Hey there! Welcome back to another episode of the podcast. I don’t know about you but I am all about saving time in my business, especially as my business and family continue to grow.
So if you enjoy saving time and not constantly reinventing the wheel, then this episode is for you.
In today’s episode, we’re diving into 5 things you can automate today to save you hours each month.
Client onboarding tasks like sending contracts, invoices, and all onboarding materials to new clients – If you are still sending your clients proposals, contracts, invoices, and any other onboarding materials manually, you need to stop now. You could save so much time if you used a CRM to send these documents.
I highly recommend getting a CRM like Dubsado or Honeybook. If you want to check out Dubsado, I will leave my link in the shownotes for you.
Social media – If you’re not scheduling your social media posts and posting manually, this is another easy fix that can save you so much time. Depending on the platform you’re trying to schedule, I have a few recommendations for you.
Planoly is a great free tool for scheduling your Instagram feed posts and stories. They also recently added the ability to schedule and auto-post reels too which is exciting, however, I wouldn’t recommend auto-posting reels currently because you can’t add music directly from Instagram to your reels unless you schedule it and post manually.
Sending lead magnet + service guide to potential clients – As a service provider, I highly recommend having a service guide complete with each package option, their pricing, and a link to book a discovery call with you. I am actually planning on doing an episode soon about creating a service guide because I think more podcast managers need to be utilizing them in their business.
Obviously, service guides are great but you definitely don’t want to be sending this manually each time. If you get an email marketing service like MailerLite (which is free) or ConvertKit (which is paid) this helps you automate the delivery of both your service guide and any other freebies you have so they opt-in and get instant access to it instead of having to wait around for you to send it manually.
Email Autoresponders – This one is a little different than the one I just talked about. By email autoresponders, I mean when people send you an email to your business email inbox. They receive an automated email from you saying that you received their email and outlining your response times and any other key details you want them to know.
You can also set up similar emails within Dubsado if someone fills out a lead capture form to learn more about you and your services. They immediately receive an email with more information and potentially even a link to book a call.
Scheduling your episodes, blog content, or Youtube content – In addition to scheduling social media content, you can also schedule anything from podcasts (as I’m sure you know) to blog content to even YouTube videos. This allows you to not worry about getting the post live at the optimal time because you can schedule it in advance and it will go out according to schedule.
I know I only named 5 things you can automate here but the options are pretty much endless when it comes to automation.
I automate a ton when it comes to client work and also within my courses and group programs so if you’re thinking about something in your business that you want to automate, there is probably a way to make that happen with Zapier or even directly in the platform you’re using. If you have a specific thing you’re thinking about automating but aren’t sure to begin. I’m happy to help. Feel free to connect with me on Instagram and we can chat about what you’re looking to do and we can figure out if it’s possible.
I’d love to know, do you currently automate anything in your business? If not, what is holding you back from doing so? I’d love to hear from you over on Instagram. My handle is jenny.suneson.