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Creating Systems for your Wellness Practice
Our Practice Automation Systems are tools that will help us go
from good to great, or from Start-up Practice to Successful
Practice. Many Health and Wellness Practitioners do not create
systems and thus fail to truly leverage their practice from a Start-
up Practice to a Leveraged Practice that supports lifestyle
freedom on all levels.
WHY DO YOU NEED SYSTEMS?
Systems are the foundation of leveraging your practice. As part
of running a wellness practice, we continuously have to complete small and menial tasks
day after day. These menial tasks can take up a surprising amount of the day; time that we
could better spend doing other things.
Unless we make changes to how we do things, nothing can or will get better. Rather than
working on countless menial tasks each week and getting nowhere, when you put systems
in place you can follow a plan, have a strategy and actually start developing your practice.
In short, creating systems is about getting organised!
We need to change the way we think about systems. Creating systems in your practice is
one of the best ways to avoid stress and overwhelm. This keeps us functioning optimally,
which makes us able to offer our clients the best reflection of Wellbeing. Creating systems
is one of the key actions when we work ON our practice.
SYSTEMS AS THE KEY TO LEVERAGING
So often just the mention of the word “system” is enough to turn people away. I remember
when the word “business” used to put me off (actually I still prefer the word “practice” as
“business” tends to create an image of a dry boring world of corporate offices and busy-
ness )
Here’s a better way of getting an understanding of the value of systems…have you ever
said to yourself:
“I’m tired of having to do everything myself”
“I want to find a way to work less and earn more”
“My business is stressing me out and draining me”
“I never seem to get the results I’m looking for”
“I need someone to help me but don’t know where to start”
Do you relate to two or more of these quotes? If so, then you better pay attention because I
am about to tell you something about Systems that will give you exactly what you NEED to
hear to finally create your dream practice.
CREATING SYSTEMS IN FIVE SIMPLE STEPS
1. Empty
2. Categorise
3. Detach
4. Systemise
5. Delegate
Empty: Write down everything that you do in your business – every task, large or small. Ask
yourself: If I were sick or away, what would someone else have to do to keep my business
ticking over?
Categorise: Now that you have written down all of your daily actions (wow, you didn’t know
that you did so much did you?), start sorting them into different lists:
 Daily to Do
 Weekly to do
 Monthly to do
 Other Stuff
Detach: Now, detach yourself from your tasks. Look at each activity with a cool and
objective eye, and identify tasks that are:
 Repetitive in nature
 Tasks that you don’t like or enjoy
 Not worth your maximum hourly rate
Now you’ve made some order in your chaos, it’s time to create your System!
Choose ONE of the 9 Categories Below to start:
 Content
 Marketing
 Sales
 Delivery
 Retention
 Administration
 Finance
 Management
 Training
Take the category you have chosen and fill it with all of the tasks, large and small, that go
into making this part of your Practice work.
Review: Now it’s time to cross-check your systems, and fine tune them. You can create a
sequence for your actions using a flow chart and identify areas where you can improve your
efficiency or outcomes.
Now of course, I can’t fit everything about creating Systems for your Practice into a weekly
article; some people will take to this kind of work like ducks to water and others will struggle.
If you need help with any part of systemising your practice, leave a question in the
comments, or check out our 30 Day free Membership trial. What have you got to lose?
About Andy
“Over the past 15 years I’ve sought to find the key ingredients in
running a Heart based practice. After treating over 2500 patients
and coaching over 300 practitioners I’ve developed a proven
system that has worked wonders for my clients and will make
your job as a Heart Based Practitioner so much easier”
Andy Ramsay - Founder of Wellness Leadership Academy
What’s Andy’s Story?
“My journey started as a Massage Therapist and Acupuncturist. I
wanted to make a difference and help people rediscover their
wellbeing and their inner peace. The world was so stressful and I
felt like I had so many tools and techniques that could help people
feel just that little bit better. I got great results and my clients got
better over and over again, but I realised something was missing.
I was helping them get to a certain level of healing and then
leaving them to fend for themselves. How could I expect them to
become Optimally Well and Self Empowered if I knew how difficult
that was for myself ongoing? So I changed things, I became more
of a mentor, a guide, leading them first by living as an example,
and then offering them solutions rather than just healing
modalities.
I basically gave them everything I knew would help them and that
took the form of Energetic training like Qigong, Meditation,
Acupressure workshops, Life Coaching and more. I realised that
by becoming a wellness “Educator’ my clients become more Self
Empowered and took more responsibility for their health and
wellbeing, and the results were amazing. People were less reliant
on me and more connected to themselves! And thus the path of
Wellness Leadership opened up to me and the true potential of
every Wellness Practitioner was evident – I started sharing my
ideas with Practitioners all over the world and very quickly had a
big list of fellow practitioners wanting to work with me and
discover the secrets of Wellness Leadership.
“Andy is unlike other business coaches I’ve experienced (who
actually feel really cheesy to me). Andy understands practitioners
in a much deeper and more authentic way… he truly offers the
heart of practice.”
Jason Eldridge - Founder of Naturopathic Care
“Andy is a very kind, aligned person with great insight into both
health practices as well as the evolving nature of business. He
has great insight and has obviously done his research on what
opportunities are now available and can really help health
practitioners be in alignment with what they truly desire.”
Dr Zoe Wells - Founder of Dr Zoe Wellness Clinic
Contact Us: You can contact us anytime and we’ll get back to
you within 24-48 hours.
