The thing I hear most often from people who are running their own business or blog?
It takes so loooooooong.
And I don’t disagree. It’s incredible how much work goes into something as “simple” as a blog post and how complex something like an e-course launch can really be. Not to mention, the daily tasks you have to do to keep everything afloat? It can get overwhelming.

Luckily, if you’re saying, “I don’t have enough time for this!” Then there’s probably a simple solution: implement systems.
That sounds fancy, doesn’t it? Like something a CEO would talk about in a corporate boardroom (in a British accent). “Constituents, we need to systemize our systems to save time so we can create more systems, systematically.” Everyone would nod in serious approval while secretly eyeing the last mini sandwich.
Or something like that.
But systems aren’t just for corporate boardrooms and overpaid CEOs. They’re for you, too, my friend, especially if you’re an online entrepreneur, small business owner, or blogger. Systems often help you do one or more of the following things:
- Automate.
- Outsource.
- Save time and scale.
I mean, that sounds pretty sweet, no? In this blog post, I’m going to tell you about the systems you should use to save time, make more money, and get more done. I’ll also share a simple, step-by-step framework to help you find and implement potential systems in your own biz. Ready to have more freedom AND scale your business? Let’s do this.
Before we begin, I recommend downloading my Simple Systems workbook. It’s three pages of strategic questions that will help you identify and implement some time-saving systems in your business. Plus, it’s free.
Now, let’s cover the basics of systems that I touched on earlier. Systems should help you do one or more of the following:
1. Automate
I am almost certain that there are things you’re doing manually within your business that you could totally be automating. If you are, then I invite you to join me in the 21st century. 😉
Heh, but really there are TONS of things that can be automated to help you both save time and improve your business. For example, you used to have to pin all of your Pinterest pins in real time, which meant you’d need to spend hours per week pinning in order to really gain traction. Now, you can use something like Tailwind and spend only minutes. BOOM! Automated growth.
For almost every task you do, there’s probably a way to automate it. And if there isn’t? Then you could always do the following…
2. Outsource
Outsourcing is when you hire someone to do a task for you. I recently took a productivity course called The 90 Day Year and one lesson from the course that hit me hard was this: how many $10 tasks are you doing in your business? What about $100 tasks? $1,000 tasks? Because if you focus all of your energy on the inexpensive things that could easily be outsourced to someone else, then you’re stunting the growth of your business.
Now, if you’re just starting out, you may be saying, “but I don’t have money to hire someone.” I’d argue that you probably do, you just don’t want to spend it on something that doesn’t have a guaranteed payout. But consider that if you spend all your time on tasks you could outsource (like responding to 47 emails per day), then it could take you a lot longer to implement the tasks that could bring you the biggest payoff. Ya feel me?
So, if you have the money to invest in outsourcing some of your tasks, it could bring huge rewards for the growth of your biz (and your own personal sanity). 😉
3. Save Time + Scale
At the end of the day, creating systems is just a fancy way of saying “save time and scale your business.” Because if your business can run without YOU having to run everything yourself, then that’s where big gains in growth occur.
One big thing you can systematize, that doesn’t include automation or outsourcing, is “batching.” Batching essentially means that you do similar tasks at the same time, and often at the same times each week. For example, on Mondays you write all of your blog posts. On Tuesdays you prepare and schedule all of your social media promotions. On Wednesdays you write all of your email newsletters. You get the idea. Research actually shows that the more you switch between different activities, the less you actually get done.
How do you spend most of your time? Is it 30 minutes on a blog post, followed by 20 minutes writing emails, then 60 more minutes back to your blog post, then 10 minutes scrolling Facebook, and so on? If so, then you could be losing a ton of time in your schedule. Try batching your like-tasks together into a systematized monthly schedule and watch as you get more done in less time.
So what are some systems you can start implementing?
I’m going to give you a few specific examples. Not all of them will apply to you, but even if they’re not directly applicable to your business, I do think they’ll spark a new way of thinking and give you some ideas that, with simple tweaks, could be very valuable for your business. Here are a few things you could be systematizing:
1. Client Communication
My business has been growing quickly lately, which means I’ve been reaching out to countless freelancers to help me with different tasks. The thing that has blown my mind? Only ONE (out of like 15 people) had an automated way to follow up with me if I didn’t respond or schedule an initial meeting. So, if I took a week to respond to someone’s first email or never followed through in scheduling a discovery call, then the relationship would have just ended there.
If you’re running a service-based business, then the pressure should never be on your potential client to keep the conversation going. If you do, you’re losing out on a LOT of business because your potential clients are likely emailing a lot of people to learn about their process and rates. It’s easy that some of those people will slip through the cracks, especially if they don’t follow up.
