HOWAUTOMATINGYOUR BIZCANHELPYOULIVEYOUR BEST LIFE

Are you tired of spending hours typing out the same emails word for word, week after week? Or maybe you’re realising that preparing project proposals, invoices, and questionnaires every time you onboard a new client is eating up half of your work day Or maybe your work requires you to juggle multiple projects at once and you struggle to keep track of where each one is in the process, leaving you stressed and overwhelmed.

When you started your business, you probably didn’t anticipate that writing emails, scheduling meetings, or balancing your books would take up so much of your time. But the reality is that admin tasks are critical to keeping your business running, and they have to get done whether you like it or not!

Take a moment to think: How do you keep track of leads? What’s your process for onboarding a new client? What systems are in place for clients to communicate

Do you even have systems and processes in place?! If the answer is no, you might be spending too much time reinventing the wheel every time you onboard a new client!

Before we go any further, I know what you’re thinking:

I’ll automate my systems when work slows down and I have more time.

I’ll set up systems and processes when I hire an assistant or bring on a new team member.

But I’ve got news for you. If you wait until then, it’ll be too late! You need to get your systems and automations in order TODAY.

What are systems and automations? client situations and so that you don’t have to waste your precious time on tasks that can easily be done automatically

Setting up systems and automations is exactly what it sounds like It’s putting processes in place so that you don’t have to spend time overthinking how to handle

For example, let’s say a potential client wants to inquire about working with you. Instead of going back and forth over email or DMs, they fill out a lead capture form on your website. After that, they automatically receive a canned email with next steps to book a discovery call on your calendar (no back and forth required!). If you both decide to move forward, your CRM creates a portal for the client where they review their project proposal

Once they accept the proposal, your CRM automatically populates and sends their contract and invoice for them to complete While you’re relaxing by the pool with a bevvie in hand or spending the day at the park with your kids, you’re booking projects AND getting paid with *zero* effort required on your part.

Sounds like a dream, right?!

If you’re already overwhelmed trying to juggle multiple client projects at once, on top of caring for your family and working a day job, then setting up systems and automations can feel like the LAST thing you want to put your time and energy into. I totally get it I’ve been there! But I promise the time you’ll actually end up saving is worth it in the end

Automations elevate your client experience.

Having systems and automations in place are also a super important part of your client experience. After clients get in touch with you, they’re not left wondering what their next steps are or when they’ll hear from you again because you have workflows set up to automatically communicate with them as soon as they complete the next step in the process.

A seamless onboarding and communication process is the key to elevating your client experience because it shows your clients that you’ve got your shit together, that you’re a pro at what you do, and most importantly, that they can trust you

A more streamlined and efficient process for you AND for your clients creates a better client experience, which leads to returning clients and epic referrals!

Systems allow you to focus on your zone of genius.

You started your business so that you could have more free time and more control over your life. What you (likely) didn’t sign up for is all the time-sucking back end work: emails, proposals, contracts, questionnaires, invoices, MORE emails, and other admin tasks. I mean, who starts a business so they can answer emails and create spreadsheets?!

As a business owner, you have to remember that you have limited capacity in a day. Systems and automations give you the freedom to step into your zone of genius by outsourcing the parts of your work that you may not enjoy as much

Your zone of genius is your area of expertise: the thing in your business that no one else can do the way you can Maybe it’s designing a killer brand identity, shooting scroll-stopping photography, or writing whip-smart copy.

But if you’re spending all your brain power answering emails, scheduling calls, and chasing clients to ask for payment, you’re probably feeling too exhausted to do the work you actually want to be doing!

The key to protecting your creative energy is outsourcing the not-so-fun parts of your work, which allows you to focus your time and energy exclusively on your zone of genius

Systems and automations are critical to sustainably growing your business so you don’t burn out and end up resenting your job because of the neverending admin work.