Description
Table Of Contents Chapter 1: Introduction – The Benefits of Systemizing Your Business…………………………..6
What is Systemization……………………………………………………………………………………….6
Why You Need to Systemize Your Online Business ……………………………………………….7
Chapter 2: Start Here – List Your Most Recurring Tasks …………………………………………..12
Step One: Identifying Recurring Tasks ……………………………………………………………….12
Step Two: Organizing and Prioritizing the Functions …………………………………………….19
Step 3: Developing Policies and Procedures……………………………………………………….20
Step Four: Documenting the Processes …………………………………………………………….21
Step Five: Implement the Processes………………………………………………………………….22
Step Six: Diagram the Flow of Your Business ……………………………………………………..22
Chapter 3: Tools for Systemizing Your Online Business……………………………………………24 Asana…………………………………………………………………………………………………………..24
Ontraport………………………………………………………………………………………………………25
Slack ……………………………………………………………………………………………………………26
Deadline Funnel……………………………………………………………………………………………..26
Lead Pages …………………………………………………………………………………………………..27
Calendly ……………………………………………………………………………………………………….27
GoToWebinar………………………………………………………………………………………………..28
DropBox……………………………………………………………………………………………………….28
Google Docs …………………………………………………………………………………………………29
Google Calendar ……………………………………………………………………………………………29
Webinar Jam …………………………………………………………………………………………………30
Screencast-o-Matic………………………………………………………………………………………..30
HootSuite ……………………………………………………………………………………………………..31
Infusionsoft……………………………………………………………………………………………………31
4 | Entrepedia MailChimp …………………………………………………………………………………………………….32 Needls………………………………………………………………………………………………………….32
Salesforce …………………………………………………………………………………………………….33
IFTTT……………………………………………………………………………………………………………33
Chapter 4: How to Document Your Processes – How to Create Standard Operation …..35
Procedures (SOPs)…………………………………………………………………………………………….35
How to Document Your Business Systems…………………………………………………………36
Develop Naming Conventions…………………………………………………………………………..36
Writing Your First Procedure…………………………………………………………………………….38
Numbering the Steps in the Procedure………………………………………………………………38
Creating the Action Steps for Your Processes …………………………………………………….39
Implementing Your New Standard Operating Procedures ……………………………………..42
Get Employee Buy-In………………………………………………………………………………………43
Chapter 5: How to Outsource Tasks Like A Pro ……………………………………………………..43
Step One: Identify Your Outsourcing Task ………………………………………………………….45
Step Two: Write Your Project Description …………………………………………………………..45
Step Three: Eliminate Unqualified Bids……………………………………………………………….49
Step Four: Pick 3 to 5 Qualified Candidates………………………………………………………..50
Step Five: Pick the Most Qualified Freelancer ……………………………………………………..52
Chapter 6: Systemization Using Automation Tools ………………………………………………….55 Zapier…………………………………………………………………………………………………………..55
Flow …………………………………………………………………………………………………………….56
Pipedrive ………………………………………………………………………………………………………56
TextExpander………………………………………………………………………………………………..56
Alfred……………………………………………………………………………………………………………57
IFTTT……………………………………………………………………………………………………………57
Shortcat ……………………………………………………………………………………………………….58
Robotask………………………………………………………………………………………………………58
5 Tallyfy …………………………………………………………………………………………………………..58 Intercom……………………………………………………………………………………………………….59
Delivra ………………………………………………………………………………………………………….59
Autopilot……………………………………………………………………………………………………….60
mHelpDesk……………………………………………………………………………………………………60
Chapter 7: How to Scale Your Business to the Next Level ……………………………………….61
Create the Right Strategic Plan…………………………………………………………………………62
Measure Effectiveness with Accounting ……………………………………………………………..63
Focus on Sales and Marketing………………………………………………………………………….64
Five Steps to Build a Baseline Lead-Generation System ……………………………………….66
Implementing Marketing Controls ……………………………………………………………………..67
Hire the Right People………………………………………………………………………………………69
Conclusion ……………………………………………………………………………………………………71
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