Streamline Now, Chill Later: 3 Systems to Get Your Biz Summer-Ready

You know that summer vibe where you want to be sipping iced coffee poolside, but instead you’re stuck checking emails between client calls? Let’s change that.

If your business isn’t set up to run on systems, you end up doing everything manually, even while trying to take time off. This post walks you through three systems that will help your business run behind the scenes so you can take actual time off without losing momentum.
Whether you’re planning a vacation or just want more freedom in your day-to-day, these are the must-have systems that give you room to breathe.

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Why Summer Is Actually the Best Time to Set Up Systems

Summer is when a lot of business owners start to coast, which makes it the perfect time to organize your processes and set yourself up for a strong second half of the year.
You’re not in launch mode. You have breathing room. Use that time to finally tackle the things you usually push off like automating the tasks you keep repeating.

The 3 Systems Every Business Owner Needs Before Summer Kicks In

1. Lead Capture System

Instead of relying on random DMs or scattered inquiries, create a system that allows potential clients to inquire through your website 24/7.

Recommended tool: Dubsado lets you embed customizable contact forms that funnel leads directly into your CRM. Add a few qualifying questions to ensure you’re attracting the right kind of clients.

2. Booking System

Picture this: You’re lounging at the beach 🏖️ or deep in focus mode, and meanwhile, a new client books a discovery call without you lifting a finger. That’s the beauty of an automated booking system.

With Google Calendar, you can create one free, bookable calendar that’s super easy to set up and even easier to share. Just set your availability, customize your booking settings, and send the link to clients or embed it on your site. It takes care of the back-and-forth, so you don’t have to.

Recommended tool: Google Workspace gives you access to Google Calendar's booking features, along with Gmail, Docs, Drive, and more! A one-stop, tidy hub for your business.

3. Email Follow-Up System

Once someone reaches out or books a call, don’t leave them hanging. Set up an email workflow that shares next steps, common questions, and trust-building content like testimonials, all on autopilot.

Recommended tool: Flodesk is beautifully designed and user-friendly. 

How These Systems Work Together

Here’s the basic flow:

Once set up, this runs without you needing to check in constantly.

What to Do Next

Feeling unsure if your systems are in shape for the summer?
Take the Business Health Check Quiz. It takes just two minutes and shows you exactly what to focus on next.

Ready to get everything in place quickly?

• The Smarter Not Harder© program helps you build simple, sustainable systems so your business runs without running you.
  • Want support? Join the program now!
• Or, skip the DIY and let us handle it for you. Book a consultation with me to chat fit + recommendations, then sit back while we create the business of your dreams.

Make this the summer you enjoy more freedom while your business continues to move forward.

Talk soon,

Kate
Kate Waldo + Co.