Welcome to So, Here’s the Thing! Sitting down to build out workflows and systems in your business can feel overwhelming—but it’s so worth it. In this episode, Laura Lee Neff joins us to share her 8 step approach to creating systems and workflows in your business that work.
Laura is a photographer, systems strategist, business coach, retreat host, and speaker for creative entrepreneurs. She educates the creative community on all things workflow, systems, productivity, and time management. In short – she’s obsessed with helping small businesses owners redefine success on their own terms, and find FREEDOM while running thriving businesses. She’s obsessed with firepits, sweet wine, deep conversation, elephants, and showing off her horrible dance moves at any given moment. Laura is on a mission for entrepreneurs to schedule more date nights, brunch weekends, and vacations as a result of finding work-life balance while running a thriving business!
Get to Know Laura (1:17)
Planning Your Workflows (7:58)
Build Stage: 1. Write out the table of contents for your booking clients. (9:57) 2. Fill in all of the chapters of your workflow with the following: (11:56) – Email Templates – Questionnaires – Timelines – Client Gifts – Meetings – Tasks & Sub-Tasks – and more. 3. Assign due dates to everything you just wrote down (independent and domino). (16:37) 4. Determine who does what in your business. (22:39)
Streamline Stage: 5. Create a template for each component. (23:57) 6. Add value to every step of your client experience. (20:13)
Automate 7. Automate everything in your CRM. (32:02)
Scale 8. Create a Standard Operating Procedure Overview for someone else.