
5 Steps to Optimizing your Processes
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Episode Brief Description
Systems and processes are CRITICAL to helping your business scale and your life run. In this episode, we discuss 5 steps to help you optimize them
Are you looking to create your ideal lifestyle? Then we invite you to become a #lifestylebuilder.
Key Insights & Timestamps
- [00:10] – Welcome
- [00:41] – Tom – “The Process Guy”
- [03:17] – A process is really just a routine. We all use processes in our daily lives, whether or not we realize it
- [04:38] – How to start
- Brain dump! Get everything out of your head by writing it down
- [06:33] – Pick the 1 thing that causes you the most issue
- [07:13] – Optimizing
- Analyze
- Add and eliminate
- Consolidate
- Automate
- [16:38] – Tips
- Start with your core processes
- Use weekly reviews to help guide you toward what needs the most attention
- Seek help. A 3rd party can offer a lot of insight into creating the right processes for your business
- Delegate if needed
- [23:22] – Action Items
- [25:29] – Bookshelf
Your Homework

Ariana’s Homework
- Take 15 minutes to do a brain dump all of the processes you use

Tom’s Homework
- Take 1 thing in your business and create a process for it. Step back and think about you can improve the others, as well
Key Insights
- Creating processes for your business doesn’t have to be daunting
- Consider the 1 thing that causes you the most pain in your day to day and think about how to optimize it
- Reach out for help, sometimes using a 3rd party and walking them through your routines will help you better create a system for them