. You're not constantly putting out fires, but you're proactively managing your business. And here's the thing. If your operations are messy and disorganized is costing you time, money, and energy. You're likely duplicating work. Missing important details. And failing to deliver the level of service that your clients expect. And that is not the path to sustainable growth. But streamlining your operations is not just about working faster.

It's about working smarter. And when your systems are efficient. You can focus on the big picture tests that drive your business forward is really about creating a structure that supports your goals and helps you scale more effectively and efficiently. So. Let's talk about the six core systems that every business needs to run smoothly.

Now I've gone into detail about each of these and past episodes of the podcast. So I'm not going to overwhelm you with specifics here. Instead, I'm going to give you a high level overview of the systems because trust me, having them in places was going to help your business operate like a well-oiled machine.

And if you're serious about streamlining your business and scaling. Without being bogged down with that day-to-day stuff. The new systems are non-negotiable. Let's start with. Uh, central filing system, because this is where you store all important business documents. And it has to be both organized and easily accessible, no matter where you are. So if you're still saving everything on your hard drive, it's definitely time for you to shift to a cloud based storage system. But goal here is to be able to find anything you need, whether it's a contract financial report, a client document, all of that within seconds. Now you need this. Because you're running a business, not a scavenger hunt.

So when your files are organized and easily accessible, you save time, it reduces stress and you can stay productive instead of having to sort through digital clutter. Now inside of the mighty society membership, there are a number of resources to help you. Not only set up your central filing system in a way that makes sense for your business. But there are also some resources to help you categorize store and secure your documents.

So you're not scrambling to find what you need. Next, let's talk about your scheduling system. And this is where you get to take control of your time. And online scheduling tool eliminates the back and forth emails when you're trying to get meetings set up. It allows your clients or even new leads to book calls based on your availability, which means that you can set boundaries around your work hours. You have to protect your time. So with a solid scheduling system in place, you can then focus on the things that move your business forward while maintaining a healthy work-life integration. Now, if you need some help with this, there are tips of course, inside of the mighty society membership, not just tips, but even templates to help you set up your scheduling system, which keeps you in control of your time. So, whether you're handling client calls, team meetings, or just blocking out time for focused work or vacation. An online scheduling system has got you covered.

Now, the next piece of this is your communication system, because communication is key to everything in business. Not just with your clients, but also with your dream team. If you have one. Without a clear communication system, things easily get lost in translation, which means there are misunderstandings delays or worse.

You have unhappy clients and you lose business. Not to mention it. Damages your reputation. But when you have clear, consistent communication, it helps build trust with your clients and ensures that everyone on your dream team is working towards the same goal and knowing their job. It's really about reducing friction and keeping everyone on the same page. That's why, again, inside of the mighty society membership. There are message templates, email, scripts, and other resources to help you streamline your communication.

And this applies whether you're onboarded, a new client. Managing a number of projects or building out your team and need to set expectations. Inside of there. We also cover how to use a project management tool monday.com. My favorite. And keep things organized in your business. Part of being organized also means that you need to have a pulse on your money. Now I know that a money management system, isn't always a fun part of running a business, but it's one of the most important pieces. Your money management system covers everything from invoicing and bookkeeping to tracking your expenses and monitoring your cashflow. If your finances are a mess. Your business is at risk of failure. A clear money management system allows you to make informed decisions, avoid costly mistakes. And it keeps your business financially healthy.

Now, in addition to this, how do you make money?

Well, that's your sales and marketing system. This is what drives your business forward. Your sales and marketing system should include lead generation strategies. Lead tracking, nurturing relationships, converting leads to clients and onboarding them properly. Without a clear sales and marketing system. You're leaving money on the table because it's not just about getting clients in the door, but it's about providing them with an excellent, actually a superior experience from that first time they contact you to making that sale and beyond.

And that's why there are templates and strategies inside of the mighty society membership to help you streamline this process, including a welcome kit and onboarding process, because from nurturing leads to converting them into paying clients. It's the pieces you need are inside of there because you need to build a process that works. And then when you put all of this together, You need a backup system.

