Navigating Tech and Systems for Your Business

May 23, 2022

Navigating tech and systems for your business can be daunting. It can be tempting as a business owner to feel like you are alone. Shelly helps creative entrepreneurs overcome the overwhelm and fear of tech so they can grow their businesses.

After working in medical technology for 20 years, she felt stuck in her career until she came across the idea of being a virtual assistant. She worked hard at both jobs until she could eventually go full-time with her business. When it felt like the societal pressure was to just get a degree and stick with it forever, Shelly found freedom in being able to work full time for herself by helping other small business owners.

Helping Clients in Their Tech Systems and Processes

Shelly’s clients are often visionaries who have amazing ideas on how they want to see their businesses grow. Shelly helps clients put their vision into action by a step-by-step approach or she teaches them how to do it themselves.

It can be very overwhelmed and easy to get stuck in a hurdle when looking at how to manage tech systems and processes. It can be difficult to break it down into attainable steps. Shelly helps clients break down those daunting tasks into manageable steps.

Upcoming Membership Launch

Shelly will be launching a membership soon that provides in-depth training on different tech systems and weekly Q&A sessions. This membership caters to individuals who are looking to learn more about managing their own tech systems proficiently. In addition, this membership will be especially beneficial to new virtual assistants looking to serve their own clients even better.

Her vision is to equip small business owners to scale their businesses. This membership will give them the tools to become empowered. You can learn more about it here at

Hurdles Small Business Owners Face When Implementing a New Tech System

Shelly shares that one of the biggest hurdles is planning out how to implement the system and having a distinct timeline. Remember that process is a fluid thing that con constantly be tweaked. Mistakes that are made can be incredibly beneficial as you learn what works and what doesn’t work in your business.

It is important to be able to take a step back and see the big picture before breaking it down into smaller tasks.

Recommended Tech Systems

Click-up, Asana, Trello are all incredible project management systems that you can use to organize your goals and help hold you accountable.

Canva is an amazing website you can use to create graphics for your business.

Dubsado is a CRM (Customer Relationship Management) to keep track of onboarding, payments, invoices and more.

Air table is like spreadsheets on steroids and very helpful for business owners.

Member Vault is an excellent platform if you are creating your own course.

The key is to find a system that works for YOU! Try different systems and see what is best for your business. Use the free trials to your own advantage to find the system that fit you best.

Workflows, Processes, and Systems

Workflow and Process Example: The flow for onboarding a client might include: filling out a form, emailing, calling them, sending them a contract

System: Batch creating content for social media and using a platform to schedule out the content. Having a system in place is just the implementation of the process.

Pro tip: Once you have a good system in place, create an SOP (Standard Operating System) video of you going through your workflow. Now you will have documentation of exactly what your process and systems look like if you choose to outsource.

A resource that will help you find freedom in your business and accomplish your goals is the short mini-course Crush your Goals with Christi. In this mini-course, you’ll learn how to consistently set goals and see them through.

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