What are the three invisible systems that increased my capacity and revenue?

Transcript, lightly cleaned for reading

0:00 Invisible systems

I don't think you guys realize how much easier your life could be, and how much easier your business could be, if you had systems in place. And the best systems you can create for your business are going to be invisible. You don't want to be seeing them. You don't want to have to do more work to get to them. You just want them to work on your behalf. So these are three invisible systems I have in my business that have helped me increase my capacity, which directly increased my revenue. And the best part is that they can run without me, in my sleep.

0:27 First: the project management brief

The first one is my project management brief. I have 12 consulting clients. Every single one of them has active projects going on, and some have multiple projects. I don't have a project management tool. I use a concept of a second brain in my Claude that has all my data, all my tools, all my project management, everything.

Every morning I get a little briefing. It checks my calendar, understands that I only have 3 hours today, and then gives me the tasks that will take up those 3 hours and meaningfully move me towards the end goal of these projects. This way I don't have to open anything. I don't have to think about anything. It just tells me these are the things you need to do, and I never miss deadlines, I never miss updates. And because my Claude knows everything, it's also doing the weekly updates for my clients.

1:24 Second: client health

Which brings me to my second system, which is client health. This includes my consulting clients, and it also includes my group program. Because it knows everything about my business, it also knows what is expected of me based on the contract, what I'm actually doing, how much of it is done, how much is left, and when I'm going to be doing those things. So it can keep clients updated using that data. I have a weekly status update system as well that shows them what's been done, what the plan is, and what's waiting on them.

The client health aspect is there to make sure I don't have any churn. With group programs there's always churn. With consulting there's always churn. So I want to make sure nobody has gone quiet for a while, that I have been hearing back from them, that all payments are good to go, and that projects are meaningfully moving forward every week. If anybody is at a point where they might hit below a certain threshold, I can give them extra attention that week, so everybody is good to go.

2:25 Third: follow-ups

My third and final invisible system is my follow-ups. This doesn't really require AI. This is basic automation. If you don't know the difference between AI and automation, I can make another video on that. Automation is basically: you know the sequence, you tell it, and there's no real nuance to any of it.

Any lead that comes in: I have Meta Ads for my consulting and TikTok DMs for my group program, and I'm able to automate that portion. Anytime someone follows me, and you might see this when you follow me on TikTok, it sends a message automatically: "Thanks for following. Let me know if you need help with anything." If you click "yes, show me," then I respond to you personally. That has gotten a lot more conversations than I normally would have. Same with my Meta Ads: the email sequences that go out, the text messages that go out, the reminders for my sales calls, all of that is happening without me. And it's really impactful, because it increases my show rates, it increases my closes, and it makes my Meta Ads worth it.

3:25 A goal or a problem

If you noticed, every single one of these systems either got me closer to my goals or solved a problem. If you're not basing your business decisions on "Does this get me closer to a goal, or does this solve a problem?", maybe that's something to start considering, because it has dramatically increased my clarity, how quickly I can make decisions, and what kind of data I look at. And due to all of those reasons, I've been able to 5x my revenue over the last 5 months.

If you need help creating systems in your business and teaching them to AI, or just using AI overall, that concept of a second brain I was telling you about is my group program. Together, we build out your second brain and map out your business, done with you. If you need help with any of this, go to the link in my bio where it says learn AI and operations, and sign up.