Tag: automate

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Tools and Tips to Help You Automate HR Management

From time tracking to expense management, automating your human resource management will save time and money.  Anything that happens on a recurring basis is ripe for automation. Tasks like data collecting, file creation, document sharing, form filling, and more can all be done using the software in a way that eliminates the need for an HR person to do these tasks and frees you up to do more.

 

  • Contractor and Employee Onboarding – When you bring on a team member, they need to have access to information about your company, including branding information, document templates, and more. If it’s important that your people comply with a particular thing, it needs to be in the onboarding process.

 

  • Offboarding – When someone leaves your company and moves on with another, it’s a good idea to survey them about why so that you can improve. Use your HR system to send an automated exist interview via email that they can do on their own before they leave. Plus, once they fill out the exit survey, they can also be automatically sent other information such as COBRA info.

 

  • Vacation Requests – If you have employees, they may want to leave, even contractors, if you rely on them to do regular tasks on a long-term contract, offering a way for them to let you know they’re going away is always going to make everyone’s life easier.

 

  • Expense Claims – If you reimburse your people for expenses related to the work you do, letting them automatically enter a request for expenses is a lot simpler when done via computer technology and reduces the paperwork and time needed to process such requests.

 

  • Payroll – Allowing your employees to enter their own time in a system that creates the paychecks is a great way to cut down on your need to do data entry. All you have to do is approve the time, and the check or direct deposit for their pay happens automatically.

 

  • Training – Whether employees or contractors offering company training is helpful to them and can improve their work. You can offer branding information and train them on using all your systems without having to do it individually for each person you bring on board.

 

  • Time Management – Let your contractors and employees keep track of their own time using the software.

 

  • Benefits Management – Let your contractors or employees take advantage of their benefits on their own. Self-serve, saving lots of time.

 

  • Tax Forms and Filing – Most bookkeeping software and systems automatically offer tax forms and filing options depending on your needs.

 

Even if you don’t have a bunch of employees and only work with contractors having everything together in a centralized place organized according to the laws and regulations where you live is going to free up your time and help avoid issues in the future.

 

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Tools and Tips to Help You Automate Your Finances

Automating your business helps free up your valuable time to do more money-making activities. It’s a wonderful time for business finance automation because the tools that exist today are so easy to use, inexpensive, and they work great. Plus, new tools are coming online every single day.

 

  • Bookkeeping Data Entry – Most bookkeeping software today can be integrated with your bank and credit cards. When you make purchases using those cards or that bank, the expense is automatically booked into your accounting software in the right category the moment it happens.

 

  • Invoicing – Most invoices in small businesses don’t change that much from month to month. Because of this, you can set up invoices in most bookkeeping software to send automatically based on entries during the previous week, month, or another time period you choose. What’s more, when your client clicks the invoice to pay, the payment is automatically recorded in the software, and then once the money is received, it’s booked in your bookkeeping software.

 

  • Accounts Receivable – You can set up your bookkeeping software to remind your customers to send you the money, and it will automatically book it properly when received too.

 

  • Accounts Payable – Likewise, if you have bills to pay, you can use the same bookkeeping software to record your payment as you make it. You can also set up your bill-paying system to pay all your bills automatically on their due date. Most banks have this feature built-in for free.

 

  • Tax Compliance and Reporting – Once your accounting software is set up with the right categories, most of it will work automatically. If you have to deal with more than one state due to your business structure, try a platform like Taxify.co to help automate and understand more of this process.

 

  • Expense Management – Managing expenses, especially when you’re away from your office, is easy today with the various software that helps you collect receipts, appropriately book the expense, and so forth. Automating this is more important if you have several people to keep track of. Software that can help include Zoho Expense, com, and even your existing bookkeeping software may have an option.

 

  • Payroll – Depending on how many contractors you have or if you have employees or not, you may need to have an automated way to ensure your people get paid on time. Letting them self-manage their pay helps save time. Look at your bookkeeping software to determine if there are add-ons to help automate this or try using SurePayRoll.com.

 

  • Investing and Saving – The truth is, if you don’t invest and save on a regular basis, you won’t do it. Using your bank to send money to your investments automatically, savings accounts are the best way to make it happen, whether personal or business finances.

 

Automating your finances helps you avoid making the same steps over and over again. There is no reason to repeat tasks today when you have the ability to let the software do it for you. You can save hours each day by implementing these financial automation tips and tools.

