Processes? Systems? What are they anyway?


Click to Add Text!by Guest Blogger, Sandy Martini

Several years ago, I purchased a “system” geared towards getting new clients — it was very comprehensive and well-written. Until I got to the last chapter on setting up processes and systems for marketing. There was a chapter title page, followed by blank drawings asking you to fill in what YOUR processes and systems were.

I laughed and then laughed even harder (it was that or cry)…if I had my own processes and systems, I wouldn’t have spent several hundred dollars and purchased the system to get them!

When people hear that I’m an expert in establishing processes and systems which result in more clients for small business owners, they immediately get a glazed look.

After all, what EXACTLY are processes and systems?

Is this going to be a lot more “geek-speak” or technology that you have to learn or another blank page in an otherwise comprehensive system?

It’s neither.

Creating processes and systems is all about setting things up so your business can pretty much run on its own. Of course, there are things that you must do to keep it running smoothly, but your processes and systems allow you to be out of the office, even unexpectedly, without everything grinding to a halt.

Here’s an example of just some of my processes and systems:

  • “How To” Operations Manual: The manual of all manuals — it includes the step-by-step process that prospects go through before becoming private clients, the Welcome Packet they receive, templates for answering different types of emails, procedures for hiring new team members (and training them). This is THE manual of all manuals and covers everything behind-the-scenes of my business.
  • Nurturing Sequences (aka: Autoresponders): They’re set up to automatically follow-up with clients and prospects after signing up for my newsletter, purchasing particular products or services, etc. and give the clients the sense of being cared for (more about this in a future post).
  • Scheduling: Not only do I have a wall calendar which breaks the year down into business development days, vacations, conferences, and revenue-generating days; my team has a weekly schedule of what they are to do when (whether I’m around or not, so it runs like clockwork) and we all work off a web-based calendar to manage my appointments.
  • Strategic Marketing Action Plan: This is my Marketing Bible. . .it breaks out the activities (new products, new programs, when what needs to be done for each as well as general business building tasks, etc.) by day and is constantly updated.

Add to this my email signature, my outgoing voicemail, the “goodies” which are snail mailed to my clients and prospects on a regular (that is, pre-determined) basis, my holiday mailings, etc. and you have a feeling for the processes and systems which run my business behind-the-scenes.

After all, owning your own business should be about freedom — freedom to have and do the things which mean the most to you.

Make It Real: My Request to You

While all of the above is important in creating the ultimate business which allows you to take vacations (without checking in every 10 minutes), take off early to go to a child’s school event or even just sit on the deck so you can finish an engrossing novel, my first request is that you create your own Strategic Marketing Action Plan and remember to focus on ACTION and IMPLEMENTATION.

After all, without clients, it doesn’t really matter how great the rest of your processes are.

About the Author:
Sandra Martini is a long-time marketing and productivity consultant who helps entrepreneurs create and implement the systems to achieve their visions, with services such as coaching, client systems development and consulting and Team Sandy Done 4 You Online Business Marketing & Management.

For more business building strategies and to get your free audio series “5 Simple & Easy Ways to Put Your Marketing on Autopilot”, visit Sandy’s blog at http://www.FromTheDeskOfSandraMartini.com today.


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  • alhanzal

    Hi Nancy, wanted to let you know that I put your article on Branding, a Mid-Life crisis on my blog. You can see it here. http://successfulinternettools.com/blog/

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  • http://www.lifecraftingcoach.com/ KarenWinkelman

    Sandy, thanks for your excellent reminder of some essential tools we should have in place or immediately carve out some time to put them in place. Many of us solopreneurs just keep some of this info filed in our heads (if we even have it at all) or scattered about in notes. While in the corporate world, I had people in my department create SOPs (standard operating procedures) for thier primary job and for any important jobs that they did infrequently (leaving it to memory or relearning steps takes more time than reading the procedure does). While the grumbled about it, it proved to be a lifesaver on more than one occassion. Especially when a key web employee went out on a sudden medical leave. It made it much easier for someone to temporaily fill their shoes and keep the Intranet alive. I find it interesting that I haven't yet adopted this process in my own business. Note to self: print off this article and start your ops manual now! Thanks!!!

  • http://twitter.com/SandraMartini SandraMartini

    Hi Karen,Great points! It's funny how this is one of the first things we did as managers in the corporate world, but never seem to get to in our own businesses.It's amazing how documenting your systems will make hiring a team SO much easier (and this, of course, translates to a time and money savings) and, should the time come when you need to change teams, the new one can get up and running with little to no downtime.Congrats on getting your documentation going!With love and abundance, Sandy :-)

  • http://www.VivaVisibilityBlog.com NancyMarmolejo

    Sandy, it all seems so logical and obvious to you… LOL! Thanks so much to you for helping me get a birdseye view on my business and all of your loving nudges you give us all.:-)N

  • http://www.VivaVisibilityBlog.com NancyMarmolejo

    Sandy, it all seems so logical and obvious to you… LOL! Thanks so much to you for helping me get a birdseye view on my business and all of your loving nudges you give us all.:-)N