How To Streamline A Business

How To Streamline a Business

If you’re feeling overworked, overwhelmed, or just not as efficient as you know you could be… it might be time to learn how to streamline a business.

Luckily, streamlining your business can happen in just three simple steps, but you need to start now before the process becomes insurmountable.

Take a look at how I’ve learned to streamline my business, and how you can too.

How To Streamline a Business in 3 Steps

1. Use Technology & Automation

When I was a little girl, everyone used to talk about technology as if it was going to put an end to work. You might remember what it was like: we’ll be able to automate a ton of what we do now with computers, so we can all relax and enjoy life more.

Well, that didn’t quite happen since everyone is still working and we haven’t been replaced by robots…

But there are definitely ways that we can use technology and software to save time in our businesses.

I personally use software to schedule appointments, handle order fulfillment, and send reminders to myself and others.

What can you hand over to technology to streamline your business?

2. How To Streamline a Business Using Systems

Systems are a bit of a foggy concept, so I like to talk about checklists and manuals. These might not sound very sexy, but if you’re wondering how to streamline a business – it won’t happen unless you have systems in place.

Simply start writing down the step by step process that you follow to do things in your business.

You can write down how you go about publishing a post on your blog and sending your newsletter, how you schedule a webinar, how you put together a launch or marketing campaign… These are all things that you’ll do over and over again in your business.

Once you have them written down you can just repeat them, without scratching your head and wondering what should happen next.

I like to use Asana and clone projects that we’ve used in the past, so we don’t even have to re-create the tasks… let alone re-inventing the wheel.

3. Delegate What You Can

Once you have systems in place, it becomes much easier to start delegating.

I’m a reluctant delegator myself, so I totally understand if you’re resisting this step. But trust me, once you get into the groove of handing off tasks and entire “systems” of work, it gets way easier and you can really see the power.

The trick is to have enough documentation and detail in your checklists and manuals that you don’t have to be included in all the little details.

This frees you up and removes you from being the bottleneck in your business. It also gives you an idea of what’s possible for your business when you focus on the high return activities that only you can do.

That’s my streamlining advice… what are you going to do about it?

As with any great idea, it’s worthless unless you take action. So commit to making time to start streamlining your business, and you’ll begin to see these results take shape.

Leave a comment below and let me know what you took away from this quick “how to streamline a business” video!


  1. Robert Granholm on February 26, 2013 at 7:55 pm

    Nice practices, and while I acknowledge no tool is going to run my business, I'd be interested more in exactly what technology you use, soup to nuts!

  2. Robert Granholm on February 26, 2013 at 7:55 pm

    Nice practices, and while I acknowledge no tool is going to run my business, I'd be interested more in exactly what technology you use, soup to nuts!

  3. on February 27, 2013 at 4:38 pm

    Couldn't agree more! These are all great "hold me over" steps before you're able to hire someone and save HOURS weekly. Thanks Nathalie :)

  4. Do Less, Earn More on February 27, 2013 at 5:58 pm

    Love this Nathalie! I've delegated everything from web coding to toilet cleaning and I love it! Plus, it helps to know that someone is there still getting the work done when you are busy having fun!

  5. MyMiBoSo Holistic Life Coaching on February 27, 2013 at 6:53 pm

    Great post Nathalie! I have fallen into that trap of not systemizing and delegating because I'm a solopreneur – BUT creating those systems NOW are part of the foundation that I'm building in my business (even if I stay a solopreneur and simply "hire out" the menial tasks I can hand over!).

  6. Sora on February 27, 2013 at 11:55 am

    Thanks Natalie. Just listening to your simple practices to streamline your business made me feel motivated to delegate!

  7. Jessica on February 27, 2013 at 1:35 pm

    I love how simple you make everything. Right after I watched this I made a list of what I do when a new teacher joins us – it’s just 15 steps and now I feel so much less overwhelmed by it all! Thanks so much.

  8. Ashlee Thurlow on February 27, 2013 at 3:06 pm

    Natahlie this is awesome and SO helpful, as usual! :)


  9. Cedarglen Realty Services Inc. on February 28, 2013 at 2:08 pm

    Great advice. I will get working on check lists and or a manual. I do find that I could really use this for things I don't do on a regular basis. I agree with Robert, I would love to know exactly what technology you use.

  10. Nikki Assalone on February 28, 2013 at 6:22 pm

    Love this Nath. I always look to you for advice on what I could be or should be using to streamline my processes. But honestly the concept of creating checklists and systems for repeatable tasks had not occurred to me… thanks so much.

  11. Louise on March 13, 2013 at 3:42 pm

    This is so great, Nathalie! We met briefly at last year’s WDS and I attended your awesome breakout (girl power!).

    I actually work with a women’s program organization where my role is create and streamline the day-to-day business operations. It’s such fulfilling work to help something run more efficiently! I’m curious to find out how I can help other businesses (more specifically, online businesses) with creating better systems. I figure if one organization needs it, others might too! I don’t know much about online businesses though as the organization I work with is a program and event organization.

    Do you have any suggestions on where I can learn more about how online businesses function so I can learn where I could help best? I would love to just have a conversation with a few entrepreneurs to understand what they struggle with most in regards to operations and systems. Thanks for all that you do and hope to see you at this year’s WDS!

  12. Camille Gaines on March 15, 2013 at 9:28 am

    Nathalie, I am loving your SEO webinar! Many of the strategies you show I have played with for years and your presentation is pulling it together and confirming that I was on the right track…but the big SEO guys sometimes said otherwise! I am looking forward to learning more from you…and also helping my clients learn more about this important topic. Like you say, the SEO “experts” are focused on the huge companies, not the solopreneurs, which is who I work with and AM. so thank you!

  13. Paul Cooley on April 3, 2013 at 4:21 pm

    Great post Nathalie! All very good points. Understanding and looking at my business as a system helped me out a ton!

    Delegating was my next step as well. The freedom that came when hiring a team was awesome! :)

    Keep up the great work Nathalie!

  14. Linda Basta on July 15, 2013 at 10:28 pm

    Wonderfully done, Nathalie. I need to get right on this.