Most business owners are so busy working in the business that they rarely take a step back to work on the business.

Things get done because “that’s the way we’ve always done it” – but when was the last time you checked whether your processes are actually helping you grow, scale, and run efficiently?

If you’re looking to streamline operations, reduce inefficiencies, and free up your time, auditing your business processes is the place to start.

Here’s how to do it effectively.

Step 1: Identify What’s Working (and What’s Not)

Look at every key process in your business—sales, marketing, operations, finance, customer service, and team management. Ask yourself:

  • Where are the bottlenecks?
  • Where are the breakdowns?
  • What tasks drain too much time?
  • Are manual processes slowing things down when automation could help?

If something feels clunky, it probably is.

Step 2: Follow the Journey Like a Customer

Put yourself in your customer’s shoes. How easy is it to buy from you, get support, or move through your delivery process?

Look for:
x Unnecessary steps that create friction.
x Slow response times that could lose customers.
x Gaps in communication that cause confusion.

A smooth customer journey = higher retention, better referrals, and more revenue.

Step 3: Find What’s Holding You Back

One of the biggest business killers?

Wasted time.

Ask yourself:

  • What are you (or your team) spending time on that isn’t adding value?
  • Are you duplicating effort anywhere?
  • Could tech or automation replace manual work?
  • If you’re onboarding a new person or giving someone a new responsibility, could this be a great time to define or redefine a process so they can take ownership of it?

A small tweak to how you operate daily could save you hours every week.

Step 4: Delegate, Automate, or Eliminate

Once you’ve pinpointed the inefficiencies, decide what needs to change:

> Delegate – Are you holding onto tasks that someone else could handle?
> Systemise  – Are you manually doing things that software could manage? 

> Automate – Are you leveraging the power of AI?
> Eliminate – Are there unnecessary steps or outdated processes that no longer serve your business?

Step 5: Make Process Audits a Habit

A one-off review is great—but ongoing improvements drive real results. Build in a quarterly review to keep your business running efficiently and ensure you’re always operating at your best.

Time to Take Action?

If your business feels clunky, slow, or just more complicated than it needs to be, now’s the time to fix it.

I’m offering a complimentary 45-minute strategy session where we’ll:

  • Identify inefficiencies in your processes.
  • Create an action plan to streamline and improve.
  • Ensure your business is running smarter, not harder.

  CLICK HERE to book your session now.

Because the best businesses don’t just work hard—they work smart.

And on this topic, this must-watch conversation, with James Vincent and David Jenyns, author of Systemology, reveals the game-changing power of systemising your business. 

 

P.S Want to know what your biggest focus needs to be to drive your business to the next level? Answer 13 simple questions and receive your personalised report.

Takes only 3 minutes! 100% free. LET’S GO!