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  • Writer's pictureSenathia Johnson

5 Steps To Automate Your Business

Automating your business is a must! Automating your business processes helps you save much-needed time. Time is precious when you are trying to grow your business. You need to make sure you have time to market and build relationships with potential clients and customers. Here are 5 steps that will help you achieve this goal.

Step 1: Choose A Client Relationship Management System (CRM)

Most CRM's are the central point of any business. CRM's usually house all of your client's information, contracts, invoices, proposal, & questionnaires. This is where all the magic happens with automation. There is usually a system for every type of business like Practice Panther for law offices, Practice Better for health coaches, or Dubsado for any other type of business. Now, what all these systems have in common are workflows. Workflows are the main asset of setting up a CRM system. This is the part of your client experience that needs to be on point.

You will need to map out your client experience. Making sure you think of every situation or issue that might arise is the key. With an airtight workflow, you will not have to worry about onboarding or off-boarding anyone.

Step 2: Choose A Email Marketing System

There are several email marketing systems you can choose from like Mailerlite or Convertkit to name a few. They all do the same thing so you will get the same results no matter what system you choose.

However, email marketing systems help you automate your business with workflows or sequences. There are several types of sequences that you can create like a welcome sequence to introduce yourself and your business to new subscribers or a nurture sequence to connect with them on a one-on-one basis. These automated sequences are set up with a trigger and sent out without you having to do it manually each time.

Step 3: Choose A Task Manager

This is another one that has several options that you can choose from like Asana, Clickup, and Trello to name a few. Task managers are great for automation because you need those calendar pop-ups, beeps, beings, and whistles to let you know where you need to be and what you need to be doing.

Let's face it there are 100 things that you as a business owner need to remember and it sometimes is impossible for you to remember everything. The automated system already built into most task managers is amazing and something that you will need to stay on track.

Step 4: Use Zapier

Due to the fact that you may have several different systems that don't talk to each other. You are going to have to make Zapier your friend. Zapier is a system that helps with your automation process. Need to create a new task in your task management system when a new lead enters your CRM system. Zapier is how you make it happen!

Step 5: Outsource

The last and final step you could use to help with automating your business is to simply outsource. There are hundreds of tasks that you could outsource to virtual assistants. These tasks could be administrative, marketing, or even personal. No matter the task if you choose the right virtual assistant to help it will offload some of the tedious things so, you can focus on the big things that need to be taken care of.

Having systems and processes set up within your business is a game-changer. Yes, it will take some time to get them all set up but it is worth it in the end.

For more information or help please contact The Virtual Note today!

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