Posts in Systems and Processes
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.

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A few of my favourite productivity and creativity tools for small business owners

To build a successful business you need to focus on sustainability.

To support you in your pursuit to accomplish more in your business, without running yourself into the ground, I’ve compiled a few of my favourite productivity and creativity helpers. 

I use these frequently in my business and with my clients for increased efficiency, and to help ensure I have a more manageable workload!

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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.

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What kinds of goals can you set for your business?

We've talked about setting goals before. The importance of establishing your company vision and the direction you want to move in, gaining clarity on your business and marketing goals, and how to use the S.M.A.R.T. framework to define your goals with more intention.

But what are some of the different kinds of goals you can set for your business? And how do you decide what to focus on? Here’s how to get started.

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The DOs and DON'Ts of automation

While you’re likely always going to have to do some things you don’t love in your business, if you’re spending all of your limited resources on tasks that are draining your energy, your motivation to work on your business is going to wane quickly.

Automation can support you in saving your time and energy, easily generating data, and improving customer or user experience. However, automation is also one of those things that can be a curse when done poorly.

Here are a few differentiating factors to help you determine what to automate, and what’s best left done manually.

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