Systemize Your Success
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Systemize Your Success episodes

  • SYS 185: Using Virtual Assistants for Social Media Message and Notification Management

    🎙 In this episode, Dr. Steve Day discusses the challenges of social media management, specifically managing notifications and messages for business owners. He shares his tips and systems for effectively handling social media tasks, such as replying to comments, engaging with followers, and generating leads.

     

    Steve emphasises the importance of outsourcing these tasks to virtual assistants to free up time and improve efficiency.

     

    Overall, the episode provides practical advice for entrepreneurs looking to optimise their social media management strategies.



    KEY TAKEAWAYS

    💡 Utilize decision trees to streamline the process of handling social media comments and messages.

    💡 Encourage engagement by asking follow-up questions in response to comments on posts.

    💡 Implement rules and strategies for specific actions, such as sending direct messages to individuals who like posts.

    💡 Conduct daily meetings to review and improve the system for managing social media notifications.

    💡 Consider incorporating automation and AI tools after establishing a solid foundation with a virtual assistant.



    BEST MOMENTS

    00:00 - 💬 “If you use social media to generate awareness of your business, build authority or even start to generate leads, then you'll know how time-consuming it can be to deal with all.”

    04:06 - 💬 “So if we can get somebody in, we can train them to do what you are doing but better. And then they can look at something like automation or AI going forward.”

    10:52 - 💬 “And over the course of a couple of months, you can build up a really good system by using, as I said before, decision trees, by creating rules, so creating a spreadsheet for rules for certain things that happen.”



    TIMESTAMPED OVERVIEW

    00:00 Outsourcing social media tasks for business efficiency.

    06:21 AI is used to create and manage social media interactions.

    09:32 Engage, delegate, and evaluate daily communications effectively.

    10:31 Improve the system using daily 15-minute tasks.



    VALUABLE RESOURCES

    Website: https://www.systemizeyoursuccess.com

    Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

    LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

    Instagram: https://instagram.com/systems_and_outsourcing/

    YouTube: https://youtube.com/@drsteveday42



    ABOUT THE HOST

    Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

     

    Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

     

    Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

    15 min
  • SYS 184: My Simple Business Cash Flow Management System for a Stress-Free Life

    🎙 Dr. Steve Day shares his personal experiences and financial principles for small business owners to master business cash flow management.

     

    He discusses the importance of having a suitable accountant and bookkeeper, setting up a simple cash flow spreadsheet, and creating separate bank accounts for different financial purposes. Furthermore, Steve emphasises the significance of having a cash reserve, managing periodic costs, and making provisions for taxes and VAT.

     

    Additionally, he highlights how business owners can make better financial decisions, reduce stress, and ensure financial stability by implementing these strategies.

     

     

    KEY TAKEAWAYS

    💡 Staying cash flow positive is essential for small business owners to avoid financial surprises and, consequently, ensure financial stability.

    💡 Hiring a suitable accountant and bookkeeper can save time and provide valuable financial advice.

    💡 Creating a simple cash flow spreadsheet helps project future finances and make informed business decisions.

    💡 Setting up separate bank accounts for different purposes, such as operating expenses, tax, cash reserve, and personal income, can help manage finances effectively.

    💡 Building a cash reserve and making provisions for periodic costs can provide a financial cushion and, therefore, reduce stress in business operations.

     

     

    BEST MOMENTS

    00:00 - 💬 “Staying cash flow positive is an absolutely essential skill for all small business owners.”

    04:46 - 💬 “Having some simple financial strategies in place with the right people at the right level for where you're at with your business can make the difference.”

    25:09 - 💬 “Creating a spreadsheet just in a simple way for the general regular income and expenditure, plus those ad hoc things, as I mentioned, it's super quick and easy to do.”

    35:48 - 💬 “Get yourself an accountant based in your country. Consider getting a bookkeeper if you think that having protections going forward is above and beyond a simple cash flow, which is a spreadsheet you can set up yourself.”

     

     

    TIMESTAMPED OVERVIEW

    00:00 Tips for small business owners to manage cash flow effectively.

