Can you describe how your business works on one page? Use the Critical Client Flow (CCF) to identify your most important processes.

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Can you explain what your business does on one page?

The first step in systemization is deciding which systems to create first. And to do that, you need to see an overview of your business's core functions without any extra detail.

The trick is capturing the high level of the business's flow in delivering your core product or service. You want to be able to see your business in terms of how your business:

➡️ Attracts customers
➡️ Handles inquiries
➡️ Processes Sales
➡️ Onboards clients
➡️ Delivery
➡️ Invoicing

Whilst it's tempting to go into a lot of detail, you'll get confused if you go too hard too soon. So keep it simple and save the finer details until later. We have a tool for this called the Critical Client Flow or CCF.

In this video, David Jenyns shows you how to distill what your business does down to one page so you can identify your critical systems.

Timestamps:
00:10 How should you be thinking about systems
00:30 What you should do first before systemizing your business
00:47 Introducing the Critical Client Flow
01:35 An example of the Critical Client Flow
02:40 Identifying complex business systems
03:40 Other things to consider when systemizing
04:25 Defining the step or process
05:00 The importance of the onboarding process
05:49 Underpromise and overdeliver
06:00 Grab your copy of SYSTEMology today

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