Automation in Action – Mobile Phone

Automation in Action – Mobile Phone

This entry is part 3 of 5 in the series Automation in Action

Most people don’t realize the asset they have right in their hands. The phone is the most underused business accessory. You can literally run your business from it with automated systems in place.

Some of the apps I use on my phone help me to create graphics, memes, videos and short tutorials. I can also access client files on the go and work on documents/projects on the go. Another great benefit is being able to create content on the go as inspiration strikes. This is great for when you have downtime while traveling.

Make sure you have the apps loaded on your phone so you can still conduct business.

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Are You The Lid On Your Own Business Growth?

Are You The Lid On Your Own Business Growth?

In this video, I talk about a aha moment I had at a business conference I attended. As I was listening to the speakers of this panel, one of them talked about being the lid on your own business growth.

Whether that is from not doing the things you need to do or getting the help you need. If you are procrastinating on getting help or doing certain things you could be capping your business growth.

Listen in and hear what other thoughts I had.

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If you find that you want to get automated in your business but don’t know where to start, pick up this FREE checklist –> Bit.ly/3systemautomation

How Much To Budget for Automation

How Much To Budget for Automation

I am often asked “How much should I budget for automation?” by potential clients. So I decided to do a video to answer this question. It is the start of a New Year and you should be thinking about what to plan for.

In this video I break down a few of the tools I use and how much to expect at the time of this recording to pay monthly. Getting automated isn’t as expensive as you may be thinking.

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Tools Mentioned In the Video (Some Affiliate Links):

  1. Acuity Scheduling – https://organizingguru.com/Acuity
  2. ActiveCampaign – https://organizingguru.com/activecampaign
  3. CoSchedule – https://organizingguru.com/coschedule
  4. QuickBooks Online or Wave Accounting

 

Automation: The Key to Customer Follow-up Success

Automation: The Key to Customer Follow-up Success

It’s not enough to get your client to buy. You need to keep them buying by building a long-term relationship with them. The key to doing this effectively is to offer follow-up customer service. Through follow-up customer service you continue offering valuable content, keeping lines of communication open, communicating your appreciation to the customer, and offering more deals.

A great deal of time, work and effort goes into effective customer follow-up, and this is why automation can help. Automation takes over routine tasks and does them for you so that you can focus on more important things. So what are some of the automated tasks we can do? I’m glad you asked. Listen in to this week’s #TechChat to find out.

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Recap from Video

Areas you can automate are as follows:

  1. The “Thank You” Message
  2. An Email Course
  3. Customer Loyalty Program – especially if you are a business coach you can offer an extra 15 to 30 minutes with you for referrals or discount when they buy in bulk.
  4. Customer Feedback

Now while we are talking about automating customer follow-up, let’s discuss what not to automate. That is when people need to speak to a human being. Whether for a problem or more clarification.

Learn more ways to automate your complete marketing with my new course in Sam’s Tech Academy. You can find it here 👉🏾 Marketing Automation Domination – Introductory Price (Very Limited Time!).

 

Do You Overthink Technology?

Do You Overthink Technology?

Do you find yourself overthinking technology? Are you asking yourself these questions : 1) Cost Too Much, 2) Too Hard To Learn, 3) Have To Do It All Yourself. A lot of people don’t move on getting automated in their business because they are overthinking the technology. 

In this live I break down each of these barriers. Watch the video below.

 

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Key Points:

  1. Cost Too Much – Don’t have a clue of what you need so you assume that it will cost a lot. Quit assuming and go see what you need and how much it will cost. This goes back to keeping your eye on your finances.
  2. Too Hard to Learn – Don’t know what it’s for and what your needs are. Plus it looks like Greek to you because your not techy. You need to assess, document and audit your processes.
  3. Have To Do It All Yourself – You think you have to set it all up yourself with no help. You really don’t have to. That’s what I help you do. I setup systems and automation for you. And I can also train your VA.

 

If you are ready to get help with your systems, then check out my 3-System Setup. Click the image to learn more.

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Let’s Talk About The Essential Elements of an Efficient Business Process

Let’s Talk About The Essential Elements of an Efficient Business Process

Whether creating new business processes or fine-tuning existing ones, you need to make sure your documentation is effective. You’ll take each task involved in your business and break it down into steps that are easy for anyone  to understand.

So how do you know if you have efficient business processes? Watch the video below as I break down each one.

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From the Video

  1. Short and Concise

Your business process description should be detailed, but also as short and concise as possible. All wording should be essential and directed at the goal of getting the task done.

A single business process should have no more than ten steps. If you outline all the steps and find that there are more than ten, split the task into two related tasks. Each step is essential, but if you have a task with more than ten, it can get too complicated to execute properly.

  1. Talk the Talk

The wording of business process documentation is critical. The way you write it can have a powerful impact on how your team members and support staff understand and perceive it. Also, if it’s worded in an awkward or difficult way, it will be hard to edit and improve.

Use everyday language that’s easy for anyone to understand. The tone should be informal and conversational. Write for clarity. Avoid using industry jargon or technical terms, and check to make sure the wording isn’t vague.

  1. Show the Big Picture

The focus of your business process documentation should be the task at-hand. All the wording and every step should be directly related to getting the job done. However, wherever it would help, try to tie the task in to the big picture. Show where it fits into your overall business or what the intended result will be.

By showing the big picture, you put the task into context. This helps your team members understand how to most efficiently accomplish the work. When they have to make a decision, they’ll make the right decision if they understand where it fits in and what it’s supposed to accomplish.

  1. Little or No Supervision

Create each business process so that it can be accomplished with little or no help from others. Your team members shouldn’t have to go through a chain of command to get their designated task done. Each task should be designed for one person to do themselves.

  1. Make It Teachable

Each task should be understandable, but also teachable. You’ll need to teach it to new team members. The best-case scenario is that you can teach one person and have them train others on the task. Especially as your business grows. Think of your processes as a “how to” or guide to accomplishing the task.

  1. Include Multimedia

This is my favorite one. I love love love using videos and visuals to help make things clear.

Wherever it makes the process easier, add images, videos, and other multimedia for reference. You can create a video to show the task step-by-step (screencasts) or use visuals to make it easier to understand.

The key is clarity. Write your business processes so that they’re lean with no extra, unnecessary information, but provide enough information to effectively communicate how it’s done.

If you need help with documenting your processes check out my PoweredUp Biz Tech Evaluation. You can purchase it here.

 

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