Systems · your operations engine

The business that runs without you in the room.

From delivery workflows to SOPs and automations, this is where you get the behind-the-scenes of your business running like a well-oiled machine. One bottleneck, documented and off your plate. Then the next.

Start with the builder
How systemising actually works

One system at a time. On repeat.

You don't systemise your whole business in a sitting. You systemise one thing today, then the next one next time. This is the loop the builder walks you through, and the loop you come back to.

01

Identify the bottleneck

Empty your head, score honestly, and let the builder hand you the one system worth building first.

02

Document the system

Write it down once, plainly, so it lives outside your head for the first time.

03

Automate, outsource, house it

Decide what a tool can do, what a person can do, and where the system should live.

04

Then the next one

Twenty minutes, a few more times. The bottleneck gets smaller every round.

Masterclasses

Operations masterclasses

Deep-dive sessions for when a specific topic is the thing standing between you and a system. Watch the one you need, skip the rest.

Masterclass 01

AI-Powered Leadership for Women

Presented by Empys Trust

Masterclass 02

Systemise Your Biz with ClickUp

Presented by Belinda Long

Masterclass 03

How to Hire a VA

Presented by Adrienne Donnelly

Masterclass 04

Get Your Tech Together

Presented by Kiah Worling

Masterclass 05

People and Culture

Presented by Nina Yardo

Masterclass 06

Level Up Your Productivity

Presented by Leah Selfe

Reference

30 tools to streamline your business

A working directory of tools worth knowing about, grouped by what they help you do. Not prescriptive, just a place to look when you need something specific.

Project and task management

ClickUp All-in-one project and task management to plan, track, and execute with clarity. Trello A visual, flexible way to manage projects and workflows using boards and cards. Asana Manage team tasks and see project timelines at a glance. Monday.com Team-friendly work OS for visualising tasks, automations, and project stages. Notion A flexible workspace to centralise wikis, checklists, processes, and SOPs. Airtable Spreadsheets with database power for content calendars and client pipelines.

Automation and process

Zapier Automate repetitive tasks by connecting your favourite apps. Process Street Build repeatable processes with checklists and automations. Scribe Auto-generate visual step-by-step guides while you work. Brilliant for SOPs. Trainual Onboard new hires with step-by-step training and team playbooks. Tally No-code form builder with logic and workflows for onboarding or surveys.

Client management

Dubsado Manage client workflows from onboarding to invoicing with forms and automations. HoneyBook CRM for service providers to streamline proposals, payments, and scheduling.

Communication and scheduling

Slack Centralised team communication that keeps chats out of your inbox. Calendly Automate scheduling with time-zone-friendly links and buffers. Google Workspace Docs, spreadsheets, calendars, forms, and collaboration in one place.

Time tracking and planning

Toggl Track Simple time tracking to see where your time really goes. Clockify Free time tracking with project breakdowns and reporting. Sunsama Daily planner that pulls in tasks, calendars, and focus time.

Meetings and notes

Loom Record quick how-to videos or team updates. Perfect for async and SOPs. Otter.ai Transcribe meetings or videos into searchable, shareable notes. Fathom Automatically summarise Zoom calls with notes and action items. Google Keep Quick, searchable notes and checklists synced across your devices.

Content, writing and storage

Grammarly Smart writing assistant to polish client communications and processes. Canva Create templates for workflows, client deliverables, or internal docs. Descript AI editing for audio and video. Especially helpful for SOP videos. TextExpander Turn snippets into full emails or replies instantly. Superhuman A lightning-fast email experience with shortcuts and reminders. Dropbox Secure file storage and sharing with team collaboration built in. Fathom Analytics A privacy-friendly alternative to Google Analytics for clean insights.
Story time

Business Story Time with Dani

The systems edition. Real stories from behind the scenes of building a business that runs without you in the room.