How to Build Systems in Business for Any Workflow in 3 Steps

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In this video, Layla at ProcessDriven teaches you how to build systems for your small business, systemize any workflow, and delegate your processes once and for all in 3 EASY steps!
In this video we'll cover:
00:00 - Introduction
0:09 Step 1 - Map Your Workflow
0:31 How to Process Map / How to Build Business Systems
1:57 My example of process map a KZbin repurposing workflow
2:14 Step 2 - Equip your workflow with templates, tech, and team
2:28 Create templates to streamline business systems.
3:39 Putting your templates and SOPs into ClickUp
4:31 Delegate to a team when you can't delegate to technology.
5:19 Try using your new workflow
7:28 Response to involve your team in creating SOPs
8:41 Share your action step
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[@DonnaDeLia]

This was a great video. I love the visual map and post it notes. Im going to write down the process for KZbin videos and my live classes. And watch more of your videos. Thank you got your insights!

[@JamesDBuzzard]

Best breakdown on SOPs I have watched so far I loved this!!! I'm creating my client Intake SOP right now. 👌🏽

[@LaylaPomper]

💪 That's awesome, James! Cheering you on!

[@tylerwagler1979]

What a fantastic video! Not only is your content amazing, but the personality, feel, and "get to the point" attitude is sublime. Thank you for existing and helping me learn.

[@LaylaPomper]

Aw, thanks Tyler! I appreciate that! ☺️

[@mariannepage20]

I love the way you've broken this down. As a fellow systems mentor, it's great to see such clarity!

[@LaylaPomper]

I appreciate that! I'm so glad it helped!

[@sandeepbansal1195]

As always, great content Layla, always a treat watching your content

[@LaylaPomper]

Oh, this makes me happy to read! ☺️

[@nadege1102]

Laila you are a star! You achieved to communicate in a very simple and straightforward what I've been trying to do. Thank you!

[@LaylaPomper]

So happy to help! ☺️

[@pleiadidrops]

Awesome, this is the level of knowledge needed: how to support business processed with tech. With compliments.

[@LaylaPomper]

Exactly! I hope to add more on this topic in the future -- so I'm glad this was helpful to you!

[@amydemas]

So glad to have found your channel...been binging on it this week.

[@LaylaPomper]

Ha! It's funny how we find ourselves down these rabbit holes on KZbin, isn't it? For NEXT week, be sure to comment as you go along and share any questions you have! I'm quite active in the comments and it's always super helpful to hear from people as they go along -- what they're wondering about, enjoying, or (best of all) how things might be better on the channel! It's all SO helpful!

[@LaylaPomper]

And, to state the obvious, I also love to help people solve ClickUp and process puzzles! So don't hesitate to ask anything that comes up for you. 😂

[@sanjeevbeechoo2596]

Love the video Layla! Thank you so much for the great tips!

[@LaylaPomper]

I'm so glad this was helpful! 😄

[@shanamartin3197]

I declare that I will begin this process by documenting our client info retention process! Thanks so much for this video, it was EXTREMELY helpful!

[@LaylaPomper]

Hey Shana! I love this -- I hope it's going well! I'm glad this was helpful :)

[@nicholasmotsatse8118]

This is really informative and simplifies what has until now seemed difficult.

[@LaylaPomper]

I'm glad you found it helpful!

[@WilliamWeekesJr]

I will add to everyone's sentiment you are amazing. Thanks so much for your insight.

[@LaylaPomper]

Aw, thanks William!! 🙂

[@JamesDBuzzard]

This video was the bomb!!!! 🔥🔥🔥

[@LaylaPomper]

🙌 so glad to hear this helped you!!

[@75blackviking]

I'm going to start the work scheduling process for my technicians.

[@darrelllarks4958]

Starting practicing creating templates and putting them into categories pertaining to areas of struggle. Thank you.

[@LaylaPomper]

Hey! Just getting caught up on comments🙈 Happy to help!

[@hal-zeitlin]

You rock Layla - thank you.

[@LaylaPomper]

Thanks Hal -- I appreciate you commenting!

[@05soltom]

Great video! Thanks for making this!

