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!
Check out Freelance University!
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
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.