Essential Systems for Entrepreneurs

Whether you’re just getting started or you’ve been at it for a while, running a business can be overwhelming. There’s a lot to consider – legal concerns, tracking financials, and getting all the work done.

In the beginning, we all start out doing the best we can. We go from day-to-day fielding emails, doing our best to stay on top of our task list, and hoping we’re piecing everything together correctly.

But then it happens. We start to grow. We have more than we can handle and we start drowning. We know there’s a better way to do things and the idea of bringing in some help is more stressful than we could have imagined.

There is a way to do it better – no matter where you are in your entrepreneurial journey.

Getting your systems in order will provide organization and clarity for you to efficiently and effortlessly run your business.

There are seven buckets of essential systems most businesses need to have in place to facilitate growth.

Operational

Supports your day-to-day operations. Email, Calendar, Task Management, Document Management, Password Database

Client Management

Supports keeping your client information orderly. CRM, Client Experience Processes, Records Management

Financial

Supports all things money. Bookkeeping, Invoicing, Expenses, Accounting, Taxes.

Marketing

Supports attracting potential clients to your business. Email Marketing, Social Media, Website.

Sales

Supports securing a relationship with potential clients. Sales Funnels and Customer Service.

Legal

Supports protecting your business. Contracts and Agreements.

Talent

Supports expanding and growing your business operations. Contractors and Employees.

Systems can be hard to keep in order without… a good system. That’s why I’ve created these two incredible resources. The first is a free maintenance checklist that helps you stay on top of keeping yourself organized with simple (and short) monthly, quarterly, and annual lists. Get your free Essential Maintenance checklist here.

The next is the key to documenting your systems for easy reference and delegation. The Essential Procedures Trello Template gives you a framework, tips, and resources for documenting all of your important processes and procedures. Perfect for keeping yourself organized and delegating to other team members. Get started here.


Jen Lawrence is a productivity and systems expert passionate about creating ease through systems. With over fifteen years of administrative and project management experience, she helps entrepreneurs develop custom client experience and operations solutions so they can transition from the Chief of Everything to CEO. Learn more about Jen Lawrence at http://www.jenlawrence.co.

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