Systemization – Practical Context / by

posted in Blog tagged with attitude, control, streamline, systemization, systems

Let’s put systemization into practical terms. I know you’re questioning if it’s worth all the effort, change, chaos and risk to your current operation to implement new systems across the board. It is work. It is change. However, keep in mind, every change has the explicit measurable purpose of accelerating growth, increasing profits and maximizing the value of your business. When they can see the value that you know is in this business, they will be more receptive to paying what you think it’s worth!

Here are a few ideas for systemization in the core areas of your business.

Departments and Disciplines Range of Systems
  • Sales Funnel
  • CRM System
  • Sales Manual
  • Pricing Schedule
  • Sales Training System
  • Sales Goals and Monitoring Programs
  • Upsell and Downsell Options
  • Key Performance Indicators
  • Marketing Funnel
  • CRM System
  • Marketing Strategy
  • Marketing Tactics
  • Marketing Schedule
  • Key Performance Indicators
  • Marketing Budget
  • Control of all finances (all assets)
  • Contract Management
  • All Accounts In Order
  • Projections and Forecasts
  • All Accounts Ready For Due Diligence
  • Operations Manual  of processes for every area
  • Contingency Plans
  • Security/Emergency Planning
  • Facilities and Equipment Planning
  • Tracking and Measuring for every system/process implemented
  • Legal documents up to date and organized
  • Governance documents current, up to date, in order, organized
  • Management and staff contracts up to date, signed and ready to transfer
  • Leadership and Continuity Plans defined and documented
  • Board of Directors and Board of Advisors charter, roles and responsibilities
  • Time management systems and training
  • Productivity systems and training
  • Continuity Plans
  •  Succession Plans
  • Business Plan
  • Strategic Plan
  • Succession Plan
  • Transition Plan
Customer Service
  • Customer Experience Systems
  • Customer Loyalty System
  • Service Systems, Response And Resolution
  • Customer Service Training Systems
  • Customer Service Evaluation/Improvement Systems
Intellectual Property
  • Identify and documents all IP
  • File all trademark and patent applications
  • Clarify and document ownership of all IP (individual or the business
  • Document the corporate definition of IP ownership as it applies to your exit

When you systematize every area of your business, you will:

  • Gain control in ways you never thought possible
  • Regain control in ways you thought you’d have to hire a large staff to do for you
  • Eliminate mistakes
  • Eliminate late and incomplete work
  • Streamline work to get done easier and faster
  • Never reinvent the wheel again
  • Teach your team once and stop using your most valuable asset re-teaching them
  • Organize every area of your business
  • Open up your business for accelerated growth
  • Gain easy access to the reports you need
  • Make better decisions sooner and faster than you thought possible
  • Have more time to lead instead of manage
  • Radically reduce your risk running the business
  • Drastically increase the value of the business
  • Immediately be able to book multiple vacations this year
  •   Streamline how you run your business to add value and reduce stress

The real secret to all these systems is to:

  1. Implement tools that help you get the results in your business
  2. Use the systems and tools consistently, insist your team use them too. Institutionalize them into your corporate culture – even if you are a company of one.
  3. Get your business out of your head
  4. Track your results
  5. Periodically schedule a review to measure the impact in every area of your business.

Your attitude is the key to getting the results you want from these systems to achieve your exit goals.

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