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  • Writer's pictureLaura Mackenzie

Ways You Can Automate Your Service-Based Business to Minimize Admin and Overwhelm

Are you ready to take your service-based online business to the next level? Are you tired of doing it all on your own and spending most of your time on time-consuming, repetitive tasks? Automation is the key to scaling your business and freeing up time so that you're able to focus on the things that truly matter to you!


The Benefits of Automation

In the hustle and bustle of managing a service-based business, time is your most valuable asset, and automating your business can help you get the most out of it! By automating repetitive tasks such as client onboarding, email communication, and marketing, you can streamline your operations, free up time, focus on the things you actually enjoy doing and invest time in the high-value activities that will help your business grow. Think of automation as a tool to help you work smarter, not harder.


Finding Your Time Drains

The first step is to identify the areas of your business that are eating up most of your time, and what can be automated. Think about your daily workflows and pinpoint tasks that are time consuming and repetitive. Maybe you’re spending hours manually scheduling appointments, onboarding clients, or responding to emails? These areas are the prime candidates for automation. By understanding where your time is spent most, you can prioritize which tasks to automate for maximum impact.


Tools to Lighten Your Load

Once you've identified the tasks you want to automate, it's time to explore the tools and apps that can help you do it. There’s so many different options to choose between when it comes to automating your business:


  • Instead of manually sending out welcome emails and intake forms, consider using CRM systems like Dubsado to create customized, automated workflows. This allows you to automate email sequences, collect client information and even set up automated reminders for upcoming appointments or deadlines.

  • Email marketing is a powerful tool for building relationships with your audience, but can be quite time consuming. Mailchimp or Hubspot are great options to automate your email campaigns, welcome new subscribers, and promote your service.

  • Simplify appointment scheduling by using tools like Calendly or Dubsado. This allows clients to view your availability in real-time and book appointments directly from your calendar, eliminating the back-and-forth of scheduling emails. You can also set up automated reminders and follow-up emails!


From Zapier to Dubsado to Mailchimp, there's no shortage of automation tools available to streamline your business processes. Start by focusing on the most time-consuming and repetitive tasks, then gradually expand to other areas of your business. Remember, the goal is to simplify your workflows and create more time for the things that matter most to you.


Embracing Automation

I know taking the time to implement automation in your business can feel overwhelming, but remember that you only need to spend time setting things up once, and then it will give you so much time back once it’s done. In return, you’ll get more time to focus on serving your clients, growing your business, and living life on your own terms. So, what are you waiting for? Start automating your business and take it to the next level!


L x

Laura, Creative Virtual Assistant at Kelp Collective

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