Automation Bliss – 3 Things you *must* Automate

by Stephanie on June 11, 2013

Have you ever had the thought that things are not going the way you thought they would in your business? I mean your super busy and making great money, but whatever happened to the picture of freedom and flexibility you had when you first started?

Starting and running a small business is hard work.

You’re wearing all the hats. You’re the CEO, mapping out goals for the next 6 months in the morning, and the administrative support scheduling your social media post and newsletter in the afternoon.

Between keeping your clients happy and putting out fires in your business, there’s no time left for you and your family, your friends are a distant memory 🙂

The good news is it doesn’t have to be this way; you can get back into the driver’s seat of your business!

While there are some things in your business that require your attention, there are a few things that can and should be automated.

Let me walk you through automation bliss:

1.  Scheduling

I don’t know anybody who wants to have to add each client session and each potential client consultation to their calendar manually. That’s just tedious; if you’re doing that please stop NOW!

Back and forth emails to schedule a time that is convenient for you and your client is a big time waster and it’s unprofessional. In fact, manual scheduling is the quickest way to miscommunication and lost clients. Don’t do it!

I use acuity scheduler, I go in and set up my available times, it integrates with my Google calendar and my phone calendar. Once payment is made, paypal redirects my client to acuity where they schedule a convenient time for us to talk. Once that is done acuity sends a confirmation email to the client along with all other information needed for our session.

I didn’t raise a hand, I love technology 🙂

2.  Processing Payments

You’re in business to get paid, no matter how much you love what you do, and if you don’t get paid it’s pointless. Payment processing must be automated. Pick your merchant account of choice and make sure it works

I use PayPal, it works great, I create payment buttons to collect payment and I am able to redirect my clients to the next level of the process. For me that’s taking them to my calendar where they can schedule their first session.

There’s a point in your business (high 6-figures and beyond) where Paypal just doesn’t do anymore so you can always shop around to find what will work best for you and your business.

Keep in mind that while these software maybe costly they help you save so much money and time that it’s a no-brainer.

3.  Customer Support

While it is important for your customers to have contact with a person (you or your assistant), some things can still be automated.

Here are a few ideas:

Are there emails you send to everybody? Have a template on file where you can just customize and send.

Have a frequently asked questions page on your website, where you visitors can get answers to basic questions right away. They will love you for it, sometimes people want to know now and if you can’t tell them they will go to the next person.

Be sure to give your clients as much information as possible in your client welcome kit, that way they are not asking you tons of questions

If you’re work requires you to update your clients have a shared project management space where they can log in to see progress on their own.

There are ways to get around being stuck on the “doing” train. While it may take some time to set these up, once they’re set you’re done! The time you save here can be spent bringing new ideas to life, chilling with your family and friends or just watching a movie and sipping on an apple martini…

Go ahead move into automation bliss 🙂

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