Born To Do Business Program

Systems & Processes

back to Main Menu Page

How to use Systems to optimize your Business

Open the Training Module

The importance of using a CRM in your Business

  • What is a CRM?
  • When should you start using a CRM
  • What to use before the CRM
  • When is the right time to move to a CRM tool
  • What are the fields that are important in a CRM
  • How to choose a CRM?
  • Examples of CRM tools
    • Zoho
    • ActiveCampaign
    • Hubspot
Open the Training Module

Step by step Methodology to create Systems in your Business

  • Why do we need systems 

  • What are the Mindset Shifts 

  • What are the questions you need to ask yourself before creating a system 

  • The 5 steps to create a system 

  • The BTDB Systems’ Checklist 

  • The BTDB Tool Kit 

Open the Training Module

Scale Your Business Lab – Scale Your Systems

How do you use tools, processes, and automation in your Business so that you are more efficient and get more done in less time?

Here is what we are going to talk about:

  • What Systems are and why Systems are important
  • What happens if you DON’T / if you DO implement Systems
  • How to think with a “Systems’ Mindset”
  • How each area of your business NEEDS to have a System
Open the Training Module

Best Practice Session – An example on how to use Asana

Here is what we are going to talk about:

  • What is the Mindset that you have to shift before using any project -management tool
  • What is a Workspace in Asana
  • How you can connect it with your calendar
  • How you can mange your professional and personal projects on Asana
  • How you can use it to manage your VA
Open the Training Module