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How do I systemise?

How do I systemise?

In one of the other thread Bob (Porfolio Marketing) made a really good point on franchising concept. He mentioned that one good thing that can be learnt from them is to systemise. This clearly brings efficency savings. Most of our work can be standardised - assembly line.

I would like to systemise without reinventing the wheel. By this I mean I would like to buy a system (adapt it a little). This would not be any different to buying a franchise system - procedures manual .

Here is one example of -Life time of client system:

1) Propsect - Send a confirmation of appt letter (Standard letter available)

2) Quoatation - again template

3) Eng letter

4) Welcome client letter

5) Keeping in touch with clients (email/meeting)

6) Referral thank you letter

7) Client died/lost business/ letter

8) Client resigned - Letter thanking for business and asking for a feedback and so on.

In the above case I have most of the stuff. This is one system. Other systems would be prodn of accounts/tax returns,chasing for debts etc.

I would be grateful for any suggestions on where I can buy an off the shelf system.



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By SteveOH
15th Oct 2010 22:53

Why on earth do you want to buy an off the self system?

You seem to have the systems already sorted out. Just set up some template letters and compose a Word document setting out tasks to follow for the lifetime of the client.

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16th Oct 2010 10:16

It's not rocket science but it's not easy either

First of all you should read The E-myth Revisited, because this great book explains why you need to systemise like a franchise. It takes only a few hours to read.

The you can set about the task, which really just boils down to documenting all of the processes in your business. You don't need to buy-in a system because it's all about recording the stuff you do, and that you have found to work best over time.

It's not a technically difficult exercise, but it is hard - because you need to put in lots of time and thought.

My advice would be to make sure you use the right tool with which to document. Don't produce loads of word documents. This task requires use of something like a wiki, or knowledge management system. Using software like these might seem overkill to you now, but remember that the whole point of the exercise is to help you build a business that can work without you.

Adrian Pearson

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16th Oct 2010 10:51

I agree with FirstTab

As Adam has stated this is something that requires an incredible amount of input.

While it might not be appropriate to buy 'the system', there is surely a market for a system that facilitates the development of a system. Staring at a blank sheet of paper or screen can be soul destroying.

-- Kind regards Andy

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16th Oct 2010 11:10

Forms Letters and Tools from 2020 group - is one example of a collection of various standard forms, standard letters (all tailorable) and can be replaced in the "pack" with your own versions and still launched from within the product......

Also contains other useful tools-  winning clients, graphs, what if analysis etc...


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17th Oct 2010 20:37


Thank you all  for the helpful reponse. I just ordered E myth (audio book). I am sure it will be a good listen.

I would appreciate any feedback on 2020's Forms Letters & Tools 2010. Is it any good?



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19th Oct 2010 10:28

Logical Office

FirstTab,  Surely you are using Logical Office?  If you already have all these clietn life-cycle templates and are using Logical Office that is the system?  or have you abandoned LO?

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