Automation is a big step when it comes to your business. And it’s a scary step, too. After all, you’re relinquishing a little bit of control and putting it in the hands of your CRM.
But you know what? Automation should be liberating. Automation is exciting. Automation should be your new BFF. Because without it…you’re missing out. And who really wants to suffer from FOMO?
What are you missing out on? Let me tell you – because there are several big things that automation can be doing for you – and I don’t want you missing out any longer.
Automation Makes You Money
What if I said to you, “The only time you should spend on invoicing is when you’re checking your bank account and noticing deposits!” Is that the case for you?
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 to and handles all the uncomfortable follow up that comes with it.
My fav way to automate this is through Dubsado. It easily integrates with the payment processor Stripe and allows for recurring payments, payment schedules (think securing a deposit), and sends allll the reminder emails for you.
Automation Streamlines Your Client Onboarding
Does your client onboarding process put MacGyver to shame?
If you’re like a lot of my clients, your process looks a little something like this:
**First, you email your client with a contract from hellosign.
**Then, you send your client an invoice from your accounting software.
**THEN, you send your client an email with a link to schedule their first call.
**THEN, you send yet another email telling them what to expect on said call.
YIKES!
That’s a.lot.of.emails. Not only is this time consuming for you, it can confuse your client and cause delays – WHICH means MORE time from you following up with clients (i.e., sending even MORE emails!).
Having a streamlined and fully automated client onboarding process is exactly what you need. After it’s properly set up, you will:
**Get paid faster.
**Save time (most save at least 5 hours per week)
**Rest easy knowing your client feels immediately loved and supported, all while you haven’t lifted a finger.
Automation Brings Back Work-Life Balance
Does your work-life balance seem more like a juggling act in the circus? One false move and all the balls come crashing down.
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.
What if you suddenly had an extra 30 hours?
It’s not only possible, it happened for my client! Through streamlining and automation, I was able to shave 45 minutes off of her client setups AND an additional 2-4 hours off the project itself.
Do this for half a dozen clients, and she now saves up to 30 hours every 2 months (the length of her projects).
I don’t know about you, but in my book, that’s a week’s worth of work! Vacay anyone??
To break that number down even further, that can look like 3-4 hours every.single.week.
Think of what you could do with an extra 3-4 hours a week?
Spend time with family, exercise, add scaling opportunities to your biz, get a massage, take a nap, add more revenue to your biz, journal, meal prep…..so many options!
So, are you ready to make automation your new BFF? Ready to overcome FOMO?
Then let’s set up a call to talk about using automation (with my favorite CRM – Dubsado) to make you more money, streamline your onboarding, and give you back precious time! It’s those reasons that make me so passionate about helping people with it.
Let’s bring automation to your business.