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8 Areas For Systems

What areas can you find most systems?

Does any of these sound familiar to you?

  • I don’t have time to show people how to do things.
  • It seems like all I do is put our fires in my business every day.
  • I don’t have time to work ON my business anymore.
  • I do not know all the key data indicators to the success of my business

If you have said or thought about any of the above, keep on reading.

All of my private 1-1 clients have had these and several other issues because they did not have the right systems in place for their business.

Having predictable systems in place, that can be monitored and adjusted, can make any business better. In fact, most business owners see immediate results by implementing their first system.

Imagine if you knew which systems could improve your business...

No need to imagine, it can happen. There are 8 areas in a business that have systems. Let’s look further in each one.


The business owner can implement many systems to help organize their work/schedule. Here is a list of some of the systems:

  • Goals Vs Actual System
  • Time Master Systems
  • Preplanning Systems
  • Custom Dashboards
  • Knowing your Key Performance Indicators (KPIs)

Products & Services

There are several systems available in the Products and/or Services Area. Some include:

  • Product Vision
  • Product Strategy
  • Process of Product Development
  • Service Vision
  • Service Strategy
  • Process of Service Fulfillment
  • Brand Promise (Create/Implement/Review)
  • Data Vision
  • Data Strategy
  • Process of Collecting Data (Research)
  • Process of Analyzing Data
  • Tracking KPIs


Every business has systems in Marketing. Some include:

  • Client Research
  • Overall Marketing Strategy
  • Website Strategy
  • Social media Strategy
  • Marketing Systems
  • Brand Consistency & message
  • Tracking KPIs


Without Finance Systems, you will not succeed for long. Here are some:

  • Accounting Systems
  • Accountant Relationship
  • Bookkeeper Relationship
  • Budget Systems
  • Tracking Company Financial Goals
  • Reporting Systems
  • Tracking KPIs


How do you manage your people you work with (staff and vendors)? Here are some categories to set up systems:

  • Staff
  • Vendors
  • Systems Management
  • Tracking KPIs

Lead Generation

Here are some categories for systems in this area:

  • Networking
  • Partners
  • Clients (Past and Present)
  • Social media
  • Digital Ads
  • Organic Lead Generation
  • Email Campaigns
  • Tracking KPIs

Lead Conversion

Here are some categories:

  • Sales Proposal Process
  • Dales Closing Process
  • Tracking KPIs

Client Fulfillment

Here are some categories:

  • Entire Client Process
  • Customer Service Process
  • After Services/products are delivered Process
  • Maintain Relationships Process
  • Client Satisfaction
  • Tracking KPIs