This is your safety net for when things do not go according to plan, because we know that happens. But you need to back up your files, your website, your client contacts, and even more. And let me tell you, this is definitely a system you don't want to overlook because again, things happen. Your computer might crash, or you might unexpectedly have to take time off because of a family emergency. A backup system also ensures that your business does not come to a grinding halt when life throws you a curve ball. So inside of the mighty society membership are resources to help you create that backup plan for your business, because this also includes people. That way you're prepared for anything that comes your way.

So from file backups, to being prepared for an emergency, you are covered. Now you might be feeling overwhelmed by the idea of setting up or improving these systems. So let's talk about how you can create them or even improve what you already have in place. That is where the biz ops checklist comes in. This tool is designed to help you quickly identify what's missing from those core systems that you need and where you need to focus your attention. By going through that checklist, you'll get a clear picture of which processes you already have in place. What's working well.

And where gaps are in your back office that needs to be filled. This checklist is a key resource inside of the money society membership. Because it helps you identify again what you have in place and what's missing, but in less than two minutes, How was that for mining your time? Then, what you can do is take that workbook. And then grab a copy of how to document your process and five steps to get those processes out of your head and onto paper, hopefully in digital format. And once you got that documented. You can start to refine that process, make it more efficient.

And ultimately you will create a business that runs smoothly even when you're not in the driver's seat.

Automation tools can handle repetitive tasks for you like invoicing, email responses, and even social media posting. So by automating these processes, you free up your time. So you can focus on things that directly require your unique expertise.

Here's how you can do that. After you get your systems in place one, you need to regularly review and update them. Your business is constantly evolving, so your systems need to do the same. So you need to set aside time every quarter to review your systems. And make adjustments as needed. This ensures your operations are always optimized for your current business needs.

You can't just set them and forget them. But to get to this point. You also have to have documented processes because if it's not documented, it's not scalable. Documentation is the key to consistency and efficiency. This way, once you're done automating, you can delegate tests and then ensure that everyone on your dream team is following the same process. So, as you can see, streamlining your operations is really a powerful way to take your business to the next level. But the great part is you don't have to do this alone inside of the mighty society membership.

You're going to find the tools, resources, and support that you need to implement these systems effectively. And this gives you access to me to assist you on a regular basis. So I can help guide you through this process because I'm pretty sure it's probably not your area of expertise, but it's mine. So if the idea of documenting and streamline your operations feels overwhelming. And you'd rather have someone else to do the heavy lifting.

No problem. That's why I offer a back office assessment, exclusively to members of the mighty society membership. This assessment gives you a comprehensive review of your current systems. Identifies any gaps that you have, and then you receive a custom action plan. To help you get your business running more efficiently using the resources inside of the membership.

But you also have the option of working with me to get this done. And I do the heavy lifting for you in a VIP day. Well, look. I think I've given you enough to know where to get started. So as we wrap up this episode and the entire annual business checkup series, Let's just take a moment to think about how you want your business to support you. Over the past three episodes, we focused on the three core areas. That will help you align your business to support. Um, the life that you want to live. Adjusting your mindset and making sure the way that you operate. Reflects your values. Minding your time and being intentional with what you work on. And creating more efficient business operations. But remember. All of this is only powerful. If you take action. It's not enough for you to just know what needs to be done.

You have to implement at least one thing that you've heard in this series.

So here's your next step. I want you to take no matter what. I want you to click the link in the show notes. And grab a copy of the biz ops checklist. This is going to help you evaluate where your current operations are and see where you need to make improvements. And then you can decide where you want to go from there. If you're ready to take your business to the next level and work alongside with me to fill in the gaps that that checklist helps you identify. Then join me inside the mighty society membership together.

We can build the systems that you need for sustainable growth, so you can focus on what truly matters. So I'm going to thank you for tuning into the annual business checkup series. I really hope that you found it valuable and that it's inspired you to take action in your business. Remember, success is built on intentional decisions. Efficient systems. And a business that supports your life. Not the other way around. So let's make it happen.