The top workflows to put in place based on your business

The top workflows to put in place based on your business

I've worked with coaches who were just getting started to clients already making millions. In that time, I've realized that coaches should put different workflows in place based on where they're at in their businesses.

Here are my suggestions...


Haven't started yet

For those of you who haven't started your business yet, your first workflow should be to validate your business ideas. A very simple workflow might look something like this...

  • Brainstorm business ideas based on who you are (what I like to do, what I care about, etc.)
  • Rank the list by what you're most excited about
  • Research how to conduct market research (If you don't know how)
  • Conduct market research on each idea to see if there's a market (This step will include multiple substeps because there are quite a few ways to do this. Many tools!)
  • List out the business ideas that are in the sweet spot (You're excited about + there is a market for it)

Started the business, but no consistent clients

First, if you haven’t already validated your business idea, then  start there (see above). If you have validated your business idea, then start with a basic marketing workflow. Choose one marketing workflow that you already have in place to begin. If you're doing any marketing at all, you already have a workflow. You just may not have optimized it yet. 

Use my 4 A methodology to fine-tune and optimize your chosen workflow...

  • 1
    Assess. Write down all the steps you're taking in your current workflow. 
  • 2
    Align. Align your current workflow with what you do want. Does your current workflow match what you'd ideally like to see?
  • 3
    Automate. Look at the steps you have now and see if there is anywhere you can automate steps or use an app to make things faster. 
  • 4
    Assign. Delegate or outsource whatever's left that doesn't need to be on your plate. 

Let's use an example. Let's say you want to use blogging + Facebook posts as your main content marketing strategy. 

First, you might write out all the steps you take for researching, writing, editing, and posting a blog post. Don't forget to include creating graphics, etc.

Second, you might write out all the steps it takes to write, edit, schedule, and publish to Facebook for that blog post.

Third, ask yourself, "How long am I spending? Does it match my goals for the time I want to spend on this part of my marketing?"

If you're spending more time than you'd like, see where you can decrease the number of steps in both the blog and Facebook posting.

Fourth, see if any of those steps can be automated. Automate what you can. 

Fifth, assign as much of it as you can to someone else.

Finally, once you've optimized your workflow, always be on the look out to improve it. 

Business is doing great, but I’m feeling overworked

Start with the marketing workflow above, if you haven’t already.

Once you have one in place, then add to it.

Once you’ve got your blogging & FB posting workflow in place and it’s going like gangbusters, then you can add another social media platform. Let’s say Instagram. You can then incorporate Instagram into your already optimized marketing workflow. 

Once that workflow is running smoothly, rinse and repeat. 

  • Pinterest
  • Twitter
  • LinkedIn
  • Whatever works for your particular business

Pretty soon, you'll have a streamlined marketing system that increases your profit. And decreases the time you spend on marketing. 

Note: You don’t have to do this in the order I've demonstrated.

It’s more important to build from a solid, simple workflow as you work through this, instead of trying to take on all marketing systems at once. 

That can get pretty overwhelming. 

Once you have your marketing workflow in place, you can move on to your sales and client onboarding workflows. 

Business is great and I’m ready to take on (more) team members

If you're ready to take on team members, then your marketing, sales, and client onboarding workflows are probably in good shape. 

These workflows not looking so great? Make sure to optimize them first before taking any one on. 

If they are looking good, now you're ready to focus on your team workflows.

Start with your hiring workflow. Then your team onboarding workflow. And then finally your team performance workflow. 

I hope you found this valuable. 

If you have ideas of your own on what workflows to put in place, please share them in the comments below. 

With love & joy,


P.S. Is there someone in your life who could benefit from reading this post? Why not share this with them?

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