The way to Scale Your Well being and Wellness Enterprise Utilizing Techniques and Processes

As a solopreneur or small enterprise proprietor within the well being and wellness business, checking off every day’s seemingly infinite duties—from lead era to consumer onboarding to precise teaching to invoicing—is difficult sufficient; with the restricted time you’ve, creating (or fine-tuning current) techniques and processes is probably going on the backside of your precedence listing.

And in addition to, aren’t techniques and processes extra suited to large-scale firms (assume: Google, McDonald’s, Amazon) with hundreds or thousands and thousands of staff? Reply: No. 

Techniques and processes are invaluable to all companies, irrespective of their measurement.

Completed proper, they may assist you step away from the trouble of day-to-day menial duties to concentrate on high-value actions that’ll quickly scale your enterprise and income.

On this article, be taught what techniques and processes are, the precise advantages they could convey to your well being and wellness enterprise, and, most significantly, how, precisely, you must go about constructing—and implementing—efficient, environment friendly techniques and processes.

Learn what it takes to become a Health & Wellness Coach!

What Are “Techniques and Processes”?

Whereas techniques and processes are sometimes used interchangeably, they’re distinct ideas. To elaborate: A system is a set of processes, instruments, folks, and methods that work collectively to unravel an issue or obtain a enterprise aim.

Take, as an example, your electronic mail advertising and marketing. Your system might appear to be this:

  • Processes: Develop a content material calendar, draft emails, and create automated gross sales funnels.
  • Instruments: A content material calendar platform (e.g., Trello, CoSchedule, or Asana), phrase processor (e.g., Microsoft Phrase 365, Google Docs, or Apple Pages), electronic mail advertising and marketing service (e.g., ConvertKit, Drip, or Mailchimp)
  • Individuals: You (when you’re a solopreneur)
  • Methods: Your focus is on quick, scannable electronic mail content material to catch the reader’s consideration, so your key messages get learn and remembered.

Then again, processes check with all of the steps you are taking to finish a activity. For instance, listed here are the steps it’s possible you’ll take to develop an electronic mail content material calendar:

  1. Analysis trending business matters.
  2. Evaluation generally requested questions from purchasers.
  3. Record eight electronic mail matters.
  4. Plug them into your content material calendar platform, together with their publishing dates.

Backside line? Any time you’ve a specific method of doing issues in your enterprise (e.g., consumer outreach), that, in itself, is a system. And likelihood is, you most likely have already got plenty of techniques arrange and operating in your enterprise—with out even realizing it.

Advantages of Techniques and Processes for Companies (When Completed Proper)

However this is the factor: Not all techniques and processes assist your enterprise.

Extra particularly, some techniques could also be pointless, counterproductive, overly costly, or too time-consuming—finally which means you find yourself doing extra however with much less to point out for it. Because of this, you can ultimately end up burned out, overwhelmed, and exhausted.

Examine that to efficient, environment friendly techniques that break down duties into documented, repeatable, step-by-step processes that assist you:

  • Enhance productiveness: With every part laid out, you don’t must reinvent the wheel each time you want one thing finished, serving to you do extra in much less time.
  • Ship a constant expertise: Say goodbye to forgetting about scheduling check-in classes with purchasers or amassing cost. Properly-documented techniques and processes permit you to create constant experiences for all potential and current purchasers, driving consumer loyalty. 
  • Scale your enterprise: There may be typically a direct correlation between the variety of efficient, environment friendly techniques operating in your enterprise to the period of time it’s important to spend on creating new services and products that cater to totally different buyer segments (e.g., branching into on-line private coaching as a Licensed Private Coach), so that you improve your income.
  • Decrease labor prices: Prepared to begin hiring (or already operating a group)? Properly-documented techniques and processes assist even new staff hit the bottom operating as they’ve a set, unambiguous method of doing issues. This implies you’ll spend much less time (and cash) coaching new staff, supervising their work, and requesting edits.

The way to Create Techniques and Processes That Work

To reiterate: When the best techniques are in place, you’ll enhance productiveness, scale back stress, be higher in a position to concentrate on revenue-generating work, and improve revenue margins.

Now, the one query is: How precisely do you go about constructing probably the most streamlined, environment friendly, and efficient techniques and processes primarily based on your enterprise objectives? There are 4 steps to it.

#1: Doc Every thing You Do

Step one is to doc all of the actions you do to run your enterprise.

This might embrace duties you do recurrently (e.g., happening consumer discovery calls, publishing weblog posts, sending out invoices) or a single exercise you assume you’ll doubtless repeat sooner or later (e.g., writing an e-book, providing free trials, or launching a brand new service providing).

This is a tip: As an alternative of attempting to recall every part you do for your enterprise in a single sitting, go about your day as common for per week and make a remark of every part you do. This manner, you are much less prone to neglect one thing essential.

To assist add extra construction to your techniques, contemplate categorizing your actions by way of enterprise features:

  • Operations: These are actions you try this handle your enterprise’s “inside workings.” Examples embrace enterprise aim setting, electronic mail administration, and private web site upkeep.
  • Gross sales and advertising and marketing: These are actions you do to draw and convert purchasers. Examples embrace content material advertising and marketing, automated gross sales funnels, and product launches.
  • Finance: Every thing to do with cash, together with invoicing purchasers, paying staff, and submitting taxes.

