Show Notes
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Tip 1. Record Everything That You Do
Get yourself a Google Drive or a SharePoint folder and create folders for different tasks like invoicing, setting up new clients, marketing, and sales. Start recording videos of yourself doing these tasks as you work through them. Next time you issue an invoice, record yourself going through the process in Xero, talking through it as you go. The goal is not to create more work but to make things easier for yourself. As you’re just getting started, it’s likely only you, and your time is limited. Documenting your process is the first step, and these recordings will later help you create checklists and systems. This habit also becomes a great reference for yourself, especially for tasks you don’t do often and might forget how to execute. It can be like an external brain for your business! It’s like a business brain that holds all the different tasks.
Tip 2. Hire and Delegate Tasks
Over time, this documentation will allow you to hand off tasks to an assistant, freeing you up to focus on higher-value work. You’ll gradually build up a body of work, which becomes the foundation for creating streamlined operations. At first, start with something simple, like an administrative assistant. Perhaps you hire them from platforms like Freelancer or Upwork, or from countries where your dollar goes further, like South Africa or the Philippines.
The key task for your new assistant is to watch your recorded videos and help you create basic checklists and processes. Tools like ChatGPT can also help draft processes based on your recordings. Once your assistant creates the documentation, they’ll start identifying the tasks they can take over, which further frees up your time for higher-value tasks.
That makes a lot of sense. How do you respond to people who say, “Nobody can do it as well as I can”? That’s a common response, especially among business owners and coaches who are so used to doing everything themselves. They’ve reinforced that belief because, for a long time, they were the only ones doing it. It’s true to some extent—when you’re meeting with clients and providing that unique coaching magic, you are the best person for the job. However, there’s a lot of admin work that doesn’t require your special touch. By systemising those tasks, you free yourself up to handle more clients, generate more revenue, and spend time where it really counts.
The same applies to marketing. When you record a video, that content can be repurposed for blog posts, social media, and more. An assistant can create beautiful assets in Canva, allowing you to focus on core tasks rather than getting lost in the details.
Tip 3. Learn to Organise Properly
Organise everything into high-level folders, like marketing, sales, operations, finance, and so on. You can create subfolders within those categories as needed. For example, in your marketing folder, you might have a subfolder for podcasts. Keep it organic, and adjust as you go. Remember, systems and processes should evolve over time.
Tip 4. Hire The Right People
Look for someone who complements your strengths and is detail-oriented. Systems-minded assistants are great at following processes and ensuring consistency. Once they’re on board, migrate to a project management tool like Trello, Asana, or ClickUp to manage tasks and deadlines efficiently. The goal is to keep everyone on the same page, which ensures a smooth, consistent experience for your clients.
Once you’ve selected the right assistant and set up your project management tools, it’s essential to create a culture of accountability and transparency. Make sure that everyone involved in your business understands their role, the tasks they’re responsible for, and when those tasks need to be completed. Having clear due dates and assignments ensures that nothing falls through the cracks and that everyone is working together efficiently.
As your business grows and you add more team members or take on more clients, this structure will be even more important. With systems in place, you’ll have a clear way to scale your operations without becoming overwhelmed. This structure also provides consistency for your clients. Whether you’re onboarding a new client or running an ongoing programme, systems ensure that every client receives the same high-quality experience. It also reduces stress because you know exactly what’s been done and what still needs attention.
Tip 5. Evaluate Your Business
Once you’ve built a base of systems, it’s time to evaluate which areas of your business need the most attention. Every business has weaker areas that require more focus. For instance, if you’re struggling to generate enough leads, your lead generation system needs improvement. If converting leads is an issue, then it’s time to work on your sales system. This is the beauty of systemising your business—you can pinpoint where the gaps are and work to strengthen them.
Business is about identifying recurring, repeatable tasks that need to happen consistently to support your growth. These tasks, whether they relate to marketing, sales, client fulfilment, or finances, can all be systemised to ensure that they are completed to a set standard every time. The goal is to create processes that are reliable and efficient so that you can spend more time working on high-value tasks that truly require your expertise.
