How to Automate Repetitive Tasks in Your Small Businesses (to save you time, money & energy!)

Wondering about the benefits of automating processes in your small business? We spend hours on repetitive tasks! Hours you could spend on more important things like client work, strategy, or business growth.

Automating simple tasks within your small business can save you time, money, and energy while keeping everything running smoothly.

Benefits of Automation in Your Small Business

Saves you time
Makes you more efficient and productive
Can catch and prevent mistakes
Can reduce costs
Enhanced customer service (with quick responses)
Makes it easier to track insights, expenses, and analytics

How to Automate Your Business Processes

CRM to track leads and manage customer relationships.

A Customer Relationship Management tool can help you automate how you track leads, onboard clients, and manage relationships with your customers. You can set up automatic workflows that cover everything from sending proposals and signing contracts to sharing information, tracking tasks and invoicing.

One of our favourites is Dubsado, because of the extent of what it can do! While it takes a bit to get set up, it's an incredible tool once it's running!

Automate your calendar.

Avoid the back and forth of scheduling appointments and use an app like Calendly or Acuity so vendors, clients, and colleagues can book directly. You can connect both apps to your calendar, set up various types of meetings, and add a buffer between appointments. You can either share a link to your calendar or embed a form on your website.

Create automated email campaigns.

You can generate new leads for your business with entirely automated email campaigns using a platform like MailChimp or Mailer Lite. These platforms allow you to create segmented lists, send welcome emails or targeted sales campaigns.

Billing and invoicing.

Accounting apps can make your life so much easier! You can create custom templates, recurring invoices, automatic payment reminders, and thank you notes. You can also easily track and record expenses.

Social Media.

Many apps can help you schedule your social media posts. While you still need to create your content, you can save time by batching and making it all at once and then schedule it to post automatically.

As small business owners, we all wear too many hats in a day! Using automation tools to simplify repetitive tasks helps free up your time so you can focus on the most valuable areas of your business.

If you found this post helpful you may also enjoy Our Beginners Guide to Creating Systems in Your Small Business.

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