How To Systemise To Scale and Create More Freedom in your business - Podcast Episode 71
This week on the Being Unstoppable Podcast, we are tapping into making your business run like a well-oiled machine when you aren’t there. You cannot scale your business beyond you unless you have systems and automation in place.
Ask yourself, if you were to step out of your business tomorrow for six weeks, would everything run perfectly without you?
If not, the Scalable Business Lounge is for you! I guide you through exactly what you need to systemise your law firm and give you more freedom. In SBL we implement strategies that will help you to scale.
So how do you create less work and more profit through systems and automation? Let’s get into how you can begin to implement them into your business!
*Reminder* Systemising is not a one-off job! Creating systems in your business is ongoing, with constant updates and new systems. – Patience required!
1. MAKE A LIST OF YOUR MOST RECURRING TASKS.
What are your daily, weekly, monthly, yearly tasks and obligations? Write them down and identify what it is you need to systemise. I have a basic rule that I go by. If I need to do something more than once or get asked a question more than once, systemise it!
2. DECIDE ON A DIRECTORY OR STRUCTURE.
Having these systems in a place that is easy to access for your team is essential. You could do this in many different ways; however, a few tremendous document-sharing platforms are Dropbox, Google Documents, Loom, or creating a free Google site. The process needs to be streamlined with all documents in the same place, making it easy for your team to access.
3. BREAK DOWN EACH ACTIVITY.
Once you have the list of every repetitive task in your business, then you need to break it down into the below four pillars;
- The process
- The tools that are required to do the task
- The people needed to do the task
- The strategies
What is necessary for each pillar?
4. IDENTIFY WAYS TO IMPROVE THE SYSTEM.
Just because you have established a system doesn’t mean it is the best way or that it will work right away. The system doesn’t always work when you first create it – trial and error is how you will unravel your most sustainable/effective strategies. Eliminating bottlenecks and streamlining is your systematic goal. Ask questions, critique, and make changes to your new system as you go.
5. TEST THE SYSTEM FOR 4-6 MONTHS, THEN UPDATE.
Once you feel you have perfected your system in step 4, it is time to run with it! Test the system for 4-6 months, then come back to review. Did this system resolve the issue, and did it meet the goal? The whole thing with systems and automation is to allow you more time; is that what this system did? Put a meeting time in your calendar for 4-6 months after establishing the system and review it with your team to discuss improvements.
Systems take a while to perfect, but you will thank yourself when you have more freedom because your business runs perfectly without you. So start Start slowly, don’t rush these automations. Know that it will take time. Yes, creating systems may be time-consuming, but this is the primary way that you will scale your law firm and have more freedom! If you want to free up more time, I guarantee this strategy will set you up for just that!
If you would love to dive deeper into exactly how to create these systems, I have just the place for you! The Scalable Business Lounge will not only allow you to gain more freedom, but it will also implement the most suitable tools for your business to scale… Fast!
If you are interested in viewing our FREE MASTERCLASS on how you can scale your law firm without burnout, click here!
CONNECT WITH Caralee:
LinkedIn: @caraleefontenele
Instagram: @caralee.fontenele
Facebook: @caraleefontenele
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