You booked a back office assessment and you’ve received your custom action plan. Now what? That’s exactly what we’re going to talk about today. Because the next steps are critical to you stabilizing your back office operations to support the growth of your business.

Welcome to this week’s episode of The Mind Your Time Podcast. Now I don’t usually say that at the beginning of an episode. But I decided to say it today because the choice you make when it comes to implementing your action plan is related to time. 

You have to invest time into implementing the action plan if you want results. And you get to choose how much time that will be because it’s different based on the three options I’m going to share with you today.

I completely understand that it’s exhausting, overwhelming, and frankly, unsustainable for you to continue running your business without systems. But don’t worry, I am here to help you change that. My focus is on helping you build a business that allows you to create wealth, not just financially but in other ways as well like maintaining your health and spending quality time with your loved ones. 

That’s why I created the back office assessment. But as I said in last week’s episode, that is just the first step. And if you haven’t listened to last week’s episode when I walk you through my entire process of what happens when you book a back office assessment, then you need to go back and listen to that one first. At least that’s my recommendation.

Either way I need you to understand the action plan you receive after the assessment is completed will do you no good if you do not implement it. So, let’s discuss the three options available to help you get your action plan implemented. No matter which option you choose, you can rest assured that you’ll have the support and guidance you need to create a more fulfilling and sustainable business and personal life

Option 1 – VIP Intensive Day.

This is perfect for those who want to fast-track their system creation and see immediate results. And the cost of your business assessment is applied towards the cost of your VIP Day. During the VIP Day, we will work together to streamline your workflows, set up your software, and create any necessary documentation. By the end of the day, you’ll have everything you need to run your business with ease and efficiency.

If you choose this option, you will receive a contract and a link to make the payment and schedule a 60 minute kick-off call. Afterwards you will receive your pre-work questionnaires. About 4-6 weeks is needed so that you can complete your pre-work. Then I can prepare the necessary materials for your VIP Intensive Day. The 2-3 weeks before your VIP Day Intensive, we’ll have a 45-minute strategy session to review your pre-work and the proposed workflows. We will also go over the flow of your VIP Intensive Day, you will then need to pay any balance that is due so that you can book your VIP Day.

The day of your intensive we will meet for about 30 minutes to review the workflow maps and fill in any gaps. Then I spend 3-5 hours working intensively on your systems while you go about your day as you please. But I need you be available via Voxer for any clarifying questions. 

At the end of your VIP Intensive Day we meet for 30 minutes. I walk you through your new system(s), answer any last minute questions. Changes, edits and corrections can also be addressed at that time. You will receive customized training videos which are yours to keep forever, should you need to reference it anytime. You also get Voxer access or 14 days for hiccups you experience with your new system and questions. 

And after 30 days we will have a 45-minute call to do a systems check.

Option 2 – 3 Month Minimum Project

This is a more long-term approach, the three-month minimum project. This is a great option if you want the process to go at a slower pace so you don’t get overwhelmed. But I only take two project clients at a time. 

During this time, we’ll work together to ensure your processes are documented, your workflows are mapped out for efficiency, and I’ll create your systems from there. We’ll meet regularly to make sure everything is running smoothly and to make any necessary adjustments. You’ll also have access to me via Voxer for questions, updates and support during the implementation period. And as each system is created you will receive 1:1 training to make sure you are comfortable with your new system. 

At the end of the project, you’ll have a fully functional back office that will help you run your business with ease, customized training videos which are yours to keep forever, should you need to reference it anytime. And you receive a 45-minute check-in call with me 30 days after project completion.

Option 3  – Self-Implementation Using the MY-T Society Membership

If you’re a DIYer like me and just want a resource you can use to implement the action plan on your own but with accountability, then this is just what you need. Now keep in mind you get a very detailed action list that identifies your list of processes you need to focus on and they are prioritized. I also make recommendations about tools you can use in your workflows.

This is the option that Christa chose after she received her action plan. She is a self-starter and she just wanted the plan with the details and the accountability. This is what she had to say, “If you’re ready to throw in the towel because your business has you so overwhelmed, you can fix that with an upgrade to your systems. And my friend, Shannon Baker is just the person to help you. Recently, Shannon assessed my business and identified the gaps in my systems, suggested tools and tech to fix them, and created a prioritized plan of action. Just going through the assessment and reviewing my custom plan, Shannon gave me so many tips to streamline things and make my life easier.  Head over to theshannonbaker.com/assessment to schedule time with Shannon and get your action plan to plug the leaks in your operations.”

