LIVE YOUR BEST LIFE

Okay, you convinced me. What do I do now?!

The good news is that there are TONS of apps and programs that you can set up to start automating workflows in your business. And if you don’t want to DIY, there are plenty of skilled and talented online business managers, and systems experts (like yours truly!) who are ready to support you in organising your biz in a way that works for you

It’s time to say goodbye to all of the wasted time and energy you’ve been spending on admin, emails, onboarding, scheduling, bookkeeping and more.

Here are some easy ways to start automating tasks in your biz so you can take back your time and start enjoying your work again!

Use a CRM: Are you still booking clients through Instagram DMs? It’s time to upgrade to a CRM like Dubsado or 17 Hats to help you keep track of all your leads! Instead of spending hours sifting through your inbox to track leads, direct your potential clients to fill out a lead capture form on your website. Once they submit an inquiry, all their info will be kept in one, easy-to-track place in your CRM!

Set up a scheduler: If you’re still manually booking appointments, you’re probably spending too much time in your emails and DMs trying to match your client’s availability. Using a scheduler like Calendly or Dubsado will make it easy for your clients to book a time on your calendar that works for them without all the back and forth. No more lengthy email threads or unanswered DMs!

Automate your onboarding docs: Instead of preparing individual proposals, contracts, and invoices every time you onboard a new client, use a platform like Dubsado that allows you to create onboarding docs using templates and workflows that will automatically populate and send your invoice and contract after a client accepts your proposal. This will save you so much time and elevate your client experience. Win-win!

Track your projects: As a business owner, you’re not only responsible for completing your client work you also have a business to run! This means you’re likely creating content, completing admin tasks, and so much more Using a platform like Notion, Asana, or Trello can be super helpful to manage multiple projects, visualise timelines, and assign tasks to staff on your team If you’re a visual person, you’ll love being able to see what stage each project is in the process.

Automate your emails: You don’t have to keep typing out the same emails over and over again! Using an email software like Flodesk, you can create welcome sequences, send automated canned emails, and use other cool features to nurture your leads and clients to book projects while you sleep!

Don’t want to DIY? Here’s how I can help

Systems and automations can be intimidating and even scary, but you don’t have to do it alone! You might have a mile-long to-do list of tasks you want to automate in your business But what you estimate would take you months to complete would only take a systems expert like me a few hours! That’s because I'm an expert at what I do, just like you’re an expert at what you do. Systems and automations are the support system you need to care for you and your business so you can keep going without burning out And I’m here to help you find systems and processes that work for you so you can spend less time doing the boring stuff and more time doing what you love.

Here are some ways that I can support you in organising your biz:

+Systems Audit: I’ll take a look at what you’re currently doing and help you assess what’s working and what isn’t Together, we’ll come up with a game plan to streamline your processes, work more efficiently, and implement that four-hour work day you’ve been dreaming of

+VIP Intensive: While you’re busy running your business, I’ll set up all new workflows for you in just ONE day. If you’re not into systems, don’t consider yourself tech savvy, or simply prefer to hand things off to a qualified expert, I got you!

+Monthly Retainer: Every month, I’ll check up on your systems and processes to make sure everything is still running smoothly. Whenever you need admin support, you can rest assured that you’ll have someone by your side who knows how you run things in your biz.

For more info about how we can work together, check out The Becoming Iconic Agency or get in touch on Instagram! My DMs are always open to answer your questions, and I would love to hear more about how I can help you get your time back.