Systemize Your Success Podcast – Details, episodes & analysis

🎙 In this episode of the Systemize Your Success podcast, Dr Steve Day engages in an insightful conversation with Ricardo Silva, founder of Engibots, about the transformative power of technology, automation, and AI for small business owners.

They explore the Robotic Process Automation (RPA) concept and how it enables businesses to automate repetitive tasks, allowing teams to focus on more human-centric work. Additionally, Ricardo shares his expertise in leveraging modern technologies to enhance efficiency, reduce costs, and ultimately increase profits.

The discussion also highlights the importance of fostering an automation mindset within teams and the role of AI in augmenting human capabilities.

KEY TAKEAWAYS

💡 Understanding Robotic Process Automation (RPA): RPA allows businesses to automate repetitive tasks by mimicking human interactions with digital systems, making it easier for small business owners to streamline operations without extensive programming knowledge.

💡 AI Integration: Combining AI with RPA enhances automation capabilities by allowing systems to handle exceptions and unstructured data. This makes processes more efficient and adaptable to changes, which is crucial for modern businesses.

💡 Cultural Shift in Business: There is a growing need for businesses to adopt an automation mindset, where employees focus on qualitative work rather than just quantitative tasks. This shift is essential for staying competitive in an evolving market.

💡 Empowering Teams: Business owners should encourage their teams to embrace automation and AI technologies, giving them the time and resources to learn and adapt. This not only enhances productivity but also increases employee value and job satisfaction.

💡 Strategic Implementation: Successful automation requires a well-defined strategy that considers people, processes, and technology. Businesses should focus on standardising processes before implementing automation to ensure a smoother transition and better return on investment.

BEST MOMENTS

11:43 - 💬 “Most of the time, I say AI changes everything for process automation, okay? And created some, make it very easy nowadays to leverage some use cases that until now by having rule-based robots are very difficult to implement to the companies or very expensive.” - Ricardo Silva

18:02 - 💬 “The businesses that don't embrace these sorts of technologies, they're just going to get left behind because, for a lot less cost going forward, businesses that are fully leaning into automation and AI are just going to get a lot more done a lot more quickly.” - Steve Day

22:26 - 💬 “People have to have a different mindset in terms of the work they do for the companies and the value that they bring for the companies. They should not think in terms of work as quantitative work, but qualitative work.” - Ricardo Silva

37:14 - 💬 “Success for me nowadays, it's having the freedom to implement my ideas in terms of automation, in terms of technology, having a team that is excited with these ideas and contribute to these ideas.” - Ricardo Silva

TIMESTAMPED OVERVIEW

00:00 RPA: Technology enabling human-like interaction with systems.

05:26 RPA programming streamlines human interface interaction.

07:35 Exciting potential of automated tasks and AI.

12:44 Automating with AI simplifies coping with exceptions.

14:41 Technology augments human capacity and work reevaluation.

17:41 Small businesses need to adopt automation and AI.

23:44 AI brings uncertainty and empowers businesses to change.

25:10 Redefining work value with AI and evidence.

30:34 Developing strategies for team involvement in automation.

32:12 Helping businesses systemise processes for growth and efficiency.

37:09 Success means freedom to create family time.

VALUABLE RESOURCES

Website: https://www.systemizeyoursuccess.com

Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

Instagram: https://instagram.com/systems_and_outsourcing/

YouTube: https://youtube.com/@drsteveday42

GUEST RESOURCES

Limited Free Masterclass: https://engibots.com/en/master-class-enterprise-process-automation/

LinkedIn Profile: https://www.linkedin.com/in/ricardo-almeida-silva-386b4117/

LinkedIn Page: https://www.linkedin.com/company/engibots/

ABOUT THE GUEST

Ricardo Silva is the founder of Engibots, which helps businesses to leverage process automation and AI. 

His team supports solopreneurs and micro-business owners, and larger businesses effectively utilise these tools.

He is a recognised leader in Intelligent Process Automation. He is a Software Engineer with a Master's degree and over ten years of experience in IT, having worked at Accenture and Hitachi.