 

 

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Tools and Tips to Help You Automate Engagement

Customer engagement is crucial to building the all-important “know-like-trust” quotient that is so important for a business owner’s success today. After all, the main reason you even exist is to solve your customers’ problems in a way that makes them feel satisfied and delighted. The best way to engage with customers today is to automate as much as you can while remembering to focus on the customer of one.

 

  • Set Up a Customer-Driven FAQ – Most customers today like going to a website to find information by searching for answers to questions that they have before they contact anyone in person. You can assist this process by setting up an automated FAQ for the customer and potential customer to use for themselves.

 

  • Be Easy To Reach – Don’t hide your contact information from your customers. You want them to be able to contact you in a number of ways so that they can use their favorite method. If they want to contact you via email, SMS, or more directly, making that happen will help you both.

 

  • Let Your Customers Self Schedule Appointments – If you do take sales calls or do discovery calls, it’s essential for you to let your customers schedule these for themselves. Use software like acuityscheduling.com to automate the process. If you provide the phone number to them to call, you can even let them call you at the arranged time, so you have less to remember.

 

  • Automate Your Email Marketing Campaigns – Definitely use an email marketing software that uses triggers like tags to deliver the right message at the right time to the right person on your list. Software like Drip.com, Aweber.com, and if you’re not an affiliate marketer, mailchimp.com all work great.

 

  • Automate Your SMS Marketing Campaigns – Using automation software for your SMS campaigns is also important. You’re just not going to get good traction trying to do everything manually. Using a service also helps you with legal compliance.

 

  • Consider Adding a Conversational Chatbot – With the advent of inexpensive conversational chatbots, you can engage with your customers 24/7 in a way that feels very good to them and boosts sales exponentially.

 

  • Recommend Products or Services Based on Customer Behavior – Using internal triggers in the software you choose, such as your autoresponder software or your landing page software. You can efficiently deliver product recommendations to them based on what they do.

 

  • Make More Sales by Targeting Cart Abandonments – This is a fun way to automate your sales. Set up a system that automatically starts a remarketing ad campaign to target cart abandoners or to send them a message via email if you have their email when they leave their cart.

 

  • Boost Customer Retention by Following Up Post Sale – When you do make a sale, your job is not over. You need to send follow up information to them via your autoresponder and have the info via SMS. Even if all you do is send a series of messages to them after the sale, that will help.

 

  • Find Ways to Reward Your Best Customers – Remember that customers get tired of seeing all the sales directed toward new customers. Treat your customers like VIPs so that they want to stick with you.

 

  • Practice Social Listening Strategically – A really great way to automate engagement is to set up your social listening to send you information each time your product or name is mentioned. Then you can go respond directly to any mentions of your name or a like product so you can help people. Set up Google Alerts to send you the information that you need as often as you want it.

 

  • Use Automated Invoicing Tools – Why spend time with time-consuming invoicing tasks when you can automate the process as much as possible. Look at using systems like Go Daddy Bookkeeping or Freshbooks.com with their time tracker to automate your invoicing tasks as much as possible.

 

For your business to grow and flourish, you need to pay close attention to how you communicate with your customers. It needs to include two-way conversation in order to really take your engagement to the next level. When you are easy to find and are responsive to your audience, you’ll end up building a more successful business. Because when people feel like they like you, they also trust you more.

 

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Sales Automation Tools and Tips

When it comes to automating sales, you’re in a great time to be involved in selling anything. Selling online is fun and exciting because you have access to so much data from your efforts. You can perfect your sales process to the point that it produces tremendous results for you if you’re paying attention to the metrics.

 

  • Capturing Leads – You can automate your entire lead capturing process by using the right software. For example, you’ll need autoresponder software and a landing page to deliver a freebie. Just set up the autoresponder to deliver the link to the download page after they sign up. You can make this work even better if you use software for your landing pages, such as leadpages.net or Instapage.com, to set up a dynamic lead capturing system.

 

  • List Building – Building your list is an important thing to do if you want to be successful in marketing online. When you build a list of hungry buyers, you can give yourself a raise anytime you want by making them an offer. Using systems like Aweber.com, Drip.com, or any autoresponder system that enables you to set up automated messaging, tagging, and segmenting is essential.

 

  • Communicating – To automate your communication process, use templates to get the work done faster. Once you set up a template, you can use it for all your communication needs, only changing what needs to be changed each time.

