Building The {Be} has had many opportunities to learn!

Leading the daily operations is not as smooth as it may look on social media. Sometimes I find myself operating in my weaknesses without even realizing it. The biggest weakness I recognized from time to time was that I was lacking a system. It is more my natural tendency to identify a system and stick with it, but, during the overwhelm of being everything to everyone who “met” The {Be}, I didn’t always follow the systems.


Not only was I struggling to follow systems, I realized many business owners, like myself, were having the same problem.

Great visions and ideas, no execution or plan on how to get from beginning to result. As I started digging into this observation more, I found that many business owners with little to no employees are struggling for that sounding board and system creation.

So I devised a few simple tools and started sitting down with those who needed some extra help.

The first system platform I taught a few clients was the FUNNEL.

A funnel is a great system for monitoring and progressing clients. We identified the different stages of the funnel we would need to take a candidate through to achieve loyalty and consistent revenue. Then we identified where each current client was in the funnel. This system helped us identify existing gaps in the business, and prevent future gaps. It also helped my client identify retention potential without investing thousands of dollars into a prefab system. The platform I use most for designing a funnel is Trello. Being able to click on a name and move it to a new board allows easy and effortless tracking of the funnel.


The second system platform I taught was DAILY HABITS.

There is has to be a method to the madness. There has to be a “something” you do everyday that makes the system work. For example, when working with other business owners, virtual assistants and clients the first thing one might do every morning before taking action is check their email. For me, I check the following:


  1. Gmail

  2. Trello

  3. Google Drive

  4. Google Calendar

  5. Website


After completing a review of updates I have a general idea of what needs to be done.


The third tool, and already kind of mentioned, is COMMUNICATION.

We identify what needs communicated vs documented for records. When working with Dr. Deana, I often handled client calls, so she could focus on clients that were in the office. Those calls were not always simple, sometimes there were multiple conversations with a client to be able to get them booked into her schedule. Dr. D did not need the details of the booking, in order to know what here schedule held, she only needed to know if someone was booked. I would document the booking details and only communicate that the booking was successful. If she had concerns about the client she could review the documentation to get the other details.




Communication vs Documentation. Funnel. Daily Habits. 


These tools are basic and simple to implement.


Until next time,

{be} #salty


Love always,

Ashley Jane & The {Be}