[@LaylaPomper]

You got it! ☺️

[@andrew_bermudez]

Loved this video! Brilliant!

[@LaylaPomper]

So happy this was helpful to you! 😄

[@biemabanez9643]

very clear and direct! thanks :)

[@LaylaPomper]

Glad this was helpful! 😄

[@mehmetfatihyuksel7841]

Amazing content Layla - thanks a lot.

[@LaylaPomper]

So happy to help! ☺️

[@patrickjackson5990]

I’ve helped lots of companies implement workflow systems. It works!

[@LaylaPomper]

👏

[@marzanneharper1853]

Well explained, thank you!

[@LaylaPomper]

So happy to help!

[@automaticink]

Very helpful….thank you!

[@LaylaPomper]

Hey! Just getting caught up on comments🙈 I'm so glad this helped!

[@77dylanm]

Layla I want to commend you for being successfully broad. My business builds roads and bridges in Iowa, USA and I found your content relevant and helpful.

[@LaylaPomper]

Hey! Just getting caught up on comments🙈 Thank you so much for the kind words!

[@edgarcollingwood-williams8998]

This is very helpful 👌 for me thanks 😊

[@LaylaPomper]

Hey Edgar! Just getting caught up on comments🙈 I'm so glad this helped!

[@missmjl2468]

Most useful video. Thank you so much. 😁

[@LaylaPomper]

So glad to hear it Miss MJL! ☺️

[@mastermindrational1907]

So helpful, thank you.

[@LaylaPomper]

You're so welcome!

[@leonardoneves4114]

Your channel is Amazing!!! Great info!! A will start to systematize my life!

[@LaylaPomper]

Thank you so much! I'm so glad this was helpful!

[@mensresolve5213]

Pretty informative. Thanx

[@LaylaPomper]

Glad you liked it; you're welcome! 👍🏼

[@micheleroberts1006]

A huge realization for me as I've been bingeing your videos has been the distinction between SOPs rather than documenting processes. I think I had been thinking of it all as the same -- and all of our templates are cumbersome. The hardest part for me is putting them in a place in Clickup where people can find things.

[@LaylaPomper]

Hey Michele! Just getting caught up on comments🙈 I'm so glad you're finding the content helpful. I hope that you've learned even more in the last year and that you're doing amazing!

[@gmarkphillips]

Excellent information! Thank you.

[@LaylaPomper]

You bet!

[@ThirdWorldDave]

Very cool ideas, thanks for the inspiration!

[@LaylaPomper]

I'm so glad this was helpful!

[@virtualinspector8337]

Your video made me to subscribe your account after I watched it for five minutes. Great job! Thank Layla

[@LaylaPomper]

Yay! Thank you!

[@all-thingsrewholesale3823]

Wow after tears and hours of trying to break a huge company structure into bitesize nuggets I FOUND THIS 🙏🤦🏻‍♀️YOU SAVED ME FROM BEING A HAIR SHY AWAY FROM AN INSANE ASYLUM 😝🥰THANK YOU SO SO SO MUCH

[@LaylaPomper]

I'm so glad this video helped you out! 😁

[@bedo_pr6453]

Thank you .. useful info ❤️

[@LaylaPomper]

You’re welcome 😊

[@anasimplesolutions]

I feel like we are process twins separated at birth, the way you talk about processes is making my happy geeky brain so happy! Nice delivery! THANK you for sharing

[@LaylaPomper]

In that case, it's nice to meet you again! Always love to meet fellow "process people". People think it's a boring or uncreative topic...but we know better! 😂

[@iwordsworthic4250]

This video is amazing and has helped me so much! I immediately liked, subscribed and I'm leaving a comment:)

[@LaylaPomper]

Hey! Thank you so much - so glad you're here!

[@tigerlily379]

Just here to say: Thanks for these videos. I like your personality and presentation style. I’m working on Tax Office procedures.

[@LaylaPomper]

Awesome! Thank you!

[@LaDeeDah]

Phenomenal video!

[@LaylaPomper]

Thank you! I'm glad this video was helpful to you!

[@thefierywell]

Love this break down! First thing I’ll break down is my on boarding process for my membership. It needs fine tuning and it’s hard to fine tune something only I see and thus don’t write down.

