Mastering business systems with Megan Robinson
EPISODE 88
Notes
I’m diving deep into the world of business systems and operations today with Megan Robinson, Certified Online Business Manager and founder of Unbusy Your Business. Megan helps service-based entrepreneurs reclaim their energy and make more money in less time by simplifying, automating, and streamlining their businesses.
If you're a business owner looking to streamline your processes, enhance productivity, and gain more freedom in your work, you're in for a treat. Megan shares her expertise on how to create and implement effective systems that can transform your business from a chaotic endeavour into a well-oiled machine.
Megan kicks off the conversation by introducing us to the four essential phases of business systems: pre-system, consistency, scalable, and optimised. She explains that every business starts in the pre-system phase, where there are no established systems. As you progress, you move from relying on a single person for consistency to creating scalable processes that don't depend on any one individual.
For many business owners, the challenge lies in transitioning from the consistency phase to the scalable phase. Megan emphasises that this phase is crucial for growth, allowing you to delegate tasks and reduce key person dependency. She highlights the struggles that service-based businesses, like bookkeepers, face in the consistency phase and how systems can help them break free.
Megan introduces us to her framework, "Systems to Scale," designed to guide businesses from the consistency phase to scalability. She discusses the importance of the first step, Structure, which involves defining the overall structure of your business and identifying the systems within it. From there, we move on to the subsequent steps: Capture, Apply, Leverage, and Engineer, each with its specific role in building and maintaining efficient systems.
Megan shares valuable tips on documenting your processes using various software and generating standard operating procedures (SOPs) using AI tools such as ChatGPT. We also talk about the challenge of maintaining systems and keeping them up to date and Megan shares her approach for how to do this with relative ease.
This is an absolutely jam-packed episode with so many incredible insights and tips for business owners. Remember, successful businesses don't just happen; they are built on well-designed systems. So, tune in to the episode, take notes, and start mastering your business systems today.
LINKS:
Website: https://www.unbusyyourbusiness.com/
Download Megan’s Ops. Manual Starter Kit here
Register your interest in the Bookkeeping it Real Mentoring Program here.
About the
Author
Bec is a chartered accountant who worked at Australia’s big firms and banks for 15-years. Faced at a crossroads in her career, she backed herself, left her corporate job and launched Straight Up Bookkeeping. 3 years and 5 staff later, Straight Up Bookkeeping is one of Australia’s leading virtual bookkeeping businesses for creatives, with a mission to free business owners from financial stress so they can grow their empires.
Recent Episodes
