WHAT DO YOUR SYSTEMS SAY ABOUT YOUR ROLE IN YOUR BUSINESS?

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Quiz Questions

1.
How do you organize your inbox?
- A.
  My inbox is a hot mess. Everything dumps into one big pile and I have a hard time keeping up and seeing what needs my attention.
- B.
  I don't really use labels or filters, but I stay on top of things. It doesn't overwhelm me *too* much.
- C.
  I have a system for sorting and labeling my emails, but it takes manual effort to keep it maintained.
- D.
  Most emails are automatically filtered and sorted for me, so I see only what I need to when I login.
2.
How do you respond to new inquiries?
- A.
  Automatically - my system handles it for me.
- B.
  I respond to each one individually, but my system allows me to respond from anywhere with just a click or two.
- C.
  I write a "new" response for every inquiry I receive. I have a semi-canned draft that I pull from and, while it takes some effort each time, I try my best to respond quickly.
- D.
  I write a new response for every inquiry I receive but because of the time and effort involved, I often let them sit for too long before I respond.
3.
How do you welcome new clients after they book?
- A.
  My onboarding process is totally automated! My system watches for their contract/invoice to come in and when it does, it sets up their files and sends them an enthusiastic "welcome!"
- B.
  I have a standard checklist to make sure I don't miss any steps on the backend - but onboarding new clients is mostly a manual process for me.
- C.
  I send a quick "thanks!" then get to work.
4.
How do you treat communication between you and your clients?
- A.
  I overcommunicate from the start, so my clients know exactly what to expect and when to expect it.
- B.
  I communicate as needed, but don't go out of my way to provide more information than is necessary to do the job.
- C.
  Sometimes their emails get lost in my inbox and it takes me a few (too many) days to respond.
5.
How do you prioritize your workload?
- A.
  I'm basically winging it every day.
- B.
  I have post-its scattered all over my desk with random to-dos and things I need to remember.
- C.
  I plan my goals, and then my weekly and daily to-dos, in my trusty paper planner.
- D.
  I login to my project management tool and it gives me a prioritized list of tasks that need my attention.
6.
Where do you spend the most time each week?
- A.
  In my inbox - it never ends and I feel like I can't dig out of that bottomless, soul-sucking pit!
- B.
  Doing work for my clients - they pay the bills, so they come first!
- C.
  Alternating between work for my clients and work for my own business - it's a good balance!
- D.
  I consistently stay in my zone of genius - all day, every day - doing the things that ONLY I can do for my business. I either automate or delegate the rest!
7.
When was the last time you sat down to give dedicated attention to working ON your business, instead of just IN it?
- A.
  I regularly schedule time for myself every week, month, or quarter to work on projects that will help me and my business grow.
- B.
  I spend time working on my business every single day, and probably spend more time working on it than I do working in it.
- C.
  I'm so in the weeds, I don't have the time or the energy to think about the big picture.
8.
How receptive are you to outsourcing or hiring help?
- A.
  Good Lord, how would I ever have time to think about hiring someone!
- B.
  I'm a one-person show and plan to stay that way.
- C.
  It's just me for now, but I hope to bring on some help in the future.
- D.
  It's me and one other person. We hustle hard and make it happen!
- E.
  I have a multi-person team, and each person is responsible for a specific piece of the equation.
9.
If something happened to you, would someone be able to step in and manage your business?
- A.
  Yep! Everything is documented and easily accessible in my virtual "business headquarters." My team, partner, spouse, etc. could easily step in.
- B.
  Not everything is documented, and a lot of info just kinda lives inside my head. But I do have *some* system for managing the flow of information.
- C.
  Everything would fall apart.

