Automating Online Business PLR Ebook

Product Price: $6.95
SKU: 25025

Table of Contents

Chapter 1: Systemization – An Overview and Benefits
* What is Systemization
* Why You Need to Systemize Your Online Business
Chapter 2: Begin from the Start – Making a List of Most Recurring Tasks
* Step 1: Identifying Recurring Tasks
* Step 2: Organizing and Prioritizing the Functions
* Step 3: Developing Policies and Procedures
* Step 4: Documenting the Processes
* Step 5: Implement the Processes
* Step 6: Diagram the Flow of Your Business
Chapter 3: Systemization Tools for Your Online Business
* Asana
* Ontraport
* Slack
* Deadline Funnel
* Lead Pages
* Calendly
* GoToWebinar
* DropBox
* Google Docs
* Google Calendar
* Webinar Jam
* Screencast-o-Matic
* HootSuite
* Infusionsoft
* MailChimp
* Needls
* Salesforce
Chapter 4: Documenting Your Processes – Creating SOPs
* How to Document Your Business Systems
* Develop Naming Conventions
* Writing Your First Procedure
* Numbering the Steps in the Procedure
* Creating the Action Steps for Your Processes
* Implementing Your New Standard Operating Procedures
* Get Employee Buy-In
Chapter 5: Outsourcing Your Tasks Effectively
* Step 1: Identify Your Outsourcing Task
* Step 2: Write Your Project Description
* Step 3: Eliminate Unqualified Bids
* Step 4: Pick 3 to 5 Qualified Candidates
* Step 5: Pick the Most Qualified Freelancer
Chapter 6: Automation Tools for Systemization
* Zapier
* Flow
* Pipedrive
* TextExpander
* Alfred
* Shortcat
* Robotask
* Tallyfy
* Intercom
* Delivra
* Autopilot
* mHelpDesk
Chapter 7: Scale-Up Your Business to the Next Level
* Create the Right Strategic Plan
* Measure Effectiveness with Accounting
* Focus on Sales and Marketing
* Five Steps to Build a Baseline Lead-Generation System
* Implementing Marketing Controls
* Hire the Right People
Conclusion: The Final Words

Sample Content Preview

It is essential to have someone in your company that is capable of establishing relationships with your vendors and can maintain the rapport to ensure that you are getting the best prices on the goods and services that you are purchasing.

Your initial list needs to encompass all of the essential functions that are related to operating your business. Once you have the list in place, you can begin the next step of the process.

Step Two: Organizing and Prioritizing the Functions

Once you’ve identified all the recurring tasks in your business, it is time for you to organize and prioritize those functions. Depending on the size of your business, you might be able to combine some of the tasks into a single, general category, as long as your business remains relatively small. It’s also important to remember that you can always split categories later on as it becomes necessary. Here are some examples of how you can prioritize your essential business functions.

Product Development

Before you can even start a business, you need to have a core product or service that you can offer to potential customers. This makes product development one of the most critical functions in your business and thus should be placed at the top of your priority list. Product development is likely to continue to remain high throughout the course of business since you will need to continually improve and refine your product over time for it to stay competitive in your market. Coming up with new products that will compliment your core line will also be a function that you will have to perform throughout your time in business.

Administration and Accounting

For small businesses, combining the administration and accounting functions makes sense. You can hire a single office manager who can take care of the day to day clerical tasks as well as posting credits and debits to the books. As your company expands, you can split these two functions into separate teams. Before you can start selling your product or services, these two areas of your business must be structured and in place.

Tech Support

You can’t successfully run an online business if you don’t have a functioning website or if you have problems with your equipment. Having someone who knows how to build and manage a site and keep your equipment running is essential to have in place before you make your first sale.

Sales, Marketing, and Customer Support

When you are first starting your online business, these business functions can be combined and handled by one or two people. Over time, as your business gets off the ground and continues to grow, you will need to split these functions into their own department and have separate policies documented for the processes that go along with each task.

After you’ve analyzed your list and prioritized the functions according to their importance and need for getting your business up and running, the next step is developing the policies and procedures that will be essential for keeping your business running, even when you aren’t in the office.

Step 3: Developing Policies and Procedures

When you have your priorities in order, it’s time for you to begin developing the policies and procedures that will be at the core of your business. These policies and procedures will keep each of the essential functions of your business running smoothly so you can focus your time and effort on growing your business. It is necessary for you to keep in mind as you work through this step, that even if you are combining several functions under one umbrella initially, that each of these functions must be clearly defined with their own specific processes and responsibilities.

Developing policies and procedures is nothing more than creating a logical process that can be documented in a training manual. They must be as relevant for a team of three as they would be for a group of three hundred. Here are some examples to help you begin crafting the procedures for each of the essential functions of your business.


You should have policies in place that include guidelines to how frequently posting should be done to Payables and Receivables, when taxes should be determined, how to handle employee payroll, and how to track expenses.


The administration policies and procedures should include guidelines on how to schedule employees, how to draft letters and general correspondences, how to arrange and maintain the filing system, booking travel for department personnel, and ordering office supplies.

Sales, Marketing, and Customer Support

The sales, marketing, and customer support departments will need to have clearly defined instructions on how to interact with the public. Marketing will need guidelines for how to create compelling ads that appeal to consumers while the Sales and Customer Support departments will be representing the company when approaching prospective customers and taking care of existing ones.

Step Four: Documenting the Processes

For your business systems to work correctly, they need to be clearly documented so that there is no opportunity for miscommunication or confusion on what should be done in any given situation. While recording your processes and procedures can be intimidating, there are some excellent resources for managing this.

Your new hires, presumably, will have some experience in the area where they will work. Draw on this experience to help you create the policies and procedures for your business. To cut down on the time you spend writing down the processes, turn to templates and samples found on the internet or obtained from other companies. There is no point in your spending your valuable time reinventing the wheel. A lot of the information that you need has already been written and can be customized to work for your company with minimal effort on your part.

If you genuinely don’t have the time or resources in your company to help you document your policies and procedures, you can always hire a business consultant to help you create a training manual and a workable employee manual. The money you spend on this type of service will be well worth it in the long run.

Other Details

- 1 Ebook (PDF, DOC, TXT, ODT, DOCX), 78 Pages
- 1 Ecover (JPG, PNG)
- Year Released/Circulated: 2022
- File Size: 6,168 KB

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