The Simple 3-Step Framework for Setting Up Your Digital Systems
Feeling Overwhelmed by Tech? Let’s Simplify It.
If you’ve ever felt like your tech stack is a tangled mess of tools that don’t talk to each other, or you’ve signed up for all the ‘must-have’ apps but still struggle with workflows, you’re not alone. Many small business owners face this challenge, spending too much time trying to make sense of their systems instead of focusing on their actual work.
That’s where my three-step system setup framework comes in. It’s designed to take you from tech chaos to a fully functional system—without the stress. Let’s break it down.
The 3-Step Framework for a Stress-Free System Setup
1. Stack – Review, Brainstorm, Research
Before you can streamline, you need the right tools.
The first step is to assess what you’re currently using and determine whether it’s working for you. This includes:
Auditing your tech stack – What’s essential? What’s redundant? What’s causing friction?
Identifying gaps – Are you missing key features? Are there better tools that integrate more smoothly?
Researching the best-fit solutions – Not all tools are created equal, and I help you find the ones that align with your needs and business goals.
End result: A clear, strategic selection of tools that will work together seamlessly.
2. Systemise – Workflow, Assets, Copy
A system isn’t just about the tools—it’s about how everything fits together.
Once we have the right tech stack in place, it’s time to structure it for efficiency. This includes:
Mapping out workflows – Ensuring a logical flow for how tasks, automations, and processes connect.
Organising assets – Bringing together branding materials, templates, and files in a structured way.
Drafting copy for automation – Prepping email sequences, canned responses, and messaging templates for consistency.
End result: A structured system that supports your business without the clutter.
3. Setup – Build, Automations, Templates
Now, it all comes to life.
The final step is implementation—bringing everything together so that it works for you, not against you:
Setting up selected tools – Getting everything connected and properly configured.
Building automations – Eliminating manual tasks to save you time.
Creating templates – Standardising key processes to maintain efficiency and consistency.
End result: A fully functioning system that saves you time and keeps your business running smoothly.
Why This Framework Works
This approach is effective because it ensures that your systems are intentional, integrated, and easy to maintain. Instead of patching together a collection of tools that might not work well together, we create a cohesive digital ecosystem that actually supports your business.
No more tech overwhelm. No more unnecessary subscriptions. No more broken workflows.
Ready to Simplify?
If you’re tired of struggling with tech and want a system that actually works, I can help. My VIP day service takes you through this framework in just one day, so you can get set up and move forward with confidence.
Let’s chat! Book a call or send me a message to get started.
