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Essential Processes and Systems Resource

Track what you’ve documented thus far and what’s left to systematize your business. 

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About This Episode

Your systems and processes do more than ensure quality; they save your organization time and provide clarity in expectations. If you are doing everything well as an organization, but you’re not documenting what you do, your business is vulnerable and unable to scale. You are reinventing the wheel every time, counting on people to uphold an unspoken standard or pick up things through osmosis, overly relying on people who know your business to continue working for your business, or all of the above.

In this episode, we want to help you take the lid off of your business’s potential by helping you identify the processes and systems you need to grow your business. These processes will help you deliver a great customer experience, hire the right people, convert leads, and more. All great organizations have nailed this down so that they ensure a certain level of quality and consistency.

1. Never assume everyone is clear on your mission, values and guiding principles.

Each individual department might have their guiding values, but is it consistent and cohesive with other departments? Start going through the process at a high operational level to make sure you have the right operating principles and what is the foundation of creating them. Look for gaps and inefficiencies that need to be addressed.

2. Create a list of guiding principles.

These principles will answer questions your team has and allow everyone to be on the same page. Get input from your team leaders on the principles that guide them, and narrow all of those down to form your list for the organization. As an example, one of BELAY’s guiding principles is “The price is the price is the price.” That simply means they believe in the value of what they sell and aren’t willing to negotiate. 

3. Your Standard Operating Procedures are an awesome opportunity to see where there are big gaps and inefficiencies.

They help answer the questions, “How do we save time here? How do we shrink this process or use technology to make it more efficient?” For example, a lead has come in. What happens after that? They get an email, then they get a phone call and so on. The SOP simply helps you lay out processes so everyone understands and knows what to do next.


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