No matter how much you love your business, there are some parts of it that can be tedious and time-consuming.

Automation is the answer to this problem because automation will help create more efficiency in your business. Automating certain areas of your business gives you more time to do what made you start your company in the first place which is crucial for generating revenue. In this article, we talk about 5 things that should be automated in any small business.

The first area that should be automated is your email marketing.

Automating your email marketing allows you to send out predetermined emails at certain times without having to manually do it each time. This ensures that your messages are sent on a consistent basis, and it frees up more of your time so you can focus on other important things.

Tools you can use to do this: AWeber, MailChimp, Flodesk, Aweber, Mailerlite

The next thing that should be automated is your social media postings.

Automating your postings allows you to have a set schedule for when each post will go out, and it eliminates the need to manually post every time. This approach ensures that your social media accounts are always active.

Tools you can use to do this: Hootsuite, Buffer, Sprout Social

The third thing that should be automated is your billing and invoicing.

Automating your billing ensures that each of your invoices is sent out on a consistent basis. Automated Billing also allows you to track who has and hasn’t paid, so there’s no need for manual follow-ups which saves time for other important tasks.

Tools you can use to do this: Freshbooks, Wave, Stripe, Square

The fourth thing you should automate is your appointment scheduling.

Automating your appointments allows you to have a set schedule for when each appointment will take place. Automated appointment scheduling also eliminates the need to manually track appointments, which is a huge time saver.

Tools you can use to do this: Calendly, Acuity Scheduling

The fifth and final thing that should be automated in your client onboarding.

Automating your client onboarding allows you to have a set schedule for when each step in the process will take place. Automated client onboarding also eliminates the need to manually track these tasks which is another huge time saver.

Tools you can use to do this: Dubsado, Honeybook, 17Hats

Automation is a crucial part of any small business, and by automating these five areas you’ll be able to save yourself time and money. Automation allows your business to run more smoothly and it gives you back the time that you need to focus on what’s important, generating revenue. Automation is the key to success for any small business.


 

To my heart-centered coaches…Setting up your CRM can sometimes feel incredibly overwhelming.  There are so many moving parts that it can be frustrating to know where to even start.

Download my FREE Workflows Guide and Checklist for guidance on how to create seamless workflows and dreamy client experiences so you can have more freedom in your business and your life.

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