Systems & automation: perfecting your process

As an independent business owner, your to-do list can feel never-ending. In a single day, you’re wearing a dozen different hats and juggling tasks from marketing to sales and operations. So anything that can help you save time and be more organized is a game-changer, right? Say hello to systems and automation. Though it can be difficult to let go as a business owner, automating some of your most mundane, yet necessary, tasks will save you time, worry, and hassle in the long term.

This guide is full of tips to help you set up systems to run your business on autopilot, build stronger client relationships, and quickly generate more conversions. Feel confident with streamlined processes that best support your business.

This guide shares:

How to create consistent content on social media
Getting started on your most effective call-to-action strategy
Tips to make Instagram work for your business growth

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Business strategies

Convert more clients more quickly:

To start things off, Averri Simone teaches you how to accelerate your growth by performing a website audit and creating your business process blueprint (also known as process mapping) to identify the tasks you can begin automating. Dive deeper into automation best practices with Meghan Ely, who reveals the top four tasks that are commonly automated by business owners.

Run your business on autopilot:

With the help of Claire Bough, you can establish a billing process that keeps both you and your customers happy and informed. After you’ve wow-ed your clients with an efficient payment process, turn your attention to your content creation system. Alyssa Wolff swears by batch creating content and explains how to get rid of the dreaded writer’s block and blinking cursor syndrome.

Cultivate long-lasting relationships with your clients:

Kristen Westcott explains how automating personalized emails can benefit not only you but also your clients. To attract your ideal client, Kylie Lang shares tips to teach you how to mix your individuality with automation. Stay committed to going above and beyond for your clients. Finally, Dixie Bagley explains how the inquiry, contract and onboarding processes can all be connected to provide a seamless client experience, which results in long-term success for your business and lifelong clients.

What's inside

Convert more clients quickly

Averri Simone

Ready to automate your business operations? Averri teaches you how to create and utilize a website audit and a business process blueprint that will uplevel your business, speed up your growth, and convert more clients quickly.

4 things business owners love to automate

Meghan Ely

Learn the top four operations that business owners often automate as part of Meghan’s in-depth look at business systems best practices. Find out how to properly automate your business, from financial management to content marketing and sales touchpoints.

Batch a quarter's content all at once

Alyssa Wolff

Make significant progress on your to-do list while also boosting your self-confidence as a business owner. Alyssa shares how batching content creation is the way to go in automating your business and shows how to avoid writer’s block.

Use automation to build relationships with your clients

Kristen Westcott

Show your clients that you care about them by personalizing your automation. When it comes to automating personalized emails, Kristen Westcott demonstrates how it benefits both you and your clients. Leading to greater business performance and increased growth.

Use your fab factor to turn leads into clients

Kylie Lang

Empower your clients by creating engagement and loyalty in your business. Kylie gives tips on how to attract your ideal customer by fusing your uniqueness with automation. Don’t compromise on providing exceptional service to your clients.

8 touchpoints to uplevel your client experience

Dixie Bagley

Create life-long clients through your inquiry, contract, and onboarding processes that can provide a seamless client experience. Dixie explains how to use your sales funnel’s “fab factor” to your advantage in automating and growing your business.

Disclaimer: The advice featured in this guide and on the blog was sourced from our community members for sharing general information and knowledge. For specific legal, financial, tax, mental health and professional advice, please consult an authorized professional.