the simple formula for business growth

Answers to common questions about The Scaleup Formula©

How does The Scaleup Formula© work?

The Scaleup Formula© helps you define and implement processes - these make your business easier to run and grow. It is an online system where you can create your own processes from scratch, install and customise pre-defined processes from a database, or ask an expert to create a process tailored to your business. The system also helps you delegate processes to employees and review performance. Monthly Mastermind Workshops are included to give you support and peer-group motivation and accelerate your progress.


How much does it cost?

Access to the complete system and all functionality is free. Many predefined processes are free to install - some have a small one-off charge. If you request our experts to analyse and define one of your own processes for you then the expert will agree a one-off price for this work before starting. The workshop programme is free.


Can I cancel at any time?

Yes, without penalty.


How long will it take to create my processes?

If you have a clear picture of the process and its output in your mind it will take you anywhere from a few minutes to a couple of hours to create it on the system, depending on its complexity. If you don't have a clear picture of the process, want to adopt best practice or want to add a new capability then finding and installing a complete pre-defined process will take a few minutes. You will then probably want to customise it to fit your business which might take a few minutes or an hour or two. If you want one of our experts to analyse and define one of your own processes then this will usually take a couple of weeks.


Does the information I create belong to me?

Yes, the data belongs to you


How do I use the system to create a process?

You create a process by defining some top-level information (its name, its main output, who owns it and so forth), the actual process steps, and the measurements used to manage the process. You can attach documents such as checklists and templates and links to other resources such as explainer videos. Processes can be broken down into smaller processes (so "Marketing" might include a sub-process "Facebook Marketing", for instance). All this is done on intuitive screens with context-sensitive help for every step.

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How do I search the process database and install a ready-made process?

On the Process screen there is a "Search Database" button that gives access to a screen displaying all the ready-made processes (including their detailed steps, attached documents, links, measurements and sub-processes). You can sort, filter and search these processes and then select the ones you need. If they are free, clicking "Install" will immediately install the selected processes into your system. If some carry a one-off fee, clicking the Paypal button and authorising payment will immediately install the selected processes into your system. You can then customise the processes to suit your business.

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Is my data secure?

Yes, the data is held on a secure server and backed up daily. You are the only person who can see your data.


What happens to my data if I cancel my subscription?

We will provide on request a download of all your data if you cancel your subscription.


How do I ask an expert to analyse and define one of my processes?

If you can't find the ready-made process you are looking for in the process database, simply click "Contact Us" and enter a brief description of the process that you are trying to document. We will ask an appropriate expert to get in touch and discuss your requirement. If you want them to they will then provide a price for creating the process for you. Of course , there is no obligation to actually go ahead and get the process created.

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How do I identify and define my key processes?

All businesses have the same core functions (get business, deliver the product or service, get paid) and so one way to develop your list of processes is to start with this and break it down to the detail of what you do. Another way is to look at the structure and titles of people or departents in your business and map out what each of them do. A third way is to imagine you are a single transaction and trace the processes that you go through from enquiry to money in the bank.

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How does defining processes help me run and grow my business?

Processes are important in three ways: Firstly, they are units of management. A complete business is too complex to manage as a single entity; breaking it down into bite-sized chunks makes it easier to measure and manage. Secondly, processes are units of delegation. Effective delegation is delegation of the responsibility for running a clearly-defined part of the business to achieve a business result. Thirdly, processes are units of scalability; they can be taught, replicated and improved - and delegating them takes the load off you.

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Can I distribute my processes?

Yes, you can download a pdf of a complete process. This contains all the detail required to teach or operate the process in the form of a Standard Operating Procedure (SOP).


How do I know this will work?

The Scaleup Formula© and the process-based techniques it deploys have been used by hundreds of business owners to develop business that are easier to run and grow. It is proven to work. However, success requires effort. Defining processes takes thought and getting real long-term benefits means applying these processes over the long term to improve delegation and performance.


I already have all my processes defined - why would I do them again?

If you want to stop being the bottleneck and reduce the load on you then you need a system to delegate processes and develop employee accountability. If you have processes documented already that is a good thing - but just documenting them does not drive delegation and accountability. That is what The Scaleup Formula© does.


What if I don't know how to define processes?

The system makes this really easy. You can define your own processes from scratch, which for the key ones should take from a few minutes to a couple of hours. If you want a short-cut, search our process database and install ready-made processes - tweaking them to suit your business should take only a few minutes plus you get the benefits of best practice. If you want a tailor-made solution with minimal effort, ask our experts to create your processes.


