Tag: Barbara Genest

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Tools and Tips for Automating Your Sales and Inventory Process

Whether you sell physical products or hours and services, automating as much as you can of your entire sales process and inventory, if needed, will save you tons of time. When you save time, you’re saving your most valuable and irreplaceable resource, but more than likely, automation will also save money.

 

  • Understand Your Buyer’s Journey – Every business type who has a buyer can learn what they do to make a business decision. Most buyers go through a process from awareness to delight, and it’s your job to know what the buyer’s intent is so that you can deliver just the right information at the right time to advance sales.

 

  • Stop Doing Repetitive Work Manually – If it can be automated, stop doing it yourself. There are too many ways you can automate things today that fit any budget for you to keep doing everything like file creation, backups, and inventory tracking. If you continually need to transfer customer information to another system, find a way to automate using Zapier.com or another option.

 

  • Provide the Right Information to Your Stakeholders – Ensure that anyone who is interested receives information that they need to make decisions in a self-serve manner. This can be via internal documentation that you provide access to based on their place, such as Trello.com or Basecamp.com. You can assign access based on who they are. For example, the customer of product A gets access to information, groups, and help about product A.

 

  • Empower Customer Care – If you hire customer service personnel or use a chatbot, empower your customer care to make sales when it seems like the right thing to do, depending on the conversation. You can even set up your chatbots to do it.

 

  • Empower Your Customers – Let your customers care for themselves with self-serve information and AI chatbots so that you don’t have to answer repetitive questions, and they can help themselves.

 

  • Create the Right Email Messages – Every product that you create needs certain email messages set up right away. You’ll need a series for all stages of the buying journey, from awareness to delight.

 

  • Get the Right Software – It depends on the types of products you sell, but many shopping carts have inventory management included in the system. The most crucial factor is to get the right software for your needs and not try to make bad software work for you.

 

Automating your sales process may only involve setting up a landing page, a freebie, and moving them to your email list so that you can teach them information, make offers, and move them through their buying journey faster. But if you sell physical products, you probably want to keep track of how many you have available to buy—the same thing with the hours you sell for your VA business. If you’re a service provider, keeping track of what you’ve sold will ensure you don’t oversell but also ensure that you meet your goals.

 

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Tools and Tips for Automating Discovery Calls

Many small business owners like virtual assistants, business and life coaches, and others who work one-on-one with customers and clients use discovery calls to help pitch their offers and close sales. Discovery calls are a powerful way to get more customers, but it can be time-consuming if you don’t develop a process that can be automated and replicated.

HBA Funnel Builder…

  • Build a Landing Page with Your Offer – Your first step is to build a page that tells your audience about your discovery calls and what’s included, and why they should set up a call with you. You can do this with your basic website pages, or you can use landing page software like net or Instapage.com.

 

  • Set Up a Questionnaire Via Your Scheduling Software – Using scheduling software like com offers you the ability to force your lead to fill out a questionnaire in order to set up their appointment, all without you helping in person at that moment. Most people will happily fill out a short questionnaire but remember that you are trying to qualify your leads, so don’t be afraid to ask questions that make them leave the form.

 

  • Develop Transactional Emails for Your Autoresponder – Now, set up some information in your autoresponder so that once they submit the questionnaire as well as choose their time for a call, they receive automated emails giving them more information and instructions. You can use your email autoresponder for this, and it doesn’t matter which platform as long as you check to see if the other software you’re using integrates. Aweber.com works with most.

 

  • Let Your Potential Customer Choose Their Time to Call – The scheduling software allows you to put the times you’re free. In fact, you can choose different free times for different types of calls so that you know when you get a call what it’s for due to the time and date.

 

  • Get a Dedicated Phone Line for Calls – Having a dedicated line or at least a unique ring will help alert you to the call. You’ll want to set up your calls so that your customers call you instead of the other way around as it eliminates the need for you to remember anything.

 

  • Read Their Questionnaire Before the Call – You can sign into the scheduling software to read the questionnaire, or you can set up a Zap (Zapier.com) to force the system to put the questionnaire into a special Dropbox or file on Google Docs.

