As a business owner, you’ve got a lot on your plate. From managing clients, managing team members and juggling family, life can sometimes feel a bit overwhelming. But a few simple, yet impactful automations can go a long way to lightening the load. Not to mention, making way for a little more work-life balance and more time to play the role of visionary versus implementer in your business.
Here are 3 tasks you need to automate in your business today.
Invoicing
Sending monthly invoices and keeping track of who’s paid their deposit is a major timesuck, not to mention can leave you with cash flow issues. Add to that the need to follow up on invoices that haven’t been paid yet (#awkward) and you’ve got quite the list of unnecessary tasks in your pretty little planner.
Invoicing is one of the first things every business owner should automate. It ensures you get paid when you’re supposed and handles all the uncomfortable follow up that comes with it. The only time you should spend on this is when you’re checking your bank account and noticing deposits!
Follow Ups
Following up on questionnaires and chasing down client’s for info should never be on your to-do list. Tasks such as these are not only a physical time suck but also increase your mental load. Not too much can, it can really mess up your workflow. You don’t want to find yourself ready to start a project without all the info you need.
Follow ups for sure makes the cut on tasks you should automate in your business. Not only are these things easy to automate, these are the tasks that when left undone can have you up all night finishing a project.
Scheduling
I’m sure by now you’ve heard that you need to make it easy for people to work with you. And this first step to that is usually booking a Discovery call! Potential clients are simply not interested in filling out a contact form and waiting for someone to email them back about “finding a time” to talk. They want to see what appointment times you have available and book it! And P.S. so do you!
The way to automate this is through the use of a scheduler. Common ones are Acuity and Calendy and some CRM’s, like Dubsado, have their own scheduler too. These tools are A-MAZ-ING. You simply create appointment types and sync the scheduler to your calendar. The scheduler handles timezone changes, has automated reminder emails and can even send intake forms and accept payments.
While there are many tools out there that can automate all of these tasks, my fav is Dubsado. Dubsado is a user-friendly business management tool that can easily automate invoicing, follow ups and scheduling as well as a variety of other administrative tasks that are taking up space in your planner, on your desktop and in your head.
If you’re ready to start automating your business with Dubsado, click here to schedule a free call with me. We’ll talk about what you currently have automated in your business, what tasks you should be automating in your business and I’ll give you some ideas on how best to do it.