Simple Automations for Small Business Success
Your time is valuable. And if you’re running a small business, you don’t have a second to waste.
Many tasks that make up your daily operations are repetitive, time-consuming, and don’t require critical thinking. While these tasks can feel essential, they can also hold back you and your team from higher-impact work.
If you’re hesitant to automate out of fear of mistakes or oversights, know that automation has come a long way in just the past few years. Today’s tools are more reliable and easier to use, making it simpler to streamline even the most detail-oriented tasks.
To get you started, we’ve put together a list of 5 top tasks to automate for your small business success, along with recommended products.
5 Tasks to Automate for Maximum Savings
By automating the 5 essential tasks outlined below, your business can save valuable time and significantly cut costs. This frees you and your team to focus on what matters most!
1. Use Quoting Software for Quick Quotes and Follow-Ups
Your prospects want a quick, reliable quote when they’re considering working with you. With quoting software like Quotient or Proposify, you can create and send custom quotes in seconds. Quotient offers templates and follow-up reminders, while Proposify lets you track quote engagement with interactive features.
You might also consider Qwilr, which allows you to create interactive quotes that clients can approve online. With these tools, you can follow up automatically and save yourself from spending hours on quotes.
2. Make Scheduling Simple
If you or your team spends time manually entering meetings or sending confirmations, automated scheduling can free up hours. Tools like Calendly and Acuity Scheduling make it easy for clients to book directly with you, syncing with your calendar to prevent double bookings and last-minute scheduling issues. Doodle is also a great choice for group meetings, allowing everyone to vote on the best time to meet.
3. Automate Your Email and Text Message Marketing
Email and text marketing are powerful for keeping clients engaged and automating them saves your marketing team serious time. With tools like Mailchimp or Constant Contact, you can quickly create and send targeted campaigns.
Both platforms offer customer journeys, letting you personalize messages and automate follow-ups with ease. If you rely on text message marketing, Twilio is a great option to automate SMS reminders and responses.
4. Streamline Forms and Submissions
If your website relies on forms or applications, tools like Typeform and JotForm can make it easy to automate. Typeform gives a conversational approach to form-filling that’s more engaging for clients, while JotForm lets you integrate responses directly into your workflows. Wufoo also provides customizable forms that can automate response follow-ups and data entry.
5. Automate New Employee Onboarding
Hiring new talent is an investment, and an organized onboarding process can make all the difference. With BambooHR, you can automate checklists, welcome emails, and paperwork to ensure a smooth transition for new hires. Gusto also simplifies HR tasks, from onboarding to payroll and benefits enrollment. For extra organization, Sapling offers structured workflows to keep each step of onboarding in check, saving your HR team countless hours.
Legend Web Works Helps You Handle Complex Marketing
Now that you know which tasks to automate, you’re ready to save yourself thousands of dollars and hours each year.
While email and text marketing are great for automation, other essential marketing tasks simply can’t be automated. When it comes to social media, blog writing, and SEO, that’s where the pros at Legend Web Works come in.
We create original, compelling content to help your business get found on the web and drive up your sales.
Ready to take your marketing to the next level? Reach out to Legend Web Works today!
Already seeing results with Legend Web Works? Leave us a review on Google!
By automating your operations, you can focus more on what truly makes your business unique. Automation is here to help you thrive.
