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The Business Systems Every Owner Needs

In order for a business to run both effectively and efficiently, systems need to be in place. We’ve seen too many business owners who work endlessly in their business because they don’t have the systems in place that allow their employees to make decisions and complete tasks without their direct oversight or input. We’ve created a list of the essential systems every small business needs to have in order to automate or even just scale back their hours so they can focus on big picture tasks. (This list is updated regularly and added to as we work with more business owners.)

Strategy:

  • Mission Statement

  • Vision Statement

  • Short Term Goals

  • Long Term Goals

  • Quarterly Review Against Goals

  • Operations Manual

  • Process Documentation

  • Facility Planning

  • Succession Planning/Exit Strategy

Marketing:

  • Marketing Budget

  • Marketing Calendar

  • Brand Identity

  • Positioning

  • CRM

  • Strategic Partners

  • Reputation Management

  • Direct Mail

  • Vehicle Branding

  • Content Plan

  • Email Newsletter

  • SEO

  • Website (design & effectiveness)

  • Business Cards

  • Uniform

  • Charity Projects

  • Referral Program

  • Customer Retention

Sales:

  • Customer Lifecycle

  • Sales Lifecycle

    • Gateway Offer

    • Reactivation Offer

    • “Abandoned Cart” Follow-Up

  • Pricing Strategy

  • Overcoming Objections

  • Creating Proposals/Quotes

  • Accompanying/Supporting Documents

  • Prospect Follow-Up

  • Setting Sales Goals

  • Prospecting System

Team:

  • Recruiting

  • Interviewing

  • Reference Checks

  • Acceptance & Rejection Letters/Notifications

  • Hiring

  • Training

  • On-boarding & Orientation

  • Advancement

  • Employee Development

  • Leadership Training

  • Talent Retention & Employee Satisfaction

  • Bonuses & Incentive Plans

  • Compensation

  • Safety Training

  • Culture

  • Employee Handbook

  • Employee Reviews

  • Job Descriptions

    • President

    • Supervisor

    • Business Manager

    • Office Manager

    • Bookkeeper

    • Sales Rep

    • Administrative Assistant

  • Meeting Management

  • Problem Reporting (communication flow to get issues resolved)

  • Exit Interviews

Fulfillment:

  • Quality Standards

  • Consistency Controls

  • Meeting Deadlines

Customer Service:

  • Complaint Process

  • Resolving Issues

    • Make-up Offer

  • Phone Support

  • Quality Guarantee

  • Phone Script/How Phone is Answered

  • Follow-up Thank You

Financial:

  • Payroll

  • Invoicing

  • Collecting

  • Tracking Expenses

  • Tax Payments

  • Filing Taxes

  • Tax Planning

  • Financial Planning


Chandler Hagglund