SYSTEMology - Live Noosa Event with David Jenyns & Rob Morgan - Part 2

Introduction of Rob Morgan:
Rob Morgan, a long-time mentor and business partner, has been involved with CloudKonnect for years.
Originally an IT specialist, he transitioned the business from IT support to cloud-based software solutions and automation.
He focuses on systemising businesses, allowing owners to work more on their business rather than in it.
Rob’s approach includes setting up domains, websites, emails, CRMs, proposals, contracts, and more, ensuring a seamless business system.
Rob’s Systemisation Journey:
Started in IT in 1998, providing support to businesses, eventually transitioning to cloud-based solutions.
Became a SYSTEMologist after selling his IT company and realising the need for business processes.
Personal experience with his father’s business highlighted the importance of documenting processes.
Now a certified SYSTEMologist, helping over 75 businesses systemise and grow efficiently.
Critical Client Flow (CCF) Workshop Overview:
Focuses on defining, assigning, and extracting processes to create a structured business system.
Participants are encouraged to pick one key service and break it down step by step.
Emphasis on recording short process explanations (30 seconds to 2 minutes) to document key operations.
The goal is to remove business owners from day-to-day operations and create scalable systems.
Practical Steps in Systemisation:
Define: Identify core services and processes that drive business revenue.
Assign: Allocate process ownership to knowledgeable team members.
Extract: Capture processes through video/audio recordings, making them easy to replicate.
Success Stories:
Systemisation has helped businesses achieve massive growth, such as Steve Musket’s company growing from $2M to nearly $5M in revenue.
Business owners find relief and confidence in structured systems, improving profitability and operational efficiency.
Key Tools and Concepts:
Use of tools like Loom for process recording.
Categorisation into core departments: Marketing, Sales, Operations, and Finance.
Importance of keeping systems simple and avoiding over-complication.
Actionable Steps for Participants:
Start by identifying a simple process they perform daily.
Record a short video explaining the process.
Use AI tools to turn recordings into structured SOPs.
Continuously review and improve processes.