As a solopreneur or small enterprise proprietor within the well being and wellness business, checking off every day’s seemingly countless duties—from lead technology to shopper onboarding to precise teaching to invoicing—is difficult sufficient; with the restricted time you’ve got, creating (or fine-tuning present) techniques and processes is probably going on the backside of your precedence record.

And apart from, aren’t techniques and processes extra suited to large-scale corporations (assume: Google, McDonald’s, Amazon) with hundreds or thousands and thousands of staff? Reply: No. 

Methods and processes are beneficial to all companies, irrespective of their measurement.

Finished proper, they might show you how to step away from the trouble of day-to-day menial duties to concentrate on high-value actions that’ll quickly scale what you are promoting and income.

On this article, be taught what techniques and processes are, the precise advantages they could deliver to your well being and wellness enterprise, and, most significantly, how, precisely, it is best to go about constructing—and implementing—efficient, environment friendly techniques and processes.

What Are “Methods and Processes”?

Whereas techniques and processes are sometimes used interchangeably, they’re distinct ideas. To elaborate: A system is a set of processes, instruments, folks, and techniques that work collectively to unravel an issue or obtain a enterprise purpose.

Take, as an example, your email marketing. Your system might appear like this:

  • Processes: Develop a content material calendar, draft emails, and create automated gross sales funnels.
  • Instruments: A content material calendar platform (e.g., Trello, CoSchedule, or Asana), phrase processor (e.g., Microsoft Phrase 365, Google Docs, or Apple Pages), e mail advertising and marketing service (e.g., ConvertKit, Drip, or Mailchimp)
  • Folks: You (in case you’re a solopreneur)
  • Methods: Your focus is on brief, scannable e mail content material to catch the reader’s consideration, so your key messages get learn and remembered.

However, processes confer with all of the steps you are taking to finish a activity. For instance, listed below are the steps chances are you’ll take to develop an e mail content material calendar:

  1. Analysis trending business matters.
  2. Evaluate generally requested questions from purchasers.
  3. Listing eight e mail matters.
  4. Plug them into your content material calendar platform, together with their publishing dates.

Backside line? Any time you’ve got a specific means of doing issues in what you are promoting (e.g., shopper outreach), that, in itself, is a system. And likelihood is, you most likely have already got numerous techniques arrange and operating in what you are promoting—with out even realizing it.

Advantages of Methods and Processes for Companies (When Finished Proper)

However here is the factor: Not all techniques and processes assist what you are promoting.

Extra particularly, some techniques could also be pointless, counterproductive, overly costly, or too time-consuming—finally which means you find yourself doing extra however with much less to indicate for it. Consequently, you could possibly ultimately end up burned out, overwhelmed, and exhausted.

Evaluate that to efficient, environment friendly techniques that break down duties into documented, repeatable, step-by-step processes that show you how to:

  • Enhance productiveness: With every little thing laid out, you don’t should reinvent the wheel each time you want one thing executed, serving to you do extra in much less time.
  • Ship a constant expertise: Say goodbye to forgetting about scheduling check-in sessions with purchasers or gathering fee. Properly-documented techniques and processes can help you create constant experiences for all potential and present purchasers, driving shopper loyalty. 
  • Scale what you are promoting: There’s usually a direct correlation between the variety of efficient, environment friendly techniques operating in what you are promoting to the period of time it’s important to spend on creating new services and products that cater to completely different buyer segments (e.g., branching into online personal training as a Certified Personal Trainer), so that you enhance your income.
  • Decrease labor prices: Prepared to begin hiring (or already operating a staff)? Properly-documented techniques and processes assist even new staff hit the bottom operating as they’ve a set, unambiguous means of doing issues. This implies you’ll spend much less time (and cash) coaching new staff, supervising their work, and requesting edits.

The best way to Create Methods and Processes That Work

To reiterate: When the precise techniques are in place, you’ll enhance productiveness, scale back stress, be higher capable of concentrate on revenue-generating work, and enhance revenue margins.

Now, the one query is: How precisely do you go about constructing essentially the most streamlined, environment friendly, and efficient techniques and processes primarily based on what you are promoting objectives? There are 4 steps to it.

#1: Doc Every little thing You Do

Step one is to doc all of the actions you do to run what you are promoting.

This might embody duties you do repeatedly (e.g., happening shopper discovery calls, publishing weblog posts, sending out invoices) or a single exercise you assume you’ll seemingly repeat sooner or later (e.g., writing an e-book, providing free trials, or launching a brand new service providing).

Here is a tip: As a substitute of making an attempt to recall every little thing you do for what you are promoting in a single sitting, go about your day as traditional for per week and make an observation of every little thing you do. This fashion, you are much less more likely to neglect one thing necessary.

To assist add extra construction to your techniques, contemplate categorizing your actions when it comes to enterprise capabilities:

  • Operations: These are actions you do this handle what you are promoting’s “interior workings.” Examples embody enterprise purpose setting, e mail administration, and private web site upkeep.
  • Gross sales and advertising and marketing: These are actions you do to draw and convert purchasers. Examples embody content marketing, automated gross sales funnels, and product launches.
  • Finance: Every little thing to do with cash, together with invoicing purchasers, paying staff, and filing taxes.

