Let's Audit Your Systems!

Quiz Questions

• 1.
  Do you struggle to complete regular, repeating tasks in a timely manner?

  • A.
    Yes, I feel behind with day-to-day stuff.
  • B.
    Nope, I'm on it!
• 2.
  When you start work with a new client...

  • A.
    I'm all over the place.
  • B.
    I'm super organized and everything is done on time.
  • C.
    There's a lot of back and forth I wish I could cut down.
• 3.
  When I sit down to write new content...

  • A.
    I know exactly what I'm going to create and when it's going to be published.
  • B.
    I spend the whole time figuring out what to create.
  • C.
    I write something but I'm not sure it's what my audience needs.
• 4.
  What do you enjoy spending your time on?

  • A.
    I like working on my business: writing emails, updating my website, customer service.
  • B.
    I like working with my clients, that's why I started my business. Back office work drains me.
  • C.
    I'm in the middle here. I enjoy spending time on both.
• 5.
  I spend a good portion of my time scheduling clients, sending invoices, and following up with payments. 

  • A.
    True
  • B.
    False
• 6.
  Do you struggle more with completing client work or managing the backend of your business (i.e. content, website, invoicing, scheduling, etc.)

  • A.
    I'm always on top of my client work, but my business logistics suffer
  • B.
    The backend of my business is thriving, but I don't manage my time enough to show up for my clients or sign clients.
  • C.
    I'm struggling with both.
  • D.
    I've got both working beautifully!
• 7.
  The thought of having to create new content...

  • A.
    Excites me! I have so many ideas!
  • B.
    Makes me question all my life choices.
• 8.
  I like having a daily list to work from that includes client work, business work, and anything else I can throw in there.

  • A.
    True
  • B.
    False
• 9.
  How's your content creation?

  • A.
    I'm supposed to be creating content?
  • B.
    Blogs, podcasts, and everything in between is scheduled like clockwork!
  • C.
    I publish new content occasionally but it's a struggle.
• 10.
  When I'm ready to publish new content...

  • A.
    It's smooth like butter, everything is ready to go with no missing pieces.
  • B.
    I always miss something, like if it still needs a graphic or where I need to share it.

Quiz Outcomes

• 1.
  Set Up Your Project Management Tool

  Image Source

  First of all, CONGRATULATIONS 🎉 for completing the quiz! I'm so happy you're on your way to better systems in your business. It looks like you would benefit from setting up your project management tool... or actually using the one you have (amiright?)My personal favorite is ClickUp* because you can use it for literally any type of project, but feel free to use whatever project management tool you prefer. Now, my friend, I want you to get started by just organizing your day-to-day tasks. Ahem, day-to-day also means weekly, monthly, etc.Don't get overwhelmed by the thought of this. I promise it will help. And there's no need to make it fancy in the beginning. I just want you to start by adding tasks as you do them, assigning them a due date, and setting them to repeat. Don't try to remember everything off the top of your head. I don't know about you, but I'd never be able to remember everything I'm supposed to do! As you work through the week, each time you do something regular and repeated, add it to the list. It's that simple! And before you know it, you'll be knocking those tasks out on time like the boss you are! Be sure to check your email for your results recap and for a quick video on setting up repeating tasks in ClickUp*!*affiliate link
• 2.
  Set Up Your Content Workflow System

  Image Source

  First of all, CONGRATULATIONS 🎉 for completing the quiz! I'm so happy you're on your way to better systems in your business. Content creation can be a total beast. Trust me when I say you are not alone in struggling in this area. The key is really just having some ideas on tap that you can write about (or record a video on) when you want to publish new content. I love having a place to brain dump ideas as I get them. That way when I'm not sure what to write about one week, I've got a little library of things to choose from. ClickUp is a great place to create your content workflow because you can very easily just move your content idea to the next stage. I also tend to find that as I write content, more content flows. It's like it opens a flood gate! So having this content creation workflow will really help get those ideas flowing. In the template linked below, there's a walkthrough of the content workflow, plus a database template where you can track your ideas through the whole process! Happy content creation!Be sure to check your email for your results recap and your Content Workflow template!
• 3.
  Document Your Systems + Processes

