4 Critical Systems to Start and Run Your Business

4 Critical Systems to Start and Run Your Business

4 Critical Systems to Start and Run Your Business | Brooke Olsen Consulting

Let’s talk systems today!

When you start a business, you’re probably ready to just do the fun and creative parts, but if you spend a little bit of time thinking through and setting up some systems, you’ll save yourself a lot of heartache later!

**Before we dive into the 4 critical systems you’ll want to start a business, here’s a little disclaimer: I’ll link to some of my favorite systems and tools that I use personally and rave about all the time. Some of those are affiliate links, and if you decide it’s exactly what you need in your own business, then I may make a commission off of your purchase.**

Now that the important part is out of the way, here’s the 4 critical systems you’ll want to start a business:

  • Email - Yup, good old email is my number one system. Maybe it’s a phone if that’s in your line of service, but I find having a platform to communicate with your potential and current clients is vital to running a business! I use gmail in my business, and adore it’s simplicity and ease of use.

  • Agreement(s) - Ever hear about “Treat Yo’ Self”? I’m calling this “Protect Yo’ Self” with contracts. Collecting any information on a website (I’m looking at you contact form)! You may want a privacy policy and terms and conditions to protect your work. Working with a client? You should have a contract tailored to the services you offer identifying what you do, and what the limits are for everyone involved. Operating an LLC? You’ll want to read more about “piercing the corporate veil” on my friend Paige Hulse’s site and better under why an operating agreement might be beneficial. Use code BROOKEOLSEN10 at checkout on the Creative Law Shop site for a special discount!

  • A CRM System (aka Customer Relationship Management System) - I LOOOOVE a CRM system, but I know they look intimidating on the surface. What I love most about them is (1) they keep all your clients together, (2) you can invoice your clients through the system, (3) you can have your clients sign their contracts through the system, (4) you can set it up for long term automation and smoother processes. In turn, when setup just right it can simplify your life in business and catch things you might miss otherwise or forget about! I adore Dubsado, and feel good knowing if something were to happen to me, that my team won’t miss a beat either!

  • Task Management System - A solid task management is such a great tool! Think of it as a dumping ground for your running to do list, a platform for keeping all your sticky notes, and just generally a way to not let things be forgotten or misplaced! A good task management system should let you assign tasks to team members / contractors / clients with due dates too, and an even better task management system (or CRM) will let you map out the entire process of your workflow! Asana and Trello are the most popular choices with a solid free version that you can test out and use.

  • Bonus - Get a website. News flash, you don’t need a website to run a business. I know, I know! It’s flashy, it’s fun, but your first client is likely going to come from someone your know or who knows of you! Don’t waste money on this before you’ve made a sale.


Brooke Olsen Consulting is a pricing and business strategist team. We specialize in pricing + profitability, financial education and business strategy for creative business owners and entrepreneurs just like you! We're focused on creating an intentional business and life by breaking down the black box of your financials and system processes. Check out our core values for more of the heart behind our corner!

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