What if I told you that setting boundaries helped me grow my business? It’s true, and systems helped me do it… As if you needed another reason to invest in systems.
When most of us chose to be entrepreneurs, we thought of the freedom that running your own business allows. Sure, there’s stress that comes with it, but I bet you thought that it would be amazing for the most part. The good news is that self-employment is amazing. However, it’s not always easy. Sometimes you have to do hard things.
I’m very much anti-hustle and anti-busywork (if you couldn’t tell). Which is where systems come in. Systems help us set boundaries with clients and ourselves, so we can dedicate more time to doing things we love, like working with those clients and relaxing after work hours.
I’m always up for talking about systems and boundaries, and how the two come together to create ease in your business. Here’s a few ideas of systems you can set up in your day-to-day, so you can take a step back.
It’s so important to make new enquiries feel supported as soon as they reach out. It’s also important that you aren’t glued to your inbox as a business owner. You need to focus on the task at hand without constantly checking your emails. Also, you need to just relax instead of replying to leads after hours! One system that helps here is setting up an automated lead workflow that does the following:
You stay focused on whatever you’re doing, they get the information they need.
Do you know those long email threads that are just a back-and-forth of “Does this time work for you?” Ya… we can skip those now with automated schedulers.
When you automate with Dubsado specifically, proposals, contracts, and invoices can be sent all in one go to ensure that new clients check each box in a timely manner. No more needing to send each separately to have them miss something. Everyone stays on track! Plus Dubsado stores records of these on both your side and the client portal so everyone can refer back to the project expectations.
One of the most important steps in onboarding a new client is setting expectations for the project. As a business owner, it’s up to you to lay the ground rules. With systems in place, you can enforce boundaries like the following.
We’ve all received a “pick your brain” request at least once. With systems in place, you can send a canned email response to these that includes a link to book and pay for a consultation. Your time is money!
If you read this far and are hooked by the idea of setting clear boundaries, saving time, and becoming overall more efficient in your business, I think you’ll love my free course: 7 Steps to Automation. Enroll to get started ASAP!
TRADE HUSTLE FOR EASE.
FIND THE FREEDOM TO GROW.
I like to drink my flat white while it’s hot—it’s the little things, right? You can enjoy your morning coffee too by creating systems that work for you. Client experience is my specialty and through automation with Dubsado, I help you find the freedom to actually enjoy your business.