how to organise your business one system at a timeorganisation... · contests client support...

16

Upload: others

Post on 30-May-2020

6 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing
Page 2: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

page 2

Created by Natasha Vorompiova // SystemsRock.com

In this bundle we’re going to share with you powerful strategies to help you get organised and in control of your business by using Asana.

I’m so excited about this bundle because I know myself how important organisation in business is… There have been so many times when I’ve felt overwhelmed, out of control and totally unorganised while growing my businesses and I know I’m not alone!

This is one of the biggest challenges and frustrations entrepreneurs face, because let’s be honest, we have so many things we have to do in order to grow our businesses it can be really hard to get in control of it all.

For me, I got to the stage where I felt like everything was one big, jumbled mess, and at that moment I knew I had to do something about it.

So I reached out to Natasha Vorompiova, our featured expert for this bundle, and asked her to help me straighten things out. With her help I was able to transform my business into a more organised, systemised, effective and efficient organisation!

So in this bundle Natasha is going to teach you what she taught me: how to organise and systemise your business and leverage online tools, like Asana, to help you to do it effectively.

Note: If you’re already using another project management tool like Evernote and you love it, then stick with it. This bundle will still be

T h e O r g a n i s aT i O n B u n d l e

How to organise your bus ines s one sy s t em at a t ime

Featured Exper t : Natasha Vorompiova // Sys t emsRock . com

The Organisation Bundle has been created by the wonderful Natasha Vorompiova. She is the go to gal for creating systems, getting organised and becoming productive and has helped countless entrepreneurs go from feeling swamped and overwhelmed to getting on top of everything.

Welcome to The Organisat ion Bundle !

She has an amazing online program, which people rave about called Systematic Success, so if you’re planning on taking your systems to another level definitely check it out. You can connect with Natasha over on her website www.systemsrock.com

helpful, because Natasha shows you how to create effective systems and processes, so you can just take what she shares and build it out in your preferred project management software.

Here’s what we’re going to do together:

• We’re going to start by mapping out the projects and tasks you have going on in your business, so we can see exactly what’s going on.

• Then Natasha is going to show you how you can use Asana to organise and systemise these activities.

• She’s also going to show you how to create 3 very important systems within your business and how you can manage those systems in Asana. Those systems include: email management, client intake & relationship building.

• And she’s also going to share how you can manage your tasks effectively.

• Make sure you watch the videos that accompany the workbooks - Natasha’s going to be taking you inside of her Asana, so you can see what you need to do.

Now, I will leave you in the expert hands of Natasha to help you to get organised and systemised. I hope this transforms your business as much as it has transformed mine!

Enjoy, Carrie xx

Page 3: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

page 3

Created by Natasha Vorompiova // SystemsRock.com

Ever feel like you’re running up a never-ending hill? Like there’s just one thing after another with no end in sight?

You’re Not aloNe!

Here’s why.

When we’re just starting out and laying the foundation of our businesses by assisting our first clients, we’re busy, but there is a time and place for everything we do.

But then things start to pick up—we receive more inquiries for information, we bring in more and more clients, our range of offerings grows, and our audience increases.

Now, every area of our business begins to demand more time and energy. In order to keep up, we have to scale our efforts.

aNd tHat’s our make-it-or-break-it momeNt.

The problem is that we can’t scale our businesses if we’ve never formalized our procedures.

Our half-formed systems start breaking down if we haven’t.

Things start snowballing and, after reaching the tipping point, get completely out of control. That’s when we feel overwhelmed, burned out, and eternally tired.

tHe good News?

You don’t have to let yourself get to that point.

You can prevent this situation. . .right now!

It’s easier than you think.

All you need is one simple free tool – .

h O w T O g e T yO u r B u s i n e s s O r g a n i s e d & s y s T e m i s e d

Page 4: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

page 4

Created by Natasha Vorompiova // SystemsRock.com

Asana is the project and task management software of choice for many small business owners.

g e T T i n g s Ta r T e d w i T h a s a n a

However, this is just scratching the surface of Asana’s capacities.

Asana is much more than task and project management software. It can easily become your business management hub and an indispensable tool. More than that, it’s a tool that can help you manage your business now and the future as your business grows.

Before we dive into the specific systems you can set up, let’s take some time to get to grips with what’s going on in your business right now, so that when you come to use Asana you know exactly what tasks, projects and systems you need to create.

