The top workflows to put in place based on your business

After having worked with clients who were just getting started to clients already making millions, I've realized that different workflows should be put in place based on where you're at in your business. 

So, here are my suggestions...

Haven't started yet

For those of you who haven't started your business yet, your first workflow should be validating your business idea(s). 

A very simple workflow might look something like this...

  • Brainstorm business ideas based on who you are (what I like to do, what I care about, etc.)
  • Prioritize the list with what you're most excited about
  • Research how to conduct market research (If you don't know how)
  • Square Full
    Conduct market research on each idea to see if there's a market (This step will include multiple substeps because there are quite a few ways to do this. Many tools!)
  • Square Full
    List out the business ideas that are in the sweet spot (You're excited about + there is a market for it)

Started the business, but no consistent clients

First, if you haven’t already validated your business idea, then definitely start there (see above). 

If you have validated your business idea, then start with a basic marketing workflow. 

Choose one marketing workflow that you already have in place to begin. If you're doing any marketing at all, you already have a workflow. It just may not yet be optimized. 

Use my 4 A methodology to fine-tune and optimize your chosen workflow...

  • 1
    Assess. Write down all the steps you're taking in your current workflow. 
  • 2
    Align. Align your current workflow with what you do want. Does your current workflow match what you'd ideally like to see?
  • 3
    Automate. Look at the steps you have now and see if there is anywhere you can automate steps or use an app to make things faster. 
  • 4
    Assign. Delegate or outsource whatever's left that doesn't need to be on your plate. 

Let's use an example. Let's say you want to use blogging + Facebook posts as your main content marketing strategy. 

First, you might write out all the steps you take for researching, writing, editing, and posting a blog post, including creating graphics, etc.

Then you might write out all the steps it takes to write, edit, schedule, and publish Facebook Posts for that blog post.

Now ask yourself, "How long am I spending? Does it match my goals for the time I want to spend on this portion of marketing?"

If you're spending more time than you'd like, see where you can decrease the number of steps in both the blog and Facebook posting.

Then see if any of those steps can be automated. Automate what you can. 

Then, assign as much of it as you can to someone else.

Once you've got an optimized workflow in place, always be on the look out to improve it. 

Business is doing great, but I’m feeling overworked

Start with the marketing workflow above, if you haven’t already.

Once you have one solidly in place, then add to it.

Using the example above, once you’ve got your blogging & FB posting workflow in place and it’s going like gangbusters, then you can add another social media platform. Let’s say Instagram. You can then incorporate Instagram into your already optimized marketing workflow. 

Once that workflow is running smoothly, you just rinse and repeat. 

  • Pinterest
  • Twitter
  • LinkedIn
  • Whatever works for your particular business

Pretty soon, you'll have a streamlined marketing system that increases your profit and decreases the time you spend on marketing. 

Note: You don’t have to do this in the order I've demonstrated.

It’s more important to build from a solid, simple workflow as you work through this, instead of trying to take on all marketing systems at once. 

That can get pretty overwhelming. 

Once you have your marketing systems in place, you can move on to your sales and client onboarding workflows. 

Business is great and I’m ready to take on some (or more) team members

If you're doing great and ready to take on team members, it's more than likely that your marketing, sales, and client onboarding workflows are in good shape. 

These workflows not looking so great? Then take a solid look at them first and get them optimized. 

If they are looking good, now you're ready to really focus on your team workflows.

Those include team hiring, team onboarding, and team performance. 

I hope you found this valuable. 

Also, no matter where you're at in your business, make sure to check out my article, "Not enough profit? Here’s How To Know Where To Focus Your Efforts In The Next 30 Days" to use the 5 key indicators in your business to put the systems in place to increase profits fast. 

If you have ideas of your own on what workflows to put in place, please share them in the comments below. 

With love & joy,


About the Author Selena Tramayne

Selena Tramayne, Ph.D. is the founder of The Tramayne Group, which provides programs and coaching services to benefit new and emerging coaches. She runs online masterminds and group coaching, as well as provides one-on-one consulting to amazing coaches who want to take their business to the next level. When not working in and on her business, she can be found hiking, mountain biking, and going on bliss walks near her home in Albuquerque, New Mexico.

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