Funnel builder Archives - Page 13 of 21

February 28, 2021

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.

February 28, 2021

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.

February 28, 2021

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.

February 28, 2021

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.

February 28, 2021

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

February 22, 2021February 22, 2021

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.

February 22, 2021February 22, 2021

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.

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

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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

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

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.

February 22, 2021February 22, 2021

8 Things You Should Outsource in Your Business

As you learn more about business automation, it’s important to realize there is another way to automate your business, and that is by hiring someone else to do the work for you. Hiring experts to deliver work for you on your behalf is called outsourcing.

You can outsource to contractors, or you can hire employees. It’s up to you and depends on the type of business you want. Outsourcing to contractors allows you to hire experts for parts of projects without keeping them on payroll long term and is focused just on deliverables. In contrast, hiring employees puts you in charge of their time and gives you the ability to direct them more closely.

Legal Work – Most small business owners will not hire a legal person to work on their team as an employee. Instead, they hire a law firm on retainer and use them only when necessary. If you do have a lot of contracts and other needs for a legal team, this is your best answer to those annoying legal issues. It’s also nice to have someone on call that you can ask simple questions of and check over contracts.

Finance – Most small business owners can save a boatload of time, stress, and money if they find someone to help them with taxes, bookkeeping, payroll, and other issues with money and accounting. You can hire a bookkeeper, a CPA, an EA, or even an admin person to do the data entry to help remove some of these responsibilities, but this is where you really do need an expert, at least at first.

Technology Needs – Most small business owners hire people and use automation technology when it comes to their websites. Building websites, using automation software, and all that technology really does need someone who understands it all in a professional sense.

Marketing – Whether it’s social media marketing or some other type of marketing, hiring an expert will pay off. Experts know how to use the software available and know all the tricks of the trade to ensure the process works. When you outsource marketing, you free up time to do something you’re more knowledgeable and skilled at doing.

Graphic Design – Giving a designer ideas for your graphics is so much easier than trying to design them yourself. Even if you think you can deliver good ideas using software like Canva.com, it’s not going to be as excellent as an expert can make it, and letting someone else do the design will save an enormous amount of time.

Customer Care – No business owner should be handling their own customer care because it’s just too hard. You’re too close to your product or your service, and it’s too easy to get upset about issues. But an expert can help set up your customer care in a way that takes it off your plate for a lot less than you may realize.

Administrative Tasks – Track the admin tasks you do every day, and you can likely save a few hours a day if you hire a virtual assistant to do the administrative stuff all business owners have to do. Whether it’s managing events, performing personal errands, or other tasks as directed by you, this is a substantial time saving and can really turn your business on like nothing else.

Writing – Your business needs a lot of content for customer education, product information, and so forth. Whether it’s blog content, article content, sales page content, or internal content, a professional writer can help you with it.

Whether sales, marketing, finance, accounting, customer service, or helping manage a team, you need to outsource in your business. You may not have enough resources to outsource it all right away, but you should consider creating earning benchmarks that signal the time to outsource the task. When you outsource more, you free up your time to focus on what you do best.

February 22, 2021

3 Reasons to Automate and Outsource

As a business owner, it’s important to understand what your expertise is. If you’re spending time in areas that you lack skills or information, you may be making mistakes that you don’t even realize you’re making while sacrificing what you are good at doing.

When you understand the core business, you will know what you sell, who you’re selling it to, where your buyers are, and how to find them. You’ll also know how you’re going to distribute the product or serve the customer. Additionally, you know how you stand out from the competition, and you use that to your advantage by differentiating yourself in the marketplace.

Remove Bottlenecks

When you start to automate and outsource tasks in your business as you develop each process, you’ll start to notice that bottlenecks are a thing of the past. Because the truth is, in most small businesses, especially those run by people starting them from home with no business experience, the bottleneck is the business owner.

Sometimes lack of skill causes the roadblock. Sometimes they just lack desire or energy because everything becomes so overwhelming. But whatever the reason, if you are engaged in organizing and planning as business owners should do and focused on automating and outsourcing, ensuring that others are responsible for doing, you’re going to get more done.

Reduce Errors and Mistakes

When you work with software, fewer mistakes will happen once you set it up correctly. Even outsourcing to an expert will ensure that mistakes and errors are less likely to happen. The main reason is that you’re going to use software that is tried and tested, and you’re going to hire people who are experts.

The truth is, hiring experts or using automation software can reduce your errors and mistakes so much that the cost will produce an amazing return on investment. You’d probably spend a lot more time worrying over the issue than your customer service expert or the automation software will. But you’ll get superior results in the end.

Setting Boundaries: It’s Not Selfish to Go After What You Want

Spend Time on Higher Value Projects

This is the biggest reason of all to automate and outsource. Focus on your primary business, which is the core of your businesses’ existence. As a business owner, while you may need to do things in your business as a job, once you reach specific benchmarks, you should hand those tasks off to machines or to experts so that you can spend time on projects that produce a much higher value for yourself such as business planning and idea generation which is the key to business growth.

You live in an amazing time to be a business owner. You can find plenty of technology to implement in your automation plan and plenty of people to hire in your outsourcing plan. Figure out what you want to do, set your goals for doing it, and then follow through.

February 21, 2021February 21, 2021

What Do You Do All Day?

As a business owner, you have a lot on your plate. But, in order to figure out how to automate your business, you first need to know in detail what you do all day long so that you know which tasks can be automated, should be automated, and even whether it’s something you should be doing at all.

In every business, you will have daily tasks, weekly tasks, monthly tasks, and even yearly tasks or quarterly tasks. The best thing to do is to get out a calendar and enter the items you know you have to do.

For example, you have to pay quarterly taxes, and you have to balance your books at the end of the month. You must buy a business license each October or January depending on your location and the rules and laws in your area. Whatever it is that you know for sure has to be done, enter it into your calendar, blocking off the approximate time it will take you to do it.

But there are also the daily things you do that generate your income. When it comes to generating income, it’s essential to specify which actions you are doing that generate income and which actions you’re doing that support generating income. Go through the steps you take in your day and write down what you’re doing, step by step.

What’s Your Job as The Owner of Your Business?

Coaches Example

Ø Business: Coaches retired teachers starting a second career as independent course and project designers.

Ø Morning: Checks the mail, email, and Trello to find out if there are any fires to put out this morning before paying any bills due for the day. Calls her group coaching clients for the weekly hour Zoom group coaching session. Writes 7 product educational and nurturing emails for a new one-on-one coaching product to market to her group coaching clients.

Ø Afternoon: Records part of an online course in development. Transcribes the group call and sets up her part as a standalone presentation video.

Ø Evening: Answers coaching client questions for those who signed up to receive daily emails and schedules them to be delivered in the morning.

As you can see, this is just one day out of an entire year and is not representative of all the money-making tasks this coach does, nor is it a complete picture of what happens in the business overall. But it does give you a great idea about where to start automating and even outsourcing. Once you see what you’re doing visually written out, it’s a lot easier to figure out places that you can improve your process. Take the time to write out every process you do each day that you do them. Once you’ve documented the different activities you do each day, you can identify what needs to be perfected and then automated or outsourced or both.