Business Systems Templates

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Gain immediate access to more than 40 expert systems, standard operating procedures (SOPS) & checklists – ready for you to duplicate, customise, and deploy. These systems were developed as part of the Business Systems Summit: Volume 1 (valued at $395) and contains interviews of experts in the most common areas of small business –  Sales, Marketing, Client Fulfillment, Human Resources, Finance, and Management. – learn more.


Systems designed by industry experts including:

  • Jack Daly’s sales process to close more leads in less time.
  • John Jantsch system for generating referrals and repeat customers like clockwork.
  • Mike Rhodes’ checklist for turning poorly performing Adwords accounts into money-making machines.
  • Tim Reid’s system for creating Australia’s #1 small business podcast.
  • Nathan Chan’s system for creating world-class content for Foundr Magazine.

And more than 40 others!

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Systems & Processes For:

Sales, Marketing, Operations, Human, Resources, Finance & Management

9 Sales Systems & SOPs
  • Discover the system to drive greater sale and profits with existing resources & maximise sales in a minimal amount of time. Get this system right and it will change your entire organisation – Jack Daly, jackdaly.net
  • The Conversion Code: Capture internet leads, create quality appointments and close more sales. This is the ultimate sales system – Chris Smith, curaytor.com
  • The bulletproof template for writing winning proposals to your clients. You can expect a step by step tutorial, and all of the resources required to write proposals that close the deal – Troy Dean, troydean.com.au
  • The Gaddie Pitch System: An elevator pitch system which will help you and your team to attract more clients and customers every time somebody asks “What do you do?” – Antony Gaddie, greenantmarketing.com.au
  • The 3 step sales process to identify needs, create research based solutions and prepare presentations and proposals – Josh Denning, AuthorityFactory.net
  • The system for sales calls that close: The vital steps for closing on any consultative sales call. Rinse and repeat! – JV Crum III, consciousmillionaire.com
  • The Step-By-Step system to bring customer leads back from the dead. You’re sitting on a mountain of business and you don’t even know it – Pete Williams, PreneurMarketing.com
  • Perfecting Personas – The 3 steps to targeting the exact audience for your business. Follow this system and all your marketing gets easier – Declan Dunn, declandunn.com
  • Creating an outbound campaign which incorporates email, phone, social media, and even mail – Scott Bywater, copywritingthatsells.com.au
11 Marketing Systems & SOPs
  • The process for running a world-class podcast from recording, to editing to publishing. Taken from The Small Business Big Marketing Show – Australia’s #1 small business podcast – Tim Reid, smallbusinessbigmarketing.com
  • The system for researching, writing and publishing world-class blog posts. Taken from the Founder Magazine – one of the largest entrepreneurial magazines online – Nathan Chan, Foundr.com
  • Checklist for turning poorly performing Adwords accounts into money making machines. Drive higher quality leads and lower your CPC – Mike Rhodes, AgencySavvy.com
  • The 3 step automated lead generations process – create a lead magnet, drive targeted traffic, upsell a webinar and close the deal – James Tuckerman, notsofreakyuniversity.com
  • The 5 step process to getting a meeting: The perfect lead nurture sequence. Turns browsers into hot prospects – Clwyd Probert, whitehat-seo.co.uk
  • The step-by-step Linkedin machine that generates a steady flow of warm leads as easily as turning on and off a tap. Perfect for your virtual team and very scalable – David Warne, cornerstonebusinesssolutions.com.au
  • The 10 step process for developing presentations that command attention, engage and trust. Master this skill and you’ll sell every idea, product or service with ease – Andrew Griffiths, andrewgriffiths.com.au
  • The process for identifying, attracting and winning strategic partners. Get a flood of new leads by leveraging other people’s audiences – Pauline Martin-Brooks, helpmescale.me
  • The step-by-step process any virtual assistant can follow to syndicate mass content around the web. This is content marketing on steroids – Henry Reith, henryreith.co
  • The Simple Step-By-Step System To Write Your First Book – From Blog To Book – Cathy Fyock, CathyFyock.com
  • The 8 step process to improve your SEO and conversion – it’s easier than you think to quickly and easily get more traffic and get more sales – Fernando Angulo, SEMrush.com
8 Client Fulfillment Systems & SOPs
  • Simple systems to maximise repeat business and referrals. Quickly adding money to your bottom line by leveraging off existing assets – John Jantsch, ducttapemarketing.com
