May 11th, 2023

As a business coach for over 25 years, I have helped thousands of business owners grow and scale their business faster than they thought possible. And one of the secrets to success is through the use of systems and controls. The more things that you can put on auto-pilot in your business, the better, which frees you up to focus on the things that help drive the most growth and success for your business.  But when it comes to growing your business, there are thousands of moving parts and it can be difficult to know what to systemize and when. So today, I would like to share with you the five sales and marketing things that you should have a system in place for.

1. Email Best Practices

When it comes to email there are so many ways of doing things, and as you grow and onboard more team members it can easily get complicated and cluttered. So putting down some best practices on paper regarding email hours, forwarding preferences, carbon copying preferences, follow up expectations, etc can go a long way to making your business run smoother and take out some of the guesswork that comes along with onboarding new team members.

2. Social Media Posting Best Practices

When it comes to social media, there are certain guidelines that you want your team to follow. This would include not only your marketing department staff but really your whole team as there may be times where they forward promotions or other posts on your behalf. Having a team that is aligned on the best practices across all your social media channels will set you up for success now and in the future.

3. Lead Generation/Lead Management

A good lead generation/lead management strategy isn’t developed overnight. It takes months, even years of careful planning, A/B testing and tweaking and updating until you find the formula is crucial to your success. So, when you find a method that works, document the process and make sure that everyone on your team understands the process.

4. Complaints and Compliments

No matter what industry you are in, customer complaints and compliments are crucial to development and sales and marketing. By creating a system of how to gather, when to ask and where to store these comments from your customers you can make it easier for everyone on your team to access this information and use it to grow your business.

5. Monthly/Bi-weekly KPI Reporting

Systemized reporting is always a great idea but it is important to create reports that get read and create actionable next steps for the people involved. Be careful of information overload, and focus on the key performance indicators that your team can take action on immediately.

These five marketing and sales systems are a great place to get started when you are ready to grow your business and start seeing results. Once these are in place, you can start working on other areas of your business that could use similar systems and controls. Good luck!