    04:44 Implementing financial strategies for business success and sustainability.

    08:48 The Accountant saved money and provided valuable advice.

    12:00 Good accounting is crucial until significant profit is achieved.

    16:54 Outsourced accounting, lesson learned, time and money saved.

    18:52 Outsource bookkeeping to UK-based or virtual assistants.

    21:53 Track annual expenses for future financial planning.

    28:23 Set up different bank accounts for the organisation.

    31:19 Manage taxes and savings for business profits.

    34:17 Separate accounts for efficient financial management.

     

     

    VALUABLE RESOURCES

    Website: https://www.systemizeyoursuccess.com

    Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

    LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

    Instagram: https://instagram.com/systems_and_outsourcing/

    YouTube: https://youtube.com/@drsteveday42

     

     

    ABOUT THE HOST

    Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

     

    Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

     

    Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

    39 min
  • SYS 183: How Deep Work Has Revolutionized My Business and Personal Life

    🎙 This episode explores the concept of deep work and its transformative effects on personal and professional life.

    Dr. Steve Day shares his journey of incorporating this practice into his routine, starting with small blocks of time and gradually increasing to full days dedicated to focused problem-solving. Moreover, he emphasizes the importance of scheduling these sessions and creating rituals to get into the right mindset.

    By prioritising important but not urgent tasks, Steve highlights the benefits, including increased productivity, innovation, and personal fulfilment. He also discusses his strategies to integrate focused work into his busy schedule, ultimately leading to a more efficient and successful business operation.

     

    KEY TAKEAWAYS

    💡 Implementing deep work can transform every aspect of life and business.
    💡 Benefits include enhanced strategic planning, higher-quality work, increased innovation, improved decision-making, greater efficiency, competitive advantage, and, additionally, personal growth.
    💡 Block out dedicated time for focused work, starting with smaller blocks and gradually increasing the duration.
    💡 Establish rituals to get into the right mindset for these sessions.
    💡 Taking breaks, going outdoors, and engaging in physical activity can enhance creativity and problem-solving during focused work sessions.

     

    BEST MOMENTS

    01:40 - 💬 “Deep work is professional work performed in a state of distraction-free concentration that really pushes your cognitive abilities to their limits.”

    02:41 - 💬 “We get paid for solving problems. We get paid the big bucks for solving the big problems.”

    11:56 - 💬 “And there's this concept, you know, with business, like being busy is the same as being productive, and it's not.”

    28:39 - 💬 “Taking time out often saves far more time than actually just sticking at it and pushing.”

     

    TIMESTAMPED OVERVIEW

    00:00 Steve Day delves into the transformative power of deep work in business and life.

    08:01 Spending time on deep work has benefits.

    11:33 Efficiency and mindfulness improve time management.

    13:43 Strategic planning, networking, relationships, personal development, health.

    16:50 Skiing helped me work without distractions.

    23:44 Developed a strict, deep work schedule with challenges.

    28:31 Optimize time by focusing on deep work.

    29:13 Scheduled time for deep work boosts fulfilment.

     

    VALUABLE RESOURCES

    Website: https://www.systemizeyoursuccess.com

    Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

    LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

    Instagram: https://instagram.com/systems_and_outsourcing/

    YouTube: https://youtube.com/@drsteveday42

     

    ABOUT THE HOST

    Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

    Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

    Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

    35 min
  • SYS 182: Profit First: Unlocking Financial Freedom for Business Owners - Interview with Tom Griffiths, Founder of Synergy CFO Solutions

    🎙 Dr. Steve Day is joined by Tom Griffiths, the founder of Synergy CFO Solutions. Tom shares his expertise in financial management for small businesses, emphasising the importance of understanding and improving profits and cash flow for financial freedom. He introduces the concept of 16 drivers that can impact revenue, profits, and cash flow in any business.

    Tom also discusses practical strategies for tracking financial metrics, setting goals, and implementing systems to achieve business success. 

    The episode provides valuable insights into financial management and offers actionable advice for business owners looking to enhance their financial health and achieve their long-term goals.