Why do I need to define all the processes in my business? That looks like a lot of work.

You don't need to define all your processes - just the important ones amd the ones you are going to delegate. This is about making your business easier for you to grow and run - not creating a quality manual or getting a certificate or documenting every little thing that happens.


How does The Scaleup Formula© help me improve productivity in my business?

The Scaleup Formula© makes it quick and easy to define your processes and measurable results. Just doing this will start to improve performance. The system also allows you to define specific productivity measurements for a process with just a couple of clicks and track these easily as they change over time.


I already have an ERP or MRP that keeps track of all my processes - why would I want to put them into another system as well?

If you want to stop being the bottleneck and reduce the load on you then you need a system to delegate processes and develop employee accountability. Processes defined in operational systems are a good thing - but they won't drive delegation and accountability. That is what The Scaleup Formula© does.


Does The Scaleup Formula© provide workflow functionality?

No, The Scaleup Formula© is a system to help you make your employees more productive and accountable, which makes your business more scalable. You use the system to work with employees to define processes and measurements and coach them to take responsibility for results. A workflow system, whilst useful in its own right, does not do this - and used without thought can have completely the opposite effect.


Does The Scaleup Formula© include forms functionality?

No, The Scaleup Formula© is a system to help you make your employees more productive and accountable, which makes your business more scalable. You use the system to work with employees to define processes and measurements and coach them to take responsibility for results. It is more important that they own the forms and checklists used than that these be on some centrally-controlled system, which risks having the opposite effect.


How does The Scaleup Formula© improve quality and reduce mistakes in my business?

The Scaleup Formula© makes it quick and easy to define your processes and provide quality measurements for each of them. The system allows you to create reviews with a single click and these reviews are where you work with your employees to continuously improve performance against these quality measurements.


How does The Scaleup Formula© improve the service I deliver to my customers?

The Scaleup Formula© helps you quickly and easily define your customer-facing processes and their measurable results. This means that your customers will get a more consistent, better-quality experience.


How does The Scaleup Formula© make it easier to attract and retain employees?

Job satisfaction for most people is driven by a sense of purpose, a belief that they do their job well, autonomy, being part of a team and having a supportive boss. The clear purpose and coaching approach to management created by The Scaleup Formula© create this environment and will make your organisation an attractive place to work.


How do I add employees to the system?

You add an employee to the system on the Accountability screen using the Add button. Each record has three sections designed to help you manage performance. The Framework section is where you keep track of the performance management system - has the employee got an up-to-date job description, clear objectives and so forth. The Attitude section allows you to keep track of an employee's attitudes to customers, colleagues and other important areas and so focus your coaching interventions. The Ability section does the same for the employees abilities and so allows you to manage training and development. Each employee has a score displayed that is calculated from these factors. Once you have added an employee you can make them responsible for processes and then carry out reviews.

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Can I produce and distribute job descriptions?

Yes, you can download a pdf of all the processes for which a role is responsible, complete with the way success is measured. This is structured as a job description.


What if I am too busy to define my processes?

You don't have to define your own processes from scratch. If you want a short-cut, search our process database and install ready-made processes - tweaking them to suit your business should take only a few minutes plus you get the benefits of best practice. If you want a tailor-made solution with minimal effort, ask our experts to create your processes.


Will this help me implement Key Performance Indicators in my business?

Yes, KPIS are in effect a small selection of your most important process measurements. The system helps you implement these with a few clicks.


How does The Scaleup Formula© accelerate the growth of my business?

The Scaleup Formula© accelerates the growth of your business in two ways. Firstly, processes improve productivity, which means that you are able to deal with work that you might be losing or turning away now. Secondly, processes make delegation easier and free up your time; most business owners use this extra time to develop new business, products and markets.


How does The Scaleup Formula© help me improve profitability in my business?

The Scaleup Formula© helps you improve productivity by making it easy to implement and manage processes using measurable results. Improving productivity means that you can sell and deliver more with the same number of employees. This means that your revenue goes up while your costs stay the same - so your profitability improves.


How does The Scaleup Formula© reduce my stress and the hours I work?

The Scaleup Formula© helps you implement processes in your business. These make it easier to plan, execute and improve delegation so that you reduce the number of things you must decide and do yourself. Instead, you teach your employees how to do these things.


Why would I need group workshops as well as the system?

The system, by making it quick and simple to define your business processes, makes your business easier to run and grow. However, by providing group coaching as well we can give you expert advice to solve problems as well as peer group support and encouragement to motivate you. We want you to succeed.