  Image Source

  First of all, CONGRATULATIONS 🎉 for completing the quiz! I'm so happy you're on your way to better systems in your business. You are on a roll! Your systems are pretty much all in place and you're ready for that next step...hiring a team member! Before you do that though, I recommend documenting your current systems and processes. This will make it much easier to finally hand over some of those tasks to a team member. And finally enjoy some of that time freedom you've been looking for! There are a number of ways you can do this but I would start by simply documenting the system. If you have it already built out in something like ClickUp, that's amazing! *high five*It's also very beneficial to have SOP documents that can be quickly referred to if your team has any questions about how to do something. For this, I really love Notion. It's got lots of features but also works like a blank sheet of paper. And everything can be organized. It's perfect for creating a database of everything you do. You can even embed videos into the documents to use as a reference. Be sure to check your email for your results recap and to download an SOP database template!
• 4.
  Set Up Your Client Onboarding System

  Image Source

  First of all, CONGRATULATIONS 🎉 for completing the quiz! I'm so happy you're on your way to better systems in your business.Your new client onboarding system is going to take you to the next level.With all the automations in this day and age, there is no reason for you to still be manually scheduling discovery calls, client calls, or sending invoices. We can take care of all that in one fell swoop! Naturally, there are a bajillion ways to set this up. So ultimately you're going to want to choose what works best for you. Apps like Dubsado and Honeybook are fantastic if you're ready for that level of automation. But if this is all new to you, you don't need to go that hard right out the gate. Let's start by mapping out your client onboarding workflow. I've got a template for you linked below. Use that as a starting point and add or remove any pieces you don't need. Then look at the tools you already have to see what you can connect together to automate as much as possible. I've listed some of my favorites and how they connect together in the doc. After you've tested it out a bit and know the flow works for you, look at moving it into an all-in-one platform like Dubsado or Honeybook. BAM! No more time wasted scheduling and rescheduling! And your clients are gonna love ya for it! 😉Be sure to check your email for your results recap and to access the client onboarding workflow template!
• 5.
  Optimize Your Calendar

  Image Source

  First of all, CONGRATULATIONS 🎉 for completing the quiz! I'm so happy you're on your way to better systems in your business.Creating a sustainable calendar is probably one of the hardest things about being a business owner. It's so easy to get caught up in a project and just keep working. Just 5 more minutes!Just until I finish this one last thing! I'm sure I don't have to tell you that's not a great way to go about things because you will eventually burn out. So let's create your new calendar system!You can get started with the calendar template I've linked below. Or you can create your own. I like to start by carving out time for specific things I know I'll put off if I don't make time for them. Things like projects for my own business because I'll focus fully on client work and never create content.My favorite is time blocking and giving each day an over arching intention. Because we know things change throughout the day and week so trying to schedule a very specific time for a very specific project might not always work. For example, Monday is admin day and work for my primary client. Tuesday is a project day. Wednesday is content creation day. Thursday is a project/catchup day. And Friday I like to leave open so I can take the day off or use it to finish up any projects. Then each day I schedule blocks of time. So for Monday, I have about 2 hours dedicated to customer service and admin stuff from the weekend. Followed by a couple of hours of project time. Then a team call. What I actually work on during those times will vary depending on what's going on, but there's time assigned for each type of project or thing that needs to be done. Once you've got a calendar set up and working for you (reminder: it doesn't need to be perfect, it can always be tweaked!), the next step is to take your tasks and projects and put them into a project management tool so you have a list to work from during each work block. But don't get ahead of yourself.Start here.And most importantly, don't forget to add personal time into your schedule as well. For me that looks like days at Disney, time off for road trips, vacations, etc. Put it all in the calendar! Be sure to check your email for your results recap and your calendar template!