Tip 6. Consistent Marketing
One of the biggest challenges many coaches and consultants face is the feast or famine cycle. When you have clients, you’re busy delivering services, but when those projects end, you suddenly find yourself scrambling for the next client. To avoid this cycle, marketing needs to be a constant, ongoing process. Even when you’re busy, you should still be building relationships, nurturing leads, and keeping your pipeline full. By having systems in place, such as an assistant managing your content or outreach, you can ensure that your marketing continues, even when you’re focused on client work.
Lead generation, for instance, could be something as simple as maintaining a consistent presence on social media, running a podcast, or sending out a regular newsletter. These activities warm up potential clients, so when you’re ready to take on more work, you already have interested prospects. Marketing shouldn’t be something you think about only when you’re out of clients—it should be an ongoing part of your business that runs consistently in the background.
Tip 7. Stay Committed
Don’t forget the importance of staying committed to the process. It’s easy to get excited about systemising and then lose momentum when things get tough or when you hit a roadblock. The key is to keep going, even when it feels like progress is slow. Over time, the small improvements you make will compound and lead to significant growth. This is the power of systemisation—it helps you build a sustainable, scalable business that can continue to grow, even when you’re not actively involved in every little detail.
By investing time and effort into building and refining your systems, you’re setting your business up for long-term success. Whether you’re looking to grow your coaching practice, expand your team, or even step back and take a well-deserved break, systems will give you the freedom and flexibility to achieve those goals. So start today, stay consistent, and watch as your business becomes more streamlined, efficient, and successful.
Tip 8. Celebrate Your Wins
It’s also important to celebrate the wins along the way. As you systemise, take time to acknowledge the progress you’ve made, both in terms of how far your business has come and the freedom you’ve gained. It’s easy to get caught up in the next challenge or goal, but recognising your achievements can keep you motivated and energised as you continue to build and grow your business.
Systemisation helps reduce the likelihood of errors and oversights. When you rely on ad hoc processes, there’s always a risk of forgetting important steps or missing critical details, especially when you’re juggling multiple clients or projects. Systems provide a clear, repeatable process that minimises mistakes and ensures that nothing falls through the cracks. This not only enhances your reputation but also saves you time and stress by preventing problems before they arise.
Systemising Your Business
Think of your business as a system, much like the human body. Just as the body has subsystems—like the cardiovascular, respiratory, and digestive systems—your business has its own subsystems: marketing, sales, client fulfilment, finance, and management. If one of those subsystems isn’t functioning properly, it can bring down the overall health of the business. If a subsystem fails completely, it can even kill the business. That’s why it’s crucial to ensure each part of your business is functioning well and supporting the overall system.
After you’ve established your core systems, it’s important to regularly assess and refine them. As your business evolves, your systems will need to evolve too. For instance, the way you deliver services today may change as you add new offerings or adjust your business model. This is why systems are never truly “finished”—they’re living processes that should adapt as your business grows and as new challenges arise.
As a coach or consultant, you might also find that systemising your own processes can lead to the creation of new products. If you realise that you’re doing the same work repeatedly for multiple clients, you might consider turning that process into a standalone product or course. For example, if you’re frequently helping clients develop a marketing plan, you could package that knowledge into a video course or digital product that clients can purchase. This not only creates a new revenue stream for you but also allows you to scale your impact without having to personally deliver the service each time.
Links
Contacts
Secret Tips to Streamlining Your Coaching Business With David Jenyns
Systemisation is about working smarter, not harder. It’s about finding ways to leverage your time and expertise so that you can serve more clients, create more value, and ultimately, enjoy more freedom in your business.
Your systems and team will keep things running smoothly, giving you the peace of mind to step away when you need to recharge.
So, if you haven’t already started systemising your coaching business, now is the perfect time. Begin with small steps—recording processes, creating checklists, and delegating tasks. As you gain momentum, you’ll see how transformative systems can be. Whether you’re aiming to scale, improve efficiency, or just create more space in your life for the things you love, systemisation is the key to unlocking your business’s full potential.
Listen to the full episode of Small Business Talk episode 261.
You can also find the video versions of the Small Business Talk Episodes on YouTube.