ABOUT THE HOST

Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

🎙 In this episode of the Systemize Your Success podcast, Dr. Steve Day shares his journey in building a successful podcast promotion and production pipeline. He emphasises the importance of delegation and content creation systems. Steve reflects on his early days managing social media, where he struggled with consistency and confidence. Over time, he gradually evolved to create content on autopilot with the help of virtual assistants.

Steve discusses the significance of finding your voice and medium and leveraging tools like ChatGPT for content ideas. He also highlights the benefits of systemising content creation from the very beginning.

Additionally, He encourages entrepreneurs to overcome their fears and focus on simplicity. This will allow them to grow their social media presence without overwhelming their schedules. Tune in for valuable insights on scaling your business and maximising your time!

KEY TAKEAWAYS

💡 Start Simple and Focused: When beginning with social media, it's beneficial to concentrate on one platform to build your skills and audience. This approach allows for more effective content creation and engagement without spreading yourself too thin.

💡 Embrace Imperfection: Accept that early content may not be perfect. The content creation journey involves trial and error, and getting comfortable with sharing your voice will lead to improvement over time.

💡 Leverage Automation and Assistance: As your content production grows, consider hiring virtual assistants or using automation tools to handle repetitive tasks. This delegation allows you to focus on creating quality content and developing your business further.

💡 Utilise AI for Content Ideas: ChatGPT can help generate content ideas and draft posts or blog entries. This can alleviate the pressure of coming up with topics and help overcome writer's block.

💡 Plan Ahead for Consistency: Establish a content calendar and aim to work several weeks in advance. This proactive approach ensures that you maintain a consistent output, even during busy periods or holidays, and helps manage your content production pipeline effectively.

BEST MOMENTS

06:04 - 💬 “What allowed me to get more consistent, to become better at putting posts out there that got engagement, that didn't take me hours and hours to create, was actually just doing it.”

09:14 - 💬 “When you get started, it's so easy for me to say, just go and do it, but just go and do it.”

19:49 - 💬 “You should start systemising your content creation as soon as you start creating content. Because there is so much that we don't need to do as content creators. If you can start getting into the habit of involving other people in the production and the promotion of your content as early as possible, it allows you to have more time to A- create better content and B- think about what else you should and could be doing.”

23:54 - 💬 “The biggest hurdle is getting out of your own way, overcoming your own fears of looking stupid or looking silly in front of your friends and family who's going to read your posts.”

TIMESTAMPED OVERVIEW

00:00 Coaching client conversation on social media systems.

04:27 Delayed use of YouTube, focused on Facebook.

09:43 GPT chat generates property investment topics instantly.

10:56 Writer can adopt varied content mediums creatively.

14:46 AI helps with writing, evolving content gradually.

19:33 Start systemising content creation as soon as possible.

21:24 Consistency is key for successful podcasting.

24:11 Regular content creation boosts professionalism and systems.

VALUABLE RESOURCES

Website: https://www.systemizeyoursuccess.com

Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

Instagram: https://instagram.com/systems_and_outsourcing/

YouTube: https://youtube.com/@drsteveday42

ABOUT THE HOST

Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

🎙 This episode explores the concept of deep work and its transformative effects on personal and professional life.

Dr. Steve Day shares his journey of incorporating this practice into his routine, starting with small blocks of time and gradually increasing to full days dedicated to focused problem-solving. Moreover, he emphasizes the importance of scheduling these sessions and creating rituals to get into the right mindset.

By prioritising important but not urgent tasks, Steve highlights the benefits, including increased productivity, innovation, and personal fulfilment. He also discusses his strategies to integrate focused work into his busy schedule, ultimately leading to a more efficient and successful business operation.

KEY TAKEAWAYS

💡 Implementing deep work can transform every aspect of life and business.
💡 Benefits include enhanced strategic planning, higher-quality work, increased innovation, improved decision-making, greater efficiency, competitive advantage, and, additionally, personal growth.
💡 Block out dedicated time for focused work, starting with smaller blocks and gradually increasing the duration.
💡 Establish rituals to get into the right mindset for these sessions.
💡 Taking breaks, going outdoors, and engaging in physical activity can enhance creativity and problem-solving during focused work sessions.

BEST MOMENTS

01:40 - 💬 “Deep work is professional work performed in a state of distraction-free concentration that really pushes your cognitive abilities to their limits.”