  • The 7 “Must Use” Tools That Help You Build Better Systems – Using software and tools to solve common problems within the business – Dale Beaumont, businessblueprint.com.au
  • The step-by-step process to create email newsletters to engage existing customers and new prospects. The secret formula to staying front of mind – Simon Kelly, renegade-empire.com
  • The step-by-step system to create beautiful graphics for blog posts, social media and newsletters using Canva. Outsourcing never looked so good – Jurgen Strauss, innovabiz.com.au
  • The exact system Melbourne SEO & Video uses to generates high-quality Authority Content. Discover how systems and processes used to manage the client fulfilment process of their top selling service – Melissa Crowhurst, melbourneSEOservices.com
  • How to create a high-performing remote team that WOW’s your clients – the management system that gets results – Adam Houlahan, webtrafficthatworks.com
  • The Client Satisfaction System that ensures Outstanding results for your Clients every time. From hand-off to execution to follow-up, a solid and repeatable process that can be replicated in any Small Business – Steven Dixon, The Academy by Breakthrough4Business
  • The system for Creativity That Performs: How to Systemise Creative Work and get incredible results – even from the new staff – Brent Hodgson, BrentHodgson.com
6 Human Resources Systems & SOPs
  • HR Systems & Process for attracting A Players (and keeping them) – Adam Franklin, Bluewiremedia.com.au
  • How To Employ The Best Virtual Staff to Carry Out Your Processes. Writing Job Ads, Hiring Process and Onboarding your staff – Esther Anderson, insandoutsofoutsourcing.com
  • Leading The New Workforce: Retaining Talent As Employee Expectations Evolve – Cara Silletto, crescendostrategies.com
  • A systemized process that develops an HR strategy for an organisation – Dawn Cacciotti, engagehrnow.com
  • How to attract and hire “A players” – David Guest, davidguest.com.au
  • How to Exit someone who is not performing in your business – Natasha Hawker, employeematters.com.au
4 Finance Systems & SOPs
  • How to maximise your impact & profit from your monthly financial reports – one-page overview financial reporting. – Australia’s #1 small business podcast – Steven Briginshaw, stevenbriginshaw.com
  • The system to eliminate business blind spots using the strategic monthly board reporting process. It covers finance, marketing, operations, people and strategy – Alan Miltz, cashflowstory.com
  • Cash flow, setting budgets, devising strategies, and understanding financial performance. – Tony Barakat, abjsolutions.com.au
  • Work LESS and have MORE cash each and every month, as this REVIEW system will stop cash that is leaking out of your business EVERY month, quarter and year! – Trent Taylor, teachitforward.com.au
10 Management and Leadership Systems & SOPs
  • Leadership Vs Management: The 5 critical steps to strong management. Implement these steps and ensure your team delivers on their promises – Brad Sugars, actioncoach.com
  • Stages of growth companies: From Entrepreneur to CEO. This process will give you visability to lead and allow your company to grow to the next stage – Daniel Marcos, growthinstitute.com
  • The system for systemising your business. A simple framework you can follow to maximise all of the systems/processes shared by our experts in this summit – David Jenyns, melbourneSEOservices.com
  • The management process: identifying top objectives, business goals and accountability. Ensure your team stays on track and delivers – Ben Stickland, Alliancesoftware.com.au
  • How leadership teams can clarify, simplify and achieve their vision and gain traction in the business with EOS, the Entrepreneurial Operating System – Daniel Davis, eosworldwide.com.au
  • A simple process to identify your delighted and disgruntled clients. Build your referrals and deliver great customer experience using the global best practice of Net Promoter System® as loved by Disney, Lego, Qantas and many more – Pete Nicholls, hubdo.com
  • Profit optimisation system: Locate hidden revenue streams, maximise existing opportunities, effortlessly scale your output – Mitch Russo, mitchrusso.com
  • How to maximize employee accountability, enthusiasm, engagement and a culture of follow-through in a systems driven business. Having systems is one thing, getting your team to follow them is another – Eden Sunshine, level7systems.com
  • How to grow your business into a more valuable asset by franchising cost effectively and successfully using the quick and really simple Franchise Simply four-step process that Brian has developed over his 35 years in franchising – Brian Keen | franchisesimply.com.au
  • There’s Never been a Time Like This — Becoming a Business for Good – Paul Dunn, b1g1.com

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