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Every business guru tells you that you need systems to scale. The biggest problem with this is they never actually show you. So let me peel back the inner workings of my client, whose systems I built are now doing 7 figures a year.
Industry : Fitness
Niche : Gen-Pop/ Physique Coaching
There are 4 major systems I built for him. Each of which directly impacts whether they make money or save time.
Sales System
Platforms : Go High Level (Funnels)(Automation)(CRM), Client Website, Instagram.
Scope : Build a system that allows drives enquired to book call % up.
Previous system : Lead fills out form on website, VA
contacts via email when they see the email (usually 24-48h).
Build Planning : Map out current touch points between business and client. Implement proposed improvements. Test measure and maintain.
Implementation : As the client already was getting decent traffic to their website I opted to not redirect traffic from their organic content sending people to their website to apply.
Instead, we added an additional funnel with a high value content offering.
With this addition, we then have 2 flows of traffic.
The original website had a webhook to go high level set up via Zapier.
It classifies the lead as a website lead, it enrolls them into a sequence that has one goal. Book an appointment.
A 25-step sequence workflow runs. Which is not limited to the following touchpoints: SMS, email, automated voicemail, and to top it off, a webhook to slack to notify a lead has come in and one of his employees is to reach out via IG to touch base too. Client books in call themself with the link provided.
Result : 70% increase in booking rate.
Onboarding System
Platform : Go High Level (Workflows), Typeform, Coaching Platform
Scope : Build a Reliable process that will allow clients to be onboarded to the client service
Previous System : A deal closes, the coach then emails the client for them to fill out their payment details, VA checks to see if payment has been made, then sends a welcome email. Coach then reaches out to ask for preferences, waits for reply, then begins programming for client..
Build Planning : I knew this was crucial for the client experience, having been through this experience from a client and coach perspective I knew starting to get wins early is so important for client success and retention.
Implementation :
1. Switch billing provider from local provider to PaypaPlane. This integration sits in front of Square. It allows for fast payment collection allowing the client to move to processing payments on the phone. Payment processed triggers a zap, searches the client in Go high level, moves them to closed deal.
2. Go high level workflow triggers from closed deal and sends client contract.
3. Once Contract is signed, client is sent welcome email outlining all next steps that are to be completed ASAP.
4. Client completes typeform of preferences that is required for the coach to begin working. Results are sent to coach via email
Result : Time to delivery of service reduced from 10 days to 36 Hours.
Active Client Tracking System.
Platforms : Google sheets, Looker Studio, Go High Level
Scope : Build a system that tracks Active Clients, Client Retention, LTV of client, Coach Sales % and various other metrics
Previous System : Null
Build Planning : I knew that this was a brand new system for the client. They did not currently track any of the data that they were asking to be tracked. I knew that a lot of the inputs would be manual from the client as i was working with some platform limitations.
Implementation :
1. Map out all trackable data in Google Sheets
2. Mark items that could be automated into the sheet, automate inbound via zapier.
3. Creating an internal “check in” business owner is to complete weekly with sales metrics not able to be obtained via automation.
4. Build the dashboard in Looker studio, connect google sheet and display data.
Result : Ability to make data driven decisions in the business
Internal Communication System.
Platform : Slack, Zoom.
Scope : Create a remote working environment that fosters collaboration and communication.
Previous System : Facebook Messenger (lol)
Build Planning : Implement slack into the team. Training Documentation. Automated meetings.
Implementation :
1. Organize slack in an intuitive manner.
2. Onboard team, complete 2 workshops with the training team on new system.
3. Phase out FB messenger
4. Set up automated meeting reminders and creation for all weekly meetings for zoom.
Result : Kick back from the coaches, constantly reminding me they like facebook messenger.
18 Months in – they now cannot live without slack.
Systems are not just applications talking to each other.
It’s about building the business processes that will marry the tech with the human.
Understanding where there will be resistance and where there are technical limitations.
Fuck, that was long.
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