[@LaylaPomper]

Same here, Patricia! 😂 I'm working on pieces of that myself! I've found the channel "Andrew & Pete" (and their paid program, Atomic) super helpful to get insights on what strategy to employ.

[@thefierywell]

@@LaylaPomper Allll the details, right? Thanks for the rec; I will check them out, thank you!

[@amandareiddesigns]

this was so helpful!

[@LaylaPomper]

So happy to hear that. ☺️

[@HijaDeCristo18]

You ara amazing ! I’ve always loved working organized, and with workflow, even though people criticize me cus they say I want it to be too perfect. Is not that is that I believe if your unorganized, much won’t get done.

[@LaylaPomper]

Totally! I always say “Progress over perfection!” But that doesn’t mean we need to make a mess!

[@thesignupguys7904]

What a great video.

[@LaylaPomper]

Glad this was helpful to you!

[@ammf1987]

What an amazing video, am building SOPs for the digital marketing department in a marketing agency, and Just by using common sense I found my self following your method. The real concern I have is the intruption that can be caused by changing existing old SOPs

[@LaylaPomper]

Hey Abdelrahim! Certainly understandable! When we update SOPs at Team ProcessDriven, we make sure to let anyone who may be involved know. This way it can updated collaboratively and everyone is on the same page.

[@saheedmk]

First time I saw. Real worth. Buisness development video... Hope for more bd videos

[@LaylaPomper]

Glad to hear it! We truly value all feedback and your voice has been heard here. Thanks for watching.

[@vanshun584]

Awesome !!!

[@LaylaPomper]

Thanks!!

[@Stev92]

Hi, I was looking to videos to help me to create system in my personal life and yours pop I up. This video can be re-purpose to create systems for my personal life. Your system of Map->Equip->Try is simple and very useful. I am struggling to keep up with my task every week. I will create a system to block time and get things done. Thank you so much for sharing. A big thumps up!

[@LaylaPomper]

Absolutely! I’m so glad you’re applying this to other parts of life too! 😊

[@TheGreenAnima]

I'm going to start with a flowchart! Thanks!

[@LaylaPomper]

Awesome, I’m cheering you on!

[@alpineai]

4:35 - template, tech, team - we may need another T for visual maps maybe? "''sTensils"??😅

[@krzysztofomilian7295]

Great video

[@LaylaPomper]

Thank you so much!

[@AlignacademyTV]

Thanks for sharing, Layla. (quick question below) I think this is the only video I'm seeing on systems that goes through the Templates and Tech BEFORE getting into Teams. Super helpful! Quick question for you, Layla: After you define your template, how do you go about finding the appropriate tech to meet your template requirements? Do you just Google for tools or specific keywords? Please let me know what you think. I'd really appreciate your help! Thanks so much

[@LaylaPomper]

Phew! That’s a whole other video...! Basically, I define features I need and search from there. Usually start with broad keywords and then use my required features to narrow down the top rated options.

[@AlignacademyTV]

@@LaylaPomper Thanks, Layla. Please keep up the great work!

[@terrillpinkney4059]

wow don't even know how I ended up here. But that was fantastic and gave me hope to make my creating processes work easier.! I think my headache went away

[@LaylaPomper]

Aw, happy to help! ☺️

[@markiscarter3053]

Thank you for your help. I pray you are taking care of yourself and may the LORD continue to use you and your pain to bring salvation to millions. One of the channels that helped me prepare for the road to wealth.

[@LaylaPomper]

Thank you so much for the kind words!

[@briandancy5564]

Mind blown

[@LaylaPomper]

🙌🙌🙌

[@GarrettStelly]

Search Engine Optimization SOP, being systemized according to your instruction!!

[@LaylaPomper]

You got this!! :D

[@dominicmulinda]

Can't wait to start building the Sales & Marketing system in my business using Clickup

[@LaylaPomper]

What process is first on the list Dominic? ☺️

[@rubenssza]

Legend

[@Okeh_Emmanuel]

I will write down customer welcoming and greeting by my front desk office and reception. Also, process for crisis resolution with a customer

[@LaylaPomper]

🥳🥳🥳

[@johncairo3520]

👏🏻👏🏻

[@LaylaPomper]

Thanks for the support!