     

    KEY TAKEAWAYS

    • Focus on the 16 Drivers: Use the 16 drivers to track and improve your business's revenue, profits, and cash flow.
    • Implement Profit First System: Separate business cash into different accounts to ensure proper allocation and avoid overspending.
    • Use Notion for Organization: Utilize Notion for note-taking, project management, and team collaboration to keep everything in one place.
    • Track Key Financial Metrics: Regularly monitor revenue, gross profit, net profit, and cash balance to assess your business's financial health.
    • Define Success on Your Own Terms: Success is running a business that positively impacts the world, allows flexibility in work, and meets financial obligations.

     

    BEST MOMENTS

    02:40 - 💬 “I'm smiling for those listening on the podcast to this because your vision if you like, the reasons you do your work, very similar to the reasons I started my business.” - Steve Day

    05:00 - 💬 “I think the official status is something like, I say official, because it's very hard to get official stats for small businesses, but it's about 80% of small businesses that go out of business struggle because of cash flow issues.” - Tom Griffiths

    29:37 - 💬 “Moveable goal syndrome is that we never reach our goals because we keep moving the goalpost.” - Steve Day

     

    TIMESTAMPED OVERVIEW

    00:00 Finance background, helping friends with business.

    06:15 Lack of understanding leads to business problems.

    07:45 Business owners spin plates and neglect underlying problems. Stress.

    13:03 Setting up and organising multiple bank accounts.

    15:54 Financial jargon helps accountants understand business.

    17:36 Focus on key drivers for business success.

    22:30 Manage cash flow to support business growth.

    24:36 Summarizing the process of tracking business drivers.

    26:42 Reverse engineer business goals for success.

    30:41 16 drivers can be broken down further. Track revenue, profit, and cash for success.

     

    VALUABLE RESOURCES

    Website: https://www.systemizeyoursuccess.com

    Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

    LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

    Instagram: https://instagram.com/systems_and_outsourcing/

    YouTube: https://youtube.com/@drsteveday42

     

    GUEST RESOURCES

    Free report: The 16 Parts of Your Business...that Drive Revenue, Profit and Cash Flow: https://synergycfosolutions.co/16drivers/

    LinkedIn: https://www.linkedin.com/in/tomgriffiths8

    Website: https://synergycfosolutions.co/

     

    ABOUT THE GUEST

    Tom Griffiths founded Synergy CFO Solutions because he realised that many small business owners need a financial guide to help them grow and succeed.

    Due to his financial background following the first eight years of his career in banking, he can look at a business and spot the underlying reasons why it is not profitable and has poor cash flow.

    He understands both sides of a business (the financial side and the business ownership side). More importantly, he knows how to fix it so that the business can grow and become more profitable.

     

    ABOUT THE HOST

    Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

    Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

    Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

    39 min
  • SYS 181: Six Tips to Transform Knowledge Into Action: My Just-In-Time Learning Strategy

    🎙 Information overload is a common challenge for small business owners, who constantly need to learn and develop in various areas to grow their businesses.

    In this podcast episode, Dr. Steve Day shares his top six tips for maximising the value of learning experiences. He emphasises the importance of learning what is needed at the right time, focusing on book recommendations from trusted sources, and implementing the knowledge gained.

    Steve highlights the significance of creating actionable plans from the information learned, utilising AI to enhance notes, and treating each book as a valuable learning opportunity.

    By following a structured approach and only focusing on the most relevant books, listeners can extract tangible value from their learning experiences and apply them effectively in their businesses.

     

    KEY TAKEAWAYS

    💡 Information Overload: Small business owners face the challenge of knowing what to learn and when to learn it in order to progress.

    💡 Focused Learning: Develop a system for selecting the right things to learn at the right time and implementing the knowledge gained.

    💡 Just-in-Time Learning: Only focus on learning what is needed at the moment to avoid wasting time on irrelevant information.

    💡 Book Recommendations: Take recommendations from trusted sources and categorise them for future reference.

    💡 Implementation: After reading a book, create an action plan, make notes, and use AI. This is to enrich the learning experience for tangible results in business.