02:41 - 💬 “We get paid for solving problems. We get paid the big bucks for solving the big problems.”

11:56 - 💬 “And there's this concept, you know, with business, like being busy is the same as being productive, and it's not.”

28:39 - 💬 “Taking time out often saves far more time than actually just sticking at it and pushing.”

TIMESTAMPED OVERVIEW

00:00 Steve Day delves into the transformative power of deep work in business and life.

08:01 Spending time on deep work has benefits.

11:33 Efficiency and mindfulness improve time management.

13:43 Strategic planning, networking, relationships, personal development, health.

16:50 Skiing helped me work without distractions.

23:44 Developed a strict, deep work schedule with challenges.

28:31 Optimize time by focusing on deep work.

29:13 Scheduled time for deep work boosts fulfilment.

VALUABLE RESOURCES

Website: https://www.systemizeyoursuccess.com

Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

Instagram: https://instagram.com/systems_and_outsourcing/

YouTube: https://youtube.com/@drsteveday42

ABOUT THE HOST

Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

🎙 Dr. Steve Day is joined by Tom Griffiths, the founder of Synergy CFO Solutions. Tom shares his expertise in financial management for small businesses, emphasising the importance of understanding and improving profits and cash flow for financial freedom. He introduces the concept of 16 drivers that can impact revenue, profits, and cash flow in any business.

Tom also discusses practical strategies for tracking financial metrics, setting goals, and implementing systems to achieve business success. 

The episode provides valuable insights into financial management and offers actionable advice for business owners looking to enhance their financial health and achieve their long-term goals.

KEY TAKEAWAYS

• Focus on the 16 Drivers: Use the 16 drivers to track and improve your business's revenue, profits, and cash flow.
• Implement Profit First System: Separate business cash into different accounts to ensure proper allocation and avoid overspending.
• Use Notion for Organization: Utilize Notion for note-taking, project management, and team collaboration to keep everything in one place.
• Track Key Financial Metrics: Regularly monitor revenue, gross profit, net profit, and cash balance to assess your business's financial health.
• Define Success on Your Own Terms: Success is running a business that positively impacts the world, allows flexibility in work, and meets financial obligations.

BEST MOMENTS

02:40 - 💬 “I'm smiling for those listening on the podcast to this because your vision if you like, the reasons you do your work, very similar to the reasons I started my business.” - Steve Day

05:00 - 💬 “I think the official status is something like, I say official, because it's very hard to get official stats for small businesses, but it's about 80% of small businesses that go out of business struggle because of cash flow issues.” - Tom Griffiths

29:37 - 💬 “Moveable goal syndrome is that we never reach our goals because we keep moving the goalpost.” - Steve Day

TIMESTAMPED OVERVIEW

00:00 Finance background, helping friends with business.

06:15 Lack of understanding leads to business problems.

07:45 Business owners spin plates and neglect underlying problems. Stress.

13:03 Setting up and organising multiple bank accounts.

15:54 Financial jargon helps accountants understand business.

17:36 Focus on key drivers for business success.

22:30 Manage cash flow to support business growth.

24:36 Summarizing the process of tracking business drivers.

26:42 Reverse engineer business goals for success.

30:41 16 drivers can be broken down further. Track revenue, profit, and cash for success.

VALUABLE RESOURCES

Website: https://www.systemizeyoursuccess.com

Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

Instagram: https://instagram.com/systems_and_outsourcing/

YouTube: https://youtube.com/@drsteveday42

GUEST RESOURCES

Free report: The 16 Parts of Your Business...that Drive Revenue, Profit and Cash Flow: https://synergycfosolutions.co/16drivers/

LinkedIn: https://www.linkedin.com/in/tomgriffiths8

Website: https://synergycfosolutions.co/

ABOUT THE GUEST

Tom Griffiths founded Synergy CFO Solutions because he realised that many small business owners need a financial guide to help them grow and succeed.

Due to his financial background following the first eight years of his career in banking, he can look at a business and spot the underlying reasons why it is not profitable and has poor cash flow.

He understands both sides of a business (the financial side and the business ownership side). More importantly, he knows how to fix it so that the business can grow and become more profitable.

