Streamlining Your Small Business: Setting Up Systems and Processes for Success (Online)

Introduction (10 minutes) Overview of agenda My background & qualifications Understanding Systems & Processes (15 min) What do we mean by systems and processes How are systems and processes for small business different from those in the corporate world? Importance of systems and processes to give the owner time and mental freedom How systems and processes make it possible to scale without burnout Identifying Areas for Implementing Systems (30 min) If it feels overwhelming to get everything out of your head where do you start? Highlight the different “journeys” across areas of your business Customer Service Marketing Finance Operations Etc… Outline for deciding what is relevant for your business Designing Effective Systems and Processes (30 minutes) Determine the action VS the big idea How to create systems and processes that actually reduce your workload Define goals Document the current workflow Making improvements Implementing changes Getting the team on board Audits and revisions to existing processes Tech Tools for Systems & Processes in Small Business (15 minutes) Tech options with growth and budget in mind for Documenting systems & processes Task Management Project Management CRM Marketing And more… Typical Challenges (10 minutes) Roadblocks I see small business owners hit when trying to work through this and how to push past it Conclusion (10 minutes) Recap How to reach me for support

Speaker(s): Crystal Cannata, Founder/Business Process Specialist The Right Hand Admin

Co-Sponsor(s): The Right Hand Admin

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Fee: No Cost