Implementing Systems

My business has never been big enough to implement “systems” before, but now it’s getting to a stage where if I don’t put systems in place to support me supporting my clients, something is going to slip through the cracks.

I also believe that in order to step into the next level business owner, I need to prepare my systems so that I can handle the next level of success without a big commotion. This is an exciting time!

Here’s what I’m working on:

• Streamlining my client onboarding process

• Creating a system to stay up to date with where all of my clients are at

• An easy system to connect with my clients so they’re not all communicating with me on different platforms

Potential solutions I’m looking at:

• Dubsado – for managing everything all at once. I don’t have a lot of documents with my clients but I’m considering it as a way to manage everything since I’m currently using google spreadsheets and I don’t know how long that will last!

• Telegram – for client communications so they could be all in one place (instead of messaging some people on email, some on Instagram, Facebook, WhatsApp, text message… ah!)

• Scheduling systems – I prefer to schedule with my clients personally, but now that my current client list has grown beyond 15 I’m considering having it done automatically including auto-created Zoom links.

What do you use for your client systems? Let me know in the comments by clicking the title of this blog!