ABOUT THE HOST

Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

🎙 Information overload is a common challenge for small business owners, who constantly need to learn and develop in various areas to grow their businesses.

In this podcast episode, Dr. Steve Day shares his top six tips for maximising the value of learning experiences. He emphasises the importance of learning what is needed at the right time, focusing on book recommendations from trusted sources, and implementing the knowledge gained.

Steve highlights the significance of creating actionable plans from the information learned, utilising AI to enhance notes, and treating each book as a valuable learning opportunity.

By following a structured approach and only focusing on the most relevant books, listeners can extract tangible value from their learning experiences and apply them effectively in their businesses.

KEY TAKEAWAYS

💡 Information Overload: Small business owners face the challenge of knowing what to learn and when to learn it in order to progress.

💡 Focused Learning: Develop a system for selecting the right things to learn at the right time and implementing the knowledge gained.

💡 Just-in-Time Learning: Only focus on learning what is needed at the moment to avoid wasting time on irrelevant information.

💡 Book Recommendations: Take recommendations from trusted sources and categorise them for future reference.

💡 Implementation: After reading a book, create an action plan, make notes, and use AI. This is to enrich the learning experience for tangible results in business.

BEST MOMENTS

00:00 - 💬 “Information overload is a serious problem as a small business owner.”

19:48 - 💬 “Knowledge gained and not implemented or used will be knowledge lost going forward.”

23:08 - 💬 “Only focus on the top books you're recommended by sifting through at double speed, quitting halfway through if they're no good, and focusing on the ones that are absolutely brilliant.”

TIMESTAMPED OVERVIEW

03:08 Listening to audiobooks helps focus and retain information.

08:50 Just-in-time learning, moving courses to a new platform.

12:46 Insightful but impractical; save time by skimming.

16:41 Use AI to create a detailed action plan.

17:33 Create specific, measurable, and achievable learning goals.

21:27 Value expensive courses, but books offer more knowledge.

VALUABLE RESOURCES

Dr Steve Day’s Book Recommendations

Website: https://www.systemizeyoursuccess.com

Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

Instagram: https://instagram.com/systems_and_outsourcing/

YouTube: https://youtube.com/@drsteveday42

ABOUT THE HOST

Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

🎙 In this episode, Dr. Steve Day discusses the power of using video for communication and productivity. He highlights how video can provide more detailed and effective instructions compared to written or verbal communication, especially when it comes to training new team members or troubleshooting issues.

Steve emphasises the importance of using video for screen capture and communication, recommending the app ScreenPal for its affordability and user-friendly features.

By incorporating video into daily operations, businesses can streamline communication, improve productivity, and enhance collaboration within remote teams.

KEY TAKEAWAYS

💡 Utilise Video for Communication: Video is a powerful tool for communication, especially when delegating tasks or explaining complex processes. It provides more information and details than written or verbal instructions.

💡 Overcome Communication Challenges: Video can help overcome communication challenges by allowing viewers to see and emulate actions, reducing misunderstandings, and building rapport through facial expressions.

💡 Efficient Problem-Solving: Using video to solve problems can streamline the process by allowing the expert to spot issues that the communicator may not be aware of, leading to quicker resolutions.

💡 Choose the Right Tool: When using video communication, it's essential to select a tool that seamlessly uploads and shares videos, such as ScreenPal.  This is to ensure efficient and effective communication.

💡 Increase Productivity with Asynchronous Communication: Asynchronous communication, especially when enhanced with video, can significantly boost productivity by removing barriers and facilitating clear and concise communication.

BEST MOMENTS

01:43 - 💬 “Updating the traditional operation manuals is a total waste of life and time, and video you can record on the flight as you're doing your work anyway.”

03:00 - 💬 “You don't know how much you know. And therefore, it's very hard for you to remember what it was like to be an absolute novice. And therefore explain things in a simple enough way for somebody new to do something.”

08:23 - 💬 “The video has allowed the communication to happen beyond the capability of the person who is communicating it.”

10:56 - 💬 “Using video in that asynchronous communication makes it even more powerful.”

TIMESTAMPED OVERVIEW

00:00 Delegation and communication hurdles overcome with video.

05:26 Experts can see what novices can't.

08:48 Affordable with great team options and automatic cloud upload.

