How To Do A Systems Audit For Your Business

And why you should

When’s the last time you did a systems audit for your business? 

Whether you call them workflows, processes, or repeatable tasks, your business is made up of a lot of different systems. 

Take a look at your daily, monthly, and even quarterly to-do lists. Notice that you have a set of tasks that repeat themselves frequently. 

Workflows are an essential part of a business, and the efficiency of your business is based on the quality of those workflows. 

In this post, we’re diving deeper into why systems audits are crucial to building, growing, and scaling a sustainable online business plus actionable steps on how to run a successful systems audit for your business. 

Wait, what’s a systems audit?

Auditing your systems simply means scheduling in a few hours or a full day to check in on how your business is operating. 

You want to take a look at your current systems so that you can spot what’s working, what isn’t, what’s sucking up your time and energy, and what areas could use some attention. 

Once you’ve pointed out these areas of improvement, you can implement new systems and workflows that will save you time, headaches, and make you more money. 

Why Your Business Needs A Systems Audit

Let’s take a look at the way you create and schedule emails for your email list. 

Your workflow may look like:

  1. Draft email

  2. Edit email

  3. Upload to your email marketing platform 

  4. Schedule

Pssst, if you’re going through this system every week, you’re wasting a lot of your precious time. 

Instead, you may want to try:

  1. Batch draft emails

  2. Batch edit emails

  3. Upload your email to a pre-designed newsletter template inside your email marketing platform

  4. Schedule emails for the month

Do you see the difference? Your first workflow required you to sit down for 1-2 hours and create an email for just one week while the second workflow only requires 2-3 hours and, boom, you have emails for the entire month! 

Running a systems audit is all about reevaluating your systems and processes and ensuring that you’re using them efficiently. 

Some of us forget that we’re business owners just as much as we are the creatives and innovators behind our business. 

And as business owners who want to build, grow, and scale successful 6 and 7-figure businesses, taking the time to do the not-so-fun, admin work and look at the ins and outs of our business regularly is key. 

Sometimes our systems fail to support our businesses. Not necessarily because those systems are bad, but because our business outgrows them or new technology arises. 

When this happens, it’s important to pivot, adapt, and replace them with ones that will work. 

Running systems audits on your business regularly allows you to discover areas that need attention and shift them. The more efficient your business is, the more time you’ll have to focus on your zone of genius and the tasks you actually love to do. 

How To Run A Systems Audit 

Running a systems audit is not as terrifying as it seems. We’ve created a step-by-step guide to help you. Simply click on the graphic below to sign up and we’ll send you our guide straight to your inbox!

the recap...

From your content calendar to your client onboarding process, your systems will make or break your business.

There’s so much value in reevaluating your systems regularly and making sure they’re supporting you in scaling your business. 

Feeling like a process in your business is draining you of your time and energy? Then it’s time for a systems audit! 

What are some areas of your business that need some attention? Let us know in the comments 👇

don’t forget to pin it!

 
When's the last time you did a systems audit for your business? Whether you call them business workflows, processes, or repetitive tasks, building efficient business systems is crucial for growing and scaling. In this post, we’re diving deeper into …
 
 
When's the last time you did a systems audit for your business? Whether you call them business workflows, processes, or repetitive tasks, building efficient business systems is crucial for growing and scaling. In this post, we’re diving deeper into …