 Phone: (61) 3 90056883 (Australia) for international calls
please dial (61)
 Email: andy@wellnessleadershipacademy.com
Creating System for your Wellness Practice

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Creating System for your Wellness Practice

  • 1. Creating Systems for your Wellness Practice Our Practice Automation Systems are tools that will help us go from good to great, or from Start-up Practice to Successful Practice. Many Health and Wellness Practitioners do not create systems and thus fail to truly leverage their practice from a Start- up Practice to a Leveraged Practice that supports lifestyle freedom on all levels. WHY DO YOU NEED SYSTEMS? Systems are the foundation of leveraging your practice. As part of running a wellness practice, we continuously have to complete small and menial tasks day after day. These menial tasks can take up a surprising amount of the day; time that we could better spend doing other things. Unless we make changes to how we do things, nothing can or will get better. Rather than working on countless menial tasks each week and getting nowhere, when you put systems in place you can follow a plan, have a strategy and actually start developing your practice. In short, creating systems is about getting organised! We need to change the way we think about systems. Creating systems in your practice is one of the best ways to avoid stress and overwhelm. This keeps us functioning optimally, which makes us able to offer our clients the best reflection of Wellbeing. Creating systems is one of the key actions when we work ON our practice. SYSTEMS AS THE KEY TO LEVERAGING So often just the mention of the word “system” is enough to turn people away. I remember when the word “business” used to put me off (actually I still prefer the word “practice” as “business” tends to create an image of a dry boring world of corporate offices and busy- ness )
  • 2. Here’s a better way of getting an understanding of the value of systems…have you ever said to yourself: “I’m tired of having to do everything myself” “I want to find a way to work less and earn more” “My business is stressing me out and draining me” “I never seem to get the results I’m looking for” “I need someone to help me but don’t know where to start” Do you relate to two or more of these quotes? If so, then you better pay attention because I am about to tell you something about Systems that will give you exactly what you NEED to hear to finally create your dream practice. CREATING SYSTEMS IN FIVE SIMPLE STEPS 1. Empty 2. Categorise 3. Detach 4. Systemise 5. Delegate Empty: Write down everything that you do in your business – every task, large or small. Ask yourself: If I were sick or away, what would someone else have to do to keep my business ticking over? Categorise: Now that you have written down all of your daily actions (wow, you didn’t know that you did so much did you?), start sorting them into different lists:  Daily to Do  Weekly to do  Monthly to do  Other Stuff
  • 3. Detach: Now, detach yourself from your tasks. Look at each activity with a cool and objective eye, and identify tasks that are:  Repetitive in nature  Tasks that you don’t like or enjoy  Not worth your maximum hourly rate Now you’ve made some order in your chaos, it’s time to create your System! Choose ONE of the 9 Categories Below to start:  Content  Marketing  Sales  Delivery  Retention  Administration  Finance  Management  Training Take the category you have chosen and fill it with all of the tasks, large and small, that go into making this part of your Practice work. Review: Now it’s time to cross-check your systems, and fine tune them. You can create a sequence for your actions using a flow chart and identify areas where you can improve your efficiency or outcomes. Now of course, I can’t fit everything about creating Systems for your Practice into a weekly article; some people will take to this kind of work like ducks to water and others will struggle. If you need help with any part of systemising your practice, leave a question in the comments, or check out our 30 Day free Membership trial. What have you got to lose?
  • 4. About Andy “Over the past 15 years I’ve sought to find the key ingredients in running a Heart based practice. After treating over 2500 patients and coaching over 300 practitioners I’ve developed a proven system that has worked wonders for my clients and will make your job as a Heart Based Practitioner so much easier” Andy Ramsay - Founder of Wellness Leadership Academy What’s Andy’s Story? “My journey started as a Massage Therapist and Acupuncturist. I wanted to make a difference and help people rediscover their wellbeing and their inner peace. The world was so stressful and I felt like I had so many tools and techniques that could help people feel just that little bit better. I got great results and my clients got better over and over again, but I realised something was missing. I was helping them get to a certain level of healing and then leaving them to fend for themselves. How could I expect them to become Optimally Well and Self Empowered if I knew how difficult
  • 5. that was for myself ongoing? So I changed things, I became more of a mentor, a guide, leading them first by living as an example, and then offering them solutions rather than just healing modalities. I basically gave them everything I knew would help them and that took the form of Energetic training like Qigong, Meditation, Acupressure workshops, Life Coaching and more. I realised that by becoming a wellness “Educator’ my clients become more Self Empowered and took more responsibility for their health and wellbeing, and the results were amazing. People were less reliant on me and more connected to themselves! And thus the path of Wellness Leadership opened up to me and the true potential of every Wellness Practitioner was evident – I started sharing my ideas with Practitioners all over the world and very quickly had a big list of fellow practitioners wanting to work with me and discover the secrets of Wellness Leadership. “Andy is unlike other business coaches I’ve experienced (who actually feel really cheesy to me). Andy understands practitioners in a much deeper and more authentic way… he truly offers the heart of practice.” Jason Eldridge - Founder of Naturopathic Care
  • 6. “Andy is a very kind, aligned person with great insight into both health practices as well as the evolving nature of business. He has great insight and has obviously done his research on what opportunities are now available and can really help health practitioners be in alignment with what they truly desire.” Dr Zoe Wells - Founder of Dr Zoe Wellness Clinic Contact Us: You can contact us anytime and we’ll get back to you within 24-48 hours.  Phone: (61) 3 90056883 (Australia) for international calls please dial (61)  Email: andy@wellnessleadershipacademy.com