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Late Starters Club Podcast

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Ep73 Transcript: 7 Tools for Creating Systems in Your Business – Quick Fix Friday

March 17, 2023

Could you use more systems in your business? I know I don’t have enough. And in today’s Quick Fix Friday, I’m going to share seven top tools that you can use to create systems in your business.

Hello Dreamers. Welcome to the Late Starters Club, giving you the inspiration mindset and tools you need to start something midlife and beyond. Remember, it’s never too late to follow your dreams.

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And now back to our regularly scheduled program.

In episode 71, Tanya Smith talked about how systems are a gift, and I have been diving into more systems in my business and it’s been magical. Anything repeatable can be a system. And the more you can use systems in your business, the better you’re going to be and the faster you’re going to be able to get things done.

I think we should reinvent the wheel.

Here are some ways to think about creating systems. First is capturing the system. Then it’s following the system, and then it’s communicating about the system if you have a team. So I’m gonna share some tools for all of those segments. In this episode.

First you have to capture the system, and I like using Google Docs or Google Sheets for that. They’re easily shareable. You can put them in folders. Team members can modify them, and you can really keep them in logical groups. I like Google Docs because you can have screen captures really easily in there. And I also like Google Sheets because you can really organize them in a different way and you can turn some of the cells different colors if you have a process that you’re working through to indicate where you are in that process.

My favorite tool for capturing screen captures is Snagit. I use it every day and it’s been really helpful to kind of showcase the where things are and you can point to little arrows and highlight areas and really make that super clear to be able to follow that process later.

Another tool you might need is a video capture. And I like using Loom or Zoom. I do use Zoom probably a little bit more often, but Loom is also a great tool. You don’t need both of those tools, just one of them will do.

Now let’s talk about documenting and following the process. There’s a couple of great tools that I use all the time. One is Trello. It keeps things together for different clients I have. And it allows me to see some history for each of those clients in certain ways. And another tool I like is Asana. That gives you to-do lists. And you can have different templates for things that you do repeatedly in Asana.

Then team communication. If you do have team members, it’s helpful to be able to easily communicate with them. And email is not my favorite because we get a lot of emails, sometimes emails are lost, and it’s really hard to keep threads of conversations together. So I really like Slack. I can communicate my with my team really well there, and we can see the different threads for different areas in the business.

Another easy tool for team communication is Google Chat. You can just use that it’s not as complicated as Slack, but you don’t have to pay for it.

So there you have it. Whenever you are doing something repeated in your business, it’s a good idea just to start with the process and take down the steps of it and refine it, just like Tanya said in her interview.

And if you haven’t gotten a chance to go and listen to that episode, definitely go and do that now.

Hope that was helpful, and make sure you grab the free guide Top Tools for Late Starters on the website at and let’s turn dreaming into doing.

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Late Starters Club Podcast
Late Starters Club Podcast

This is the place for inspiration, motivation, and mindset resets. You will walk away ready to take action with practical and informative advice from some of the most amazing “Late Starters” on the planet.

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