 

  • Qualifying Leads – You can use automated systems to help qualify your leads. Once you capture a lead and they sign up for your list, you can send more information automatically to them via your autoresponder system. Then, based on their behavior, you can tag them all automatically, depending on their behavior.

 

  • Nurturing Leads – For most people, the easiest thing to understand about automation is the autoresponder, which sends out messages that you loaded in the system in the order you determined was best based on the exact customer’s needs.

 

  • Following Up – Most transactional and follow up emails can be designed in advance and then delivered right away as soon as the customer needs them. For example, if your customer buys widget A, you’ll send information about widget A and how to use it right away. Only later will you follow up with a recommendation that they buy widget B.

 

  • Scheduling Meetings and Calls – The other important thing you can automate when it comes to sales is calls and meetings. Let your potential customer fill out a questionnaire and sign up for the exact time they prefer to go to the meeting or participate in the call. When the customer feels in control, they’re more likely to show up, and you can close the sale.

 

  • Webinars – Webinars are often used in the sales process. You can do one of them live, then automate the remaining ones and run them “as live” to build your list and get more followers. You can run these automatically and pop on at the very end if you want to make that part live and more interactive. An excellent tool to check out if you’re interested in running live and recorded “as live” webinars are Demio.com.

 

When it comes to automating sales, you can’t go wrong with investing in a good autoresponder service, a webinar service, and/or a funnel-based system like Clickfunnels.com to build your business by capturing leads, building your list, and nurturing your list members with appropriate content every single day.

 

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Home Office Automation Tips

When thinking of automation, you may forget that the work you do in your office is also a place that you can start automating. Yes, you want to automate as much as you can outside the office, too but one of the first places you can streamline your efforts is via office automation. There is more to office automation than going paperless. It’s about removing the human component or at least your need to act to get something done.

 

  • Design Your Workflow – For every project, you do in your office, there is a process that ensures successful completion. Design a workflow for each project so that you know the full process. You cannot automate anything if you don’t know each step that it takes to get to finished properly.

 

  • Notice Anything You Do Repeatedly – If you do it again and again, chances are it can be automated. For example, if you always need to transfer data from one place to another to get started with your work, can that task be automated using IFTTT.com?

 

  • Ensure Your Office is Compatible with Your Real Life – Most people who work for themselves need their office to travel with them. You’ll want to avoid using any system that is not compatible with mobile devices and systems. You should not have to go to your PC to get it done. The more mobile your tools are, the more likely you are to be able to use automation software too.

 

  • Check Compatibility with Your Existing Software and Systems – When you choose new tools to use for your business to enhance automation, it needs to work seamlessly with the software and systems you already use to be worthwhile. Of course, the one exception is if you’ve been stubborn about upgrading and using the best tools due to the cost of investment. If you are using older free tools cobbled together, you will have more issues making automation work than if you bite the bullet and invest.

 

  • Always Test the Results – Each tool that you use has native analytics and reports that you can use to determine if you’re getting the results that you wanted. If you’re not, don’t keep doing the same thing. Use the metrics to inform your next steps. Always make data-centric choices for your business.

 

  • The Small Stuff Does Matter – Even the smallest thing can change your entire workday. For example, what if you automated your office so that when you walk into your office, the light turns on, and so does your computer? Anything you can reasonably do to cut down on the steps will make you more productive and save tons of time, your most valuable resource.

 

Automating your office, whether it’s designed to turn on your computer, make you a pot of coffee, or turn on the lights, or it’s using software to let artificial intelligence do the task for you, will all help to make your days go much more smoothly. You’ll save time and be able to stay on top of the important stuff that needs your personal touch.

 

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Tools and Tips to Help You Automate Your Marketing

One of the best things to start automating as soon as you can is your marketing. Automating is a lot easier and less expensive than it was just five years ago. Today, even a one-person business can implement marketing automation that assists in exploding their business and taking it to new heights never considered in the past.

 

These tools and tips will help you get marketing automation right:

 

  • Understand Your Sales Process – You should easily be able to describe the journey your customer takes from awareness through to delight. Because when you know what your customer’s intent is, you can put the right tools and information in front of them.

 

  • Know Who the Customer Is – Of course, part of understanding your customer’s journey is also simply knowing who exactly your ideal customer is. You must be able to describe who they are in detail if you want to know how to market to them. This fact never changes whether you are doing things yourself, using automation, or letting a contractor do it.