The one person who did have an automated follow-up sequence? Totally different. After 48 hours of me not scheduling a discovery call (because I was out of town and not checking email), I received an automated (though warm and personal) message from her reminding me to schedule my call and briefly letting me know why her services could be such a huge help to me. Without that email, it could have taken me another week to respond, or I could have forgotten altogether. This type of process is something you can eeeeasily set up with your email service provider.
But systematized client communication doesn’t end in the beginning stages of acquiring new clients. There are project management programs like Basecamp and Asana that allow you to create an easy-to-follow workflow with your clients so that they are always informed on what’s due, when they’ll receive it, and what you need from them. Project management software is also a killer way to reduce the number of emails you receive from clients, which saves time, too.
2. Blog Post Tasks
In my opinion, writing blog posts is an essential part of any business (and can also be super freakin’ fun). 😀 But if you have a blog of your own, you probably understand that it can take a loooooot of work just to finish one post. In fact, I have a blog post that’s called 17 Things to Do Before and After You Publish a Blog Post, which should give you a good idea of how long it can take just to get out one post. Ouch. But luckily, many blog post tasks can be outsourced. For example:
- Editing the post after you’ve written it to make it easier to read (and to fix any spelling or grammatical errors).
- Creating Pinterest-friendly images for your post.
- Creating content upgrades for your post.
- Sharing the post on social media.
Are you currently doing all of those things for your posts? It probably adds at least a couple extra hours to your plate, no? Imagine if you could either outsource or automate those tasks. Game changer, right?
3. E-Course Creation
I’m not suggesting that you have someone else create your e-courses for you — ha! You’re kind of stuck with that part. 😉 But what I AM suggesting is that there are probably things you’re doing that someone else could do more efficiently. Like…
- Creating the slides. You can create an in-depth outline of what you want included in your Keynote/PowerPoint slides for each video. Then, you could have someone design your slides and then transfer the content from your outline into your ready-to-go slides. So, instead of creating an outline, designing the slides, and then putting the outline content into the presentation, you’re just creating an outline. Easy.
- Editing your videos. Unless you are a beautiful, perfect snowflake, you will probably make some mistakes when recording your e-course videos. You may also say “um” a lot or your dog may go into a barking rage at the sight of the mailman. Instead of spending for-e-ver editing your videos, why not just hire someone to do it for you?
- Exporting and uploading your videos. I’m not sure if you’ve ever created an e-course, but exporting and uploading the videos — though a simple task — is mindbogglingly time-consuming and annoying. So, without outsourcing, the routine would be: record videos, edit videos, export videos, upload videos. What if all you did was record them and then pass them off to your video editor to do the rest? *heart eyes*
- Designing your worksheets. This is a biggie, especially if you’re not a designer. Not only will it save you time, but it will likely up-level the branding of your course.
- Setting up your course. Not a developer? Then you probably shouldn’t be trying to set up a membership website that people will be paying sweet, sweet money to use. You could either hire someone to create your e-course website or you could use something more simple and ready-to-go like Teachable. Even if you use Teachable, you could absolutely hire someone to add all of your modules and set everything up.
- Hiring a copywriter or sales page designer. Again, this won’t just save you time, but will probably result in more sales, too.
I understand that it may not be possible to hire someone to do all of these things, especially if you’re just getting started. I did about five launches before I started hiring people to help me with those tasks. But now it’s a lifesaver! I’m able to focus on the part of an e-course that requires my skill the most: creating the actual content. Everything else can be outsourced so that I can put more energy into creating the BEST content possible. Ya dig?
I also want to mention that if you’re thinking, “I literally DON’T have money to hire all these people…should I quit?” Then the answer is a biiiiig fat NO. I was the same way. Promise. I literally did all of the above and still brought in a lot of revenue for my business. I’m of the mentality that it’s better to just get started with what you have and make it work until you can afford something better. It’s always better to just do something than to wait, even if it’s not “perfect” the first time around.
You got this!
Mapping Out Your Own Systems
Now that you have a better understanding of the various systems that exist, let’s map out your own systems that will help you save time and get more done.
To help, I created a workbook you can print out (or type right into). You can download it via the button below!
Here’s the simple process:
- Make a list of the projects you do on a regular basis.
- Now, make a list of each task that goes into accomplishing that project.
- Can any of these tasks be outsourced? (Don’t focus on whether you can afford to outsource them…just make a list of which tasks CAN be outsourced).
- Can any of these tasks be automated using software?
- Can any of these tasks be batched?
- Which tasks cannot be given to someone else? (i.e. YOU have to do them…such as recording e-course videos).
- Now, create a process for each project. What will you do and what will you be outsourcing or automating? What does your workflow look like and when does each task need to be assigned in order to be finished on time?
Congrats my friend. You are well on your way to creating killer systems. *air five!*
Finally, let’s get into a few programs that I’ve used, which could help you save some sweet time.
