The Process to Freedom


It starts with a mindset shift and a commitment to doing what it takes to transform the business from a struggling small business that’s doesn’t have documented systems and is not systemised, to a ​smooth running successful business that has process control, systemisation and documentation.  Once you ​make the shift, it’s up to you as the leader to build the systems culture and get your team ​travelling in the same direction. Often this foundational work is skipped over in a rush to start documenting processes and procedures. The key is ​to get it right the first time. Bypassing this fundamental first step of ​having the right mindset to build the business and culture can be expensive and time-consuming, and ultimately the systemisation change will fail.

Once the mind shift happens, you need to be able to articulate and document the direction you want the business to go and how you will operate. These foundational documents form the basis of your systems culture.

Before a single process is written, we need to have a clear picture of what’s going on in the business; this step is called unpacking your business. What unpacking does is identify all the systems and processes you currently have, don’t have and want to have. This visual representation is what we call your Systems Infrastructure.

When all the parts of the business have been defined, we’ll work with you to develop your Systemisation Plan. ​There is no denying that systemising a business is work intensive; however, it's the work of building assets that continue to pay dividends. The Systemisation Plan is your roadmap helping you to move forward each week one step at a time.  

“The key is seeing your business as a collection of systems"

Systems Mindset

  • ​​How to create a systems culture from the onset that your team will love.
  • ​The way you approach the systemisation of your business will set you up for success and prepare you for the work ahead.
  • ​​The systems mindset is your path to enlightenment. You’ll have so much positivity that going back to the old ways of working will not be an option.

Systems Infrastructure

  • ​​​Simplify your business by unpacking all the parts and creating a structure that will form the foundation for systemising, business planning and future growth.
  • ​​​Complete 360-degree bird’s eye view of your business in terms of the activities in your business. ​
  • ​​​​​​Identify the systems and processes that are missing from your business now and what you will need moving forward.


  • ​​​​Your systemisation plan is the roadmap that will guide you through the systemisation process.
  • ​​​​​​Your plan will include what to do, when to do it, who is responsible and the milestones that will keep your head clear and able to focus on implementation. ​
  • You'll be able to track progress as each process or procedure gets documented and implemented in the business.


You’ll need somewhere easily accessible and safe to keep all your documented policies, processes and procedures. The choices can be overwhelming and knowing what is a good fit for your business and team can be difficult. We'll remove that confusion by identifying the best solution that is scalable.

All your process documentation supports your business. When someone leaves and someone new starts, they will be able to follow your clear processes and procedures to the required standard.

Writing process documentation can take many forms including workflows, checklists, how-to videos and detailed instructions. We’ll align these ​methods to your processes to get the best outcome. We have a process for documenting processes and procedures. Our Systems Done for You Service includes doing the documenting for you and training your key team members in procedure writing and process management.

Something magical happens when together we take the time to analyse each process. Using our 16 point checklist, you’ll identify inefficiencies, risks, waste and discover opportunities ​for improvements, mistake prevention and automation. 

“Build a company that changes the way things get done!"

Michael Gerber


  • ​​​How to identify the best platform for storing, accessing and editing your processes.
  • ​​Assess your current software​ and identify what may be missing and how to choose the right tools to fill the gaps.  ​


  • ​​​​Learn the different methods to document processes and procedures. ​  
  • ​​​​How to extract knowledge from your head and the heads of your team.  ​
  • ​​​​​​​​How to get your processes into an online Operations Manual.


  • ​​​​​Uncover inefficiencies, risks and opportunities for improvement with the ​16 Point Improvement checklist.
  • ​​​​​​​​​​​How to get your team involved in process improvement so they have buy-in and ​contribute to the overall success.


With the best-laid plans in the world, there will inevitably be some bumps in the road on the journey to a smooth running systemised business. Getting the right people on the right bus at the right time and all going in the same direction can be challenging. We know the strategies for prevention as well as how to deal with instances of resistance. The goal is that in time, your team will all be singing from the same song sheet, feel less frustrated and enjoy their job. The key is getting your team involved in the systemisation process and taking ownership of their role and responsibilities.

Building a systemised business is not a one time project it’s a process of continuous improvement. Like spinning plates, you need your processes and their corresponding documentation to keep spinning and working hard. We give you our blueprint for managing processes, so they stay current and continue to provide a return on investment.

Being systemised is a huge step forward and places the business in readiness to scale. ​Knowing your endgame and having ​a strategy in place, you and your team have a clear roadmap towards success.

“​Change can be frightening, and the temptation is often to resist it. But change almost always provides opportunities - to learn new things, to rethink tired processes, and to improve the way we work."

Klaus Schwab


  • It's all very well having the best documented process and procedures but if they don't get followed, it's a waste of time and effort. It’s not unusual to experience some resistance from your team. Learn how to handle resistance and have your team all singing from the same song book.  
  • ​​​​​​​Learn how to gradually roll out systemisation within your business so not to overwhelm or alienate your team. ​

Continuous Improvement

  • ​​​​Nothing stands still when it comes to systemisation. The wheels of your business keep turning, you’ll learn how to keep your systems and process alive and thriving.
  • ​​​​​​​​​​How to quickly deal with any systems issues that come up and make sure the business is continuously improving in every department. ​


  • ​​​​​Once you are systemised and have a strategy for continuous improvement you are free to climb to the next level.  You'll learn ​what needs to happen to ensure your systems remain a priority and a platform from which you can build.
  • ​​​​​​​​​​​​How to go a level deeper and ​identify wins that will allow you to finally break away from the everyday activities in your business.

Ready to Get Started?

​Let's chat about building the systems you need to get to the next level.