So when you log into the membership there is also a roadmap that identifies the same systems you need based on where you are in your entrepreneurial journey. That takes some of the guesswork out of the process.

There are also detailed workflow diagrams, templates, and checklists that you can customize. There are quick video tutorials and resources to help you learn how to use a variety of tech tools that will boost your productivity in your business. And the tools inside are limited to what I use in my tech toolbox. I didn’t want it to be overwhelming. 

There will also be live masterclasses with me or an expert guest on a specific theme to SPARC inspiration and keep things fresh, hot seat coaching calls for personalized feedback, hands on task planning and done-with-you SOP creation, implementation weeks for rest + catching up, exclusive members-only deals and more because I will add features I haven’t thought of yet as we take this journey together. 

The membership itself is hosted on the Heartbeat app. This can be accessed on the web or on your mobile devices. And everything you need is in one place, making it easy for you to access what you need with ease and without distractions. I want you to be very intentional with your time when you log-in.

In a nutshell, no matter which option you choose, you can rest assured that you’ll have the support and guidance you need to create a more fulfilling and sustainable business and personal life. Remember, being an entrepreneur is unique, and your business operations need to take that into consideration. That’s why I provide customized action plans instead of blueprints.

But just like I did when I talked about the back office assessment in the previous episode, I want to address some things that may be holding you back from moving forward with me. 

“I don’t know if this will fit into my budget.”

Let’s address the elephant in the room. When you streamline your workflows and implementing efficient business systems, you save time and money in the long run. No to mention you will increase your productivity, profitability, and overall success. And I know everyone has a different budget. That’s why the three options I talked about today meet you where your budget is. The VIP Day and Three-Month Minimum Project may be more than you can invest right now. That’s exactly why the My-T Society Membership is a great option for you to help you move forward right now. You get access to the resources you need and you have limited access to my strategic brain at a more affordable price point. 

“I just don’t have the time to do this.”

If you’re tight on time, the VIP Day option will give you immediate results. But I understand you may not have a day you can dedicate to working with me. The three-month minimum project may be a better option for you but that also requires a significant time commitment, which may not be feasible for everyone. 

But we can break your project into smaller, more manageable tasks that can be completed over a longer period of time. Alternatively, you can join The MY-T Society Membership. That give you access to the resources and tutorials that can be completed at your own pace. Remember what I said in the beginning, make a choice and make a commitment to be intentional with how you use your time.

“I’m not sure which option will work for me.”

I know everyone has a different learning style. So keep in mind The MY-T Society Membership is geared towards those who prefer a self-paced learning approach. But if you need more personalized attention or hands-on guidance, then the VIP Day or the 3 month minimum project are the best option for you if it fits into your budget.

“I am not comfortable letting go of control of my back office.”

I know the gremlin in your head makes it hard for you to give someone else control of something in your business, whether it’s big or small. But I also know that you are tired of feeling like you don’t have enough control over the way your business operates.

If you work with me, not only will you maintain control over your current systems and processes, but I’ll equip you with the necessary tools and knowledge to implement and manage your own systems, so you can take charge of your business and its operations. Plus, with my ongoing support and guidance, you’ll feel confident and empowered to efficiently run your business like a pro. Don’t let a lack of control hold you back – let’s work together to take your business to the next level!

So the difference between the implementation options with me comes down to how fast you want to make things happen. No matter which option you choose, my job is to make sure you are focused on the things that will generate income for your business and that the systems are in place to support that growth. No matter where you are in your entrepreneurial journey, I recommend you start streamlining your back office with the full business assessment. 

So if you’re ready to build a business foundation that will support sustainable growth then go to theshannonbaker.com/assessment and book your assessment.

Now if you still have questions you need answered, please DM me on Instagram @the_shannonbaker or send me an email so we can get them answered and get your assessment booked today and get your action plan implemented. There is still time to get some major systems in place before summer so that you can take time off and not have to worry about missing anything in your business while you’re away.

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Links mentioned in this episode:

Episode 127 – What is a Back Office Assessment

Check out The MY-T Society Membership

Let’s connect online 

Connect With Me On Instagram: @the_shannonbaker