[@othername2428]

Curious about why you recommend using other charting software? Doesn't CU already have a mindmapping feature built in?

[@LaylaPomper]

Heya! I prefer outside tools (that can be embedded or linked in if you need to) because while your ClickUp Mind Map can have "forks" in the road, you currently can't have 2 points in your Mind Map reconvene...which seems like a pretty essential function for a freestyle map! :)

[@othername2428]

@@LaylaPomper do you know if they're aware of that limitation or any plans to improve it? I would imagine that your feedback to them would carry some good weight more than just regular users chiming in! ☺️ Have you discussed this with them?

[@GordonJohansen]

As I approach retirement (or get rid of jobs I don't want to do), I'm starting to list the jobs that I just do without thinking about it. The first list was for a breakdown of monthly bank and CC reconciliations that I do in Quickbooks. Very scary and now I know why I didn't want to think about it before. Fourteen for the store, three for another business, and five for my personal life. This doesn't count things like investment accounts that I only do yearly. The sad thing is that I can see that I probably only switch two of those accounts to a less frequent time frame with three more that will go away as I divest myself of the secondary business.

[@LaylaPomper]

Super inspiring to hear. I think this'll benefit a lot of others to read! How's progress so far?

[@GordonJohansen]

@@LaylaPomper As you can imagine, it's a slow process as there are still all the day to day jobs that need to be done. I have my daughter now starting to do invoice scanning using Filecenter (wonderful program by the way) to get rid of some boxes of documents of an aunt with dementia. I started a new set of company books at the start of my last year end to get rid of 20 years of Quickbooks data and corruption, and am now working on setting up templates for various month end processes to make data entry easier for someone else. Lots of other minor things as well like assigning ordering of products to staff who can step into the role.

[@ZaidMarrie]

I created a Notion Client Portal. I will be capturing the steps on "How to use your portal" to create a SOP.

[@LaylaPomper]

Excellent!

[@rodlecetivo5377]

Do you have a linkedin I'd love to connect with you. You catch my interest and I love it.

[@LaylaPomper]

Hey Rod! You can find our company LinkedIn here: www.linkedin.com/company/processdriven Have a great week! - Karleigh at ProcessDriven

[@heymrcody]

I think I need a baby process to start with. Seems like a pretty big elephant to tackle. I'm sure that once you get the first one done, it gets easier?

[@LaylaPomper]

An easy one for service businesses is “onboarding” - what happens once someone wants to work with you? How do you get them ready for work? ☺️ For teams, omething like “how to hire a new team member” might help. For product businesses or creators, “how to handle failed credit card payments” for a product

[@mermer418]

Do you work 1:1 with clients who are trying to figure out their systems?

[@LaylaPomper]

Hey! Just getting caught up on comments🙈 We don't offer 1:1 services, but we do have the ProcessDriven Membership! Get all of the details here: processdriven.co/services/membership

[@librariandee]

I’m going to map how I write daily focus boards, weekly lesson plans and weekly newsletters. I think it will help me see how I can edit the same content for different audiences.

[@LaylaPomper]

Love it!!!

[@qmsconceptstamil]

Better clarification madam

[@LaylaPomper]

Hey! What would you like more clarification on?

[@LaylaPomper]

Want the ultimate guide to systemize your business? We can help! Check out this video ➡processdriven.co/o/ultimate-guide-to-systemize-your-business/?

[@mrolaniytimi]

map equip try

[@LaylaPomper]

Hey Olaniyi! You've got it! 🔥

[@mrolaniytimi]

Template technology team

[@amyyvonne]

Payroll

[@LaylaPomper]

You've totally got this! Thank you for sharing!

[@Mayaadyby.]

Love the video content, vibe & your awesome energykeep up the good work Layla

[@LaylaPomper]

Thank you so much! I'm glad this was helpful!

[@jakubjungle656]

Just keep in mind; if you find this process is as simple as she makes it sound, you are doing it wrong 😂

[@LaylaPomper]

Haha simple and easy are definitely two different things!🤣