There’s a phone app that allows you to add tasks on the go

There ’s so much to love about Asana

The basic software is free

You can collaborate with up to 15 people at no additional cost

Setting up projects and tasks is straightforward

The system notifies you of the items that are due

Page 5: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

page 5

Created by Natasha Vorompiova // SystemsRock.com

The easy way TO sTarT geTTing Organised & CreaTing sysTems

Here are 5 simple steps for getting started with turning your business into an organised, systemised machine. This is the same system I use with my clients.

step 1: Create Your busiNess map

Although you could jump right into working on systematising a specific area of your business, I recommend that you start by creating your Business Map.

Yes , i t ’s an extra s t e p , but i t ’s a ver y impor tant one.

Regaining control of your business requires overseeing your business with the perspective of a true CEO.

You need to clearly identify how all the elements of your company fit together, and, as your business grows and you delegate parts of it, you’ll be able to turn your Business Map into an organizational chart.

Your Busines s Ma p can be a l i s t or char t .

See the following page for an example...

Page 6: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

Yo u t H e C e o

m a r K e T i n g s a l e sC l i e n T

m a n a g e m e n Ta d m i n F i n a n C i a l

Blogging Consulting Client scheduling ReseaRch Tracking expenses

Direct Outreach (Evergreen) programs Privacy Policy Blogs to follow Bill payment

Keep in Touch Info Products Contests Sharables Managing Bank Accounts

Freebies Physical Products Testimonials Guest blogging Tax Returns

Videos Group coaching Surveys Events to attend Bookkeeping

Newsletters 1-on-1 coaching Questionnaires Experts to interview Reimbursements

Webinars Delivery structures Be interviewed by Payment collection

Contests Client support Website Client invoicing

Interviews Client intake Upload/format posts

E-mail Marketing Maintenance - updates

Case Studies Maintenance - backups

paRtneRships Maintenance - installations

Joint Ventures SEO

Affiliates Google Analytics

Referrals Miscellaneous tasks

social Media Quarterly business reviews

Instagram Updating calendar

Pinterest E-mail processing

Google +

Facebook

Twitter

Page 7: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

page 7

Created by Natasha Vorompiova // SystemsRock.com

Below are some of the key areas of an online business.

Start with applying those activities to your own business. Cross out the activities that aren’t relevant for you and add any essential activities for your business that aren’t on the list.

Once you are done, I want you to pause and appreciate how much you are actually doing, possibly with only occasional help.

Then, notice that your business is no longer a collection of fragmented images, as you will understand how the processes relate to one another and contribute to the bigger picture of your business.

Now you can oversee your business with the perspective of a true CEO.

Let ’s take some t ime now to s tar t bui lding your ma p

To help you to create your map, take a few days to record business activities you engage in on a daily basis and then organize them into the categories below.

Page 8: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

page 8

Created by Natasha Vorompiova // SystemsRock.com

i. marKeTing

aCtivities:

Blogging

Direct outreach (bloggers , media, influencers , etc.)

Keep in touch

Newsletters

Videos

Freebies

Interviews

Contests

Webinars

Case studies

E-mail marketing

partNersHips:

Referrals

Affiliates

Joint ventures

soCial media:

Twitter

Facebook

Google+

Pinterest

Instagram

2. sales

Consulting

1-on-1 coaching

Group coaching

Physical products

Info products

(Evergreen) programs

3. ClienT managemenT

Client scheduling

Client intake

Client support

Service/product delivery structures

Questionnaires

Surveys

Testimonials

Privacy policy

Page 9: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

page 9

Created by Natasha Vorompiova // SystemsRock.com

4. FinanCial

Tracking expenses

Client invoicing

Payment collection

Reimbursements

Bookkeeping

Tax returns

Managing bank accounts

Bill payment

5. adminisTraTive

researCH:

Blogs to follow

Valuable content to share

Blogs on which to guest post

Events to attend

Experts to interview

Experts to get interviewed by

website:

Website maintenance

installations (e.g. new plugins)

SEO

Google Analytics

misCellaNeous tasks:

E-mail processing

Updating calendar

Quarterly business performance reviews

Team management

Don’t skip this step! You’ll be amazed by how much clarity it will give you about the structure and future of your business.

Page 10: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

page 10

Created by Natasha Vorompiova // SystemsRock.com

s T e P 2 : s e T yO u r P r i O r i T i e s

Start by taking a close look at your list or chart.