09:59 Use video for seamless communication and productivity.

VALUABLE RESOURCES

Website: https://www.systemizeyoursuccess.com

Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

Instagram: https://instagram.com/systems_and_outsourcing/

YouTube: https://youtube.com/@drsteveday42

ABOUT THE HOST

Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

🎙 Dr. Steve Day interviews Norman Ortiz, the creator of App Studio, a platform dedicated to simplifying app development for small and micro business owners. It enables them to effortlessly create apps to promote their businesses.

Norman shares the inspiration behind starting the company and discusses the types of apps suitable for businesses, such as marketing, loyalty programs, and event management. 

He highlights the ease of using App Studio compared to traditional app development methods and shares success stories of clients who have benefited from the platform. Norman also talks about the company's future direction, incorporating AI technology and expanding the suite of apps offered.

KEY TAKEAWAYS

💡 Norman Ortiz is the innovative mind behind App Studio, empowering small and micro business owners to create apps effortlessly from their mobile devices.

💡 App Studio suits businesses looking to marketise their services, advertise, get new orders, retain customers, and implement loyalty programs.

💡 The platform is unsuitable for businesses looking to create tool or game apps, as it focuses on promoting businesses and engaging customers.

💡 App Studio offers a free model where users only pay for unlocking additional features or custom screens, making it cost-effective and user-friendly.

💡 Norman Ortiz envisions App Studio expanding into the AI space, offering AI technology within the app-building experience and enhancing complementary areas like generative AI for logo designs.

BEST MOMENTS

09:22 - 💬 “It's a lot of cumbersome. And a typical business owner doesn't have these skill sets or know where to find these developers. Or how to communicate and document in the right manner.” - Norman Ortiz

09:41 - 💬 “It's so much easier to just get your phone, go to the App Store or Google Play. Download this app, and just start building it at any time.” - Norman Ortiz

20:11 - 💬 “Success is when you have a goal, and you look at it, and you see that you're getting there or you are already there.” - Norman Ortiz

TIMESTAMPED OVERVIEW

00:00 Most businesses want apps to market themselves.

04:19 Time-consuming platform requires manual content input.

08:21 Challenges in finding and managing development teams.

11:19 Transitioned from developer to UI/UX designer expert.

13:24 Exciting product engagement leads to new opportunities.

20:41 Legacy app is available, but it will be phasing out soon.

VALUABLE RESOURCES

Website: https://www.systemizeyoursuccess.com

Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

Instagram: https://instagram.com/systems_and_outsourcing/

YouTube: https://youtube.com/@drsteveday42

GUEST RESOURCES

App Studio: https://ãpps.com

LinkedIn: https://www.linkedin.com/in/normanjortiz/

ABOUT THE HOST

Steve used to be a slave to his business, but when he moved to Sweden in 2015, he was forced to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

Most business owners are overwhelmed because they don’t know how to create systems or get the right help.

Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

🎙 In this episode of the Systemize Your Success podcast, Dr. Steve Day delves into business automation secrets. He discusses the benefits and drawbacks of automating tasks, emphasising the importance of proper planning and involvement in the automation process. 

Steve shares valuable insights and lessons learned from automating various aspects of his business over the past seven years. He provides practical tips for business owners and managers on when to automate, how to approach automation, and the significance of process mapping in creating effective automations. 

He also highlights five key tips for future-proofing automation, including the importance of documentation, organisation, and standardised naming conventions. 

This episode teaches listeners valuable knowledge on optimising automation processes to scale their businesses efficiently and effectively.

KEY TAKEAWAYS

• Automating the right tasks in your business can be a huge time saver, but it's not without its drawbacks. It's essential to ensure that the process is well-established before automating to avoid automating something that is broken.
• Before automating a task, it is crucial to do it manually with a human first to test the process, understand the time-saving potential, and gather data on the efficiency of automation.
• Involving staff in the automation process can increase morale, motivation, and skill development. It also allows for a more seamless transition and understanding of the automated processes within the organisation.
• Process mapping is a valuable skill for business owners and managers to visually represent workflows, tasks, and handovers clearly and understandably. It helps in communicating automation requirements effectively.
• Standardising naming conventions for tags, custom fields, and automation, organising them into folders, adding notes to explain triggers and actions, and using unique identifiers can significantly improve the efficiency and effectiveness of automation in the long run.

