Are you ready to finally create the scalable business of your dreams in 2023?

If you’ve found yourself  wondering ‘what the heck even are ‘systems’ or ‘why should I care about systems when it comes to my online business?’

You’re not alone.

In this blog post, you’ll learn all about getting started with systems and creating organization in your business that opens up more space in your day for the things that light you up, and allows you to grow your business and team with ease.

What Are Systems?

To put it simply, a system is a process that dictates the way something is done from start to finish; essentially, systems are how we do what we do.

The funny thing is you’re already living in systems every day; you just didn’t even know it.

👉 Your morning routine = system. 

For example, some people brush their teeth right when they wake up; others wait until after breakfast.

👉 How you start working with clients = system

Systems this, systems that –  what we’re really talking about here is the process of getting shit done.

Having solid systems in place makes the ‘how’ part of our business as easy as possible – and let’s be honest: it’s also so you can know wtf is going on day to day!

Because systems actually = Clarity.

One of the easiest ways to define systems is by considering them our “routine” as it applies to operating our business. As we start to examine systems, reflect on your current routines and processes in your business and see what comes up for you.

The Three Most Powerful Results of Implementing Systems

Here’s what you can expect when you have designated systems in place for managing each area of your business: 

• You’ll wake up feeling proactive because you know what needs to be done (and what you might have missed). 
• You’ll create more space for more clients because you aren’t spending all your time onboarding and managing your current ones. 
• You’ll grow your team with ease because you have the tools to effectively bring on new peeps. 

If you’re tired of researching strategies, tips, and tricks and ready to finally master systems to set the backend of your business up for success, now is the perfect time to get started.

Between focusing on coaching your clients to get the results they’re craving, and managing your daily operations, it can be a challenge to know where to start with evaluating your current processes and implementing new systems to best support your growing business.

Why Do You Need to Focus on Systems as a Coach and Business Owner?

It can be easy to get stuck in overwhelm with the abundance of information surrounding online business. Much like money and fitness, many business owners can become intimidated when it comes to evaluating and implementing systems.

In fact, just the term ‘systems’ has a tendency to create an automatic overwhelm, when the truth is, most of us probably don’t even know what systems actually are!

Listen, tech can feel scary- just like learning anything else new.

But, the good news is, once you rip the band-aid off of starting the conversation, you begin to gain an understanding of your current processes and what can be implemented to improve.

Implementing systems becomes like brushing your teeth, or doing the dishes, a familiar routine. Once you have the process in place, it begins to run on autopilot and you can start to delegate tasks.

5 Areas You Can Get Started Organizing Today

Area 1: Optimize Your Email Process

As we know, email often becomes a central hub of operations in online business. Have you ever tracked how much time you spend on organizing or sorting through separate email inboxes, or looking for certain messages? 

Start with my #1 rule for email: Start by separating your business and personal inboxes. Instead of logging in separately to two (or more) inboxes regularly, we’ll create a global inbox to link your accounts to save you time and energy.

Pro-tip: Timeblock every single day for cleaning out your inbox. It can be such a subconscious drain on your energy to have 200 unread emails. Set a goal for how and when you want to manage your inbox.

Bonus: Did you know you can integrate apps with Gmail to delegate tasks through project management software?

Area 2: Optimize Your Calendar

It’s time to say goodbye to scheduling headaches and gain more time back in your day.

As an online business owner, and especially for coaches, effective calendar management is essential.

Have you ever experienced double bookings or booking on days you didn’t want? Missed reminders or appointments?

Not anymore! 

Set up a scheduling tool like Calendly to clean up your calendar and schedule calls with ease.

Area 3: Implement a Digital Filing System

Have you ever spent an insane amount of time searching for a single document you swore you knew the title of, only to end up starting from scratch?

Let organization become your superpower with Google Drive for business. 

• This is the perfect place to house Standard Operating Procedures, create course content, and build out documents for your business all in one central filing system.
• You’ll have the ability to create shared drives to delegate access to specific team members or clients, and create subfolders for optimal organization.

Area 4: Get Smart about Passwords with LastPass

Did you know that the average person with an active digital life– aka online business owners like YOU has 100 passwords for online accounts?!

If you have a bunch of random lists of passwords saved in different places, I’m looking at you. We’ve all been there. But it’s time to get strategic about managing our login information.

It goes without saying that we need to get organized when it comes to passwords.  It’s equally about security and efficiency.

In 2023, it’s time to say goodbye to wasting time being locked out of accounts. 

Start by housing all your passwords in one secure place with LastPass! 

From here, you can share permissions with team members for delegation purposes, and they will only have access to the accounts you choose to share with them– AND no one other than you, will have your master password for Lastpass, or your specific password for each individual site! It’s seriously like magic. 

Let systems work for you.

Area 5: Simplify and Automate your Invoices with Stripe 

Reclaim even more of your time and energy by automating invoices. You’ll no longer have to chase your clients and manually check who has paid and not.

Choosing a payment processing system allows all payments to be received in one place. It’s time to ditch Venmo and various other payment apps as a business owner. Set up Stripe to streamline your invoicing and payment processes.

Stripe is a great option, especially for business owners who are looking for a system that easily integrates with other apps, for example, your project management system or CRM tools and stores like Dubsado, Shopify, or SamCart. Create more ease and simplicity around getting paid in your business.

Are you ready to get started with systems to set yourself up for inevitable success in 2023?

Now is always the perfect time to begin.

Get started on your business goals for 2023 today with my Free Systems Starter Guide. 

Download this interactive roadmap that will walk you through the three main areas of setting up systems for yourself, your clients, and building your team!