 

  • Create, Plan, and Publish Content in Advance – All marketing starts with content. Before you even start using automation, you need to have content for each level of the buyer’s journey to get their attention.

 

  • Pick the Right Software – For example, software like Hootsuite is helpful to manage the social media platforms all in one place. In contrast, software like SocialOomph.com can automate your content distribution by prepopulating content. Know what the point of the software is before you buy it and use it.

 

  • Focus on List Building – Whether you are marketing using automation or doing it yourself, the main focus you should have is on list building. Building your list with hungry customers is your first priority for any marketing you do.

 

  • Know What You Want – If you don’t know what you want, it’s hard to find the software. One issue with automation is you may not realize how much you can automate, so you don’t even know that you want it because you don’t know it exists. For this reason, educate yourself on various ways others use automation because the truth is if you can think it up and it’s repeatable, you can probably automate it.

 

  • Focus on The Basics First – When you first begin implementing automation, focus on the easy things you do now. For example, automating your sales pages to deliver a freebie, sign your lead up to your list, and then deliver automated nurturing messages is the first place you should consider automating.

 

Take a look at what you already are doing in your business, and then look up whether or not you can automate that. Posting to social media, sending new content to your email list, and offering self-help customer service are some simple but powerful ways that you can start automating your marketing.

 

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9 Tips for Choosing Awesome Contractors for Your Business Needs

When you decide to outsource to others using contractors, you must understand how to find good ones and keep them before you get started. Nothing is worse than finally deciding to pay someone else to do something and making a bad choice.

communication

  1. Know What You Want – If you don’t know exactly what you need, it’ll be hard to hire the right person or team to help you. If you cannot write a detailed job or project description highlighting the expected deliverables and timetable, and budget, you are not ready to find a contractor.

 

  1. One Thing Per Contractor – When it comes to your small home business, you don’t want to hire one person to be in charge of an entire project because it can cause problems. For example, if you hire one writer to write, edit, format, and do every part of a project for you and they get sick, you may end up without a project. But if you hire someone just to do the writing, someone else to do the editing, and yet someone else to make it pretty, you’re more likely to get a better product in the end. Plus, it’s a lot easier to replace someone only responsible for editing since each skillset is specific.

 

  1. Know Your Budget – You need to know the range you’re willing to pay for the projects you’re trying to outsource. To generate the number, you need to find out what the going rate is for that particular expertise. Don’t try to get a rocket scientist on a minimum wage budget.

 

  1. Check References – Even if your friend recommends a person or company for your project, always check up on them to be sure they are who they say they are. You’d do this if you were hiring someone to come to your storefront, do it when you are going to work with someone in your company every single time.

 

  1. Start Small – When you first work with someone, don’t hire them for a long-term project. Instead, hire them for a short-term project with a faster turn around time so that you can find out if they are right for you for future or more critical projects.

 

  1. Respect the Laws – When you hire a contractor, they are not your employee. How they produce your deliverables is not any of your concern. The important part is to answer the question: Did they deliver the results you paid for? You don’t control their time because they are not your employee. For this reason, pay by project or task and not hourly.

 

  1. Use a Project Management System – Some independent contractors have their own system and want you to sign up for their project management system. This is important because it helps establish that they are not employees. But if they don’t use their own, set up a system for them to use with you as it’ll keep everything more organized and on task.

 

  1. Communicate Regularly and Quickly – When your contractors have a question, get back to them as quickly as possible with the answers. They have their own timeline, and if you’re not fast with responses, you can end up being really hard to work with.

 

  1. Pay on Time – Don’t mess with someone’s pay. If you promise to pay them a certain amount of money for the work, then pay them when you said you would. Don’t hire people if you don’t have the funds to pay at that moment.

 

Remember that the old saying that if it’s too good to be true, it probably is. Always check up on anyone you plan to work with, whether you are going to pay them, share private information with them, or have them associated with your business name in any way. There are lots of great people who want to work virtually as a contractor, so if you know what you want and do your due diligence, you will find them.

 

 

 

 

 

 

 

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Where to Find Contractors for Outsourcing

No automation plan is complete without an outsourcing plan. Outsourcing means that you find other experts to do tasks for you. If you outsource to a contractor, they are not employees because you can only make requirements on the deliverables but not on how they use their time creating and making the deliverables. Combined with automation, outsourcing is very powerful.

