How to automate your business

Automating your business can be difficult, but it can also be the key to growth as a company.


Automation means delegating tedious and low income-producing tasks to others so that business owners can focus on activities that generate more profit and grow the business. 

Who is automation actually for? People who are already at a certain point in their business where there is enough cash flow to reinvest towards automation processes.

If business owners can discover how to automate their business they can allocate their personal time to more important tasks. This is a way for the company to go from a negative balance sheet to seven-figures. Automation can also be especially useful when business owners want to take some time off work, relax, and go on a holiday. Here's a simple guide on how you as a business owner can automate your business:

Eliminate Mechanical Tasks

Stop, think, and identify which tasks are routinary and will not add much value to your business. These may include checking of emails, email marketing, order processing, sending invoices, lead generation, project management, and so on. Automating tasks removes human error and saves you the cost of hiring someone. Once you’ve identified which tasks are mechanical, come up with an automated solution that would make the task delivery better and more efficient. Don’t stop until you’ve eliminated all the menial tasks.

Make Use of Technology

Educate yourself on business tools and automated solutions. Do you run a small business or a large agency? Identify which tools suit your business. Tools, such as Hootsuite or 99 Dollar Social, automate social media marketing. MailChimp is a useful email marketing tool. There are a plethora of excellent accounts receivable automation tools. Electronic delivery of customer invoices, for example, is faster, less expensive, and more reliable than manual invoice processing. Do your research on other tools that could be useful to your business.

Delegate Tasks to People

Hire and train people to do the work for you. Keep your training materials easy-to-read, and organized so that it would be easy to transfer the knowledge. This can include keeping your guidelines in a shareable document or compiling instruction videos. If you take some time to do this, you would see that your employees are, gradually, in a sense, ‘replacing you.’ In fact, with effective training, you’ll find that your contractors are actually getting better than you – which is a sign of a smooth-running business. That being said, delegating tasks to people for the first time can be a delicate operation. Just try to match the right task to the right employee.

Create Powerful Systems

Create processes and systems for everything in your business. Create processes for email, hiring, scheduling, accounting, meeting, and invoicing. Write everything down on a document or create a video explaining how to do a certain task. This would be especially handy when someone, for example an email marketer, leaves your company. Training a new hire may take much time, but with a system or a process to train people, things would become so much easier and less expensive. If you do that for every single process, you can streamline your business for consistent growth.

Identify What You Like to Do in Business

Make a list of things you like to do on a sheet of paper. Divide it into two columns. On one column, make a list of things you like to do in business and then on the other column, make a list of all the things that need to get done. Your goal is to outsource all the things you don’t like to do that still need to get done while you keep doing the things that you like.

Automation may be quite daunting, especially for the non-tech folks, but with the right guidance, entrepreneurs can bring their business operations to the next level by automating many aspects of their business. The more that is automated, the more time your employees will be able to focus on growth and innovation, which is exactly what your business needs to succeed.

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