3 Baby Steps to Getting Started With Systems


Let’s have a chat, my wonderful wedding boss!

2018 is coming at us like a spider monkey. Are you ready? Hmmm... didn't think so. Because you’re ready for a change that’s been a long time comin’, it’s exciting and is gonna change your biz, and I want to stick my nose in it and help. 💁🏻

So yay, we’re talking about your soon-to-be systems!

Over the past few months, you’ve taken a look around at the chaos piling up around you, and have had MORE THAN ONE “look at your life, look at your choices” moment...


The signs are ALL there that your business systems freaking suck.

You have post-its and random pieces of paper thrown all over your office. You know you have plans today but your Google Calendar is suspiciously blank, and there are three things you actively know you’re forgetting about right now.

On behalf of your clients, your team, and literally everyone else you work with, let me just say “Hell yes!” Pop the champagne!

What is it they say about admitting you have a problem? 🤔

Soooo you’re ready to peace out with the disorganized life and get your shit together. And the secret to that is snazzy systems.

Let’s rewind.

Business Systems 101


I have a crazy amazing introduction to systems that’s worth reading before you go revamping your own, but here’s the gist:

  • Your systems are all the guidelines, rules, and processes that you go through to do your job. The...I know this word sucks…“structure.”

  • They’re soooo essential to successful businesses, and even though you’re a heart-driven creative, you’re also a boss.

  • Quick rundown of the benefits? Sure! They set a foundation for each new client, they keep things consistent across your biz, they help you delegate things easier, and they make you look professional AF.

Who doesn’t want all that?

But here’s the thing.

When you get started, you won’t go straight from “hot mess express” to “totally together” in one afternoon.

Nope, it’s more of a process, so feel free to start small.

Want to dip your toe into the whole “being organized” thing? Here’s what you do.

1. Start writing shit down

The first thing you can do to start de-stressing your biz ASAP is writing shit down. Anything in your head that you’re supposed to remember, get it on paper, into an app, whatever works for you.

But for the love of chocolate, do not trust yourself to remember everything you have going on!

Start doing this sooner rather than later, because you can’t organize your business systems if they only exist in your own brain. It’s time to start putting all those brilliant plans, ideas, calendars, and lists in your head somewhere they can be used.

Have a phone call later today? Write it down.

Need to remember to send an email? Write it down.

Can’t remember the steps for scheduling your social media posts and you forget how to use the friggin app every single time? Write it down.

I don’t even care where you put it! (We’ll get to that later.)

Just find a notebook or open up a new email and start writing notes to yourself. This will start to document your systems for you and let you see how they currently are before starting to clean it all up.

2. Keep it all in one place

System Upgrade

Once you’ve made a habit of writing shit down to make sure it actually happens, you’re ready for an upgrade...

Writing down everything going on in your biz, even if it’s digital, starts to get crazy and cluttered. And the annoying thing is, the better your business is doing, the more stuff you have to shovel through.

Blerghhh, it’s time to start organizing!

Keeping everything in one place creates one big ole hub for everything in your business. Even if it’s huge and not set up all fancy, at least you know everything is there.

Make it a special notebook, a Trello board, or use my FAVORITE TOOL EVER, Dubsado. (We’ll talk about that more in a hot sec.) Then make sure to set aside time *at least* once a week to update everything.


3. Simplify and streamline

Look at you! Things all documented and organized like a systems queen.

But now you’re spending time writing things down, organizing it, making sure it’s all updated.

Let’s be real...no matter how much you love that stuff or how often you drink a glass of wine while you do it, it can get to be a pain in the ass.

It’s like you’re getting punished for having your shit together! 😂

That’s when it’s time to put streamlining and automation to work. You can use apps and tools and all the fun tech stuff to do the organizing for you. Spend more time with your family, your brides, or your wine while tools like Dubsado run your biz for you. 🙌

Take to-do lists.

You’ve got to-do lists out the wazoo.

Each step of a wedding has its own checklist, pretty much.

Instead of writing them out every time, Dubsado manages to-do workflows and can even complete some of the basic tasks - like sending emails, contracts, and invoices - for you. Yassss. Your own little assistant.

And that’s all it takes.

Start small. Write down things you can’t remember and keep track of them. As you start slaying at that, build up and up until soon, your biz will be a smooth-running creative machine. 😎

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