BEST MOMENTS

01:09 - 💬 “Setting up automation takes a huge amount of time. And if we don't have the process absolutely nailed before we automate it, then we end up automating something that's broken.”

02:09 - 💬 “Having that data originally, or to begin with, about the actual time saving you're gonna get is important.”

13:59 - 💬 “Mastering process mapping before you start building out automations is the most valuable thing I think a manager or business owner can do.”

17:02 - 💬 “Put notes on everything that isn't absolutely obvious. The more notes you put on, the easier it will be for you and for other people to understand what you've built.”

25:42 - 💬 “Standardizing the way that you name everything, whether it's automations, tags, or custom fields, means that you can group things together easily.”

TIMESTAMPED OVERVIEW

00:00 Setting up automation saves time and money.

04:03 Automation is time-consuming but visually powerful.

10:52 Automate and document to ensure future-proofing.

13:28 Master process mapping before implementing automations. Standardise.

18:31 Group automations in folders for better organisation.

20:51 Automate triggers and note source and destination.

25:52 Using tags to trigger automated actions in Zapier.

28:04 Use unique identifiers for stable automations.

VALUABLE RESOURCES

Website: https://www.systemizeyoursuccess.com

Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

Instagram: https://instagram.com/systems_and_outsourcing/

YouTube: https://youtube.com/@drsteveday42

ABOUT THE HOST

Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

🎙 This episode discusses the challenges small business owners face. Due to their involvement in all decision-making processes, they act as the bottlenecks in their businesses.

Steve Day shares his experience of transitioning from task-based delegation to systemising processes to empower his team to work autonomously.

He provides insights on mapping out processes, setting clear timelines for decision-making, and holding oneself accountable to the same standards as the team.

KEY TAKEAWAYS

• Running a small business can lead to being the bottleneck that hinders progress.
• Delegating tasks on a task-by-task basis can be inefficient and time-consuming.
• Systemising processes and creating guidelines can empower staff to function autonomously.
• Formalising processes and setting strict guidelines can improve efficiency and predictability.
• Holding oneself accountable to guidelines set for the team can lead to increased productivity and efficiency.

BEST MOMENTS

00:00  - 💬 “If, like me, you run a small business, you've no doubt experienced that feeling of being the bottleneck, of the reason your business isn't progressing as fast as it should be, or just the ball around your business's leg, so to speak.

02:36  - 💬 “The more sophisticated these systems became, the less I got involved in making things go slowly because it wasn't me they were waiting for. Because it’s already documented how things should be done without my involvement.

04:25 - 💬 “But if you had some more strict guidelines about when things would be done and when you would get that back, it would make it easier for you as the staff member to be able to plan.

13:21 - 💬 “That will allow their team to run more efficiently, more productively, get more done in a timely fashion, in a more predictable way, without being overloaded or overwhelmed because things come back at unexpected times.

TIMESTAMPED OVERVIEW

00:00 Small business owners must empower staff decisively.

04:31 Setting strict guidelines is crucial for efficiency.

07:52 Formalizing processes and adherence to policies is crucial.

VALUABLE RESOURCES

Website: https://www.systemizeyoursuccess.com

Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

Instagram: https://instagram.com/systems_and_outsourcing/

YouTube: https://youtube.com/@drsteveday42

ABOUT THE HOST

Steve used to be a slave to his business, but moving to Sweden in 2015 forced him to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

Most business owners feel overwhelmed because they don’t know how to create systems or get the right help.

Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.

🎙 Discover the art of closing deals in this insightful conversation between Steve Day and Matthew Elwell, the director of the Elite Closing Academy.

Matt, a sales trainer and coach, shares his expertise in transforming the sales process and helping business owners achieve quick wins and growth.

The episode also discusses the importance of generating leads through marketing and converting them into sales-qualified leads through human interaction.

Overall, the episode provides valuable insights and practical strategies for improving sales processes and achieving business success.

KEY TAKEAWAYS

💡 Focus on Generating Opportunities: Invest time and energy in generating opportunities through marketing. Then, follow up with human interaction to convert leads into sales-qualified leads.