Programs that help you create better systems:
Now that I’ve shared a few of the things that systems can help you with, I also want to mention the software and programs that can help you implement your own systems.
Social Media Schedulers:
Email Service Providers:
- ConvertKit (affiliate link)
- Mailchimp
- Infusionsoft
- ActiveCampaign
Project Management Software:
Okay superstar, I hope this post was helpful and, at the very least, thought-provoking. There is a whole LOT you can outsource and automate, which will allow you to scale your business and save time doing it. If you haven’t downloaded the free, Simple Systems workbook, then I recommend clicking the button below to get it. Because simply reading this article won’t save you time or scale your biz. You have to implement these ideas, too. 😉
Download the worksheets here:
















Melyssa, love this post! Especially the bit on automating the entire blog post process. It takes work upfront to set everything up but once that’s in place it’s so smooth sailing and I see that now!
Another important thing that can be automated is email marketing. I think lots of biz owners miss out on setting up a simple auto responder for their welcome onboarding. Most often it’s a delivery of the lead magnet and then nothing. If there are afew emails that are set to go out automatically it takes the pressure off ‘what do I send this week’. Just thought of sharing this point. Great post again and I’m off to tweet this now Melyssa! 🙂
That’s a fantastic point about email marketing. Thank you so much Meera!
Oh, Melyssa, this post is incredible. Saving! <3 xo
Thanks so much Abby! Get to implementing those systems! 🙂
Every time I see “Board Booster,” I think…why not Tailwind? Perhaps a topic for another day. Anyway, I must say that systems save your LIFE.
One thing I would encourage is that any entrepreneur who decides to take Melyssa’s lovely advice should document the results. (PLEASE!)
The “I can’t afford it” line for outsourcing is used far too often and I never have a case study to send people so they can SEE how high the ROI can be when you start hiring.
Melyssa, another one! (DJkhaled voice) thanks for breaking this down 🙂
Thanks so much! I don’t think there’s anything wrong with Tailwind, but I prefer Board Booster 🙂
It’s SO true. Outsourcing can ramp up your productivity a ton!
Great read Melyssa. This is something that I had been working on in March, systems. They are the core of productivity. Omg I just realised you changed to Melyssa Griffin .com I love it
Well said, Rose! 🙂 And thank you, I’m so glad to have the look and site up!
Suggestions on who to outsource editing blog and Pinterest posts? I feel like that is definitely worth spending money on, just not sure where to start..
Try upwork 🙂
You can always ask in the Blog + Biz BFFs group! 🙂
great post, as always.
I learned about BoardBooster in one of your webinars and it has been a game-changer, seriously.
Another automation tool is Latergram. I haven’t personally used it, but their feature that allows uploading photos from desktop is awesome – I’m definitely going to use it when I start an Instagram account for Bold & Zesty.
Also, lots can be said about email automation – getting that set up is a BIG win.
I love how much your working on automation! Way to go Kasey, and thanks so much for commenting 🙂
great advice
Thanks Chad!
Great stuff! I’m going to get my brother in law to edit all of my videos for me. Maybe create all of my months videos in one big batch session.
*batching* Such a great strategy!
Thanks for such helpful tips, I’ve heard great things about Edgar so may give that a try for Facebook scheduling
You’re so welcome, Suze! I really enjoy using Edgar, and I hope you love it too!
YES systems! I love BoardBooster, ConvertKit, and Hootsuite. I also like to have the same sort of tasks for different days (for example, I do as much social media scheduling as possible for one long-term client every Sunday, so I don’t have to worry about it during the week).
I also have everything mapped out on a gigantic desktop monthly planner, and I find it so interesting how a lot of things have become habits for me. I still have them written down to check off tasks, but because I’m so used to doing them, I often get things done without needing to refer to my schedule. Habits are a huge part of setting systems in place!
You batching of like tasks is so perfect! Couldn’t have said it better about habits 🙂
Can I get the praise hand emojis going on because this post was awesome! I’m totally a systems geek and once I started creating my first course (eee!) I realized that I needed to implement systems badly. I batch process so much of my work and it has saved me so much time and stress.
That’s fantastic Brittney!! ???? ???? ????
Amazing post again. I think I will be reading every one of your blog posts for a very long time.
http://www.99percentlifestyle.com/
Aw, you’re the best Conor. Just made my day!
Love this post! As a new blogger this is all super helpful. Thank you!
http://www.thegoldsister.com
You’re so welcome, Kate! 🙂
I really like this post. Since first reading this post I have been spending the last couple of days refining my processes (systems). Not only has it been good to reach more clarity but I feel as though I am even more cautious with my time now – spending it wisely – doing those things that are directly inline with what stage I am up to in my process and that directly contributes to achieving it. Reading this post really ignited something in me to reassess my current processes and make improvements and adjustments. Thanks!
