October 29, 2017

Creating Systems


Running a business and keeping track of all the moving parts can sometimes feel overwhelming. Anyone else feel like they are drowning in their to-do list sometimes? The truth is, building a business that runs like a well-oiled machine is a matter of having a whole bunch of systems that all work together. And honestly, the simpler the systems, the better.

Let’s look at five parts of your day-to-day, and identify a couple simple systems that you can implement right now.

  1. Lead Intake - 

    Gathering Info: You take in a ton of info on your leads, clients, and industry partners. Have a standard checklist that outlines all of the questions you need to ask, so you don’t forget a thing. Make sure this checklist syncs with your CRM or database, so everything remains in one place.

    Segmenting: Next, you have to segment your database into categories. These categories will determine which types of marketing they receive, so get really really specific with them.

  2. Follow up - 

    Teach them something: One of the best ways to build trust is to be a source of real information. Don’t wait until you need it – create a database of how-to articles, advice, and data that you can draw from on a regular basis.

    Make it personal: Don’t make your customers feel like everyone else – make the follow up personal and relevant. Try embracing personal video or voice messages as a response to incoming leads.

  3. Social Media & Online Presence:

     Clean house on a regular basis. Update your settings, clean out your lists, and dump those pages and “friends” you aren’t engaging with. Keep your timeline clean so you aren’t wasting time on apps and adds that don’t add value.

    Stop hiding. This is also super important. Stop making it so hard to contact you! Set a reminder quarterly (at least!) to check your profile settings, “about me” sections, and contact details.
  4. Farming - 

    Have a clear plan: Take the time to create a clear plan, - set your budget, and know your numbers. Rather than reinventing the wheel – map the area you farm and create an engaging fact sheet that you can keep updated.

    Don’t feel like you have to do everything on your own. Partner with some local businesses or service providers and work together to market yourselves creatively.
  5. Time Management - 

    Time blocking: Start setting appointments with yourself to complete those regular and critical tasks. Block off time at least once a day to get face to face or on the phone with real people.

    Delegate with purpose: Know the difference between urgent & important and delegate non-income producing activities. Identify at least 3 things you can delegate right now.

Keep in mind that each little system you create and manage are part of the greater whole. Pay attention to the small systems, they can really add up.