Biz Insights From The Inside: The Top 3 Systems We Use & Love At Swift Ventures with Nivek Harrison
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Description
Our special guest on the podcast today is the one and only Nivek Harrison, the Online Business Manager here at Swift Ventures and owner of The Virtual Chapter, a support agency for online coaches & service providers who want to scale their operations with ease.Nivek has been a member of Team Swift for almost 5 years, coming on board to kick off of our very first mastermind, so it’s fair to say she has been integral to the process and knows The Mastermind Model™ inside out. Since then, Nivek has gone on to become a co-coach in Swiftmind Scaled.Through her combined skills and unique approach to project management and team leadership, Nivek helps service-based business owners create systems and structure in their business so they can show up and serve their clients in a deeper way (and get back a whole bunch of time while doing it).The Virtual Chapter is now a multi-six figure agency with a team of 12 and serves clients globally. Through their team model, Nivek and The Virtual Chapter have supported countless clients from business launch through to 7-figures. Her in-depth knowledge of systems, tech and operations means she is able to guide business owners to create an easeful and scalable business model.Needless to say, Nivek knows a thing or two about systems and in this episode, she’s taking you behind the scenes to share the top 3 systems we use and love at Swift Ventures. 1. Project Management SystemOur project management tool of choice is Asana. It contains every single thing that we do each day and quite frankly, without it, we’d be lost!Why do we use Asana?Centralised Tasks: Every task, from the smallest to the most significant, is documented in Asana. This keeps the entire team on the same page and ensures that nothing falls through the cracks. It also means that we can see what everyone else is working on so we can collaborate and get a full understanding of the workload.Process Documentation: Our tasks in Asana often include links to Loom videos for how a task is to be completed. This consistency is vital for training new team members and maintaining high-quality work.2. Client Onboarding SystemClient onboarding is one of the crucial touch points in a client journey with you, but it’s often overlooked. Over the years, Nivek and I have spent a lot of time honing and crafting our onboarding system, particularly around our masterminds, because we understand how vital this process is for client success. Task Management & Automation: At Swift Ventures we use Asana to manage our client onboarding tasks, ensuring key steps like contract sending, payment setup, and course access are systematically handled.
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