Select Page

Introducing The Step-by-Step Workbook for How to Systemize + Automate Your Business Like a Boss!

Hello gorgeous,

If you want to control costs while allowing for significant growth, you need to have systems in place and use technology to automate your business.

The steps in this workbook cover operating procedures, content creation, promotion, sales and delivery, customer support, and client onboarding. Each area includes specific ways for you to create and/or improve systemization and automation in that area of your business.

No matter where you are in systemizing and automating your business, this workbook will help you!

Systems can always be updated or tweaked for better effectiveness. And technology continues to evolve, providing new opportunities for business owners to increase automation.

Even if you’ve already systemized and automated some of the areas discussed in the workbook, get a copy and go through each step anyway. You’ll likely discover a tip or new tool to help improve efficiency.

Once you’ve gone through each step and completed the corresponding worksheet, you’ll be on your way to growing your business without the burn out!

This Step-by-Step Workbook Covers:

Step-by-Step Workbook Covers:

 

  • Step 1: Create & Maintain Standard Operating Procedures

    • How to Create Standard Operating Procedures
    • Maintaining Your Standard Operating Procedures
    • Worksheet: Main Procedures/Tasks
    • Worksheet: Mapping Out Each Procedure
  • Step 2: Schedule & Delegate Content Creation

    • Schedule
    • Delegate
    • Worksheet: Schedule and Delegate Content Creation
  • Step 3: Automate Content Promotion

    • Schedule Your Posts
    • Increase Shares
    • Worksheet: Automate Content Promotion
  • Step 4: Streamline Product Sales & Delivery

    • Create Funnels
    • Set Up Email Autoresponders
    • Start a Membership Site
    • Worksheet: Streamline Sales and Product Delivery
  • Step 5: Improve Customer Support

    • FAQ Page
    • Messaging Services
  • Step 6: Improve Your Client Onboarding Process
    • Intake Form
    • Welcome Packet
    • Appointment Scheduling
    • Worksheet: Improve Your Client Onboarding Process

Here’s a Peek at the Fabulous Workbook You’ll Get:

 

How to Systemize + Automate Your Business Like a Boss Workbook (27-Pages)

Download this Workbook for Only $66 $33!

Here’s How You Can Use This Workbook:

Use this workbook to plan and strategize within your own business.

Use this workbook during 1:1 coaching sessions with your clients.

Use this workbook as part of the content for your private client VIP days.

Use this workbook during meetings with your high-level team members, or your assistant.

Use this workbook as an independent contractor to help your paying clients.

Frequently Asked Questions

Can I Give this Workbook to My Assistant?

Can I Give this Workbook to My Assistant?

Yes. You have permission to give this workbook to your assistant and other team members to work on your business projects, tasks, or strategies for you.

I’m Not Ready to Hire an Assistant - Can I Still Use this Workbook?

I’m Not Ready to Hire an Assistant – Can I Still Use this Workbook?

Absolutely! You can use this for your own personal use to help you on a business project, task, or strategy.

Is the Workbook Document Editable or Is it Only in PDF?

Is the Workbook Document Editable or ss it Only in PDF?

You’ll get the workbook document as both a word doc for easy editing, and as a ready to go PDF.

I’m a Virtual Assistant - Can I Use this Workbook to Help My Clients?

I’m a Virtual Assistant – Can I Use this Workbook to Help My Clients?

Yes. You have permission to use this workbook to help your own paying clients with a business strategy, task, or project.

Is this Private Label Rights Content (PLR)?

Is this Private Label Rights Content (PLR)?

NO. You do NOT have permission to resell this workbook in any way to your customers or clients.

You can NOT give this workbook away for free.

This workbook is intended for internal use within your own business.

What are the Terms of Use on These Templates?

What are the “Terms of Use” for These Templates?

YOU CAN:

  • Use the templates yourself in your business.
  • Give them to your virtual assistant and other team members to work on your business projects.
  • Use these templates to provide services to your own paid clients.

YOU CANNOT:

  • Resell these templates in any way to your customers, clients, or members as this is not PLR.
  • Give these templates away for free.

If you have questions about these terms of use, please contact my team and ask.

Download this Workbook for Only $66 $33!