Audit Your Business Systems In 3 Steps

February 2, 2022

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I'm Court —online systems educator for coaches. I'm here to help you love your business again.

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So what happens after we’ve created killer systems in our biz? We can’t allow them to sit stagnate. We need to make sure we are auditing our systems on a regular basis. Although there are sooo many ways you can audit your biz, we are going to walk you through 3 steps to audit your business systems!



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What Is An Audit + Why Is It Important:

An audit is a review of your current internal and external processes. So, during an audit you want to look for what is going well, places you can improve on, and strategize to fill any gaps in your biz.

There’s a common misconception about systems that they are a sort of “set it and forget it” mentality. However, in reality, they actually require maintenance and upkeep so they continue to support your business as you grow. Auditing your business is necessary to help you move the needle forward in your biz.

In addition, having regular check-ins on your systems allows you to ensure your systems are working for you. It’s a good idea to audit your biz quarterly and annually!


How To Audit Your Business Systems: Analyze Metrics

Analyzing your metrics is a great way to collect tangible data in your biz. It’s a good idea to get into the habit of analyzing your metrics monthly to stay on top of your biz and troubleshoot as you grow.

When you are tracking metrics for the month, you can look at things like:

  • What is creating ROI in your business? This allows you to figure out what to focus your time on + what to eliminate⁠.
  • What social media platform is the biggest drive to your website? Reallocate your time to spend more time on platforms that are driving your biz forward.
  • What content pillars of your blog are performing well? Use that data to create content your audience is engaging with.
  • What posts on social media had the highest engagement rates? And then see what content pillars are performing the best in order to create content for the next month.
  • What pages your website visitors are spending more time on? Use this data to find what is resonating with your audience.

Collecting data and analyzing metrics like this can help you see areas that you might need to make changes or reallocate time and money in your biz. In addition, using concrete data is super helpful in helping you make supported decisions that will push your business forward.

How To Audit Your Business Systems: Analyze Your Client Relationships

Analyzing your client relationships is another important step to take because your clients can help you drive your biz forward! 

To audit your client relationships, look at areas like:

1. Your Client Onboarding Process

Do you have a detailed process for onboarding your clients? Or do you reinvent the wheel every time you onboard a client?

If you haven’t already, check out our episode on how to evaluate your client onboarding process!

2. Your Client Offboarding Process

Do you have a detailed process for offboarding? Or do you reinvent the wheel every time you offboard a new client?

3. Your Recurring Client Management

Do you have a process for tracking your client’s recurring tasks? If you have a team, does each team member know the client tasks they are responsible for?

4. Your Client Communication

Do you have guidelines in place for your client communication? If you have a team, is your team aware of the expectations for client communication?

If you find that they are any holes in any of these processes, focus on building them out!

Another great way to analyze your client relationships is to create a client feedback form. For example, if you are working long-term with a client, you can use these throughout your contract. On the other hand, if you are working short-term with a client for a one-off project, you can send this out at the end of your contract (and even use it as an opportunity to get a testimonial!).

You want to ask questions like:

  • What was your favorite part of working together?
  • How do you think working together impacted your business?
  • Do you have suggestions about things we could improve on? 

**And don’t forget to ask for permission to use their feedback for your marketing to create testimonials!

How To Audit Your Business Systems: Analyze Your Operations

Analyzing your operations is SO important. If you only focus on the external systems and processes of your biz, your internal ops will suffer.

First off, one way to audit your operations is through our ROI method. If you haven’t checked out those podcast episodes yet, we did a 3 part series all about organizing your tasks!

In addition, another way to audit your operations is to clean up your Project Management tool and your Digital File Storage platforms.

1. Project Management tool

2. Digital File Storage

  • Clean up all loose files
  • Delete or archive any unused folders
  • Color code any folders!

You also want to check that you are using all of the platforms you are paying for and see if there is a way for you to lean out your platforms. For example, go through and cancel subscriptions for any unused platforms. The goal here is to find places to combine your platforms to keep your platforms LEAN.

For example, can you move all of your forms into ClickUp? Or can you create what you have stored in Airtable in ClickUp?

In short, auditing your business systems is necessary to help you strategically grow in your biz. If you are ready to take your biz from unorganized to systemized, check out our course Elevate!


Download Our Free ClickUp Audit Template!
Check Out Part 1 Of Our 3 Part ROI Podcast Series
Check Out Our Podcast Episode To Evaluate Your Client Onboarding Process
Check out HoneyBook (and use code ‘systemsup’ to get HB for $1/mo for 8 months!)


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