Sarah Naylor Academy
Building Your Beauty Business Future
Scaling & Systems Worksheet
Build Systems That Allow You to Grow Without Burning Out
📊 Current Business Assessment
Before scaling, understand where you are now and what's working vs. what's breaking.
Booking, payments, social media, etc.
🎯 Scaling Readiness Assessment
Rate each area from 1-5 to identify where to focus your scaling efforts.
Business Maturity Scorecard
0/20
Select ratings above to see your scaling readiness
Rate each area from 1-5 to get your personalized scaling strategy and priority focus areas.
🔧 Systems Priority Planning
Focus on systems that will save you the most time and reduce stress first. High Impact Time Saving Easy to Implement
Priority 1: Booking Automation
Eliminate phone tag and manual scheduling
Priority 2: Client Communication
Automate confirmations, reminders, and follow-ups
Priority 3: Financial Monitoring
Real-time visibility into business performance
⏰ Time-Saving Automation Plan
Calculate how much time you'll save with each automation to prioritize your efforts.
Automation ROI Calculator
👥 Delegation & Team Building Strategy
Plan your delegation strategy to free up time for high-value activities.
What can you afford monthly?
✅ Systems Implementation Checklist
Track your progress implementing each system. Focus on one at a time for best results.
🤖 Automation Systems
- Set up online booking system
- Configure automated confirmations
- Create reminder sequences
- Set up payment automation
- Automate follow-up messages
📊 Financial Systems
- Choose accounting software
- Set up expense categories
- Create revenue tracking
- Build performance dashboard
- Schedule weekly money dates
👤 Client Systems
- Document client journey
- Create service protocols
- Build feedback system
- Set up loyalty program
- Create referral system
📈 Marketing Systems
- Create content calendar
- Set up scheduling tools
- Automate basic responses
- Track marketing metrics
- Build lead capture system
🎓 6-Month Journey Review & Graduation
Congratulations! You've Built a Real Business! 🎉
Reflect on your incredible 6-month transformation
How much are you earning now?
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