Systems Softwares for Every Stage of Entrepreneurship

A good systems tech stack will have a level of interconnectedness, simply put they (the tech tools) just make sense together. Your systems and tech must get information to create consistent experiences across departments and interactions. 

 

Solopreneur (Your focus isn’t scaling but rather working within a simple and affordable systems stack)

• File Management: Google Drive: bonus points if you use an organizational naming convention – this will save you tons of time. 
• Email Marketing: ActiveCampaign, while it’s not the cheapest it is the most bang for your buck. The analytics tracking capabilities, user experience for both you and your subscribers are unparalleled to most. 
• Inbox Management: At this stage, you are probably the ceo, customer service, cmo – let’s use simple rules or filters to flag and/label emails with specific subject lines.

 

Emerging (You have a few contractors…looking to eliminate silos and create foundational systems to scale – aka you are ready to invest)

• Project Management Tool: ClickUp, use CU to organize your business departments, product suite, and business processes. 
• Product Hosting Platform: Kajabi, Kartra, Thinkific. They all have their pros and cons – the best platform is the one that meets your needs (financial, operational, etc.). Many of our clients prefer kajabi because of the user-friendly interface.
• Team Communication Framework: How will your team members communicate with each other? Synch your PM with Slack to create tasks directly in relevant slack channels to organize important information.

 

Established (You have a solid team however you want to optimize your current team, save hours through automation, keeping you and your team in their ZOG) automation is your 3rd teammate. 

• CRM: Use dubsado or even activecampaign to organize to create accurate client records. Seamlessly navigate through your client details to create
• Analytics Tracking: Use Google Dashboards to get an accurate representation of your business key performance indicators. Use this data to determine your highest traffic sources, your best performing blogs, divide users into segments for strategic campaigns. When you change the way you look at things, the things you look at change. Look at trends and analyze your data – what action steps if any will you take as a result of that data? 

 

Which entrepreneur stage are you at?

Join the free Facebook Group, The Soulful Systems Community here and let us know.

 

Save For Later! Pin This: