7 ways to automate your business

So you may know a bit about automation, but unsure how it can assist your business. 

Read the following tips below to understand how you can benefit –

#1 – Create a system

Mapping out what works and will work smoothly 

Customers will also love the clarity in how things work and will help build trust

Create workflows 

#2 – Set up a booking system

Who are your audience and where will you find them?

How will you get to know your audience and their needs?

#3 Plan and schedule content in advance

You can also schedule your email newsletter

#4 – Use a CRM system

Log communication with your customers and mark which phase of the sales pipeline they are

Set reminders for following up sales prompts

#5 – Use automated payment processes 

I recommend using stripe which is great for simple customer transactions through a button directly in their invoice delivered via email. 

You can also set subscriptions for regular work which can take automatic payment and handles foreign currency well too. 

#6 – Set an auto-responder

Very few of my clients have my mobile number as that’s not how I like to communicate. Communicating solely on email (with meetings hosted on Zoom arranged via Calendly) save 

If you’re away, you can set your autoresponder

You can now also set auto-responders for Facebook and Instagram, and also with Whatsapp for business. 

#7 – Use an online store

Stop trying to juggle orders manually – if you sell products, whether these are physical or digital, having a platform that manages your sales and stock levels will be so much easier. You can easily set up an online store on Squarespace.

Top Tips

• Planning is so very important! The more planning you do, the easier the process will be