How to build systems in your business (step-by-step)

Tried to get your business on a system and it didn’t work?

Nothing is more frustrating than taking the time to set up a system and no one following it.

Your employees started out following it but then quickly abandoned ship.

You ask them and they said it was too clunky and slowed them down.

So after day 3 they reverted back to what they were used to.

Happens all the time.

In my first SaaS company, this happened constantly.

We knew we needed systems and processes, but every time we implemented one, it lasted a week. Tops.

We were motivated to change.

But for the life of me, I couldn't figure out where the hang up was.

Then I had a call with an EOS implementer and he said something that smacked me across the face.

-If it doesn't get measured, it doesn’t get done-

Was it that simple?

I looked back at all the systems that we had tried to implement and the issue was staring back at me.

We were lacking hard and fast measurements for almost every role in our company. We had the big ones like revenue (MRR/ARR), CAC, and Churn but no measurements when it came to our team.

We were flying blind. No wonder our systems sucked.

So we went back to the drawing board and created metrics for every role and process.

Result: The system stuck. The company grew. I was way less stressed and actually knew what the company was doing on a daily basis.

There are four core reasons why systematizing your business is critical for growth:

• Predictability - you want to be certain that things will continue running smoothly even when you're not around

• Efficiency - systems help you eliminate waste and get things done more quickly

• Leverage - when you have systems in place, it frees up your time so you can focus on other areas of the business

• Growth Potential - systems set your team up for success by providing clear instructions on how tasks should be completed

Determining when you should create a system starts by asking yourself 3 questions:

• Does this task take more than 3 minutes to complete?

• Is this something I don't like doing or that someone else could do?

• Will I have to do it more than once?

If the answer to any of the 3 questions above is YES, it needs to be systematized.

If it needs to become a system, DOCUMENT IT.

Step 1: Show how the system works by recording yourself going through the task

Step 2: After recording it, hand it off to someone else on your team to document. This creates a reference point for anyone in the future.

Step 3: Assign the task to a person and measure it on your weekly team call.

Now ask yourself this question: Do you have a system that works?

If so, great! Keep at it.

But if you are like most of us who struggled implementing a system to help scale your company, I can help.

I have a company called ClickDown that does this very thing, all day, every day.

We analyze your business, map your processes, and implement a custom operating system for you so that you can scale your business.

It takes a week and costs less than a year subscription to many other project management tools that really don’t help.

Want to schedule a demo? Here you go.