6 Tool Must-Haves for Business Growth Systemization
Ever wonder what a streamlined, automated business could look like?
After your strategy is nailed down, we move into tools and what will work for YOU internally and appeal to your clientele from a front-facing point of view. When you’re growing, selling more, and trying to genuinely communicate & connect with your clients and potential clients, a fully systemized business will get you there.
Here they are listicle style:
Number 1: Marketing
Scheduler Tool for all of your social posts Facebook Business Suite:
- Tailwind
- Planoly
- Later
- Hootsuite
- The list goes on and on!
Email Marketing Service ProviderFind one that YOU will use:
- Schedule weekly broadcasts, automate your sales and welcome sequences.
Canva for graphics!
Number 2: Client Relationship Management (CRM)
Automatically send out your:
- Scheduler
- Canned email responses for repetitive communications
- Templated proposals, forms, contracts & invoices
- More automation but still the high-level
Find one that YOU will use:
- Dubsado (I use)
- Honeybook
- HelloBonsai
- And so much more!
Number 3: Project Management Tool
Keep track of your internal business to-dos, goals, and planning.
Know exactly what needs to be accomplished for every client project.
Find one that YOU will use:
- Trello
- Asana
- Clickup (I use)
- Teamworks
- Monday
- The list goes on and on!
Number 4: Course/Membership Tool
Know WHAT you need your tool to do before you invest in one.
Keep your clientele in mind and how you want them to interact.
Find one that YOU will use:
- Teachable
- Membervault
- Thrivecart
- Podia
- Thinkific
- Kartra (all in one marketing, sales, AND course/membership)
- Kajabi
- And so much more!
Number 5: Website
Eventually, you will need one:
- You can start a business without a website BUT you have more credibility WITH one.
- It’s one of the best ways to funnel incoming leads to discover your brand and services.
Find a platform that YOU will use:
- WordPress (I use)
- Showit
- Squarespace
- Wix
- There’s a lot more!
Number 6: MISC Needs You Might Forget
Daily communication tool with clients, team, & network:
- Voxer
- Slack
- FB Messenger
Accounting:
- Automate accounts payable and receivable
- Quickbooks (I use), Wave, Freshbooks, Xero, etc
Zapier to connect any tools that don’t integrate
Of course, system needs vary from business to business. But, the above is a great start to business efficiency and automation.
It’s not a question of needing systems, because YOU do need them. It’s a question of WHEN you choose to jump on the automation train.
Breathe easy, intuitively sell, and connect on a daily basis through systemization!
Originally published at https://gystassist.com on February 16, 2022.
