When you hear the word “systems,” it might conjure up images of complex charts or tedious processes and apps. But in reality, a system is simply another word for a procedure, or a structured and repeatable way of doing things. Considering my business thrives on systems, I can assure you they are crucial for success, they are your secret sauce to scaling!

Think of it this way: for every action in your business, there is a reaction—a system that guides what happens next. For example, when a new lead comes in, do you have a set process for following up? If not, that’s a system you need… And today!. In this instance, automation should be your best friend… Leads from your website automatically funnel into your CRM and project management software. This triggers an alert to send a personalized introductory email (or a canned reply). I use templates to save time, but personalization is key to maintaining strong customer relationships, especially for high-touch, service-based businesses. Automation should streamline your workflow, but never at the expense of a personal touch.

Once you’ve secured your client, retaining them should be your next priority. Competition is fierce, and to ensure clients stay loyal, you need systems that go above and beyond their expectations. This might sound scary, but it boils down to a simple principle: always strive to exceed what is asked of you.

And finally, you need an off-boarding system. How you farewell a client will often be the difference between a recommendation (or returning client) and one that you never see again. 

What systems do you currently have in place and what do you need? Often this is the first step I take with clients. It doesn’t mean we rush to decide and implement them all at once, but it can shape the way they want to build their business, what team members they need and what kind of software is needed. 

Contact me today if this sounds like something you need.