Freedom is a big driver for many entrepreneurs, but when growing a business we can feel bogged down by our daily to-do list (something we didn’t intentionally sign up for). However, some of those day-to-day tasks can be streamlined with the right systems in place, giving us more freedom and space.
In this episode, Taylor Dru, a Systems Specialist and the CEO of Systems Guru, talks about how she helps entrepreneurs create amazing client experiences while saving them time and frustration with systems & tools that are work for them. Listen for tips on why it’s important to streamline your workflow, how to identify gaps in your process, the two things you should focus on before automation, + more.
We also talk about
The five phases of the client process
What’s a CRM and things to think about when choosing one
Taylor’s favorite business management tool and why
At which stage in your business you should invest in systems support
Why it’s important to be clear on what your process is before you bring on other people
Misconceptions about what a virtual assistant can and should do for you