Scale your business by systematizing it. Two women working together.

Scale by Systematizing

Jan 20, 2021

Do you want to grow your business? Do you want to increase your productivity? How about decrease the time you spend on the back-end of your business, or add a few team members? There are so many ways to scale your business or your time that can be achieved with the help of systematization.

If the word systematization scares you, don’t be intimidated! Just think of systematizing as creating procedures, and/or automations around any repetitive work that is done. If you create these systems around what you or your team members do on a regular basis, you have such a powerful way to pull many of the levers that impact your business.

Need a few examples of how each of the aspects of a system might help your business scale? All of these can be applied regardless of how large or small your business may be.

Standard Operating Procedures (SOPs) should be written to clearly state expectations and encourage consistent results.

They are a great way to:

  • Act as a guide to individuals who may be learning how to complete a task
  • Save time when trying to remember how to do repeated tasks that are done less frequently
  • Serve as a baseline to identify bottlenecks or potential in a process

Here are a few examples of SOPs that can be used to scale:

  • Directions for how to cull, edit, and compile photographs from client sessions.
  • Procedures for creating a specific style of pottery that includes finished dimensions and glaze colors.
  • A team member onboarding packet. Consider including procedures and expectations for submitting time, getting paid, required meetings, and other relevant business information

Automations are another great way to systematize portions of your business.

Some popular automations are done within Client Relationship Management (CRM) platforms such as Honeybook or Dubsado, but there are many others as well. At it’s most basic, an automation is set up to trigger based on actions you, the business owner, defines. Here are a few examples:

  • If somebody populates the Contact Me form on an event rentals website, the CRM automatically sends them a questionnaire to gather more information. Then, when the questionnaire is submitted, the CRM automatically prompts the customer to schedule a call to review the rental requests with the business representative.
  • If a client has not paid their invoice within 14 days of receiving it, an email is automatically sent to remind them.

Maybe you want to consider systematizing on a larger scale or as a part of a significant strategic shift? Maybe you want a set of fresh eyes to review your SOPs or automations and identify waste, bottlenecks, or potential improvements. Lets plan a Traction VIP day to create or refine your longer-term strategy.

Are you interested in systematizing any areas within your business? Let us help you! Do you need a sounding board to talk through which areas may see the most positive impact by incorporating systems? Take a look at our Compass package. We can get on a series of coaching calls to help you, the business owner, make those choices and changes.

Perhaps you have a good idea of where you need to write or update SOPs or automate workflows, but you don’t have time time or interest in doing it yourself. Traction can step in and do the bulk of the work for you as a Horsepower project package. If you walk us through what you need and we can deliver professional, editable SOPs or automations at the end of the project.

Remember: if you are trying to scale your business, one of the most sustainable ways to scale is by systematizing. What do you think you could scale if you systematized a portion of your business?

Did you find this post helpful? Check out this post for more tips and ideas:

The Great Brain Dump



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