Get In the Habit of Automating Your Business Process

There’s a reason why some businesses excel and well…some don’t. One of the reasons that some businesses didn’t excel could have been because that they didn’t have an automated process or it wasn’t an efficient one. While we may actually loathe the idea of automation ever since calling customer service became a hassle, it makes sense to automate your business process. There are many reasons to do so, which could be to onboard new clients, customers or candidates, approve designs, work orders and even invoices. In my case, it was all of the above and then some like plain old organization and productivity purposes. Automating saves you time and the one thing we can never get back and that costs more than money is…time.

It may seem like a daunting task upfront, but it’s well worth it. In the beginning of my entrepreneurship days, I was lost like so many others. I had an idea, a goal and then I created a plan of action. However, I did not have an automated process. It wasn’t until I invested in a project management software that had workflows built into it that I noticed what an automated process was. It is much like a drip campaign or a sales funnel. I was fascinated to see tasks that took me 5-30 minutes or even an hour reduced in half the time and sometimes more. This was a pivotal moment for my business. I know, I know pivotal sounds a bit dramatic, but if you knew me then you’d understand why it was (I’ll share more about this, one day).

Some business owners hate the fact that it isn’t a personal experience for their clients to have an automated process. Luckily, you don’t have to lose a sense of personalization when creating one with your clients or customers. The way to do this is by having some manual aspects to your automated process for that personal touch, as customer service should never be 100% automated. You can also have an automated system set up for the more day-to-day operations in your business with task automation tools such as IFTTT (If This Then That) or Zapier, which connects apps to create a workflow. They’re total game-changers for the budding entrepreneur if there isn’t a large budget for premium software with built-in automation.

Apart from automating your process or workflow, this week we will be sharing our top 3 productivity tools of the week that can also enhance your workflow. If you already automate your process, how are you doing it? How has it been working for you? We’d love to know!



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