Optimizing Systems

Running a business often means juggling multiple platforms, messages, leads, clients, and tasks — and without the right systems in place, things can quickly start to feel overwhelming.

In this workshop, we’ll walk through how to optimize your business systems so your operations run more smoothly and efficiently.

You’ll learn how to organize your contacts, automate key processes, and build workflows that support your growth instead of slowing you down. Whether you're managing leads, onboarding clients, or coordinating events, having the right systems in place allows you to spend less time on manual work and more time focusing on what actually moves your business forward.

This session will cover practical tools and strategies around CRMs, automations, integrations, and workflows that can help simplify your business operations.

• A small business owner or entrepreneur managing multiple platforms and tools
• Looking to organize your contacts, leads, and client communication
• Spending too much time on manual tasks like follow-ups, onboarding, or scheduling
• Curious about CRMs, automations, and integrations, but unsure where to start
• Ready to create systems that support your business as it grows

No advanced tech knowledge is needed — this workshop is designed to be approachable and practical.

During the workshop we’ll cover:

• How CRMs help you organize and manage your contacts and leads
• Simple ways to automate emails, follow-ups, and workflows
• Tools that connect your platforms so information flows smoothly between them
• Examples of systems that help streamline client management, events, and marketing
• Real-life strategies entrepreneurs can use to make their businesses run more efficiently

There will also be time for questions and discussion, so you can think through how these systems might apply to your own business.

• A clearer understanding of how systems support business growth
• Ideas for organizing your contacts and leads more effectively
• Tools and platforms to explore for automations and integrations
• Practical ways to reduce manual tasks in your day-to-day operations
• A stronger foundation for building systems that grow with your business

When your systems are organized and connected, your business becomes easier to manage.

Instead of constantly reacting to tasks and messages, you can create workflows that handle things in the background — allowing you to stay focused on your clients, creativity, and long-term growth.

Strong systems don’t just save time — they create the structure that allows a business to scale.

👩‍💼 Lauren Najar – Marketing Strategist & Business Coach

🎨 Jessica Enriquez – Brand Strategist & Designer

This workshop is part of Social Savvy Societe — an initiative of Sisterhood Social Co., a community-driven organization creating intentional spaces for women to connect and grow together.

IEDC CCF Fund provides matching grants to support new community collaborations, services and programming that will serve Indiana’s entrepreneurial ecosystem with a focus on education, connection and acceleration.

A cozy, creative venue in the heart of downtown Valpo — the perfect backdrop for intentional work, fresh ideas, and inspired conversation.

Don’t wait — get your FREE ticket today.

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