3 Systems You Need For Your Wellness Business

Being a health coach or any form of wellness entrepreneur is already a lot of work. So we’re sharing our little secret on the 3 systems you need for your wellness business.

Automated systems give you the time and space to focus on your clients and their needs. You won’t be stuck in the weeds of your business. This allows for an elevated client experience and more clarity in your business.

To clarify what we mean by automated systems, we mean a digital excel sheet or a task management platform. We personally use the CEO Bundles System created by our founder, Gracie Thomas. The systems bundle includes Google Sheet and ClickUp templates that you can customize for your business. As we detail the key items you will need, we will reference the CEO Bundles System. You can learn more or purchase the bundle for your business here.

Three Key-Systems You Need as a Wellness Entrepreneur

Revenue Planning

Finance is a foundational pillar of your business. Therefore, it’s very important to track:

• Client payments
• Business expenses
• ROI
• Financial goals

Through proper revenue planning, you’ll be able to set better budgets for your business as well as compare and contrast from quarter to quarter and year to year.

Project Management

Whether you’re a one-woman team or have multiple team members, using a project management system helps keep you organized and allows for efficient and effective productivity.

Within our CEO Systems Bundle, we can see what deadlines are coming up, have a timeline of projects so we stay on track, and we can view the workload of each team member so we can offer support and collaborate on projects together.

Visually seeing what you have going on relieves some overwhelm and honestly there’s something so great about checking off a completed task.

KPI Tracker

Now we can say an entire marketing system is something you should have to organize all your marketing campaigns. But we really wanted to focus on why having a KPI or key performance indicator tracker will help you and your business.

We are very analytical and data-driven here at Building Better Collective. Why? Because the numbers don’t lie. Having a KPI tracker for your social media posts and ads give you a better understanding of what content is working for you and what content isn’t.

By reviewing and documenting your KPI, you will be able to create effective content that your audience relates to and ultimately generate quality leads to conversions.

KPI helps you avoid throwing spaghetti at the wall and seeing what sticks. The numbers show you which noodles are already sticking and you can continue to create from there.

Benefits of Having Systems in Place

Operating a wellness business doesn’t have to be complicated. Yes, sometimes being an entrepreneur is overwhelming and there are a lot of parts that aren’t glamorous. But there are small steps we can take to feel less stressed and frazzled.

We’re not going to lie, setting up automated systems can be a bit of work. But, once you implement the 3 systems you need for your wellness business, you’ll be able to work efficiently and scale with balance.

Fortunately, our CEO and founder, Gracie Thomas is a huge systems gal and saw the need to build customizable trackers to help fellow entrepreneurs, like you. So that’s how the CEO Systems Bundle was born.

As we mentioned before, we use the systems on a daily basis and it allowed us to launch BBC as we projected, even while there were so many different moving parts.

Our team at Building Better Collective has been in your shoes. We know that stress, sometimes the tears, and frustration you run into when running your own business. That’s why we designed our membership platform. To empower female wellness entrepreneurs, like you, to build a successful business on your own terms. If you’d like to join our community and have access to results-driven resources and trainings, click here or connect with us on Instagram @buildingbettercollective.