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Melissa Ingold – Workbook: How To Systemize + Automate Your Business Like A Boss!
Introducing The Step-by-Step Workbook for How to Systemize + Automate Your Business Like a Boss!
Hello gorgeous,If you want to control costs while allowing for significant growth, you need to have systems in place and use technology to automate your business.
The steps in this workbook cover operating procedures, content creation, promotion, sales and delivery, customer support, and client onboarding. Each area includes specific ways for you to create and/or improve systemization and automation in that area of your business.
No matter where you are in systemizing and automating your business, this workbook will help you!
Systems can always be updated or tweaked for better effectiveness. And technology continues to evolve, providing new opportunities for business owners to increase automation.
Even if you’ve already systemized and automated some of the areas discussed in the workbook, get a copy and go through each step anyway. You’ll likely discover a tip or new tool to help improve efficiency.
Once you’ve gone through each step and completed the corresponding worksheet, you’ll be on your way to growing your business without the burn out!
This Step-by-Step Workbook Covers:
STEP-BY-STEP WORKBOOK COVERS:
Step 1: Create & Maintain Standard Operating Procedures
How to Create Standard Operating Procedures
Maintaining Your Standard Operating Procedures
Worksheet: Main Procedures/Tasks
Worksheet: Mapping Out Each Procedure
Step 2: Schedule & Delegate Content Creation
Schedule
Delegate
Worksheet: Schedule and Delegate Content Creation
Step 3: Automate Content Promotion
Schedule Your Posts
Increase Shares
Worksheet: Automate Content Promotion
Step 4: Streamline Product Sales & Delivery
Create Funnels
Set Up Email Autoresponders
Start a Membership Site
Worksheet: Streamline Sales and Product Delivery
Step 5: Improve Customer Support
FAQ Page
Messaging Services
Step 6: Improve Your Client Onboarding Process
Intake Form
Welcome Packet
Appointment Scheduling
Worksheet: Improve Your Client Onboarding Process
Here’s How You Can Use This Workbook:
USE THIS WORKBOOK TO PLAN AND STRATEGIZE WITHIN YOUR OWN BUSINESS.
USE THIS WORKBOOK DURING 1:1 COACHING SESSIONS WITH YOUR CLIENTS.
USE THIS WORKBOOK AS PART OF THE CONTENT FOR YOUR PRIVATE CLIENT VIP DAYS.
USE THIS WORKBOOK DURING MEETINGS WITH YOUR HIGH-LEVEL TEAM MEMBERS, OR YOUR ASSISTANT.
USE THIS WORKBOOK AS AN INDEPENDENT CONTRACTOR TO HELP YOUR PAYING CLIENTS.