This is a presentation about Outsourcing, what to before you start. You need to know where you are as a business and where you want to go as a business.

2. minutes
Presentation

3. minutes
Discussion

4. Introduction – Maximiliano Lopez
Know Your Self/Business > Goal
Outsource the Minutia
Discussion + Q&A.
Outsource Options – Employee, VA or Firm
Quality Control, KPI and OKR

7. About Me - Working on online businesses.
Vinstt.com Bookkeeping Service.
WhiteShirtMarketing.com Digital Marketing Services.
PhilippineCPD.com Online Professional Development School
ForeverMommy.com Ongoing E-Commerce Business in the Philippines

8. Where are
you NOW?
Where are
you REALLY?
Where do you
want to BE?

9. Where are
you NOW?
Where are
you REALLY?
Where do you
want to BE?

10. A Business is an
entity separate from
its Shareholders
Owners that can
grow and prosper
without the owner
being present that
creates Wealth for
the Shareholders &
Business Owners.

11. Ideally you see the
Advantages of being a
Business Owner/Shareholder
so how do you get to be a
(Genuine) Business Owner?

12. Know Yourself.
(Strengths & Weaknesses)
Know Your Business.
(Choose the right business)
Build a Team.
(Delegate to the Right People)
Outsource.
(Minutia/Processes)
Work Towards Your End Goal
(Being a Business Owner/Wealthy Share Holder)

13. What Stage of Business are You In

14. Know Yourself.
(Public Speaking/Marketing/Sales/Strategy/Startup)
Know Your Business.
(Bookkeeping/Online Education/Process Based/Scalable)
Build a Team.
(Sales/Onboarding/Fulfillment/Quality Control/Management)
Outsource.
(Minutia/Processes/1 Off/Expertise)
Work Towards Your End Goal
(Being a Business Owner/Wealthy Share Holder)

15. Some Industries are easier
than others to create systems
and processes.
Anything can be a Business
with the right leader, team,
strategy and resources.

16. Outsource the Minutia
What will you Outsource?
What can you Outsource?
Law LLC Social Media Web
Bookkeeping Sales Accounting
Email Phone Answering
Fulfillment Process Management
Minutia Content Creation

18. Cost: $$$$$
Speed: SSSSS
Quality: QQQQQ
Cost: $$$
Speed: SS
Quality: QQQQQ
Cost: $
Speed: SSSS
Quality: Q

19. Law Sales Email
Phone Answering
Fulfillment Process
Management
LLC Social Media
Web Bookkeeping
Accounting Minutia
Ideally Nothing

20. THE GREY

25. Nothing Honorable with DO IT MYSELF this is an
Employee Mentality Hollywood Hero Caca
Team and Systems is what will make you a
Profitable Business Owner. Watch Documentaries
like Formula 1 Drive to Survive or Cricket Fever MI

26. - WARNING -
DO NOT ENTER
THE GREY
THE GREY is
‘I can do it Myself’
This leads to SELF
EMPLOYMENT
You can do in a Start-up
to set up a system. Get
some Sweat Equity &
MOVE OUT of it ASAP.
Focus on the END GOAL
being a Business Owner
a Wealthy Shareholder

27. Processing & Outsourcing
1. Technology
• Machinery example Bottling Machine, Conveyer Belts, Automated Car.
• Programs example Sales Force, QuickBooks, Hubspot, Apps.
2. In-house
• Personnel example Graphic Designer, Management, Quality Assurance.
3. VA (Virtual Assistant)
• Personnel example Graphics Design, Content Creation, Website, SEO.
• Task example Logo, Quality Assurance, Phone Answering, Outreach.
4. Agency/Company
• Expertise example Accountant, Lawyers, Development, SEO.
• Task example Logo, Quality Assurance, Phone Answering, Outreach.

28. FOCUS On the end GOAL of
being a Business Owner /
Shareholder
Ideally you grow a BUSINESS
by COMPARTMENTALIZING
Tasks, Process and Positions.

29. Phone Answering.
1. Create a process for incoming calls.
2. Test the process and refine.
3. Document the entire process so it can be used to
trained. Written and Video Documentation that is
easy accessible. (Internal Wiki, YouTube & Docs)
4. Implement Training for either Internal Team,
Virtual Assistant or Agency
5. Create Quality Assurance benchmarks for calls.
6. Monitor all 100% of Phone calls with an
Independent Agency using benchmarks.
7. Assign someone the responsibility of maintain and
refining this area of your business. This step can
be don’t at anytime.

30. Content Creation. (Articles)
1. Create a list of Articles for your Niche.
2. Sort List from importance, top to bottom.
3. Send to Agency or VA with expected work count.
4. Receive completed work.
5. Review work in Copyscape.com or alike.
6. Acquire Royalty free Images.
7. Create Publishing Schedule.
8. Create Social Media Share Schedule
9. Implement Publishing/Social Media Schedule
10. Review Feedback, Google Analytics and Metrics
11. Create a List of new articles for you Niche based
on Metrics and Direction from Management
12. Repeat Process Again.

31. Systems/Process
MUST be MEASURABLE
Create KPI (Key
Performance
Indicators)
Metrics can be created
to measure
efficiencies.
OKR Objective & Key
Results can be created
for Managers Improve
and Individuals.

34. Do not create Bottle Necks for
your Team, VA or Agencies.
GET OUT OF THE WAY.

35. Hiring Where to Find.
1. Technology
Industry Trade Shows, Peers, Networking, Ask the Google, Industry Groups.
2. In-house
Referrals, Indeed, LinkedIn, Peers. Facebook Groups.
3. VA (Virtual Assistant)
Upwork.com, Fivver.com, Craigslist.com, Facebook, VA Agencies.
4. Agency/Company
Google, Peers, Industry Experts, Referrals, Conferences,
The Key to Success is knowing the position and systems in your business they
will fulfill. No Technology/In-House Team Member/Virtual Agency/Agency
can fulfill your position if they do not know what it is.

39. Employee/VA Fulfillment
<Business Owner

40. Employee/VA Fulfillment
<Business Owner
No System
You will spend more time to get the
desired result may even go GREY.
System + KPI
You can get the desired measurable
result you need.

41. Successful Outsourcer
Sir Richard Branson
Sets up and goes.

42. Where are you on the Cashflow Quadrant?
E/SE
What Stage of Business are you? 1 Start-Up
Choose Two, Fast, Good or Cheap? Fast &
Good
What Process do you need to Create Today?
Content Creation (Website)
How will you fulfill your Process? Agency
How will you measure that process? Delivery
Time, Quality (Copyscape), Words in Article
& Readability.
How will asses if the process meets an
Objective? The article generates traffic on
Website.

43. Thank You,
Cashflow Quadrent by Robert Kiyosaki
5 Stages of Small Business Growth by Neil C
Churchill and Virginia L Lewis HBR
https://hbr.org/1983/05/the-five-stages-of-
small-business-growth
EMindMap Free Tool
https://emindmaps.informer.com/
Digital Marketing & Online Sales Meet-Up Group
Las Vegas https://www.meetup.com/Las-
Vegas-SEO-Social-Media-and-Digital-Marketing-
Group/events/gjvmnqyzfbqb/
Maximiliano Lopez
https://www.facebook.com/WhiteShirtMarketing/