Automate Your Workflow : Four Things You Need To Know
automate
Streamline Step #2 - Automate
In the interest of transparency - and I'm all about transparency- I thought it it would be good to start with the truth about automation:Simple can be harder than complex. You have to work hard to get your thinking clean to make it simple. But once you get there, you can move mountains – Steve Jobs1.Automation is easy. Getting there might take a little work.That's because you have to get all the pieces that you've got scattered all over your business into one place, before you get started. And we all tend to drag our feet when it comes to doing something new. Focus on what you need to automate, and examples from how you were doing it the old way. Start small, and with one thing at a time.
2. When you automate your business you're not "de-personalizing" your work.
A lot of entrepreneurs worry that if they automate their systems, the personal service they give to their clients will be lost. Nooo, it's your words, and your branding, and it's based on how you would respond manually, too. Automation keeps the process moving from inquiry to delivery, and at every step in between. You can jump in and interact with your clients personally at any time. What you won't do any more is wake up at 3am remembering that you were supposed to spend them their monthly checklist two days ago. You know?
3. You'll need to regularly review what you automate.
As you get more results and feedback, you'll want to make changes or tweak steps. For instance, last month I added a link to make an appointment to my my automated inquiry response, and to send a questionnaire once a client signs a contract and pays. A quarterly review works, alarm it on your (online) calendar.
4. Automated systems are nothing new. You need to warn your clients anyway.
It's 2019, and people are used to chat boxes and being on hold, etc., etc. ad infinitum. It's new for your clients, though, so don't just spring it on them! Let your first automation be an email to your clients, welcoming them to the new system and touting its benefits. A faster, more responsive system! Everything in one place. BUT if they ever need to reach you the old-fashioned way, here's your direct email and your phone number. This is the last thing I set up for my CRM clients before they officially launch.What else do you need right now to streamline your business workflow, make more money, and scale your business? Contact me to schedule a complimentary consultation, or go to my Solutions page to see what's possible.
I'll talk to you soon,
Elizabeth