     

    BEST MOMENTS

    00:00 - 💬 “Information overload is a serious problem as a small business owner.”

    19:48 - 💬 “Knowledge gained and not implemented or used will be knowledge lost going forward.”

    23:08 - 💬 “Only focus on the top books you're recommended by sifting through at double speed, quitting halfway through if they're no good, and focusing on the ones that are absolutely brilliant.”

     

    TIMESTAMPED OVERVIEW

    03:08 Listening to audiobooks helps focus and retain information.

    08:50 Just-in-time learning, moving courses to a new platform.

    12:46 Insightful but impractical; save time by skimming.

    16:41 Use AI to create a detailed action plan.

    17:33 Create specific, measurable, and achievable learning goals.

    21:27 Value expensive courses, but books offer more knowledge.

     

    VALUABLE RESOURCES

    Dr Steve Day’s Book Recommendations

    Website: https://www.systemizeyoursuccess.com

    Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

    LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

    Instagram: https://instagram.com/systems_and_outsourcing/

    YouTube: https://youtube.com/@drsteveday42

     

    ABOUT THE HOST

    Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

    Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

    Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

    26 min
  • SYS 180: My Latest Tips on Using Video to Revolutionize Communication and Boost Productivity

    🎙 In this episode, Dr. Steve Day discusses the power of using video for communication and productivity. He highlights how video can provide more detailed and effective instructions compared to written or verbal communication, especially when it comes to training new team members or troubleshooting issues.

    Steve emphasises the importance of using video for screen capture and communication, recommending the app ScreenPal for its affordability and user-friendly features.

    By incorporating video into daily operations, businesses can streamline communication, improve productivity, and enhance collaboration within remote teams.

     

    KEY TAKEAWAYS

    💡 Utilise Video for Communication: Video is a powerful tool for communication, especially when delegating tasks or explaining complex processes. It provides more information and details than written or verbal instructions.

    💡 Overcome Communication Challenges: Video can help overcome communication challenges by allowing viewers to see and emulate actions, reducing misunderstandings, and building rapport through facial expressions.

    💡 Efficient Problem-Solving: Using video to solve problems can streamline the process by allowing the expert to spot issues that the communicator may not be aware of, leading to quicker resolutions.

    💡 Choose the Right Tool: When using video communication, it's essential to select a tool that seamlessly uploads and shares videos, such as ScreenPal.  This is to ensure efficient and effective communication.

    💡 Increase Productivity with Asynchronous Communication: Asynchronous communication, especially when enhanced with video, can significantly boost productivity by removing barriers and facilitating clear and concise communication.

     

    BEST MOMENTS

    01:43 - 💬 “Updating the traditional operation manuals is a total waste of life and time, and video you can record on the flight as you're doing your work anyway.”

    03:00 - 💬 “You don't know how much you know. And therefore, it's very hard for you to remember what it was like to be an absolute novice. And therefore explain things in a simple enough way for somebody new to do something.”

    08:23 - 💬 “The video has allowed the communication to happen beyond the capability of the person who is communicating it.”

    10:56 - 💬 “Using video in that asynchronous communication makes it even more powerful.”

     

    TIMESTAMPED OVERVIEW

    00:00 Delegation and communication hurdles overcome with video.

    05:26 Experts can see what novices can't.

    08:48 Affordable with great team options and automatic cloud upload.

    09:59 Use video for seamless communication and productivity.

     

    VALUABLE RESOURCES

    Website: https://www.systemizeyoursuccess.com

    Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

    LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

    Instagram: https://instagram.com/systems_and_outsourcing/

    YouTube: https://youtube.com/@drsteveday42

     

    ABOUT THE HOST

    Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

    Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

    Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

    14 min
  • SYS 179: Simplifying App Development for Business Owners - Interview with Norman Ortiz, Founder of App Studio

    🎙 Dr. Steve Day interviews Norman Ortiz, the creator of App Studio, a platform dedicated to simplifying app development for small and micro business owners. It enables them to effortlessly create apps to promote their businesses.

