The 3 Systems Every Business Needs

There are a plethora of systems that you can incorporate into your small business so this list is not all inclusive but I believe that the below systems are some of the most important to have in place. Systems can take time to set up and maintain but in the long run save you time, money, and stress.

Project / Task Management System

As a small business owner, you wear many hats which means which means you are often juggling multiple projects and tasks at any given time. It’s important to get those tasks out of your head and into a project management system so that nothing falls through the cracks. If you have people working for you, having a project management system also helps you assign tasks to them and keep track of what’s being completed. My favorite is Asana.

Client Management System

Your client management system is just as it sounds. Its how you manage your clients from start to finish. It includes things like how they schedule appointments with you, how you invoice them, how you send them their contract, and where you keep records of all of this. The best thing to do is to find one software that does all of this to keep things streamlined. I personally like Honeybook but another popular platform is Dubsado.

Information Sharing System

As entrepreneurs, we tend to keep all of our processes in our head. However, once you figure out the most effective way to do a given task in your business, you want to document it. This is called created an SOP or standard operating procedure. This way as your business grows and you are ready to bring on an employee or contractor, you already have all of your processes clearly laid out and it will make training them so much easier.