 

  • Set Up Follow Up Information to Go Out Automatically – Once the call is finished, you’ll want other information to go out to your lead automatically so that you can close the deal if you did not already on the call. You can use tags and triggers within your autoresponder using IFTTT.com or Zapier.com to make it happen automatically.

 

Discovery calls help you get more clients and close deals. However, due to the fact they can be time-consuming, it’s best to go in with a plan. Use the customer’s answers to the questionnaire to help guide your meeting in a way that showcases what you can do for them based on their needs.

 

Follow up as soon as possible within 24 hours after each discovery call with an offer giving them a few days to consider your offer but setting a deadline so that you can avoid overbooking yourself. This process works wonders for booking more clients for the one-to-one service provider or coach.

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Automate Your Community Management

Building community builds brand awareness, provides amazing feedback so you can get more product ideas, and builds stronger relationships. When you can find the people talking about you online and respond, it turns social media and community into a powerful tool for you to build relationships and a better business.

 

Building community for your business will increase brand awareness, teach you more about your customers, and provide amazing value to your customers now and in the future due to all the incredible insight you will derive from the community.

 

  • Invite Your Buyers to A VIP Support Group – Creating a group for your buyers to come to ask questions and get answers, and other support is a fabulous way to encourage the community to help each other.

 

  • Ask List Members to Come to Your Private Facebook Group – Make it a habit to invite anyone who joins your email list to your private free Facebook Group. You can get to know them and they you and move them from interested to delighted faster due to the fact actual customers will back you up.

 

  • Invite Interested Parties to a Product Development Group – Some of your customers may be interested in conversing with you on a deeper level helping you essentially create more products for their needs.

 

Using the tools of the trade help make community-building easier and more effective. These tools will make your job easier, and there are plenty to choose from depending on your needs and budget.

 

NapoleonCat.com

 

Manage your social media through this platform. You’ll be able to see all feeds in one view so that you can deliver the best customer care to them on any platform from one spot. Plus, you’ll get top-notch analytics. After all, you can’t know if what you’re doing is working if you’re not studying the metrics.

 

Some features include the ability to answer repetitive questions automatically with templates, hide spam messages automatically, and even delete offensive material based on your list of insulting words without having to view them yourself.

 

Heyo.com

 

This software is a platform that allows you to run contests. Community and social marketing are all about engagement, and nothing creates more engagement than the ability to have a good old friendly competition. You can use this software on any social media platform, across multiple platforms, and even in SMS via mobile devices.

 

Grow your email list, get more accurate leads, and make your customers happy with this software. Whether you want to run a sweepstake, a photo contest, or send out a quiz to your audience, this platform will do what you need.

 

Taggbox.com

 

User-generated content is the most important type of content you will deal with when building a community. It’s also some of the most powerfully compelling content for any new person to see when buying your products or using your services.

 

Whether you want to build a hashtag campaign, boost virtual events, or even help build a social wall for your in-person events, Taggbox.com can help you get it done and automate most of it.

 

Building and managing the community you create due to your brand allows you to get better user feedback, provide amazing support, increase brand awareness, and build exceptional relationships. If you really want to boost customer interactions and create raving fans that not only want what you have but want to tell others about it, invest in building community through all your social accounts with your like-minded ideal customer base.

 

 

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Tools and Tips to Help You Automate Social Media Marketing

marketing planThis list of social media marketing automated software and tools that you can use in your small business is not complete. There are so many options today that anyone can find the right tool for themselves at the right budget. There is no reason not to use social media marketing automation because the price is very reasonable for most platforms, and the ROI is outstanding.

 

  • Hootsuite.com – Aside from all the ways you can automate social media marketing using this software, they have an exciting training program through their Hootsuite Academy, where you can learn all things marketing and even get certification. Whether you’re publishing, engaging, or monitoring, Hootsuite can help you keep it all in one place.

 

  • Loomly.com – Manage all your social media content from posts to ads in one place. Not only that, the software will give you ideas about what to post based on trending topics and related events. They also have a great way to keep track of your content assets like photos, videos, notes, links, and templates.

 

  • Activecampaigncom – This marketing and sales automation platform is fully featured and offers almost anything you need to run your small business marketing program. Their solution offers automation with email marketing, customer relationship management, sales, support, and more all in one platform.