💡 Start with the End in Mind: When engaging with potential clients, focus on understanding their desired results before diving into the details of your product or service.

💡 Utilize Written Proposals: Create written proposals to simplify complex information, stimulate conversation, and provide potential clients with a professional and structured experience.

💡 Professionalism and Consistency: Professional, consistent, and exceeding expectations in your sales process can significantly impact the buying experience and increase conversion rates.

💡 Define Success Across Multiple Areas: Success is not just about business achievements but also about being a loving individual, serving others, contributing to nature, teaching, and maintaining strong relationships with family.

BEST MOMENTS

09:08 - 💬 “A lead is a human being. A business is a person. Businesses have groups of people in it. And I think never lose sight of that because behind the lead is a person that has feelings that might be having a bad time in their life, in their business. And you're serving overcome that problem or challenge or pain.” - Matthew Elwell

32:37 - 💬 “Being confident, structured, focused, organised, all of these things should not be underestimated in professional salespeople.”  - Matthew Elwell

36:20 - 💬 “You are meant to be easy to buy from. And I think for anybody listening to this, it's just worth asking yourself for a moment- if you were going to buy from yourself right now, what would the experience be like? And as it is now, what kind of process do you have in place? Because hope's not a strategy. Winging it is not a strategy.” - Matthew Elwell

TIMESTAMPED OVERVIEW

00:00 Grateful for the book that changed my perspective.

07:16 Training session emphasised maximising client outreach efficiency.

10:09 Evaluate existing email recipients before seeking new opportunities.

11:59 Don't miss out on business opportunities.

16:51 Understand client vision before explaining complexities.

20:43 Written proposals are like a good restaurant.

22:34 Simplify complex bathroom design proposal for discussion.

31:45 Professional salespeople improve buyer communication and attractiveness.

34:33 Emphasizing professionalism, consistency, and exceeding expectations leads to success.

36:33 Be easy to buy from. Create processes.

VALUABLE RESOURCES

Website: https://www.systemizeyoursuccess.com

Facebook Group: https://facebook.com/groups/systemsandoutsourcing/

LinkedIn: https://linkedin.com/company/systemsandoutsourcing/

Instagram: https://instagram.com/systems_and_outsourcing/

YouTube: https://youtube.com/@drsteveday42

GUEST RESOURCES

Website: http://www.eliteclosingacademy.com

Facebook: https://www.facebook.com/groups/eliteclosingacademy

Instagram: https://www.instagram.com/mattelitecloser

Open With A Close - THE TWELVE POINT GUIDE TO CLOSING MORE SALES: https://eliteclosingacademy.com/owac

ABOUT THE GUEST

Matt Elwell, Director of the Elite Closing Academy, Sales Trainer & Coach, Author of ‘Open With A Close’ and Public Speaker. Matt is currently on a mission to change how the world sells. To help business owners get quick wins, gain more clients and grow their businesses.

He has 22 years of experience as an entrepreneurial business owner. His sales career has ranged from cold-calling to successfully negotiating multi-six/seven-figure contracts in the UK and America.

In 2017, Matt turned his attention to sharing his understanding of sales and human psychology to help people sell effortlessly with integrity by following a human-to-human communication process.

This framework is now helping business owners dramatically grow their businesses in 19 different countries worldwide, from start-ups to multi-six—and seven-figure businesses and everything in between!

In August 2018, Matt co-founded the Elite Closing Academy with Nick James, which has since grown from zero to a seven-figure business.

ABOUT THE HOST

Steve used to be a slave to his business, but when he moved to Sweden in 2015, he was forced to change how he worked. He switched to running his businesses remotely. After totally nailing this concept, he spent his time helping other small business owners do the same. Steve has been investing in property since 2002, has a degree in computing, and worked as a doctor in the NHS before quitting to focus full-time on sharing his systems and outsourcing methodology with the world. He now lives in Sweden and runs his UK-based businesses remotely with the help of his team of Filipino and UK-based Virtual Assistants.

Most business owners are overwhelmed because they don’t know how to create systems or get the right help.

Our systems and outsourcing Courses and coaching programme will help you automate your business and work effectively with affordable virtual assistants. That way, you will stop feeling overwhelmed and start making more money.