What parts of your business lack a systematised infrastructure? For instance, you might notice that launching is a regular part of your business, but you lack a streamlined process for it. Launching yet another service or product before you optimise the system is a recipe for disaster, so you’d want to make systematising this part of your company a priority.

Are there any “holes” that you’ve been meaning to take care of forever but keep putting on the backburner? Legal and financial areas are often the ones that small business owners pretend don’t exist. Prioritise the process of closing up these holes.

Write down an y par t s o f your bus ines s that you need to sy s t emise. . .

Next, pinpoint the parts of your business that are working harmoniously.

W hat proces se s do you f ee l to ta l l y in contro l about?

Page 11: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

page 11

Created by Natasha Vorompiova // SystemsRock.com

Give yourself a pat on the back for these things!

W hat areas could run even without you?

W hat runs l ik e c lockwork?

Page 12: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

page 12

Created by Natasha Vorompiova // SystemsRock.com

How can you create sy s t ems for th ings that are sucking up your t ime and caus ing you to lo se mone y?

W here do you waste the most t ime?

W hat tasks cause you to miss deadl ines?

Page 13: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

page 13

Created by Natasha Vorompiova // SystemsRock.com

I realise that looking at your notes might feel a bit overwhelming. But don’t let it stress you out. Seeing the list is part of the process. You’ve got to establish the baseline. Only then can you identify opportunities for improvement and growth.

W hat areas o f your bus ines s weigh heavi l y on you?

W here do you f ee l that you are lo s ing mone y?

Page 14: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

page 14

Created by Natasha Vorompiova // SystemsRock.com

s T e P 3 : C r e aT e a l i s T

Now you know where your business needs some loving from you. After all, it’s your baby. You’ve got to take good care of it.

The good news is that your business doesn’t need to be “fixed” tomorrow. It’s unrealistic—you don’t have time to make all the necessary improvements at once. But most importantly, there is no end point to get to. Building and perfecting a business is a process. You’ve got to accept and embrace it.

You’ve got to guide your business—just like you have to guide your child to learn and grow. At the same time, you have to surrender and let yourself be guided. You have to allow your child as well as your business to teach you lessons.

So, let go of overnight perfection.

Ins t ead , create a l i s t o f what you need to do to opt imise and bui ld your sy s t ems and then k ee p i t in Asana.

For a step by step of how you can structure a business process refer to the Systems Bundle.

Page 15: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

page 15

Created by Natasha Vorompiova // SystemsRock.com

Are you ready to commit to growing a business that is your pride and joy?

Come back to your systems-related to-do list on a regular basis.

Got 15 minutes a week? Great! Spend it on your systems! Got 15 minutes a day? Even better! You don’t need big blocks of time to make progress with your systems:

s T e P 4 : C O m m i T T O B a B y s T e P s

Pace yourself. I know you’ll do great.

Take 15 minutes to write down one of your current processes or record a video and give it to a Fiverr transcriptionist

to transcribe.

On the next day, detect any gaps in the process.

Then, come up with ways of optimising the process.

Last but not least. . . start implementing the new routine.

Step by step, by step, by step.

Page 16: How to organise your business one system at a timeOrganisation... · Contests Client support Website Client invoicing Interviews Client intake Upload/format posts E-mail Marketing

page 16

Created by Natasha Vorompiova // SystemsRock.com

Does “Business Operations Manual” sound too corporate to you? What about calling it your “Business Scrapbook?”

Call it whatever you like. Just make sure you enjoy and use it.

Over time those steps you’ve created will grow into workflows that will be easy to follow for you or new additions to your team.

The fact that you keep them in a place accessible by others will allow your team members to find those process descriptions without bugging you. From the moment that those steps are clear and comprehensive, you will be able to ensure the brilliant performance of your team members time after time.

I know that the thought of creating systems might have been weighing on you.

But know that creating better structures for your business is totally within your reach. You can do it!

sT e P 5 : e n j Oy yO u r n e w B u s i n e ss O P e r aT i O n s m a n ua l

Hopefully by now you’re already feeling more organised and you can see how you’re going to turn your business into something incredibly efficient and effective.

So now, let’s take a look at how Asana can help you manage 3 MUST HAVE systems in your business.

I’ve created separate guides and videos for each system to help you with this. You can access them all from the bundle page.

r e a dy T O g e T s Ta r T e d w i T h a s a n a?

Start with watching the Asana Basics Video