- Marketing and Sales Automation
- Customer Service Automation
- Administrative Task Automation
- Financial Automation
- Operational Workflows
Alright, be honest – how many hats are you wearing right now? If you’re like most small business owners, the answer is “all of them.” You’re the CEO, marketing manager, sales director, customer service rep, and amateur accountant all rolled into one! No wonder you’re feeling stretched thinner than my trousers after Christmas… 🤯That’s where automation needs to become your new best friend. By setting up the right workflows, you can take a ridiculous number of tasks off your plate and get your time (and sanity!) back.
To help you get an idea of the sheer volume of stuff you can automate, we’ve broken it down into categories for you.
See something you might need? Shout. We’ll see how we can help.
After all, we do say that we will either find a way or make one!
Marketing and Sales Automation
- Email marketing campaigns
- Social media posting and scheduling
- Lead capture and scoring
- Lead nurturing and follow-up emails
- Customer onboarding processes
Customer Service Automation
- Chatbots for answering common inquiries
- Automated responses to frequent questions
- Help desk ticket management
Administrative Task Automation
- Scheduling appointments/meetings
- Sending calendar invites and reminders
- Data entry and form filling
- Document backup and file sharing
Financial Automation
- Invoice generation and payment reminders
- Expense tracking from receipt data
- Payroll processing
- Accounting and bookkeeping
Operational Workflows
- Approval processes
- Employee onboarding/offboarding
- Purchase order management
- Inventory tracking and reordering
Short and simple, automating these repetitive tasks save time, reduce errors, improve productivity, and allow small businesses to focus more on money-making activities. Any other Automation ideas for small businesses that aren’t on the list? No problem, we’ve got you.
Ok, so that’s the what. Now for the how…
Thank you!
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