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Your 5-Day Plan to Streamline Your Business

Here’s the deal. This is my brand new mini-course on Taking Control of Your Business in 5 Days.

I’ll soon be selling this for at least $79, but right now, I’m offering you FREE ‘beta access’ with just ONE CONDITION:

You need to complete all 5 bite-sized lessons within 5 days to keep it!  Miss this window, and you’ll lose access.

This course could change the trajectory of your business. Grab it now and seize this opportunity!

 

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Exciting Launch!

Feeling like your business is “eating you alive”? Our new course, “Balance + Bloom,” is designed to help you regain control and rekindle your passion for work. Learn to simplify, automate and optimize your business processes and leverage AI tools effectively.

 

Become a Founding Member and enjoy its advantages.

Spots are limited.

 

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Discover Sophix: Your Path to Business Optimization

Brought to you by Rachel Lavern LLC

 

Are you feeling overwhelmed by endless tasks? Sophix specializes in helping micro-entrepreneurs streamline business operations, leverage technology, and manage projects effectively. Discover how we can reignite your passion for your business.

 

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Peek at Our Fall '21 Launch Plan

You may know that we have been very busy behind the scenes preparing to re-launch our online program that helps entrepreneurs plan and start an business the right way.

Want a peek at a portion of our Fall 2021 Launch Plan? This is an excerpt from our Standard Operating Procedures (SOP)--where we will pick up no later than Tuesday:


Webinar Setup & Email Marketing Autoresponders


    •  THE PRE-LAUNCH COMPETITOR ANALYSIS
    •  Case Study: My Highest Converting Webinar with Slide Deck PDF
    •  Step 14: Brainstorm Webinar Topic
    •  Step 15: Map Out Webinar Content / Create Slides 
    •  Step 16: Setup Webinar in Demio Platform - Conduct it Live 
    •  Step 17: Connect Demio to Lead Pages -- Via Zapier 
    •  Step 18: Zoom Vs. Webinar Jam. Zoom Setup, Start/Conduct Webinar Live: Screenshare, & FB LIVE
    •  Step 18: Zoom Setup Confirmation Email, Form, Tag, Autoresponder in Active Campaign 
    •  Step 19: Setup Webinar Page in Lead Pages


Email Marketing Setup for Webinar, Challenge, Lead Magnets (Before Leadpage Setup!)


    •  List of what you'll be creating in Active Campaign for the launch
    •  Step 20: Account in Active Campaign 
    •  Step 21: Create a List 
    •  Step 22: Create a Form 
    •  Step 23: Create a Tag 
    •  Step 24: Create an Automation with Confirmation Email 
    •  Step 25: Setup Broadcast Email for Announcement

 

Lead Page Setup


    •  What you need before you start + Overview of LP + Connect to Active Campaign
    •  Step 31: Create "Simple Thank You Page" with FB Group, LM, & Social Media Links 
    •  Step 31.1 - "Fancy Thank You Page - w/ Messenger bot" 
    •  Step 32: Design a Lead Page for Webinar

 

 

 

 

Clear as mud? 

No worries.  There are a lot of moving parts to a launch and that is why we offer workshops to help our clients slay their tech dragons.

By the way, are your SOPs up to date?  

SOP, or Standard Operating Procedures, is a set of step-by-step instructions compiled by am entrepreneur/company to help employees perform routine operations. The goal of SOP is to achieve quality, efficiency, and uniformity while reducing miscommunication and perhaps non-compliance with industry regulations. Each of the steps listed above are documented in detail in Asana where we can share them effortlessly.

Even if you are a one-woman shop, you can benefit from using them because they come in all shapes and sizes and can be used in numerous ways. They can be as simple as the monthly tasks you perform for a customer, to how you write and post for your blog, emails, to sending invoices. And its format can be as simple as a checklist.

I know that you possibly believe you are a super hero and will never need help. While I hope that is true, should you become ill or injured it can be a relief if SOPs are in place and organized so that you can give someone the instructions they need to help you get through the crisis.

 

Documenting Processes

If you already have processes in place (and, more importantly, written down) then it’s time to review them. If you don’t have anything in writing, now is the time to do it. But, don’t just add it to your to-do list! Instead, begin to write things down as you complete them. Keep two screens open, the one that you’re working in and one with whatever documenting tool you’re using (we prefer Asana) so that it becomes easy to keep track of each step in your workflow. 

After a few weeks, you’ll have likely run through all of the different tasks that make up your business. Reserve a day or two to review these documents, add any additional details or links, and brainstorm any items to add that happen less frequently.


Having this will let you see everything that you actually do so that you can plan effectively to cover all of your bases.

 

 

 

 

Rachel Lavern helps service-based entrepreneurs simplify, strategize, and shine—keeping their sanity intact and their sparkle alive.

©2009 - 2025 Rachel Lavern  .  All Rights Reserved





 

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