Building a good system isn't a one-time thing. It's an iterative process.
It’s never going to be 'perfect', because your business is always evolving.
The key is making it flexible enough to evolve along w your biz.
Some tips I've learned the hard way:
It’s never going to be 'perfect', because your business is always evolving.
The key is making it flexible enough to evolve along w your biz.
Some tips I've learned the hard way:
Most people cobble together systems without much foresight. The end result is something like this.
It can work, and often does.
But it makes it very fragile and hard to fix.
It can work, and often does.
But it makes it very fragile and hard to fix.
Everything starts with a solid foundation.
Without it, it comes crumbling down when you start to scale.
Pick ONE spot to store ALL relevant data. Use it as the connection point for all your tools (tools are interchangeable)
Without it, it comes crumbling down when you start to scale.
Pick ONE spot to store ALL relevant data. Use it as the connection point for all your tools (tools are interchangeable)
Once in place, use tools like @MiroHQ to lay out each step of your process.
Spend time and really think this thru. It can help to do it with someone else less familiar.
Spend time and really think this thru. It can help to do it with someone else less familiar.
Focus on the most time intensive processes.
Client onboarding, account setups, data management, sending proposals, etc.
What happens after your contact form?
What decisions have to be made?
What info is required to make that decision?
Client onboarding, account setups, data management, sending proposals, etc.
What happens after your contact form?
What decisions have to be made?
What info is required to make that decision?
Find a tool that does each of these tasks best.
Make sure they have integrations, and connect to your @airtable foundation via @zapier.
If you can't find a tool, it's not too hard anymore to build your own.
Make sure they have integrations, and connect to your @airtable foundation via @zapier.
If you can't find a tool, it's not too hard anymore to build your own.
If a decision or task has to be made at any point in a process, send a @SlackHQ message to your team w action item.
Include a link or SOP on how to quickly do task and continue the automation.
Include a link or SOP on how to quickly do task and continue the automation.
Once the system is flowing smoothly without too much effort:
Repeat for next process.
Regularly revisit and improve current system.
Repeat for next process.
Regularly revisit and improve current system.
If this all sounds like too much work, grab some time and we'll help you get you started.
👉automatic.so/schedule
👉automatic.so/schedule
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