Streamlining Business Operations: Insights from System Audits

In this episode, I walk through two examples of real systems audits that I have done. The first example is an executive coach who needs help with client onboarding systems and sales. The second example is a fitness coach who needs assistance with content creation and inbound leads. I share recommendations for each business, including setting up project management tools, outsourcing tasks, and mapping out client experiences. I also suggest creating urgency in evergreen programs by offering monthly bonuses. You can get your own free Systems Audit as a thank you for listening! Fill out the form linked below.

Takeaways

• Systems audits can help identify areas of improvement and provide recommendations for streamlining business processes.
• Setting up project management tools can help organize tasks and improve efficiency.
• Outsourcing tasks to virtual assistants can free up time for business owners.
• Mapping out client experiences and creating personalized touchpoints can enhance the onboarding process.
• Creating urgency in evergreen programs can increase interest and engagement.

Connect with Sam Whisnant:

• Website: https://www.systemswithsam.com/services 
• Instagram:  https://www.instagram.com/systemswithsam/ ​

Resources from this episode:

• Get a free systems audit! https://portal.systemswithsam.com/public/form/view/64f5b533d4416a003aa9b0d2