That is FANTASTIC, Charlie! Super happy to hear that. 🙂
Haha this is so funny! I was just telling me other half last night how you replied to everyone else but me. Lol I was like ‘do you think I said something wrong?’. Thanks Melyssa – I just had to share that moment – seeing your response pop up on email just cracked me up!
Awww oh my goodness, I’m so sorry you thought that! Definitely not the case. 🙂 I got a little backed up with responding to comments so I’m doing a bunch of responses right now. 🙂
Lol no no that’s okay. Clearly I was having abit of a ‘moment’ last night.
hahah I certainly have those too! 😉
agreed
Super helpful post. Creating systems is something I REALLY struggle with and I know it’s holding me back in growing my business. I need to rip the Band Aid off and start outsourcing some things! Thanks for the encouragement.
Tooootally, Tami! It’s a tough thing to do at first, but once you do it you’ll wonder what took you so long. 😉
well said
Ahhh! So much great information!! I am loving this all!
I’m so happy to hear that, Elizabeth!! 🙂
I got your email on batching and I decided to try it out. Shazam girl! It works like a charm for monotonous tasks that normally take three times as long. I was pretty amazed. I’m working on automating things right now, and I really really can’t wait to be able to outsource more. Thanks for the tips and the new website looks snazzy!
That is AMAZING! Super excited that it worked so well for you, Chantelle. 🙂
What a great post! Thank you so much for sharing! I am actually trying to build systems for my blog work at the moment. And I LOVE it. SO far I am just starting, but it already feels great to create a system and routine. I will definitely try out what you mentioned in your post 🙂
Have a great day!
xx Ronja
http://www.sothisiswhat.com
{ CREATE THE LIFE YOU LOVE }
That’s awesome, Ronja! I hope your blog systems really help you get everything streamlined. Good luck!
Thanks for the mention! Here at team Edgar we’re huuuuge fans of systems and automation!
Hey Laura! Absolutely, it’s changed my business for the better.
So helpful! I’ve always been nervous about outsourcing but I definitely need to change my mindset! <3
It’s totally worth it! 🙂
Do you find that using BoardBooster instead of Tailwind hurts your pins since Tailwind is an official Pinterest partner? I’m trying to choose between the two, I know you recommended BoardBooster in Pinfinite Growth — I just don’t want to have to start over on another platform if Pinterest ever decides to punish them. :-/
I haven’t found that and haven’t heard of any reports of that happening, so I wouldn’t worry. Pinterest has said that they won’t “ding” other schedulers even if they don’t have the API, so you should be all good.
This was super helpful. I have been trying to set up a business system for weeks…the simple systems workbook is everything, It made me realize I can outsource most of what I do. Thanks Melyssa, I already feel more productive
That is amazing to hear, Lotanna! I’m so glad this was helpful for you and please keep me posted on your progress 🙂
What an amazing and useful post that’s are make me glad . You guys , a lot of thanks for this post here .
We’re so glad you liked the post, Rosa! Good luck with everything and please keep me posted on your progress :]
This is awesome. Where do you find your virtual assistants? Or do you know of websites to use as good resources for virtual assistants?
Hi Aylin! We have a lot of amazing VAs in our private Facebook group and you’re more than welcome to ask for help in there.
https://www.facebook.com/groups/blogandbizbffs/
Another fantastic article. Here I am appreciating your Outsourcing idea. Thank’s for sharing your creative thinking.
I’m so glad you enjoyed it, Adbullah! Thanks for reading. 🙂
WOW! Thanks for writing on time saving systems to continue business. It must work.
Thanks for reading, Hasan! 🙂
Your Blog is beautiful thanks for this great inspiration…..
Thank you for the kind words, Ratul! 🙂
Amazing post. It will be helpful for the entrepreneur. I personally get a lots new idea for my business.
I’m so glad this post was helpful for you, Farjana! 🙂
Great post. This article is really very interesting and enjoyable. I think its must be helpful and informative
I’m so happy to hear that this was helpful for you. 🙂
well for the post to read and share it with others to learn.
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Hey Melyssa, so I noticed that you were with Mailchimp before and now you switched to Convertkit… May I ask you why? Is one better than the other? Thank you :).
Hi Sarah! 🙂 I’m now on Infusionsoft. As my business grew and my list size grew (I now have over 200,000 on my list), I needed a more advanced email service provider. Mailchimp is an excellent option for a beginning blogger/business owner. ConvertKit is one I tend to recommend if it’s in your budget. It offers some amazing features in a very easy-to-use interface, so you can segment your list, create tags and automations, etc. It’s awesome!
Thanks Melyssa! Thats really helpful to know. I do like Convertkit but it isn’t free and I’m just starting out with my business… I’ll look at your Mailchimp tutorial because Convertkit isn’t free….. And so it is money that needs to be invested each month ????.