Revealing the Secret Golden Rule for Systems Success
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summary
This post reveals the "Golden Rule for Systems Success": Automate the process, personalize the experience. Automating repetitive tasks saves time and boosts efficiency while personalizing interactions creates meaningful client relationships. We walk through actionable steps to identify tasks that can be automated and provides tips for maintaining a personal touch through client interactions.
WANNA LISTEN INSTEAD?
Hey Sis! I’m so glad you clicked on this post because today’s topic is about to change the game for you. If you’re a Black woman in corporate, juggling all the hats life throws at you in your 30s, you already know the struggle. But today, we're going to make it a little easier by diving into the golden rule for systemizing your hustle. Trust me, you'll leave with tips you can start implementing right away!
Automate the Process, Personalize the Experience
This may sound simple, but let’s dig deeper into how this concept can transform both your business and your life.
Why Automate?
Automation is the ultimate key to efficiency. Think about all the repetitive tasks that are draining your productivity. What if you could reclaim that time for strategy sessions or even just some self-care?
Steps to Automate Your Process:
Identify Repetitive Tasks: List the daily or weekly tasks you do repeatedly, like onboarding clients, scheduling meetings, or sending follow-up emails.
Map It Out: Write down each step involved in these tasks. For example, onboarding a new client might involve them filling out a form, scheduling a call, receiving a proposal, and signing a contract.
Highlight What Needs YOU: Grab a highlighter and mark the tasks that require your personal touch, like the discovery call or final client review.
Star the Repetitive Ones: Use another color or a star to mark tasks that can be automated. This helps you focus on automating what’s most time-consuming.
Implement Tools: Find tools that can handle multiple steps. For many, Dubsado is a lifesaver—it manages proposals, invoices, and client communication seamlessly.
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With access to exclusive content, live networking, and co-working sessions, you’ll have everything you need to stay organized, inspired, and on track. Ready to take control of your hustle?
Personalize the Experience
Don’t worry—automation doesn’t mean losing your personal touch. People stay loyal to your business because of how you make them feel, and we’re all about that, right ladies?
Here’s How to Personalize:
Know Your Audience: Are your clients busy moms, young professionals, or seasoned experts? Tailor your personalization based on what resonates with them.
Create a Client Portal: Use your onboarding forms to gather essential details and create a customized client portal where they can access all their documents and correspondence in one place.
Meaningful Touchpoints: Send a thank-you gift after a service, offer a birthday discount, or give them a shoutout on social media.
Collect Useful Info: Use questionnaires to gather details like birthdays, hobbies, or favorite coffee shops, and surprise them with small, thoughtful gestures.
Real-Life Example
Let me show you how I do this in my business:
Booking: When a client books a call, my calendar (linked with Dubsado) shows my availability. They get an automated confirmation email.
Prep Work: They receive a follow-up email with a detailed questionnaire that I use to customize our call.
Post-Call Follow-Up: After our call, an automated email sends them a proposal. Once accepted, the system handles the contract.
Personalized Touch: Once everything is signed, I send a small personalized gift—like a Starbucks card if they mentioned their love for coffee.
Overcoming Tech Overwhelm
If tech feels overwhelming, don’t stress. Start small! Even a simple checklist can make a big difference. The key is consistency. As you get more comfortable, explore more advanced tools or join a membership community for ongoing support. If you’re interested, keep an eye on my upcoming systems membership—perfect for anyone who needs weekly guidance and hands-on help.
Alright, ladies! You’ve got the golden rule: Automate your process, personalize the experience. Now, go make your workflow smoother and more enjoyable. Until next time, keep shining and systemizing!
Stay fabulous,
Leah
P.S. Ready to dive deeper into systems success? Check out my new membership at LeahJanelle.com/membership. Let’s streamline your hustle and add those extra touches that make your clients feel like queens!
IMPORTANT LINKS
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LET’S CONNECT
Website: https://www.leahjanelle.co
Instagram: https://www.instagram.com/iamleahjanelle
Pinterest: https://www.pinterest.com/iamleahjanelle
LEAH’S TECH RECS
Dubsado: dubsado.com/?c=hellosystems
MailerLite: https://www.mailerlite.com/a/hellosystems
Notion: https://affiliate.notion.so/5wpn5aqpzpdw
Quickbooks: https://quickbooks.partnerlinks.io/kvo30yf87hpk
Typeform: https://typeform.cello.so/OS7KswtOZb3
Hi, I'm Leah- THE Systems Strategist for side hustlers! I love helping side-hustling moms like you organize and automate every aspect of your busy life. Whether it’s keeping your household running smoothly, streamlining your side hustle, or finding that sweet spot where both meet, I’m here to show you that you really can have it all—with a little help from the right systems.
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Not sure which tools are right for your business and life? Take my free quiz to discover the perfect tech stack tailored just for you! It’s quick, fun, and will give you the clarity you need to streamline your systems and get things running smoothly.
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Tune in to Sistemize Her, the podcast for moms and side hustlers mastering work-life balance. Learn how to streamline your side hustle, optimize your schedule, and prioritize family so that you can truly have it all!
Disclaimer: Some of the links that I give you are affiliate links. This just means that I may receive some sort of incentive if you sign up or make a purchase using my link. Don’t worry, it costs you nothing and it might just be enough to buy myself a Starbucks Cake Pop while I write this content for you!READY TO TAKE THE NEXT STEP?
Join a community of like-minded moms and side hustlers in the Systemize Her Membership!
This is where you’ll get ongoing support, monthly resources, and the latest strategies to keep your life and business running smoothly. With access to exclusive content, live networking, and co-working sessions, you’ll have everything you need to stay organized, inspired, and on track. Ready to take control of your hustle? Become a member today!
