How To “Systematize” Every Business? Write Down & Let Go

People always ask how they can systematize their business.

The keys are to identify all of your essential steps; to write down everything you do and then create consistent procedures and stock emails; to make your service levels much better with the system; to hire accountable and friendly people; and to “let go.”

For example, Heejin has an entire process in place for all of her appointments, phone calls, follow-ups, calendaring, and materials at the ready. She just shows up and makes it rain. Realtors could set up a similar system for all of their appointments.

Similarly, when new referrals contact us, we “wow” them with much faster and more thorough service than Heejin and I could have ever provided as individual loan officers. We guarantee much faster responses (less than 60 minutes), and we employ a lengthy series of phone calls, stock emails and educational attachments that we repeat every time.

We do the same thing when we order and receive appraisals, and when new contracts come in. We have stock emails and phone calls for almost every event.

Realtors often think their business is too unique or hands on, but they too have numerous events that repeat with every transaction that could be systematized.

The hard parts are just getting started with writing stuff down and then “letting go.” Many entrepreneurs are “control freaks” who think they can do it better :), and who think that clients want to speak with them only. With smart people and a strong system, that is not the case.

Jay Voorhees
Founder/Broker | JVM Lending
(925) 855-4491 | DRE# 01524255, NMLS# 335646