top of page

How Templates and Checklists Can Systemize Your Business


Tools to make your life easier + free up time & space in your day!


If you’ve ever looked at another entrepreneur and wondered how she manages to get it all done, the answer might surprise you.


She’s got good systems.


It’s true. The most productive people all have one thing in common: they don’t reinvent the wheel every day. Instead, they’ve figured out the best, most efficient way to do every task, and they create a system to do just that.


No matter what business you’re in and what projects you find yourself tackling, a systemized approach will help you:

  • Work faster and produce more

  • Produce higher quality results with fewer mistakes

  • Easily outsource the tasks you don’t like to do


The Magic of Templates


How many times do you answer email from potential clients?

What about responding to customer complaints?

Or mailing your JV partners about an upcoming launch?


All of these tasks and more become effortless when you create fill-in-the-blank templates that can be repurposed for specific cases/people. Templates can be as simple as a “canned response” in your email client or help desk, or you can use software such as Text Expander (for Mac) or Phrase Express (for Windows).


While templates will undoubtedly save you time, the real beauty is that once they’re created, you can easily outsource things like email and even sales. Simply instruct your assistant on the proper use of your templates, and you’ll be free to do other, more important things.


Check out these sites for easy to make pretty templates:


Checklists Prevent Mistakes


It might seem counterintuitive, but when you perform the same tasks over and over again, it’s easy to miss a critical step. You might think you paid your affiliates this month—you might even remember doing it—only to look back and see it was never completed.


But when you implement checklists, it’s suddenly much more difficult to miss an important task.


You can easily create checklists for all your common tasks and projects using nothing more than a text document. If you’re managing a team, checklists in your project management system allow you to see exactly what tasks are complete, and which are still outstanding.


Personally, I love an old school planner so I can write down my daily/weekly/monthly tasks- however let's be honest: I'm one of the few who still writes things down.


If you have a team or you are completely mobile, writing down may not work for you, here are a few online/mobile checklist options:


Work Smarter, Not Harder


Templates and checklists turn smart business owners into productivity superstars, and it’s easy to get started.

  1. The next time you answer an email you’ve answered before, save your response.

  2. The next time you set up a new product in your shopping cart or create a new opt-in page, take the time to record the steps.


These documents will make future projects easier and faster to complete, and best of all, you can hand them off to your assistant to do instead.


Need more in-depth training?


xoxo,

Crystal

bottom of page