#2: Break Down Every Exercise

After getting a listing of actions (i.e., techniques) your enterprise must perform, break down every one in keeping with the method, instruments, and folks wanted to finish it from begin to end:

  • Course of: The step-by-step sequence of actions
  • Instruments: The required units, apps, or software program you utilize
  • Individuals: The individual (or folks) in command of every step of the method
  • Methods: The techniques, ideas, or strategies you utilize

#3: Search for Methods to Enhance Your Techniques

Earlier than you bounce proper into overhauling each system in your enterprise, know this. You solely wish to rework a system if—and provided that—it provides you with a major strategic benefit. In order you are evaluating potential tweaks, ask your self:

  • Will it present a direct worth to purchasers?
  • Will it make issues simpler and extra environment friendly for me (and my group)?
  • Will it scale back prices?
  • Will it improve income and/or revenue margins?

In the event you aren’t going to hit a kind of issues, you must most likely go away that system as is and focus your consideration elsewhere.

However as soon as you have recognized a enterprise system that is an excellent candidate for an overhaul, one of the crucial essential issues to do is decide the place you are ranging from (i.e., your baseline) and the place you hope to finish up.

That is the place key efficiency indicators (KPIs)—like income, bills, revenue margins, gross sales conversions, and different monetary ratios—are available.

The way to Enhance Your System

Then, with the specified outcomes or outcomes you need, use the next framework to brainstorm methods to enhance your system:

  1. Delete: What are you able to remove from the system as a result of the processes, instruments, folks, or methods are time-consuming, pointless, redundant, not related, or unproductive? For instance, do you actually need to pay for a premium accounting instrument while you solely use its most elementary options (which you can simply get from one other free instrument)?
  2. Defer: Which elements of the system might be useful however do not actually must be a part of the system proper now? For instance, upgrading to a pricier electronic mail advertising and marketing software program that permits you entry to options like pre-built automation workflows, cut up testing, efficiency reviews, and SMS push notifications might sound like a good suggestion, however you’re unlikely to see optimistic (or dependable) outcomes with a small subscriber depend.
  3. Automate: What duties are you able to automate utilizing software program, apps, or different instruments? A 2017 McKinsey report on productiveness and automation suggests about 60% of all occupations have at the very least 30% of constituent actions that might be automated. As an illustration, among the finest private coaching apps and software program packages will help you handle administrative duties (e.g., consumer reserving), cost processing, and purchasers’ exercise packages—multi functional centralized location.  
  4. Delegate: What duties forestall you from taking advantage of your time, power, expertise, and experience (e.g., chasing purchasers for cost)? What duties do you dislike doing (e.g., individually combing by means of suggestions varieties)? These are sometimes the duties you must delegate or outsource to others (at any time when doable).
  5. Consolidate: Is it doable to consolidate your duties or batch them to be able to full them sooner? Combing by means of generally requested questions in your social media posts may assist offer you loads of concepts for potential weblog submit matters, as an example. 

#4: Roll Out, Consider, and Refine

You’ve recognized a enterprise system that ought to be overhauled, outlined your ultimate final result, and developed a plan to enhance its processes. Now, it’s time to implement.

And whereas it could be tempting to assume “mission achieved” and pat your self on the again for a job effectively finished, as soon as a brand new system is in place, you must take time to guage it. When you have a group, be certain that they know your new enterprise course of is not set in stone and also you welcome trustworthy suggestions in regards to the adjustments.

You and your group (the place relevant) ought to take into consideration the next questions:

  • Did the brand new system remedy an issue or attain a aim?
  • How a lot enchancment could be attributed to the brand new system?
  • If there wasn’t any enchancment, what was the trigger? How will you treatment the scenario or maybe return to the way in which issues had been?

At any time when crucial, return to the drafting board and proceed to tweak and refine your system.

And that is your first system overhaul. Now, remember to repeat the method with one other system:

  1. Evaluation your listing of potential enterprise techniques.
  2. Choose one with the utmost potential (e.g., most important influence in your revenue margins) and create the brand new system.
  3. Take a look at the system in your enterprise—and refine it to work out any bottlenecks, glitches, and hiccups.
  4. Repeat the method once more.

#5: Retailer Your Enterprise Techniques Someplace Protected

At this level, you should have documented at the very least a dozen techniques that’ll assist your enterprise run like a well-oiled machine.

Think about when you misplaced them since you wrote them on random sticky notes and scraps of paper. Past losing your time, you can lose invaluable info since you’ve forgotten your techniques.

To forestall that catastrophe, you must doc all techniques—meaning all processes, instruments, folks, and methods—utilizing organized, well-designed instruments.

Examples embrace Evernote, One Be aware, Google Drive, Asana, Trello, and Notion.

In the event you use a couple of platform (e.g., you utilize Asana to retailer your course of checklists), ensure you arrange one central reference level with hyperlinks to all different related documentation. Sure: Meaning you must think about using platforms that work effectively collectively.


Constructing the best techniques to help your enterprise could be extremely useful.

They permit you to run your operations easily and effectively, releasing up valuable time you can make investments elsewhere.

Whereas organising new techniques—and fine-tuning current ones—takes effort and time, it’s all price it when every part comes collectively to be just right for you.


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