Essential Systems for Entrepreneurs

Essential Systems for Entrepreneurs

Jen Lawrence
Jen Lawrence

Business Process Consultant focusing on streamlining workflows, optimizing tools, and aligning teams for operational efficiency and effectiveness.

Whether you’re just getting started or you’ve been at it for a while, running a business can be overwhelming. There’s a lot to consider – legal concerns, tracking financials, and getting all the work done.

In the beginning, we all start out doing the best we can. We go from day-to-day fielding emails, doing our best to stay on top of our task list, and hoping we’re piecing everything together correctly.

But then it happens. We start to grow. We have more than we can handle and we start drowning. We know there’s a better way to do things and the idea of bringing in some help is more stressful than we could have imagined.

There is a way to do it better – no matter where you are in your entrepreneurial journey.

Getting your systems in order will provide organization and clarity for you to efficiently and effortlessly run your business.

There are seven buckets of essential systems most businesses need to have in place to facilitate growth.


Supports your day-to-day operations. Email, Calendar, Task Management, Document Management, Password Database

Client Management

Supports keeping your client’s information orderly. CRM, Client Experience Processes, Records Management


Supports all things money. Bookkeeping, Invoicing, Expenses, Accounting, Taxes.


Supports attracting potential clients to your business. Email Marketing, Social Media, Website.


Supports securing a relationship with potential clients. Sales Funnels and Customer Service.


Supports protecting your business. Contracts and Agreements.


Supports expanding and growing your business operations. Contractors and Employees.

Systems can be hard to keep in order without… a good system. That’s why I’ve created these two incredible resources. The first is a free maintenance checklist that helps you stay on top of keeping yourself organized with simple (and short) monthly, quarterly, and annual lists. Get your free Essential Maintenance checklist here.

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    Essential Systems Maintenance Checklist

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