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Behind the Scenes of a Systems Audit [Ep 15]
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Content provided by Samantha Whisnant - Systems Strategist & DFY Agency Owner, Samantha Whisnant - Systems Strategist, and DFY Agency Owner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Samantha Whisnant - Systems Strategist & DFY Agency Owner, Samantha Whisnant - Systems Strategist, and DFY Agency Owner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this episode, I walk through two examples of real systems audits that I have done. The first example is an executive coach who needs help with client onboarding systems and sales. The second example is a fitness coach who needs assistance with content creation and inbound leads. I share recommendations for each business, including setting up project management tools, outsourcing tasks, and mapping out client experiences. I also suggest creating urgency in evergreen programs by offering monthly bonuses. You can get your own free Systems Audit as a thank you for listening! Fill out the form linked below.
Takeaways
- Systems audits can help identify areas of improvement and provide recommendations for streamlining business processes.
- Setting up project management tools can help organize tasks and improve efficiency.
- Outsourcing tasks to virtual assistants can free up time for business owners.
- Mapping out client experiences and creating personalized touchpoints can enhance the onboarding process.
- Creating urgency in evergreen programs can increase interest and engagement.
Connect with Sam Whisnant:
- Website: https://www.systemswithsam.com/services
- Instagram: https://www.instagram.com/systemswithsam/
Resources from this episode:
- Get a free systems audit! https://portal.systemswithsam.com/public/form/view/64f5b533d4416a003aa9b0d2
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