System Setup or Strategy Session: Which is Right for You?
*Disclaimer: This site may contain affiliate links. I may receive a small commission for purchases made through these links at no additional cost to you.
Deciding whether to invest in a full system setup requires careful consideration of your business stage and resources.
Business owners in various phases of their business need different types of support.
Ideal Candidates for a Full System Setup:
Established Businesses: Those with defined offerings, processes, and a consistent client journey often benefit from a complete system setup to optimize efficiency and scale operations.
Time-Constrained Entrepreneurs: Business owners with limited time and a desire to focus on core competencies can delegate system setup to a specialist.
Businesses Seeking Expert Guidance: Those who want to ensure their system is set up correctly and maximizes its potential.
Seasoned business owners usually have a good grasp on their signature offers and their process for handling leads and clients. HOWEVER, not all seasoned business owners have the right systems in place to streamline these processes. Sometimes they just outgrow their current systems. But one thing these business owners have in common is that they do not have the time and space to waste on figuring out HOW to set up their systems.
THESE are the ones who benefit the most from investing in a Full System Setup.
Ideal Candidates for a Strategy & Mapping Session:
Startups and New Businesses: Those in the early stages of development, still defining their offerings and ideal clients.
Businesses with Limited Resources: Entrepreneurs with tight budgets who prefer a DIY approach but need guidance.
Those Seeking Clarification: Business owners unsure about their system needs or how to structure their system setup.
If you are a new business owner still trying to figure out your offer(s) and flow, now may not be the right time to invest in a full system setup. You will be wasting precious time and money as your offers and flow may evolve into something completely different in a short period of time.
But don't worry!
If you are a new business owner and want to get started on the right foot in a CRM or PM platform, a Strategy & Mapping Session may be the perfect place to start.
Businesses evolve quickly in the beginning, whether it be the offerings, process, or branding. Believe me, I know! An option like a Strategy & Mapping Session gives new business owners the guidance they need to get started in their system, without the huge investment.
Benefits of a Full System Setup:
Time Savings: Immediate access to a fully functional system, allowing you to focus on core business activities.
Expertise: Leverage the knowledge and experience of a system specialist to optimize your setup.
Efficiency: Streamlined workflows and automated processes lead to increased productivity.
Consistency: Ensure brand consistency across all client touchpoints.
Scalability: A well-structured system can accommodate business growth and expansion.
Benefits of a Strategy & Mapping Session:
Clarity and Focus: Gain a clear understanding of your business processes and system requirements.
DIY Empowerment: Develop the skills and knowledge to build your system independently.
Cost-Effective: Lower upfront investment compared to a full system setup.
Flexibility: Adapt your system as your business evolves.
By carefully considering these benefits, you can make an informed decision about the best investment for your business.
Deciding whether to invest in a full system setup or a strategy session depends on your unique business needs and resources. By carefully considering the benefits of each option, you can make an informed decision that aligns with your goals.
Investing in a professional system setup can save you time, reduce stress, and optimize your business operations. However, a strategy session may be the best starting point for those in the early stages of business development.
Ready to take the next step? Schedule a complimentary consultation to discuss your business needs and explore the best path forward. I can help you determine the optimal solution for your success.
Don't let system overwhelm hinder your growth.
If you want to get started in Dubsado (30% off your first month or year), Honeybook (30% off your first year), or Practice, make sure to use my affiliate links to get special discounts!