    Norman shares the inspiration behind starting the company and discusses the types of apps suitable for businesses, such as marketing, loyalty programs, and event management. 

    He highlights the ease of using App Studio compared to traditional app development methods and shares success stories of clients who have benefited from the platform. Norman also talks about the company's future direction, incorporating AI technology and expanding the suite of apps offered.

     

    KEY TAKEAWAYS

    💡 Norman Ortiz is the innovative mind behind App Studio, empowering small and micro business owners to create apps effortlessly from their mobile devices.

    💡 App Studio suits businesses looking to marketise their services, advertise, get new orders, retain customers, and implement loyalty programs.

    💡 The platform is unsuitable for businesses looking to create tool or game apps, as it focuses on promoting businesses and engaging customers.

    💡 App Studio offers a free model where users only pay for unlocking additional features or custom screens, making it cost-effective and user-friendly.

    💡 Norman Ortiz envisions App Studio expanding into the AI space, offering AI technology within the app-building experience and enhancing complementary areas like generative AI for logo designs.

     

    BEST MOMENTS

    09:22 - 💬 “It's a lot of cumbersome. And a typical business owner doesn't have these skill sets or know where to find these developers. Or how to communicate and document in the right manner.” - Norman Ortiz

    09:41 - 💬 “It's so much easier to just get your phone, go to the App Store or Google Play. Download this app, and just start building it at any time.” - Norman Ortiz

    20:11 - 💬 “Success is when you have a goal, and you look at it, and you see that you're getting there or you are already there.” - Norman Ortiz

     

    TIMESTAMPED OVERVIEW

    00:00 Most businesses want apps to market themselves.

    04:19 Time-consuming platform requires manual content input.

    08:21 Challenges in finding and managing development teams.

    11:19 Transitioned from developer to UI/UX designer expert.

    13:24 Exciting product engagement leads to new opportunities.

    20:41 Legacy app is available, but it will be phasing out soon.

     

    VALUABLE RESOURCES

    Website: https://www.systemizeyoursuccess.com

    Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

    LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

    Instagram: https://instagram.com/systems_and_outsourcing/

    YouTube: https://youtube.com/@drsteveday42

     

    GUEST RESOURCES

    App Studio: https://ãpps.com

    LinkedIn: https://www.linkedin.com/in/normanjortiz/

     

    ABOUT THE HOST

    Steve used to be a slave to his business, but when he moved to Sweden in 2015, he was forced to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

    Most business owners are overwhelmed because they don’t know how to create systems or get the right help.

    Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

    25 min
  • SYS 178: Business Automation Secrets: My Proven Strategies for Avoiding Time-Wasting Mistakes

    🎙 In this episode of the Systemize Your Success podcast, Dr. Steve Day delves into business automation secrets. He discusses the benefits and drawbacks of automating tasks, emphasising the importance of proper planning and involvement in the automation process. 

    Steve shares valuable insights and lessons learned from automating various aspects of his business over the past seven years. He provides practical tips for business owners and managers on when to automate, how to approach automation, and the significance of process mapping in creating effective automations. 

    He also highlights five key tips for future-proofing automation, including the importance of documentation, organisation, and standardised naming conventions. 

    This episode teaches listeners valuable knowledge on optimising automation processes to scale their businesses efficiently and effectively.

     

    KEY TAKEAWAYS

    • Automating the right tasks in your business can be a huge time saver, but it's not without its drawbacks. It's essential to ensure that the process is well-established before automating to avoid automating something that is broken.
    • Before automating a task, it is crucial to do it manually with a human first to test the process, understand the time-saving potential, and gather data on the efficiency of automation.
    • Involving staff in the automation process can increase morale, motivation, and skill development. It also allows for a more seamless transition and understanding of the automated processes within the organisation.
    • Process mapping is a valuable skill for business owners and managers to visually represent workflows, tasks, and handovers clearly and understandably. It helps in communicating automation requirements effectively.
    • Standardising naming conventions for tags, custom fields, and automation, organising them into folders, adding notes to explain triggers and actions, and using unique identifiers can significantly improve the efficiency and effectiveness of automation in the long run.

