7 questions you must ask yourself before implementing a new system

ask yourself these 7 questions before implementing a new system in your business

7 Questions You Must Ask Yourself Before Implementing A New System


As you transition in your business through the various seasons and milestones, your business investments will and should change along with you. Some will be smaller, but mostly they will be more expensive (not always monetarily so) and they will make a bigger impact on your success in the long term. Systems in business allow business owners to work smarter and delegate as needed. An efficient system cuts back on time and even labor cost while increasing productivity and revenue over time. Here are a few things that you should know before you set up a new system in your business.


1 | What are your objectives?


It’s important to know what your goals are for this new software that you are implementing so you can have something to track your progress and to ensure that this is a good investment. Objectives are used as benchmarks to measure progress. The size matters only to you and will need to be set to refer back to later. When you set your goals, ensure that you think about the long and short term goals for this system in your business.


2 | What are your expectations?


Whether you have addressed them vocally yet or not, we all have expectations that are usually predetermined. If you don’t know your expectations, how will you know if this new system is doing the job? Are you expecting this new tool to schedule all of your social media on autopilot so that you have more time to answer emails? Or maybe doing this will give you an extra few hours per day for client calls, events or maybe a twitter chat so that you can connect with new people. The list is endless, you just need to decide if it is right for your lifestyle and business or not.


3 | What is the system’s role in your business?


So just like with expectations, you need to make sure you know the scope of this role before you invest the time in setup and costs. Imagine yourself writing out a job description for a new employee, this will be no different. You can go as after as to create a document with all of that listed. The system’s name, cost (time to set up + manage monthly and monthly payment), the objectives of the system and last but not least the expectations and role of the system. This will help you to choose a good one that fits your needs. Here is an example:


Problem: You currently spend too much time scheduling social media and yet sometimes you aren’t even sticking to your editorial calendar.

Goal: Try a new social media scheduling tool that will help you save time and focus on income generating tasks in your business.

Tool: CoSchedule

Cost: $29 monthly and 1 hour to set up

Once you have gone through all of the above steps, you’ll want to then follow the next steps of setup in what I like to call phase 2.


4 | Choose the best tool for your goals and business


There are dozens of tools available today that can you help you manage your business better which makes the picking harder. Use keywords that fit what you are looking for in the following spaces:


  1. Google

  2. Facebook Groups (use the search bar within the group to see if anyone else is talking about that tool and you’ll be able to get opinions directly from the source)

  3. Pinterest (use the search bar in Pinterest to search for blog posts that relate to your tool)

  4. Twitter (if you have already chosen your new tool or software, tweet the company or twitter with questions or comments about it)


These 4 places are very well known and easy to use as search tools. If you have any issues with one, try another till you’ve found what you need. 


5 | Compare Tools


Once you’ve chosen your top 3 tools  I suggest you compare the features and cost of each system that you are interested in from that list. This will help you make your decision and ensure that you are getting a good bang for your buck.


6 | Sign up for free trial              


After comparing tools, you should sign up for a free tutorial or trial period so that you can test out some of the features yourself. Most companies have at least a 7 to 14 day trial period for new account holders. If you’re in need of something longer, contact customer service and ask. Trial periods are great because you get to see this tool in action and familiarize yourself with it. If there’s something you don’t like or want in a system, this is the time to find out, before you spend money on it.


7 |  Hit “Buy Now” to Purchase       


The time has come. All your research is complete, you’ve chatted with some people, contacted the company, completed your free trial and now you’re ready to take action, customize it to your needs and get organized. Remember, if you need tech support, contact customer service for help navigating this new tool. You can also use this post as your step by step guide on getting set up with the basics. 


These are my top 7 tips for setting up a new system in your business that’ll help you navigate this new experience. Still unsure what system you’d like to start testing? Grab my free systems guide to help you save time and narrow your search.