Setting up processes and automations with the right tools, at the right time in your business

An important part of building and scaling your business is ensuring it’s sustainable. Business ownership and everything it entails – from marketing to lead generation to content creation to sales to customer service – is all about the long game.

That means automating processes when it makes sense, hiring support and asking for help when you need it, making data-based-decisions, and implementing new tools and systems to improve efficiency.

However, these tools, automations, and processes are only useful if you implement them strategically and at an appropriate speed.

The importance of documenting business processes (even for small businesses and entrepreneurs)

By laying all of the steps you take to accomplish various tasks or complete recurring projects out in a document or program, you've created a basic standard operating procedure (SOP) that will help your business thrive.

Documenting processes and procedures, even as an entrepreneur or small business saves time, and can support productivity, business growth and hiring, consistency among outputs, and regular review and analysis to improve efficiency.

How to use project briefs to plan for success

Just like you need goals to direct your energy and efforts in your business and to ensure you’re moving in the right direction, you also need a plan for how to get there.

Because setting a goal without taking any action steps to make it happen is like saying you want to go on vacation somewhere but never actually booking your plane ticket. It’s ineffective, to say the least, and will leave you stuck in the same place year after year complaining about how you never got to go on your trip or achieve that thing you want to.

Projects don’t magically happen. They require a plan, schedule, and communication to be successful.

Systems and ProcessesKaren WilsonNovember 2, 2021systems, processes, project briefs, systems and processesComment

Content process: You have more to say than you think you do

So many business owners hold back from producing content because they don’t know how to make the time, don’t think they have valuable things to say, or they think they’re going to run out of things to say. But establishing a process that works content into the flow of your business is one way to keep the flow going and not have to worry about finding time.

Systems and ProcessesKaren WilsonNovember 18, 2020repeatable processes, processes, systems, content creation, Airtable, ClickUp, content inventoryComment

Making plans for marketing productivity and results

If you’re like most young businesses, marketing is one of many items on your to do list. And every item on that list feels like a high priority. But when it comes to marketing, I promise you, it really is important.

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