Business Systems – The REAL Key to Creating a Lifestyle Business


By Guest Blogger Sandra Martini

Goodness knows systems may not sound like the sexiest thing in your business – after all, marketing usually wins that title.

Systems however, are what allow you to take time off without worrying what’s going on in the business and they ensure that all of your clients have the same experience – regardless of how busy you are – from start to finish.

To keep things simple, let’s take the creation of one system today – this is one that I use and will show you how valuable they can be.

New Client Process

  1. Prospect inquires about services and chooses which is best for her after reading “Interview with Sandy” and reviewing different services offered.
  2. Prospective client registers as a client either through information page (often called “sales page”) or by emailing my assistant, depending on program and is added to appropriate autoresponder (either via automation or manually).
  3. Sandy sends personalized card welcoming client into X program/service.
  4. New Client Information Packet (has Client Agreement, intake questionnaire, describes how we work together, may contain “Getting Started” or “Checklist” depending on program) is emailed and snail mailed within 24 business hours of registration.

What happens after that depends on the program – are we talking a new mentoring, “Done 4 You” or “Done With You” client?

Each program then has the appropriate process steps that go with it.

Make sense?

It’s set up this way so that if the team member who regularly handles this function is out of the office, any other member of the team can pick it up without delay AND without my constant involvement.

Make It Real — My Request to You

Pick one thing. . .just one in your business to write a system for and start documenting it this week.

Do this each week until you’ve created systems for everything in your business – from how the phone is answered to how your new clients are greeted and your current clients leave.

And, if you take only one thing from today’s article, let it be that your business growth comes from your ability to get new clients (a.k.a. marketing, which has systems all its own), but your business lifestyle comes from your ability to create systems which don’t require your attention every minute of every day.

This is the real key to creating a lifestyle business. . .

About the Author:

Sandra Martini (www.SandraMartini.com) is a strategic marketing and productivity consultant who helps entrepreneurs create sustainable businesses without losing their integrity, with services such as coaching, client systems development, consulting and Team Sandy Done 4 You Online Business Marketing & Management as well as a variety of informational products.

Visit Sandy’s site at www.SandraMartini.com to pick up your free audio series “5 Simple and Easy Ways to Put Your Marketing on Autopilot” today.


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  • http://www.john-edwards-blog.com/ Ed.

    Hi Sandra and Nancy,I think once you aquire quite a few customers that stay loyal to your services, you begin to see a snowball effect of more and more new customers into the fold, which in turn starts to grow your business on autopilot!It`s just a case of keeping them interested by regularly supplying them with good service.Thanks for that post guys….Ed.

  • http://twitter.com/SandraMartini SandraMartini

    Hi Ed, Thanks for your comment! And by putting systems in places to ensure that your clients (even if you have only one to start) receive Extreme Client Care and an Amazing Client Experience, they'll share with others who will share with others…and the avalanche of new clients begins. :-) With abundance, Sandy :-)

  • StephCalahan

    Could not agree more! Implementing systems into your daily operations takes the guesswork out and puts the client first. When you don't have a consistant approach, it is much more difficult for you to have consistant results. Take for example this stat: The average exec wastes 6 weeks a year just looking for things. That is a LOT of time. If that same exec had systems in place to manage information he/she could be doing much better things with that time — growing the business or living a great life.To your success!StephanieProductive & Organized – We'll help you find your way! tm