Quiz Outcomes

1.
WEARER OF ALL THE HATS
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^^ Is this how you feel on a daily basis? Right now, you're running on a hamster wheel. You're the idea factory, the marketer, the customer service person, the bookkeeper, the IT department, and the the maintenance person. You spend so much time on backend, administrative tasks that you routinely look up at 5 pm and think, “WHERE THE HECK did this day go!? And how have I not accomplished anythinggg yet?!" << am I right? You're not growing at the pace you had hoped because #allthethings are keeping you from being able to fully jump into the leadership mindset and think strategically about the bigger picture. And you're ready for it. You know you can't keep operating the way you are now (hello, burnout, party of one), and you know you *should* have better systems in place to help free up your time, but you don't know where to start. There are three systems you need implement behind the scenes to take full control of your business (and your role in it!): 💌 An Inbox Management System: To sort and filter emails as they land in your inbox → so that you see ONLY the most important things - things that actually NEED your attention. 💃 A Client Management System: To respond to inquiries, quickly and easily book your clients, and keep them flowing through your process → so that they have a super-elevated experience that leaves them singing your praises from the rooftops. ✅ A Task/Project Management System: To keep track of little to-dos, big-picture projects, and client work → so that when you sit down at your desk each day, you can skip the scatter-brained overwhelm and get right to work. It's #allthesystems. But trust me friend, time spent implementing these now will pay you back in dividends later on. A few of my friends (systems nerds, unite!) got together and created a Workflow Shop with everything you need to check those three systems (↑ up there!) off your list. If you want to expedite the process, I recommend visiting the shop and checking out these workflows (down here! ↓) to get a step-by-step overview of how to implement them. (Bonus - they're all inside my most favorite and beloved biz tools, so you'll get a taste of them too!) For your Inbox: Inbox Management for Service Providers To Serve your Clients: Dubsado 101, Client Onboarding with Dubsado To Manage Literally Everything Else: Asana 101, Asana Foundations and Operations In full disclosure, I'm an affiliate for this shop, but I personally use their stuff to set up systems for my clients - they freakin' WORK!
2.
DOER OF ALL THE THINGS
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You've got a good handle on your systems. You prioritize like a boss. You've implemented the tools that *should* make things easier for you... But you're still just DOING so much. And you're still struggling to get out from under the admin weight, step away from working IN your biz, and work ON it so it can grow. You're managing, BUT... Everything is still M A N U A L.Still T I M E C O N S U M I N G. ⏰Still H A R D. You have the skills and ingredients, but you're not sure what's next. 🍅🥑🍞 Lucky for you, I have the recipe and secret sauce. 👩‍🍳 Together, we can take all the yummy pieces you've developed and turn them into a real workflow that truly S E R V E S you 🍽 (and feeds your business in a way that allows you to step out of all the day-to-day action and into the VISIONARY WONDERLAND 🌈☀️🦄). So are you ready to really get ahold of your operations? I. Can. Help. 🙋‍♀️ This is LEGIT my wheelhouse - my bread and butter - my zone of genius. (I'm literally geeking out at the possibilities...) The same way you were made for *your* work, I was made to help people just like you capitalize on what they've built for themselves. To collect all the nuances of your personality and processes, and strategize, sync, and streamline every bit of your biz backend. (Maybe we'll even help you make your first hire!) My Workflow in a Week program will take you from Doer of all the Things to Dreamer of all the Dreams. In my time as a business owner, I've honed my ability to manage your EXACT situation, creating workflows and systems and processes for more than 50 creative founders - just like you. We'll automate every piece we can WITHOUT sacrificing your personal style OR your client's experience, and we'll give you back the sweet, sweet time you could be using to grow! So what do you say - are you ready to find that balance and freedom you've been looking for? Gimme a shout and we'll get right to work!
3.
DREAMER OF ALL THE DREAMS
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Slay. All. Day. Your biz is running like clock work and you've made the leap from Wearer of All the Hats to true CEO - the visionary leader, running the show and letting your systems take care of the rest. And you're ready for EVEN MORE. 💫 You're ready to delegate. To run at your next big idea. Maybe you're looking to add a new facet to your business, step COMPLETELY away and let your team take over, or even head into a brand new venture where you'll build your second empire. But there's a problem... You still hold the keys to the kingdom. Letting go of them isn't always easy - this is your baby, after all. But you know... I T ' S T I M E. If you want to truly step away and have your business run (and grow!) without your hands in it, then first you need to make SURE that all the things you don't even know you know about running the show have been uncovered and integrated into your workflow, so that when your team steps in, there's not even a question. Through the Workflow in a Week program, we uncover all the nuances of your business function and document them. We pull YOUR headspace directly into a strategic workflow that you can effortlessly deliver to your right-hand-person on your way out the door. To relish mat leave with your new little one.To a three month sabbatical to work on your passion project.To Cabo... just 'cuz. Ready to take the leap? I'll be ready and waiting for you...

WHAT DO YOUR SYSTEMS SAY ABOUT YOUR ROLE IN YOUR BUSINESS?

Are you calling the shots? Or are you under the thumb of your task-list? Are you functioning as an employee in your own business? Or are you the CEO? Take this quiz to find out what your business systems say about your role.

Quiz Questions

Quiz Outcomes