Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business

Behind the Scenes of a Systems Audit [Ep 15]

Apr 30, 2024
Discover the art of systems audits as two real-life examples unfold. An executive coach learns to enhance client onboarding, while a fitness coach tackles content creation and lead generation. Get practical tips on project management tools and outsourcing tasks to boost efficiency. Personalizing client experiences takes center stage, transforming onboarding into a memorable journey. Plus, find out how creating urgency in evergreen programs can spark greater interest. Tune in for insights that can elevate your business!
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ADVICE

Start Simple With Project Management

  • Start with a simple project management tool like Trello to get organized quickly.
  • Track content, leads, and client overviews to reduce overwhelm and scale one-on offers.
INSIGHT

Clarity Of Offers Simplifies Scaling

  • Simple, clearly distinct offers make systems and scaling far easier to implement.
  • Keeping deliverables consistent allows you to automate and raise prices without reworking processes.
ADVICE

Map Processes Before Automating

  • Map the exact onboarding and delivery steps for each core offer before automating.
  • Then create Zaps from checkout to Dubsado to start workflows that send contracts, welcome emails, and scheduling links.
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