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My mission at SRC is to help as many people as I can; bring joy back into their business and choice back into their lives. 

It's your life; you should get to choose how you spend it!

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Let's make some tweaks to your systems that help you save time and money! 
Consider this your start-to-finish systems audit, prioritizing one system at a time in 16 questions or less. 

Are You Ready To Work Less?

5 Quick Steps to Refresh Your Workflows

5 quick steps to refresh your workflows

Reader Question:  “As your workflows change, what’s the best way to revamp your systems? Where the heck do I start?! It all feels super overwhelming.”

Created by potrace 1.15, written by Peter Selinger 2001-2017

Reader Question:  “As your workflows change, what’s the best way to revamp your systems? Where the heck do I start?! It all feels super overwhelming.”

5 quick steps to refresh your workflows

Read Time: 3 Minutes

With any systems refresh, I would perform a thorough tip-to-tail audit. However, it sounds like you are trying to refresh a single workflow, not your entire system. So, I will split this question into two posts.

In this post, we will focus on updating and streamlining a single workflow.

In the second post, I’ll help you do a systems refresh. I’ll even create a new free resource to help you get started!

You can read that post here.

Now, back to the question at hand.

My answer is simple; the simpler, the better. When it comes to workflows, we tend to overcomplicate things, but less truly is more!

Your workflow should act as a to-do list for each of your business processes or projects.


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5 quick steps to refresh your workflows
Brain Dump

Carve out a chunk of time to really visualize your entire process. Start with the client inquiry, and make a list of every step you take until the project is complete and you have a glowing testimonial.

Compare Them

Now that you know what you’re currently doing: let’s look at where you have been. Compare your current steps to your old process. What worked and what didn’t? If your workflow is for your client management system, are there any client touchpoints or ways to wow that could be added?

Refine and Simplify

Now that you have merged the old with the new – or completely scrapped one: let’s look at ways to simplify. Are there any steps you don’t physically need to do? Could you automate anything? Could you create a template for any emails or graphics? Are there any unnecessary steps you could remove that add no actual value?

Test It Out

Systems are not a one-and-done solution. They must change and grow right along with you and your business. Test them out. Discover what works in theory; but not in practice. Find ways to make it more beneficial to you and your team. Uncover more time-saving methods.

Refine It Again

Now that you have the data: let’s make some changes. Update your workflow with the steps you’ve uncovered work best in practice. Take out anything unnecessary. Refine it to maximize your efforts and make it more efficient. Implement any automation or templates. Fine-tune it to meet your needs.

The new workflow will work wonderfully for a while, but check-in and reevaluate it from time to time. I recommend setting a reminder to refresh it at least once a year.

And if you are still feeling overwhelmed by the idea of taking this on, please remember that I offer VIP System Refreshes and a two-week follow-up to allow time to test it out and refine it further. 

Please excuse the shameless plug, but sometimes, you need a pro to take it off your hands, and if so: I got you.

- Brianna Johns De Moll,
Web + Brand Designer

"WORTH. EVERY. PENNY. My systems are working flawlessly and saving me so much time and stress. I have a hard time handing over the reins, but with Shawnee I had complete confidence."


"Shawnee has absolutely increased my productivity ten fold. All my emails are organized, things are automated, I’ve gotten so many amazing ideas from her on how to run things effectively"


"No more half-baked client experience or workflows. Shawnee will organize that overwhelming mess inside your head and create a workflow that is infinitely more organized! 


"My systems have brought me peace of mind. I don't have to be constantly scrambling to figure out what comes next, or trying to get bits of information I forgot to collect weeks ago."


"I wanted to take my business to the next level and Shawnee is why I accomplished that! She truly cares about helping her clients. She has a gift. I could not have done this without her."