
For Professional System-Builders
Ultimate Guide to Systemize Your Business In 2026
Tuesday, January 6, 2026
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When it's the right time to systemize your business, you know that time is important. This ultimate guide to systemizing your business will take you step-by-step through a simple (and efficient) way to organize daily work.
Want your business to run without you? This ultimate guide breaks down the exact 5-step framework we use at ProcessDriven to systemize small businesses — even if you’re a team of one.
Instead of recycling advice like "just hire a genius" or "record Loom videos," we walk you through practical, proven strategies for building systems that actually get used — and improve over time.
You’ll learn:
Why “Be like me” guru advice doesn’t work for small teams
How to identify every area of responsibility in your business (even the invisible ones)
The right way to delegate tasks without creating chaos
What software really works for managing systems (and when it's you, not the tool)
How to build self-sustaining feedback loops so your team keeps improving the system without your constant input
Whether you're burned out or just ready to lead instead of micromanage, this video is your blueprint. Process-driven businesses scale better — start building yours now.
Videos & resources mentioned in this episode:
🔗 Free Masterclass training ← This is where you can find the "what you do" exercise.
🔗 Grab the SOP template we use inside ProcessDriven + Clients
🔗 Task Plunger: What should you start delegating?
🔗 Join the waitlist to grab your copy of ProcessDriven's Book
🔗 Stop Using Loom for SOPs
🔗 Avoid These 7 Delegation Mistakes
🔗 Grab your copy of 100 Best Books for Work and Life
🔗 Which software should I use? Watch the breakdown
🔗 Watch How to Pick Key Metrics
🔗 Watch How to Write SOPs Faster
🔗 Why should team members write SOPs?
🔗 Where should I put SOPs?
🔗 Read The Checklist Manifesto
🔗 How to Build Systems
🔗 Fix Chaos in 6 (Easy) Steps
🔗 Who is Layla Pomper?
Here's what this video covers:
00:00 Why most systemization advice fails for small businesses
01:50 Why “Be Like Me” guru logic doesn't scale
02:40 Why Loom videos don't work
03:48 https://youtube.com/shorts/aJTeC8iYO4Q
03:55 “Hire a genius” advice is not only wrong — it’s expensive
05:30 What actually works to systemize a small business
06:17 Step 1: Define what your business does
09:28 Step 2: Assign who is responsible (roles vs. names)
13:12 Step 3: Choose where work and systems live
17:34 https://www.youtube.com/watch?v=2CPcky1KQJo
17:56 Step 4: Set up the when (cadence, deadlines, routines)
20:28 https://www.youtube.com/watch?v=CudKZSMESrE
21:30 Step 5: Document how — but only where it matters
22:48 https://www.youtube.com/watch?v=ewF-VdceT20
24:39 https://www.youtube.com/watch?v=Kx9z35T0dMI
26:21 How the system becomes team-led (not founder-led)
32:30 Lightning round: 13 FAQ about systemization answered
36:20 https://www.youtube.com/watch?v=ewF-VdceT20
37:40 https://www.youtube.com/watch?v=qW77G4DHqMo
37:48 https://www.youtube.com/watch?v=PLwOPsGD0cg
39:55 https://www.youtube.com/watch?v=-4yrNvmN0mE
50:00 Can ProcessDriven systemize it for you?

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