How to Scale Business
Learn how to scale business with our detailed step-by-step guide. Follow our easy instructions to get it done right.
Your Progress
0 of 6 steps completedStep-by-Step Instructions
1 Step 1: Document All Processes and Systems
Step 1: Document All Processes and Systems
Create SOPs for every repeatable task so business does not depend entirely on you.
Scaling Up Book
Verne Harnish guide to growing businesses
SOP Template Library
Standard operating procedure templates
2 Step 2: Hire and Delegate Key Roles
Step 2: Hire and Delegate Key Roles
Identify tasks only you can do, then hire for other roles to free up your time for growth.
Who: The A Method Book
Guide to hiring right people for scaling
3 Step 3: Improve Profit Margins
Step 3: Improve Profit Margins
Increase prices, reduce costs, eliminate unprofitable products/services before scaling.
Profit First Book
Mike Michalowicz cash management system
4 Step 4: Implement Scalable Marketing Systems
Step 4: Implement Scalable Marketing Systems
Build automated marketing funnels, content systems, and lead generation that works without you.
Marketing Automation Software
HubSpot or ActiveCampaign subscription
Traction Book
EOS system for scaling businesses
5 Step 5: Secure Funding if Needed
Step 5: Secure Funding if Needed
Explore business loans, investors, or lines of credit to fund expansion.
Business Funding Guide
Book on securing capital for growth
6 Step 6: Monitor Metrics and Adjust
Step 6: Monitor Metrics and Adjust
Track KPIs, customer acquisition cost, lifetime value, and cash flow as you scale.
Business Dashboard Software
Databox or Klipfolio for tracking metrics