 

  • Your Network – When you want to work with someone, the first thing you should do is survey your network to find out if you already know someone who is an expert, uses experts or knows who you can use. The person recommended by trusted sources will almost always perform better than if you hire a total stranger.

 

  • Your Customers – When you have fleshed out the tasks you want someone else to do for you, send out a message to your current customers and audience who have signed up for your list already. You never know who is already in love with your offerings that can make them even better for you.
  • Fiverr.com – Don’t be fooled by the name. Most of the time, if you want someone who is an expert, you’re not really going to get it done for five bucks. However, there are some amazing people who use Fiverr.com as their storefront that you can hire to do various jobs, from editing video to coding. The sky is the limit.

 

  • Upwork.com – This is a job board where, for a fee, you can place an advertisement for your position. Ensure that you figure out everything you want the contractor to do so that you are clear about your deliverables.

 

  • Ziprecruiter.com – This is another worksite much like Upwork.com, but it’s also an excellent place to find contractors for your needs. You can hire all kinds of people for any virtual position or project that you have open.

 

  • Advertising on Your Website – Once you know what you need, you can put your job right on your website. Using the same promotional methods, you use for blog posts and other content, you can get the word out about your openings.

 

  • Thumbtack.com – This is a great site that enables you to list your needs or go through and find someone offering what you need already.

 

  • Amazon Mechanical Turk (MTurk.com) – This has been around a long time and is still working great. People list the work they do and make offers on the system. You just need to search for what you want.

 

  • PeoplePerHour.com – If you want to hire people to do a task in person or virtually, PPH is an excellent resource for you. Workers list their offers, and people who need projects done also list their needs.

 

 

Outsourcing, like automation, saves money and time because it takes things off your plate that you aren’t an expert at doing, so you can focus elsewhere. Using a combination of experts and automation in your business will boost your productivity exponentially.

 

 

 

 

 

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The Ultimate Boost in Productivity: Automation and Outsourcing

Being productive is an essential element in any business owner’s life. Business owners are busy and need to use every moment given to them as fruitfully as possible. Most business owners continually research ideas that will boost their productivity. They research organizing so that they can be more productive, but the truth is the ultimate boost in productivity will come from a combination of automation and outsourcing.

 

  • Inexpensive – Automation is very inexpensive, and outsourcing is less expensive than hiring someone in house to do the same thing. Using automation where you can, and outsourcing everywhere else is inexpensive and offers an amazing ROI.

 

  • Easy to Get Started – It’s not as hard as you might think to get started with either automation or outsourcing. Learn how it works by reading the software website and the manuals. For example, if you join Zapier.com, you can learn about applets, or zaps, that other people have already created and simply copy theirs. When you outsource today, you can go to a platform like upwork.com or even Fiverr.com to find qualified people.

 

  • Increases Capabilities – Even if you don’t have a skill, you can find it in software or find it in an individual or company. This means that a one-person business can perform like a larger business due to increased capabilities.

 

  • Better Quality – Believe it or not, the work you produce will be much better when you work with technology and contractors to see your vision come to reality.

 

  • Contributes to Lean Practices – Most businesses these days need to run as lean as possible, whether it’s the busy season or not. Automation and outsourcing give you flexibility when it comes to your budget.

 

  • Get More Done – You’re simply going to get more done when you have more help. If you can automate most things, outsource the few remaining tasks, that means you have that much more time to do more of what matters to you.

 

  • Reduce Mistakes – If you don’t know how to do something, you’re going to make mistakes as you learn. But if you hire an expert, they’re going to make fewer mistakes. If you use technology and set it up right, there will be no mistakes.

 

  • Develop Improvable Business Processes – When you want to outsource or automate something, you will need to write down the process so that you can visualize every single step, including the impact of the steps. This is going to create a situation where you improve every single process you have.

 

  • Make Better Decisions – When you have better facts, you can make better choices and decisions for your business needs. Setting up automatic reports that appear in your Dropbox the moment you need to review them will blow your mind, but it will help you make better decisions since you won’t be fishing for the info at the last minute.

 

  • Creates New Opportunities – When you have more time to judge how your business is performing, and you’ve developed each process to be the most efficient possible, you’re going to have more doors open for you just when you need them.

 

To set up more outsourcing and automation, you’ll need to know what your business goals are, understand your core business, audit your internal processes, and learn how you can integrate what you already own with new technology that can help you with automation and outsourcing.

