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Six Business Systems You Need to Implement to Stay Organized and Be Prepared in Your Business

Having Systems in Place in Your Business Can Ease the Overwhelm

Are you overwhelmed with finding time to get all of the things done in your life and business?  Similarly, maybe you’ve heard about all of these fancy systems and you’ve read about creating processes, but don’t know where or how to begin using them.

If you don’t have time, to begin with, how do you decide which system you should invest in or what processes to create and implement?  I’ve asked myself these questions many times and just sat and stared at my computer screen in utter dismay.

But Shannon Baker recently shared with me how we can strategically implement systems and processes to simplify your business so that we no longer need to fret about time.

Who is Shannon?

Shannon is a coffee-loving, serial entrepreneur, podcaster, and business systems coach who helps busy women with service-based businesses create systems to automate the time-consuming tasks required to run a business.  Doing so enables business owners to work more efficiently and have more time for what matters most.

Through reading “The Big Leap” by Gay Hendricks and listening to The Mompreneur Mastermind Podcast, Shannon realized her zone of genius, systems, and processes.

Shannon Baker interviewed on The Second Phase Podcast. On the podcast graphic is a photo of Shannon wearing a navy and pink floral dress with a chunky pink necklace, smiling and looking at the camera.

You Can’t Operate Your Business Without Systems

If you don’t have systems in place, your business is running you.  You started a business for lifestyle freedom but if you are changed to everything in your business, it is not going to thrive the way you want it to.   Likewise, if you have to do everything in your business yourself, it’s not going to survive.

Shannon’s motto is, to keep calm and streamline. In other words, move out of chaos and into consistency.  You can’t run a business without consistency.  To clarify, systems lead to consistency and consistency leads to happy clients, free marketing, and more referrals.

To help her clients do this, Shannon has created her 6 Core Systems Method.

The Six Core Systems Are:

First, is a Central Filing System
  1. Be able to work on the go!  Never miss a deadline.
  2. Google Drive
  3. One Drive
  4. Dropbox
Second is a Scheduling System
  1. Put boundaries around your schedule and keep your activities segregated to allow for more focus and fewer interruptions.
  2. Acuity
  3. Dubsado
  4. HoneyBook
  5. Calendly
Third is Communication
  1. Inside your business and external
  2. potential and current clients
  3. Automate responses
  4. Email templates
  5. Direct Message response templates
Fourth is Money Management
  1. Track money coming in and going out
  2. Spreadsheet
  3. Quick Books
  4. Keep a pulse on your money – cash flow
The fifth is a Back-up System
  1. Emergency response system – if something happens to you, someone can step in and keep your business going.
  2. Computer files
  3. Website and blog
  4. Export subscribers to a spreadsheet periodically to back up your email subscriber list
The Sixth is Sales and Marketing
  1. Email
  2. Social Media
  3. Branding
  4. Content
  5. Lead Tracking
  6. Content Planning

Tools and Systems to Use in Your Business

  • Zappier
    • Connects apps together
  • Trello
    • Organization tool
  • Click Up
    • Organization tool
  • Asana
    • Organization tool

What is a System?

A system is a process, tools, and people.

The Day to Day

Take 15 minutes per day to work on one process.

  • Identify your goal
  • Map out the process
  • Focus in 90-day increments
  • Do one task at a time
To learn more about your host, Robyn Graham, click HERE.
Learn more about and connect with Shannon:



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