2 Systems Your Business Will Die Without

Hey there entrepreneurs,

Welcome to the Better Business Brief, where I share takeaways from:

running businesses I’m building to sell for millions
My advisory with other business owners building to sell for millions
tips and tricks you can use to do the same

Most small business owners I meet are doing well enough.

Money’s coming in. Customers are happy. Referrals are flowing. But there’s a major problem…

So today, in less than 5 minutes, I’ll give you:

🧰 The 2 Most Critical Systems You Need

📈 Why You Can’t Grow Without Them

👣 What to Do Next

Behind the scenes of these businesses?

They’re running everything from their phone.

They don’t really know how much money they’re making.

And they’re burning out fast. In reality, their business is headed for trouble. It’s slowly dying…

This is top of mind because we’ve been working with a business owner hands on lately to help her build these two systems in her business and escape the burnout of so much success concentrated squarely on just her shoulders…

SYSTEM #1
Financial Tracking: Know Your Numbers:

One of our clients is a bad*ss business owner in the granite countertop space. Been running her business for 3 years — and selling everything herself. She’s a great closer, but she had no idea how much money she was actually making.

No QuickBooks. No bookkeeping. No monthly reports. Just gut instinct.

So we reconciled all her bank transactions. Thousands per year.
And guess what?

She was making MORE THAN DOUBLE what she thought in sales. And we’re talking to the tune of being hundreds of thousands off.

Big difference, right?

With clear books, she finally saw where the money was going and where she could cut the fat, and built the confidence to grow.
You can’t scale what you don’t understand.

If your finances live in your head or your bank app, it’s time to level up.

Start here (action steps):

Set up QuickBooks
Reconcile all business accounts
Generate monthly P&Ls and review them
Use the numbers to make decisions — not your gut

SYSTEM #2
Lead & Sales Tracking: Don’t Let Money Fall Through the Cracks

Our same client was getting 20–30+ leads per month from Google Ads — without tracking them.
No Customer Relations Manager (CRM). No pipeline. No follow-up reminders.

She was losing hot leads left and right simply because she forgot to call them back or forgot they were a lead entirely.
That’s real money walking out the door.

We set her up with a $97/month GoHighLevel CRM. Nothing fancy — just functional.

Here’s what it does:

Auto-captures leads from her site and phone
Sends them an instant email (eventually text message too)
Notifies her instantly
Tracks each lead’s progress down the sales pipeline

We then mapped out her exact sales process from inquiry to install and built her CRM pipeline to match.

Now she sees exactly where every lead stands:

Who needs an estimate
Who’s accepted but hasn’t paid
Who needs an invoice
Who needs a follow-up

And now? She’s not leaving tens of thousands on the table.

If you’re like most small business owners, you don’t need a hundred new tools.
You just need the right two systems working properly:

A simple, reliable financial tracking system
A basic lead capture and sales pipeline

With just those two in place, you can:

Get your time back
Delegate more effectively
Make better decisions

Build a business that doesn’t rely on you

If you’re a business owner looking to implement these kinds of changes in your business, and you’d rather shortcut the action steps and get there quicker like our client above, head over here and see how we can help.

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Happy value-building to you!

See you next time for Better Business Brief,

-Brody