 

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26 Things You Can Automate in Your Business

There are numerous things you can automate in your business. Some things you may have already thought about or started, such as email marketing. But others you may not have thought of yet, such as auto file generation, event registration, and more.

 

  1. Social Media Marketing – Use software like Hootsuite.com to set up social media marketing sharing and engagement.

 

  1. Blogging – Set up your email marketing software and social media platforms using software like Zapier.com to generate applets that will automatically share any blog you publish with your email subscribers and social media platforms using the right size image and everything.

 

  1. Research – Use a combination of artificial intelligence, surveys, behavioral emails, tagging, and other tools to automatically deliver reports to you based on the criteria you set.

 

  1. Tracking and Measuring – Set up Google Analytics or platform analytics to track and measure and create automated reports. You can use Zapier.com to automatically create a document that is filed away for you to check when it’s time.

 

  1. Remarketing – Set up a pixel that autocrinally tells your customers when they left their shopping carts or that sends an advertisement just to them based on their behavior in your cart.

 

  1. Event Registration – Let your customers sign themselves up for your events using the tools included with platforms like GoToWebinar.com or connect software using IFTTT.com and another tech.

 

  1. Customer Care – Set up chatbots, customer questionnaires, and a self-service kiosk right on your site. Chatbots can be programmed to speak in your brand voice in a conversational manner and offer an amazing ROI.

 

  1. Email Responses – Set up triggers within your email autoresponder software that delivers the right information that you’ve preloaded into the system to your customers just when they need it most.

 

  1. Transactional Emails – Preload all transactional emails to your autoresponder so that they’re delivered based on what your customer does.

 

  1. General Email – Set up automation in your email so that when someone signs up for your list or buys something, they get periodic emails based on their interests.

 

  1. Invoicing and Reminders – Set up your invoicing tools to generate automatic invoices based on the criteria you set up, as well as sends auto-reminders. Most bookkeeping software will do this these days if you set it up.

 

  1. Payroll – If you have employees, invest in payroll software or work with a payroll firm. They’ll provide the tools that allow your employees to enter their time and control various aspects of their pay independently.

 

  1. Storing Records and Receipts – Purchase software that enables you to take a picture of your records and receipts so that it’s always there when you need it.

 

  1. Bookkeeping – A lot of bookkeeping software today, even Go Daddy’s version, will automatically book your purchases and income for you. This can save hours, depending on the number of transactions you have daily.

 

  1. Customer / Client Appointment Scheduling – If you’re a coach or someone who has to interact with customers and clients via appointments, let them make their own. Software like acuityscheduling.com lets your customers self-serve in more ways than one.

 

  1. Bill Paying – If you have bills to pay, you can set up automatic payments for all sorts of bills so that you don’t have to think of them every month. You can do this via your bank.

 

  1. File Backups – Everyone should be backing up all the time. Having an external drive isn’t really good enough now. Buy file storage online. It’s much safer, and set everything up so that it backs up automatically.

 

  1. Calendar Sharing – You can automate your calendar sharing by using the right type of software for your needs. For example, if you work with a team that is spread out over the country, using Google Calendar that you can all view and see will help. You can also use project management software like Basecamp.com for this.

 

  1. Email Inbox Management – Use software like boomerang.com to help you keep spam out of your inbox. You can also set up Zapier.com to organize your files for easier consumption.

 

  1. To-Do List Development – Using Zapier.com, you can turn your emails or other accounts like Slack and Trello into a to-do list with the right commands.

 

  1. Digital Product or Freebie Delivery – Set up your sales page so that when your customer signs up, they’ll receive the product automatically.

 

  1. Lead Gen and Nurturing – When your customer gets their freebie, you can automatically deliver emails that build the relationship using Aweber.com or other autoresponder services.

 

  1. Contact Management – Use a system that allows you to scan your contacts into your customer relationship management software along with tagging so that you can set up networking ops fast.

 

  1. File Creation – Set up IFTTT.com or Zapier.com to create files and add them to your Dropbox from tasks, emails, and other triggers.

 

  1. Help Desk – Use software like Freshdesk.com to set up an automated helpdesk for your customers.

 

  1. Surveying Customers – Use behavioral triggers on your website, in email, and on social media to deliver a survey to your customers.

 

Now that you’ve seen this list of ways to start automating, did it give you some good ideas? What do you want to automate? If you’re not sure about how to automate something in your business, I can probably help if you contact me.