Business Systems and Processes

Duration: 3.48 hours

Processes and systems are integral to the success of any business. Recording your processes and systems is a critical part of creating and scaling a growing business. Join this important course to learn how to analyze, research, recommend & record processes & systems for you and your clients. Discover the key skills required to be a top-notch operations manager for your clients. Finally, learn how to create killer Standard Operating Procedures (SOPs) that will streamline your clients' businesses!
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Course curriculum

  • 1
    MODULE 1A: Introduction to Your Systems
    • Download Module 1A Handout
    • LESSON 1: Introduction to Systems
  • 2
    MODULE 1B: The Importance of Processes and Systems
    • Download Module 1B Handout
    • Copy of Module 1B
  • 3
    MODULE TWO: Project Management
    • Download Lesson 1 Handout
    • LESSON 1: The Importance of Project Management
    • Download Lesson 2 Handout
    • LESSON 2: Project Management Examples Part 1
    • Download Lesson 3 Handout
    • LESSON 3: Project Management Examples Part 2
    • Download Lesson4 Handout
    • LESSON 4: Documenting Projects
  • 4
    MODULE THREE: Common Processes and Systems
    • Download Lesson 1 Handout
    • LESSON 1: Common Processes and Systems
    • Taking Stock of Processes
    • Download Lesson 2 Handout
    • LESSON 2: Prioritizing and Taking Stock of Your Time
    • Time Management Matrix
    • Download Lesson 3 Handout
    • LESSON 3: Taking Stock of Your Services and Rates
    • Onboarding New Team Members
    • Taking Stock of Your Services
  • 5
    MODULE FOUR: Client Processes & Systems Part 1
    • Download Lesson 1 Handout
    • LESSON 1: Why Clients Need Your Help with Processes & Systems
    • Download Lesson 2 Handout
    • LESSON 2: Processes Case Study Part 1
    • Download Lesson 3 Handout
    • LESSON 3: Processes Case Study Part 2
    • Processes Example
  • 6
    MODULE FIVE: Client Processes & Systems Part 2
    • Download Lesson 1 Handout
    • LESSON 1: Identifying Processes
    • Download Lesson 2 Handout
    • LESSON 2: Analyzing & Researching Processes
    • Download Lesson 3 Handout
    • LESSON 3: Analyzing and Researching Systems
    • Download Lesson 4 Handout
    • LESSON 4: Recommendations & Reporting
    • Client Processes and Systems Research Analysis
    • Processes and Systems Report
    • Client Processes & Systems Recommendations
    • Processes and Systems Analysis Worksheet
  • 7
    MODULE SIX: Documentation Filing & Automations
    • Download Lesson 1 Handout
    • LESSON 1: Documentation Filing
    • Download Lesson 2 Handout
    • LESSON 2: Automation
  • 8
    MODULE SEVEN: Marketing Your Services
    • Download Lesson 1
    • LESSON 1: Pricing Your Services Part One
    • Download Lesson 2
    • LESSON 2: Pricing Your Services Part Two
    • Download Lesson 3
    • LESSON 3: Pricing Your Services Part Three
    • Download Lesson 4
    • LESSON 4: Marketing Your Services Part One
    • Download Lesson 5
    • LESSON 5: Marketing Your Services Part Two
    • Download Lesson 6
    • LESSON 6: Marketing Your Services Part Three
    • Creating Consistent Content

Instructor

  • Tammy Durden

    Tammy Durden

    Bookkeeping & Business Management Instructor

    Tammy began her 'Freedom Journey' nearly 13 years ago. She began her business because she had become disabled due to Multiple Sclerosis and Lupus and needed to work from home. Tammy began by providing Lead Generation and Virtual Assistant Services for clients and over the years grew to a Multi-VA Agency and then transitioned to become a Boutique Digital Marketing Agency with a Team. Her love to help others as well as the continuing demand from Freelancers as they reached out for help, empowered Tammy to start another company in 2018. Through this company she provides Coaching, Teaching, and Speaking to help entrepreneurs who are: - Startups - Scaling by Outsourcing (building a team) - Stuck Tammy enjoys providing a combination of business & mindset coaching. She also offers business & mindset coaching from a spiritual perspective for those clients who want to go deeper. Tammy truly enjoys mentoring & teaching our Freelancers and looks forward to helping you all for years to come. In her free time, her sources of joy are her family and husband, Eric, as well as the ministry they serve. They have 3 grown children (2 are married) and 3 grandchildren with another on the way. She also enjoys Bible Studies and Scrapbooking when time allows.

Course Reviews

  • Business Processes & Systems

    Jane Hoffman

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  • Good course for both established and new freelancers

    Frances DeGuzman

    Nice work Tammy! Info presented well and with clear action steps. The pricing and marketing lessons were especially helpful since I'm new to freelancing.

    Nice work Tammy! Info presented well and with clear action steps. The pricing and marketing lessons were especially helpful since I'm new to freelancing.

    Read Less