The Freelance Podclass

Are you passionate about systems? Well, today we’re discussing the wonderful world of systems — how you can use them to support your business and your clients’ success as well! Join us as Alexis Fortier, Operations Consultant and OBM, explains how to systematize and streamline your freelance business so you can get more done and achieve better results. You’ll also learn how you can become a systems expert for your clients and serve an ongoing role in automating their businesses.

Podcast Outline:

[0:48] Introduction to Alexis Fortier and the topic of business systems - Alexis explains how she got into the online business management space and what she does now.

[3:56] Symptoms of a business without systems - how a lack of systems profoundly affects clients and their business.

[6:29] The definition of a system and how it benefits a business - Alexis and Craig give some examples of a system and how it goes hand in hand with Standard Operating Procedures.

[9:04] The importance of documenting a system and analyzing it so you can determine how to make things easier

[9:32] The top two systems Alexis creates for clients right now - Alexis and Craig discuss the intricacies of managing systems when a client has a team.

[11:45] How to manage clients who don’t realize their systems are antiquated and their business operations aren’t sustainable - Alexis and Craig share some tips for approaching clients who push back or disagree. 

Steps to Help Systematize a Client’s Business

[13:50] #1 Complete an audit - the importance of blocking out time to list and prioritize what the client is doing in their business.

[14:55] #2 List how things are currently being done, step by step - some examples of how to list steps and decide what to automate and delegate.

[15:36] The ongoing role an OBM plays after the systems are fine-tuned - Alexis describes the important tasks that clients continue to require.

[17:03] Alexis’ favorite tools to manage systems in her role as an OBM - she explains the benefits and uses of different categories of tools. 

[19:52] How to connect with Alexis

[20:27] How to learn more about sharpening your skills and growing your business with Freelance University’s 80+ courses

Resources and tools discussed in this episode:

Learn more about Alexis Fortier:

Website: AlexisFortier.com

On Instagram @AlexisMFortier 

Project Management

Asana 

ClickUp 

Client Management

Dubsado

HoneyBook

Course/Membership Site Management

Kartra

Kajabi

ConvertKit 

WordPress

Zapier