This course will guide you step-by-step through exercises to help you proactively identify and address the missing intake processes and business leaks you have in your business. Here is what we will do in the course:
- Pre-work: Drawing A Line In The Sand - Teach you how to grab analytics prior to beginning this endeavor of change.
- Business Leak Discovery and Analysis - Teach you about common business leaks and how to conduct your own discovery and analysis to identify yours.
- Mapping Your Processes - Teach you how to seal the gaps and create processes to monitor them going forward.
- Process and Gap Analysis - Teach you how to conduct a gap analysis on your current intake processes and developing a plan of action to resolve and monitor them going forward.
- Defining Operations - Teach you how to develop your operational guide.
This is a self-directed course.
You have lifetime access to the material in the course.
Over 20 lessons and exercises to help guide you through the review and mapping process
Access to a number of templates, worksheets and other resources
A 20-minute 1:1 BPL Review Session with Dana LaRieal Morales
Discounted BPL Coaching Club Access, 1:1 Session(s) and Accountability rates
A number of other bonus items
Who should take this course?
All small business owners would benefit from this course, but some signs you really need this course are: If you each of your customers has a slightly different experience with you because you do things differently depending on who and when they come to you; You tend to have to apologize for things not working or provide additional explanation to your customers, or You often forget things and have to double-back to your customer or potential customer for additional information...then this course is definitely for you.
I'm new to business, will this course be over my head?
This course meets people where they are, so no it will not be over your head. I recommend all small and medium-sized businesses, no matter how old they are, go through this intake mapping course to ensure their processes are in alignment with where they are in their business today. We often layer on our processes which tend to cause a disjointed experience. If you have been in business for less than a year, it will ensure you are planning out your business properly and starting off on the right foot.
Is this course best for a specific industry?
No, all industries can benefit from this course because it looks at your business, your business goals and your business purposes. Whether you are an online or brick and mortar store, sell a product or a service, in a creative industry or running a MLM, you still need to have an accurate and streamlined intake process that is in alignment with the business you have and want to have today.
What if I have questions as I'm going through the course?
Although this course is self-directed, there is a discussion area in the course where you can post your questions. I respond to each and every question myself. Additionally, there are other opportunities for 1:1 and group coaching, which are shared with course participants.
Will this course have a lot of hidden costs? I'm on a budget.
There are no hidden costs, the cost you see is all you need to pay. As part of this course, we evaluate your current processes and what makes sense for your business where you are today. In some cases, you may need to eliminate cost and in others you may want to scale up your system or tool. If your business is on a budget, then the recommended systems would be applicable to your budget for today. If you aren't ready to scale up financially, as part of this course, we develop your future vision and plan of where you want to go, how to get there and the timing that works for you and your budget. Only you know your budget and you will be given various options to determine how best to use it in the most effective way for your business.
“I have learned that I need to put better systems in place. I have gained greater clarity about why I started my business and what type of business that I am creating. I have learned that I do a lot of things on the fly and don't have a true system.”Lacrecia D. (After Module 1)