Operational Processes & Systems
The processes and systems you should know to efficiently and effectively run your business.
For the process-oriented business ladies out there, this might be the course that gets you most excited. I can’t claim to share the same love, but I do get excited about organization and creating efficiencies and that’s exactly what this course is all about. We want to make sure you set up processes and systems to effectively and efficiently work on your behalf, saving you time allowing you to invest your time back into your business.
We’ll go through all the fun stuff from financial software to client onboarding processes to creating a sales process that’s specific to your business. All the nuts and bolts are included in this operations toolkit.
In this WFH Playbook Operational Processes & Systems course, we will:
- Set up a CRM
- Set up an accounting/ bookkeeping system
- Set up budgeting and forecasting system
- Set up payroll
- Create a sales process
- Seek out sales & lead generation assistance (from 6.0.1) - might remove this?
- Create your client onboarding process
- Set up a project management tool
- Set up a file management process for you and your future team
- Set up communication tools and a communication process for your future team
- Begin building your team (if you want)
I’ll go over my recommended order of attack to make sure that those initiatives that build upon one another are addressed first and so on. You’ll have lifetime access to this content, so if things take a little longer than you originally thought, no problemo. You can reference this content at any time!
Kiley Peters is the Owner and CEO of Brainchild Studios, a boutique digital content marketing and website creation agency primarily serving brands targeting millennial moms. She is also the Founder of the Work From Home Playbook, a series of online courses designed to help entrepreneurial moms start their own virtual business and make a living working from home.
She is a three-time entrepreneur, with over a decade of industry experience. She has worked on digital marketing strategies for dozens of B2B and B2C brands ranging from small local businesses to global brands. She has an extensive background in digital marketing and consumer behavior analysis, social media, branding, SEO, website and content creation and content marketing strategy.
Additionally, she has lectured on the topics of digital marketing strategy, content marketing and online analytics at University of Illinois at Chicago, Columbia College, Marquette University, The Second City and Google.
She holds dual Bachelors degrees in Advertising and Broadcast and Electronic Communications from Marquette University and graduated magna cum laude earning her MBA from University of Illinois at Chicago with concentrations in Management Information Systems and Consumer Behavior.
StartSet up CRM (2:55)
StartSet up an accounting/ bookkeeping system (4:25)
StartSet up budgeting & forecasting system (2:38)
StartSet up payroll (2:01)
StartCreate a sales process (6:50)
StartSeek out sales & lead generation assistance (4:45)
StartCreate your client onboarding process (3:27)
StartSet up a project management tool (4:19)
StartSet up a file management process for you & your future team (1:37)
StartSet up communication tools and a communication process for your future team (5:41)
StartBegin building your team (if you want) (5:57)