Top 3 Automations Every Business Owner Needs to Save Time and Boost Efficiencyew Blog Post
When I first started my business, I thought I had all the time in the world. I was piecing together free software, manually sending contracts, invoices, and emails, and juggling multiple systems that just weren’t talking to each other. Sound familiar?
We’ve all been there, thinking, “I can handle this,” until the workload gets overwhelming, and we realize: it’s time for automation.
Hi, I’m Kim Roth, a tech and automation specialist with over 20 years of experience simplifying processes for businesses like yours. My mission? To help you streamline your operations and free up your valuable time so you can focus on what matters—growing your business and serving your clients.
Here are the top three automations that every business owner needs to implement ASAP.
1. Automate Your Discovery Calendar
Let’s face it—manually scheduling calls and sending reminder emails can take a lot of time. You need a discovery calendar, whether you call it a coffee chat or a consultation booking system. It’s not just about scheduling though. Your calendar automation should include:
Reminder Emails: Automatically send out reminders before the call, so no one forgets.
Authority Building Content: Share information about your services, testimonials, and what clients can expect when they work with you. This way, when you hop on that call, they already know the basics, and you can dive straight into solving their problems.
Forms: Have potential clients fill out a short form before the call so you know exactly what they need and can assess if you're the right fit—saving time for both parties.
This automation not only saves you time but ensures you’re starting every call from a place of knowledge and value.
2. Automate Your Onboarding
Onboarding new clients can be a hassle, especially if you're doing everything manually. I recently worked with a client who was sending out welcome emails, contracts, and even membership platform logins by hand. No wonder she felt overwhelmed!
With the right automation in place, you can:
Trigger a Welcome Email: As soon as someone signs up or pays, they get a personalized welcome message with all the info they need.
Automate Contracts: Automatically send contracts and reminders for signatures.
Add to Membership Platforms: Have new clients automatically enrolled in courses or programs, with login details sent instantly.
Personal Notifications: Even send yourself a little “cha-ching!” notification when someone buys your program—because who doesn’t love a quick smile when they see those sales rolling in?
Your time is precious. Automating your onboarding process allows you to focus on creating amazing client experiences rather than getting bogged down in admin work.
3. Automate Your Lead Gen
We all know the importance of building an email list, but just asking for someone’s email isn’t enough anymore. You need to give them something valuable in return—whether that’s a PDF, a free video training, or an audio course.
Once they’re on your list, here’s what you should automate:
Segment Your Audience: In the second or third email you send, ask your audience where they’re at in their business journey. Are they just starting out? Looking to automate more processes? Ready for full-service support? This helps you tailor future content and offers to their specific needs.
Custom Offers: One of my clients used this strategy to sell her high-ticket mastermind to the right audience, while offering beginner-level products to those just starting out. The key is knowing who wants what—and automation makes that possible.
Automation can help you deliver the right message to the right person at the right time, increasing your conversion rates and keeping your audience engaged.
Incorporating these three automations into your business will save you time, reduce stress, and make your operations run smoother. And trust me, there are even more ways to automate that will make you wonder why you ever did it all manually!