#2: Break Down Every Exercise

Upon getting a listing of actions (i.e., techniques) what you are promoting must operate, break down each in accordance with the method, instruments, and other people wanted to finish it from begin to end:

  • Course of: The step-by-step sequence of actions
  • Instruments: The required gadgets, apps, or software program you utilize
  • Folks: The individual (or folks) in control of every step of the method
  • Methods: The ways, suggestions, or methods you utilize

#3: Search for Methods to Enhance Your Methods

Earlier than you bounce proper into overhauling each system in what you are promoting, know this. You solely wish to remodel a system if—and provided that—it gives you a big strategic benefit. In order you are evaluating potential tweaks, ask your self:

  • Will it present a direct worth to purchasers?
  • Will it make issues simpler and extra environment friendly for me (and my staff)?
  • Will it scale back prices?
  • Will it enhance income and/or revenue margins?

Should you aren’t going to hit a type of issues, it is best to most likely depart that system as is and focus your consideration elsewhere.

However as soon as you’ve got recognized a enterprise system that is a superb candidate for an overhaul, one of the vital necessary issues to do is decide the place you are ranging from (i.e., your baseline) and the place you hope to finish up.

That is the place key efficiency indicators (KPIs)—like income, bills, revenue margins, gross sales conversions, and different monetary ratios—are available.

The best way to Enhance Your System

Then, with the specified outcomes or outcomes you need, use the next framework to brainstorm methods to enhance your system:

  1. Delete: What are you able to get rid of from the system as a result of the processes, instruments, folks, or methods are time-consuming, pointless, redundant, now not related, or unproductive? For instance, do you actually need to pay for a premium accounting instrument if you solely use its most elementary options (which you could possibly simply get from one other free instrument)?
  2. Defer: Which features of the system could possibly be useful however do not actually have to be a part of the system proper now? For instance, upgrading to a pricier e mail advertising and marketing software program that enables you entry to options like pre-built automation workflows, cut up testing, efficiency studies, and SMS push notifications might sound like a good suggestion, however you’re unlikely to see constructive (or dependable) outcomes with a small subscriber rely.
  3. Automate: What duties are you able to automate utilizing software program, apps, or different instruments? A 2017 McKinsey report on productiveness and automation suggests about 60% of all occupations have not less than 30% of constituent actions that could possibly be automated. For example, among the best personal training apps and software programs can assist you handle administrative duties (e.g., shopper reserving), fee processing, and purchasers’ exercise packages—multi functional centralized location.  
  4. Delegate: What duties stop you from profiting from your time, vitality, expertise, and experience (e.g., chasing purchasers for fee)? What duties do you dislike doing (e.g., individually combing by way of suggestions kinds)? These are sometimes the duties it is best to delegate or outsource to others (every time potential).
  5. Consolidate: Is it potential to consolidate your duties or batch them so to full them sooner? Combing by way of generally requested questions in your social media posts may assist offer you loads of concepts for potential weblog put up matters, as an example. 

#4: Roll Out, Consider, and Refine

You’ve recognized a enterprise system that must be overhauled, outlined your supreme end result, and developed a plan to enhance its processes. Now, it’s time to implement.

And whereas it might be tempting to assume “mission achieved” and pat your self on the again for a job properly executed, as soon as a brand new system is in place, it is best to take time to guage it. In case you have a staff, make sure that they know your new enterprise course of is not set in stone and also you welcome sincere suggestions in regards to the adjustments.

You and your staff (the place relevant) ought to take into consideration the next questions:

  • Did the brand new system resolve an issue or attain a purpose?
  • How a lot enchancment may be attributed to the brand new system?
  • If there wasn’t any enchancment, what was the trigger? How are you going to treatment the scenario or maybe return to the best way issues have been?

Every time needed, return to the drafting board and proceed to tweak and refine your system.

And that is your first system overhaul. Now, do not forget to repeat the method with one other system:

  1. Evaluate your record of potential enterprise techniques.
  2. Choose one with the utmost potential (e.g., most vital influence in your revenue margins) and create the brand new system.
  3. Take a look at the system in what you are promoting—and refine it to work out any bottlenecks, glitches, and hiccups.
  4. Repeat the method once more.

#5: Retailer Your Enterprise Methods Someplace Protected

At this level, you should have documented not less than a dozen techniques that’ll assist what you are promoting run like a well-oiled machine.

Think about in case you misplaced them since you wrote them on random sticky notes and scraps of paper. Past losing your time, you could possibly lose beneficial data since you’ve forgotten your techniques.

To stop that catastrophe, it is best to doc all techniques—meaning all processes, instruments, folks, and techniques—utilizing organized, well-designed instruments.

Examples embody Evernote, One Note, Google Drive, Asana, Trello, and Notion.

Should you use multiple platform (e.g., you utilize Asana to retailer your course of checklists), be sure you arrange one central reference level with hyperlinks to all different related documentation. Sure: Meaning it is best to think about using platforms that work properly collectively.


Constructing the precise techniques to assist what you are promoting may be extremely useful.

They can help you run your operations easily and effectively, liberating up treasured time you could possibly make investments elsewhere.

Whereas organising new techniques—and fine-tuning present ones—takes effort and time, it’s all value it when every little thing comes collectively to give you the results you want.


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