Do you want to save time and stress, increase sales in your business, and not have to lift a finger?

Hey, Hey! I’m Kate, an Online Business Manager, and this blog is packed with juicy info for automating your biz!

If you’re ready to jump in with automation, I’ve got you covered. Together, we’ll explore three key areas of your business that, once automated, will boost your efficiency and productivity. By the end, you’ll have a clear roadmap for where to start and how to streamline your operations.

Here are my top three things you should automate in your business to do just that.

Inquiry Process

Did you know your response time affects if a potential client will hire you? 

If they’re trying to choose between two service providers, the one that gives the faster response is more likely to land the potential client. Set your inquiry process up on automation to save some serious time and land more clients! Anyone that reaches out will get an automatic reply when they reach out. 

Hot Tip: Get specific. Say you’ll respond within x amount of hours, then have a portfolio, services, or price list included in your auto-reply so they can get more information while waiting for a personal response. Be sure to include a link so they can book a call with you, too!

Onboarding Process

Stop spending two hours creating invoices and sending contracts and forms. Automate this, and you’ll save loads of time and stress. It’s so much easier, and it makes it harder to drop the ball. 

Imagine giving every new client the same awesome start, with all the paperwork, introductions, and initial setup sorted out. It’s a huge win for your team, who get to ditch the repetitive tasks and focus on the fun parts of their job. Plus, new clients get a seamless introduction to your services, making them feel valued and ready to dive into their projects.

And it gets even better! With automation, you can gather super useful data to keep tweaking and improving your onboarding process. You’ll know exactly how long it takes for new clients to get up to speed, which parts of your services are the most effective, and what areas could use a little extra love. Everything syncs up with your other systems too, creating a smooth flow from onboarding to project management. This all leads to happier, more satisfied clients and a super-efficient team. 

Hot Tip: Get ahead of the new client by offering tons of useful information up front in the onboarding process. For example, include your office hours, FAQs, and what to expect when working with you and your team.

Follow Up

The money is in the follow-up! Don’t let people slip through the cracks! Create a follow-up sequence to help land your leads without you having to do anything. Then, you’re not leaving money on the table. All you do is set these up once, and then they will be good to rock n roll! 

Automated follow-ups help address concerns quickly, provide updates, and keep communication smooth, which is crucial for building trust and loyalty. These automation tools sync up with your CRM, logging all client interactions so your team can easily stay on top of projects and client needs. This makes your service more organized and responsive, leading to happier clients and a better chance of repeat business and referrals. 

Hot Tip: Include a short survey in your follow-ups to gauge how to improve different parts of your automated processes. Use that data to create an impeccable customer experience!

Business Tools I Swear By

Dubsado

My go-to tool for all things automation is Dubsado. 

It’s an awesome tool for streamlining your business, especially if you’re small to medium sized business. It’s packed with features that make managing clients a breeze—automating workflows, sending contracts, tracking payments, and scheduling appointments all in one place. You can create custom forms, templates, and questionnaires, saving you loads of time and keeping everything consistent. Plus, its CRM capabilities keep all your client communications and projects super organized. With Dubsado, you can run your business more efficiently and focus on delivering top-notch service to your clients.

ClickUp

While you’re at it, automate your projects with ClickUp. It’s a beast! ClickUp is like your ultimate productivity sidekick, packed with everything you need to get things done and stay on top of your game. From organizing tasks and setting schedules to tracking progress, it’s got you covered, whether you’re running a small team or a big operation. With its customizable workflows and easy-to-use task views, ClickUp keeps things clear and super efficient. Plus, it plays well with other tools, making collaboration easy peasy. Basically, ClickUp helps you work smarter, stay organized, and crush your goals—all while keeping things fun and stress-free!

Before You Go

To sum it all up, automation isn’t just about saving time—it’s about unleashing your business’s full potential. By automating repetitive tasks, smoothing out workflows, and using tools like Dubsado, you’re not only reclaiming valuable hours but also paving the way for growth and exceptional client experiences. Whether you’re a solo freelancer or part of a dynamic team, automation lets you focus on what truly matters: creativity, growth, and nurturing meaningful client relationships. 

Need a right hand woman to help you automate your business?  Get in touch!