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Create SOPs for your business

Kristen Dupuis, Sacred

"This is one I have struggled with. Something that has helped immensely is that I have Standard Operating Procedures (SOPs) in place for myself and my business.

This is clear, consistent policy that I create so that no matter how many times I have clients contact me, the onboarding is consistent and the same. There is no guesswork, and if I had someone come in and fill in for my position, they would know exactly what they need to do when a new member contacts me or signs up for a program.

Having a clear outline for my days and months is also something that helps take the guesswork out of what is happening. I have detailed outlines of my day, week, and month, and I always have a visual of that and check on it multiple times a day. Having systems like Flo-Ban, Taskade, etc. helps to keep your to-do list visual, and you can check off and delegate as needed.

Another vital part of my day to keep me organized is a daily routine (This starts before work as well). One work-related thing I do every day is schedule 30-90 minutes of time to organize my day, look at my to-dos, make lists, update lists, and get myself and my business on track BEFORE I log into my emails or communicate with clients, etc. When I have everything in place BEFORE I 'log in' for the day, I set myself up for success and I am never guessing what I need to do and never distracted by emails or other communications. This way my 'to-dos' don't get lost in the mix."

Advice Contributor

Kristen Dupuis

Kristen is a mother, wife, “Woo Woo” enthusiast, Reiki Master Teacher, Certified Hypnosis Practitioner, and a 500-hour yoga teacher with a bachelor’s degree in metaphysics.

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