According to Webster’s Dictionary, a System is “a set of things working together as parts of a mechanism or an interconnecting network.”; “a set of principles or procedures according to which something is done; an organized scheme or method.”
When we put that in the context of our businesses, that means that a system is a method to organize what we do everyday that is most efficient and productive.
The whole idea of putting a system in place is for it to serve you and your clients. Just like your business should serve your life, your business system should do 3 things for you, at a minimum:
So how do you find the right one for you? Ultimately, there are many factors and a lot of this depends on your personality and how you work best. Most tools, especially CRMs, have free trial periods, so I highly recommend you take advantage of those. Regardless of what you end up with, here are a few steps to get you started:
Remember, your system doesn’t have to be fancy or have all the bells and whistles to get started. Once you identify what you need in a system, you can start building it one step at a time. Getting started is a big step, so let’s start together. I’m here to help – send me those questions! I can’t wait to hear how your systems are helping you serve your clients better and getting you off-screen and back to your real life!
Disclosure: Some of the links in this post are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.