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  • Abi

How to Automate Your Small Business: Time-Saving Tips and Tricks

Updated: Jan 5, 2023

Happy No Code Day!

In honor of National No Code Day, we’re going to show you how to automate your small business. Automation can save you a lot of time and money, so read on for our tips and tricks!

First, let’s start with the basics. What is automation? Automation is the use of technology to perform tasks that would otherwise require human input. This can include everything from scheduling social media posts to managing your accounts.

Running a small business can be time-consuming and overwhelming. There are so many things to do, and not enough time in the day to get them all done! This is where automation comes in. Automating your small business can save you time and energy, allowing you to focus on the important tasks at hand. In this blog post, we will discuss some tips and tricks for automating your small business. Let’s get started!

One of the best ways to automate your small business is by using automation tools. There are a number of different automation tools out there, and each one has its own unique features. When choosing an automation tool, make sure to consider your needs and preferences. Some processes to automate includes:

  • Social Media Posting

  • Task Management

  • Email Marketing

  • Appointment Scheduling

  • Lead Generation

  • Accounting

Tools that can help you automate the following include:

  • Planner Apps – Social Media posting doesn’t have to be on the day, you can schedule the time you want them to go in by using tools like Facebook Planner which helps you schedule your Instagram and Facebook posts and tells you Optimal times to get an audience. There are also other paid planner apps out there that can suit your needs like Hootsuite.

  • Task/Client Management – This can vary by business, a lot of people are using Asana, which helps with collaborations between team members and assigns tasks. A Task manager helps you plan ahead for your business and gives you a bird’s eye view of what is happening. There are also other tools like ClickUp and Honeybook .

  • Email Marketing – If you’re not automation your email marketing, then you should start! Services like MailChimp offer automation for a lot of different things such as autoresponders (which is great if someone signs up for your mailing list) and eCommerce automation (which can help with abandoned carts or follow-ups after a purchase).

  • Appointment Scheduling – Automating your appointment scheduling can be a huge time-saver. There are a number of different tools out there that can help with this, such as Acuity Scheduling and Calendly.

  • Lead Generation – If you’re not automation your lead generation, then you’re missing out! There are a number of different tools out there that can help with this, such as LeadPages and Unbounce.

  • Accounting – Automating your accounting can help you keep track of your expenses and income. There are a number of different tools out there that can help with this, such as QuickBooks and Wave. This process is extremely important to ensure your books are up to date and in good order. It is important to get this step right from the start to prevent bookkeeping issues in the future.

Another way to automate your small business is by hiring a virtual assistant. A virtual assistant can take on a number of tasks, freeing up your time to focus on other areas of your business. Some tasks that a virtual assistant can handle include:

  • Customer Service

  • Data Entry

  • Appointment Scheduling

  • Bookkeeping

  • Lead Generation

  • Social Media Posting

You can source for a virtual assistant from one of the following companies:

  • Outsourcely

  • Upwork

  • Freelancer

  • Fiverr

  • HoneyBook

  • PeoplePerHour

Finally, don’t forget about the cloud! The cloud is a great way to store and share files, and it can also be used to automate certain tasks. For example, you can use the cloud to:

  • Store your contact list

  • Upload and share documents

  • Schedule tasks

  • Track your expenses

There are a number of different cloud-based automation tools out there, and it’s important to find one that meets your needs.

In conclusion, there are a number of different ways to automate your small business. By using automation tools, you can save time and energy, which will allow you to focus on the important tasks at hand. Don’t forget to use the cloud to your advantage, and don’t be afraid to hire a virtual assistant!


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