How Automation Tools Can Boost Your Business

How Automation Tools Can Boost Your Business

When you run a business, there are always ongoing jobs that take up precious time. It can be frustrating to spend hours on tasks that need doing, yet which don’t necessarily push your business forward, bring in money, or drive growth. Luckily, there are some ways to make life easier and free up more time to focus on other areas of your business, and that is by using automation tools. Here’s a quick guide to some business processes and workflows that can be automated, and some of the best tools to use.

Accounting

Even though we live in the digital era, accounting still uses many different processes and ways to gather information. It may involve data entry into numerous spreadsheets, electronic and paper invoices, filing, and using a calculator. But, using automation tools can save you time, eliminate human error, and give you the convenience of retrieving information whenever you need it. What’s more, many of the tools will merge seamlessly with your accounting software and can interact with one another. For example, payments that arrive through a gateway such as Stripe or PayPal can assimilate with accounting software, for an invoice or receipt to be created using a tool such as Zapier.

Not just for accounting, Zapier is a fantastic tool for connecting different apps and automating many business processes. It allows data to be shared from many apps you use, and passes information between them, so workflows become more streamlined.

Call Scheduling

Call scheduling tools make it easy for clients or people interested in your services to book a time slot for a call. It is then automatically added to a calendar so you can see exactly what is booked in on any day. This saves you time on sending correspondence via email to arrange appointments, and organising your diary.

Some of the best call scheduling tools are Calendly, ScheduleOnce, HubSpot and YouCanBook.me (I use this one), and most will also sync with Google apps such as Google Calendar and Gmail.

Social Media

Creating an engaged community around your business is an essential part of marketing, but posting on social media takes time. This is especially true if you have an audience on many different platforms. One great way to save time is to use social media scheduling tools. This means you can batch create posts and set them to be published at the best times of day to reach your audience, and it can be done in advance.

Tools such as Hootsuite can schedule posts across different platforms, and you can also reply to comments, see new followers and keep an eye on your timeline too. Other options include Social Sprout, Buffer and Later. The key features of many of these tools allow you manage multiple social media platforms from one place, saving time.

Lead Magnets and Email Marketing

When someone lands on your website, one of the best ways for them to become a customer or client is to offer them something, in return for their email address. Once you have a subscriber, you can then contact them directly with news of the services you provide. Lead magnets include useful resources, such as a planner or template, an eBook, a mini email course or taster coaching session.

Once you have your lead magnet created, it can automatically be sent once a website visitor has opted in. Every new subscriber will follow the same path, and receive a lead magnet and set of follow up emails over time, automatically. One of the most commonly used tools for this is MailChimp. Other options include ActiveCampaign, InfusionSoft and ConvertKit.

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Using automation tools can be a great benefit to your business, and many are free to begin with. As your business grows, or you increase your use of the tools, you may need to upgrade to use additional features. When running a business, smooth workflows makes all the difference. If you want some helpful advice on how we can work together to streamline your processes, feel free to get in touch.

Why Hire an Online Business Manager? Top 5 Benefits for your Business

Why Hire an Online Business Manager? Top 5 Benefits for your Business

An Online Business Manager (OBM) provides professional, managerial level support for businesses. While there are similarities between an OBM and a Virtual Assistant (VA), there is a marked difference. A VA provides general office support, whereas an OBM oversees and manages a wide range of operational processes, freeing up your time so you can use your expertise where it is needed most.

Here are the top 5 reasons how hiring an online business manager benefits your business:

1. Handles Daily Tasks

Those daily tasks that seem to get in the way, yet are an essential part of keeping your business running smoothly, can all be handled by an online business manager. Project management, administration, communicating with staff and customers, organising documents and data… an OBM can create efficient workflows and improve time management.

2. Increase Growth

When you are not bogged down in the nitty gritty of core operations, it allows you to focus your time on developing your business further. You will have more time and resources to scale up and expand your customer base, and be able to act on new opportunities that come up.

Not only that, an OBM is likely to have the experience and skills to help you create new business strategies, and a wide business network where you can make new connections.

3. Fresh Set of Eyes

Sometimes, we are so close to our business that we ‘can’t see the wood for the trees’. When you first began your business, you may have had ways of doing things that worked well at the time. However, as your business grows or changes, those processes become less efficient. It can be hard to make changes when you’ve always done things a certain way, or don’t have time to implement a new way of working. An OBM is a fresh set of eyes on your business, and may be able to suggest new ways of streamlining processes that you never thought of before.

4. Improve Work/Life Balance

Running a business is often challenging, especially for entrepreneurs who have to manage many aspects. When you spread yourself too thinly, both your business and your personal life begin to show the strain. There may also be times when you need to take a day or two off, such as through illness or commitments. It’s impossible to be in two or three places at once and still expect to be working effectively, so hiring an OBM can help provide that much needed manpower to make sure all areas of your business are running smoothly.

5. Freedom to be Creative

As a business owner, founder, or CEO, you are the visionary that steers the ship. When the day-to-day pressure is lessened, you can use your creativity to think of new ways to develop your business, how to best serve your customers or clients, and create future plans that fully align with your business values.

Ready to find out more?

Whatever the size of your business, if you are finding that time spent on core processes is slowing down growth, then hiring an OBM could be the answer you’re looking for. Feel free to get in touch to see how we could work together to support the growth of your business.