If you haven’t already, check out part 1 of this series all about how to get started with automation where I discuss the mindset, benefits and how to start thinking about automation.
Once you’ve thought about some of the processes or tasks that you’d like to automate, it’s time to start creating the actual workflows that can do the work for you.
When it comes to automation, there’s no shortage of tools and services to choose from. There’s no one ‘best’ tool. The tool you should use will largely depend on the nature of what you’re trying to do. In this post, I’m going to explain some of the tools I use to automate my business and I've linked to resources that will help you get started with each one.
One of the most effective ways of saving time and getting more done is to automate the repetitive parts of your work. By using technology to actually DO parts of your job, not only do you save time but you increase the accuracy of certain processes by removing the potential for human error to occur. As my business has grown, I’ve automated as much as I can and it’s extremely satisfying when things seamlessly happen around you.
Procrastination; the enemy of progress. We’ve all been in that situation where we intend to work on a task or project but can’t muster up the willpower to do the work. Even just making a start seems like a daunting task as you look at what feels like a mountain of work.
There’s nothing quite like that feeling of being in the zone; that place of flow and focus where you do your best work. If you’ve watched Disney Pixar’s Soul, it shows “the zone” as this generally joyful place between the conscious and unconscious world where you find yourself when you’re completely focused on your craft or work.
You’ve probably heard about the importance of providing value to potential customers before they purchase. By providing value first, you build trust and credibility that helps leads to eventually justify paying for your product or service.
In this video, I show you how to sync your Pipedrive contacts to a tool like Mailchimp or Active Campaign. This is particularly useful if you have a long sales cycle and you want to nurture your leads by adding them to a newsletter or drip campaign.