     

    BEST MOMENTS

    01:09 - 💬 “Setting up automation takes a huge amount of time. And if we don't have the process absolutely nailed before we automate it, then we end up automating something that's broken.”

    02:09 - 💬 “Having that data originally, or to begin with, about the actual time saving you're gonna get is important.”

    13:59 - 💬 “Mastering process mapping before you start building out automations is the most valuable thing I think a manager or business owner can do.”

    17:02 - 💬 “Put notes on everything that isn't absolutely obvious. The more notes you put on, the easier it will be for you and for other people to understand what you've built.”

    25:42 - 💬 “Standardizing the way that you name everything, whether it's automations, tags, or custom fields, means that you can group things together easily.”

     

    TIMESTAMPED OVERVIEW

    00:00 Setting up automation saves time and money.

    04:03 Automation is time-consuming but visually powerful.

    10:52 Automate and document to ensure future-proofing.

    13:28 Master process mapping before implementing automations. Standardise.

    18:31 Group automations in folders for better organisation.

    20:51 Automate triggers and note source and destination.

    25:52 Using tags to trigger automated actions in Zapier.

    28:04 Use unique identifiers for stable automations.

     

    VALUABLE RESOURCES

    Website: https://www.systemizeyoursuccess.com

    Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

    LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

    Instagram: https://instagram.com/systems_and_outsourcing/

    YouTube: https://youtube.com/@drsteveday42

     

    ABOUT THE HOST

    Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

    Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

    Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

    33 min
  • SYS 177: How I Stopped Being a Bottleneck in My Own Business: A Guide to Freedom and Growth

    🎙 This episode discusses the challenges small business owners face. Due to their involvement in all decision-making processes, they act as the bottlenecks in their businesses.

    Steve Day shares his experience of transitioning from task-based delegation to systemising processes to empower his team to work autonomously.

    He provides insights on mapping out processes, setting clear timelines for decision-making, and holding oneself accountable to the same standards as the team.

     

    KEY TAKEAWAYS

    • Running a small business can lead to being the bottleneck that hinders progress.
    • Delegating tasks on a task-by-task basis can be inefficient and time-consuming.
    • Systemising processes and creating guidelines can empower staff to function autonomously.
    • Formalising processes and setting strict guidelines can improve efficiency and predictability.
    • Holding oneself accountable to guidelines set for the team can lead to increased productivity and efficiency.

     

    BEST MOMENTS

    00:00  - 💬 “If, like me, you run a small business, you've no doubt experienced that feeling of being the bottleneck, of the reason your business isn't progressing as fast as it should be, or just the ball around your business's leg, so to speak.

    02:36  - 💬 “The more sophisticated these systems became, the less I got involved in making things go slowly because it wasn't me they were waiting for. Because it’s already documented how things should be done without my involvement.

    04:25 - 💬 “But if you had some more strict guidelines about when things would be done and when you would get that back, it would make it easier for you as the staff member to be able to plan.

    13:21 - 💬 “That will allow their team to run more efficiently, more productively, get more done in a timely fashion, in a more predictable way, without being overloaded or overwhelmed because things come back at unexpected times.

     

    TIMESTAMPED OVERVIEW

    00:00 Small business owners must empower staff decisively.

    04:31 Setting strict guidelines is crucial for efficiency.

    07:52 Formalizing processes and adherence to policies is crucial.

     

    VALUABLE RESOURCES

    Website: https://www.systemizeyoursuccess.com

    Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

    LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

    Instagram: https://instagram.com/systems_and_outsourcing/

    YouTube: https://youtube.com/@drsteveday42

     

    ABOUT THE HOST

    Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

    Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

    Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

    17 min
  • SYS 176: The Art of Closing Deals: Secrets to Success with Selling - Interview with Matthew Elwell, Author of Open with a Close

    🎙 Discover the art of closing deals in this insightful conversation between Steve Day and Matthew Elwell, the director of the Elite Closing Academy.

    Matt, a sales trainer and coach, shares his expertise in transforming the sales process and helping business owners achieve quick wins and growth.