 

  • SproutSocial.com – This platform offers features to help you with social media engagement, publishing, listening, and analytics, all from a central hub. Publishing across platforms at one shot easier is essential today, especially for the one-person business.

 

  • Sendinblue.com – This platform offers email marketing, CRM, SMS marketing, engaging chat, and more that you can personalize for your audience. You can also automate your segmenting and make your transactional emails better than ever.

 

  • Sharpspring.com – This is being billed as a revenue growth platform that offers a suite of sales and marketing tools to bring your marketing automation to a whole new level. Build on the funnel idea to help you build your list and get more leads by increasing engagement due to focusing on the entire customer lifecycle. Get chatbots, landing pages, dynamic forms, and more.

 

  • BuzzSumo.com – Every marketer needs to find, produce, and publish as much relevant content as they can for their audience. This platform helps you discover and research your audience. Use this software to find influencers to help you market your products and services.

 

  • Mention.com – An essential component of social media marketing is engagement. It can take a lot of time to find places to engage with your customers but not if you use this platform that allows you to monitor the web to find out what their audience is saying so that you can join the conversation.

 

  • Socialert.net – There is no point in using hashtags if you can’t figure out who else is using them or what is going on with them. This platform enables you to track keywords, hashtags, and your social accounts for activity, making it easier for you to engage with your audience.

 

  • Zapier.com and IFTTT.com – These two platforms allow you to create applets that perform tasks for you automatically. For example, want to create a list of new list members who purchased your book with phone numbers and dropped into your Trello account so you can call them? If you’re asking for the right info, you can use one of the applets or zaps to tell your system what to do.

 

When determining the type of automation to use, first decide what you want automated, know your budget, and then find the right tool. Anything you do on a repetitive basis is game for automation. It might seem like it’s only going to save minutes, but those minutes add up and will improve conversions as well as boost your results from social media marketing.

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Tools and Tips to Help You Automate Email Marketing

There aren’t many business owners today who aren’t aware of automated email marketing technology that uses autoresponders. If you’re not sure, autoresponder software like Aweber.com will send out messages to your list members based on either your schedule or a behavioral trigger that you set up and define.

email marketing

Two ways to automate your email marketing:

 

  1. Trigger Based Email Messages
  2. Drip-Fed Scheduled Messages

 

A trigger-based email message is set up to be sent to the subscriber based on something they do. For example, if your customer downloads a free report, or clicks through to read a specific blog post, or even if they simply open a particular email, you can set up your autoresponder to automatically deliver specific messages to them based on what they did.

 

A drip-fed email message is simply set up to deliver based on the schedule you choose in a specific order. Usually, the messages are a sequence and often referred to as your “autoresponder sequence.” For example, if you offer a free report about a specific problem that you solve, the customer downloads the report, which puts them on that list, which triggers the system to start the drip schedule.

 

Besides these two ways you can automate, you can also use the automation features inside your software to segment based on new information you obtain from your customer such as demographics data, and product purchased, product not purchased, how they learned about your solutions, and more. Frankly, if you can think it up, you can create a segmentation trigger.

 

When you automate your email marketing in this way, you can create more targeted and personalized messaging, create customized landing pages, and even use split testing for your emails to create better results from your email marketing. You can also use the native software to examine delivery rates, view rates, open rates, click-through rates, conversion rates, and more to make it all work better together – mostly automatically.

 

The trick for getting this right is to choose the right software for your needs. Some small business owners using a combination of Aweber.com and a WordPress site will work fine, but for some others, they may need a more robust platform to work with, such as Ontraport.com or Clickfunnels.com.

 

Write down the functions you’d like to have now and in the future. Choose your software based on longevity, functionality, and growth – but of course, also consider your budget. Fortunately, most email marketing software choices have options that can grow with you based on your usage. You can find solutions for as little as $20 to start and on up to thousands of dollars, depending on how you’re using it. The main thing is to do your due diligence checking out the software you want to use to ensure that it works for your needs. For example, some autoresponder software expressly forbids affiliate marketing – if you want to build an affiliate marketing business, you don’t want to start with that choice.

 

 

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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.