How to review and improve your business systems
1. Get Everything Out of Your Head
Your brain is NOT a filing cabinet. If you’re storing all your business tasks, processes, and plans in your head, you’re setting yourself up for a whole lot of stress (and let’s get real - forgetfulness), and no wonder a lot is going on in there.
Start by doing a brain dump of everything you handle daily, weekly, and monthly in your business.
This helps you see where business systems are needed and what can be streamlined.
2. Categorise & Prioritise
Once you have everything written down, group tasks into categories such as:
Customer service
Marketing & sales
Operations
Finance & admin
From here, identify which areas cause the most bottlenecks or take up the most time. These are your priority areas for systemisation.
3. Document Your Processes
Every business has recurring tasks—responding to emails, sending invoices, and onboarding new clients. Instead of reinventing the wheel each time, document step-by-step how each process should be done. This not only saves you time but makes it easier to delegate when you’re ready to grow.
4. Use the Right Tools
You don’t need fancy tech, but having the right tools (aka tech) can make a world of difference. A few ideas* on systems that might help are:
CRM – Capsule
Email Marketing - Mailerlite
All in one - Indy, Moxie, Systeme.io
*Some are affiliate links. This doesn’t cost you any additional costs, and you may get extra benefits (like a longer trial). I only share systems I use and have worked with.
Choosing tools that align with your needs (and your brain) can help you stay organised and more efficient.
Plan this out before diving in and setting up a load of random tech. I wrote a book which guides you through this step by step. It can save you hours, £ and headspace!
5. Review & Improve
Systems are not “set and forget.” Regularly review what’s working and what’s not. Your business will evolve, and so should your processes.
Need some help?
If you’ve read the blog and thought – well, that’s all well and good, but I just feel really overwhelmed and I don’t know how to do this. Don’t worry; I can help you look at this for your business
I can look at your business with you to figure out what’s going on and “tidy it up” by implementing relevant and solid systems (and processes).
Working with me can help you:
Be more organised
Have more time
Make more profit
Have a business you love on your terms
Send me an email or book a no pressure virtual coffee to chat or head to the services page to find out how I can help you.
Not ready for that commitment yet? No worries, free or low cost help:
Connect on LinkedIn, follow me for tips and general musings
Sign up to be pen pals (see footer)
Check out my book
Visit the resources page.