    The episode also discusses the importance of generating leads through marketing and converting them into sales-qualified leads through human interaction.

    Overall, the episode provides valuable insights and practical strategies for improving sales processes and achieving business success.

     

    KEY TAKEAWAYS

    💡 Focus on Generating Opportunities: Invest time and energy in generating opportunities through marketing. Then, follow up with human interaction to convert leads into sales-qualified leads.

    💡 Start with the End in Mind: When engaging with potential clients, focus on understanding their desired results before diving into the details of your product or service.

    💡 Utilize Written Proposals: Create written proposals to simplify complex information, stimulate conversation, and provide potential clients with a professional and structured experience.

    💡 Professionalism and Consistency: Professional, consistent, and exceeding expectations in your sales process can significantly impact the buying experience and increase conversion rates.

    💡 Define Success Across Multiple Areas: Success is not just about business achievements but also about being a loving individual, serving others, contributing to nature, teaching, and maintaining strong relationships with family.

     

    BEST MOMENTS

    09:08 - 💬 “A lead is a human being. A business is a person. Businesses have groups of people in it. And I think never lose sight of that because behind the lead is a person that has feelings that might be having a bad time in their life, in their business. And you're serving overcome that problem or challenge or pain.” - Matthew Elwell

    32:37 - 💬 “Being confident, structured, focused, organised, all of these things should not be underestimated in professional salespeople.”  - Matthew Elwell

    36:20 - 💬 “You are meant to be easy to buy from. And I think for anybody listening to this, it's just worth asking yourself for a moment- if you were going to buy from yourself right now, what would the experience be like? And as it is now, what kind of process do you have in place? Because hope's not a strategy. Winging it is not a strategy.” - Matthew Elwell

     

    TIMESTAMPED OVERVIEW

    00:00 Grateful for the book that changed my perspective.

    07:16 Training session emphasised maximising client outreach efficiency.

    10:09 Evaluate existing email recipients before seeking new opportunities.

    11:59 Don't miss out on business opportunities.

    16:51 Understand client vision before explaining complexities.

    20:43 Written proposals are like a good restaurant.

    22:34 Simplify complex bathroom design proposal for discussion.

    31:45 Professional salespeople improve buyer communication and attractiveness.

    34:33 Emphasizing professionalism, consistency, and exceeding expectations leads to success.

    36:33 Be easy to buy from. Create processes.

     

    VALUABLE RESOURCES

    Website: https://www.systemizeyoursuccess.com

    Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

    LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

    Instagram: https://instagram.com/systems_and_outsourcing/

    YouTube: https://youtube.com/@drsteveday42

     

    GUEST RESOURCES

    Website: http://www.eliteclosingacademy.com

    Facebook: https://www.facebook.com/groups/eliteclosingacademy

    Instagram: https://www.instagram.com/mattelitecloser

    Open With A Close - THE TWELVE POINT GUIDE TO CLOSING MORE SALES: https://eliteclosingacademy.com/owac

     

    ABOUT THE GUEST

    Matt Elwell, Director of the Elite Closing Academy, Sales Trainer & Coach, Author of ‘Open With A Close’ and Public Speaker. Matt is currently on a mission to change how the world sells. To help business owners get quick wins, gain more clients and grow their businesses.

    He has 22 years of experience as an entrepreneurial business owner. His sales career has ranged from cold-calling to successfully negotiating multi-six/seven-figure contracts in the UK and America.

    In 2017, Matt turned his attention to sharing his understanding of sales and human psychology to help people sell effortlessly with integrity by following a human-to-human communication process.

    This framework is now helping business owners dramatically grow their businesses in 19 different countries worldwide, from start-ups to multi-six—and seven-figure businesses and everything in between!

    In August 2018, Matt co-founded the Elite Closing Academy with Nick James, which has since grown from zero to a seven-figure business.

     

    ABOUT THE HOST

    Steve used to be a slave to his business, but when he moved to Sweden in 2015, he was forced to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

    Most business owners are overwhelmed because they don’t know how to create systems or get the right help.

    Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

    41 min

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