Automations, hey? They're essential to getting your time back where it needs to be. You’ve got dreams to chase, offers to scale, and a ripple effect to create. So why waste precious hours on repetitive tasks that could be handled with a click? You’ve got your systems streamlined but there’s something missing. Automation is your backstage crew, working tirelessly while you’re front and centre in your genius zone.
Let’s explore five automation hacks every rockstar biz owner needs to know to save time, boost productivity, and keep things running smoother than a well-rehearsed encore.
1. Email templates: Stop the rewrites
You know the drill—FAQs from clients, follow-up emails, and invoice reminders. Instead of typing out each response, set up email templates in Gmail. They’ll let you reply in secs while keeping things polished and professional. Bonus points if you integrate these templates with a CRM like HubSpot or Dubsado for next-level efficiency.
2. Zapier: Your virtual roadie
Zapier is the automation expert you didn’t know you needed. It connects apps to automate workflows e.g. adding leads from a form into a spreadsheet or sending a Slack message every time someone books a discovery call. Think of it as the ultimate behind-the-scenes assistant, quietly managing the tasks that make your biz hum.
3. Social media scheduling: post once - appear everywhere
Consistency on social media is key but take back your time in the process. Platforms like Buffer, Later, and Planoly let you schedule content in advance across multiple channels. Batch your content in one sitting, queue it up, and boo!—you’re showing up for your audience without lifting a finger.
4. Recurring task management: never miss a beat
Whether it’s monthly invoicing or weekly team check-ins, recurring tasks haunt your to-do list. Use tools like ClickUp or Asana to automate reminders and deadlines, assign tasks to team members (or yourself), and let the system nudge you when it’s go-time. No more sticky notes or mental tabs—simply seamless productivity.
5. Client onboarding workflows: start with a banger
First impressions count, and a smooth onboarding process sets the tone for a killer client relationship. Platforms like Tekmatix and Dubsado let you automate everything from welcome emails to contract signing. Set up a workflow that triggers each step automatically, so your new clients feel supported without you lifting a finger.
Automation isn’t about removing the human touch—it’s about freeing up your time for the parts of your biz that matter most and that only you can do. These five hacks aren’t just tools; they’re strategies for scaling without burnout. By implementing them, you’ll create a business that works for you, not the other way around.
There’s sooo many automations you can start implementing in your biz - this is only the first scare on the ghost train!
If you wanna know what else you can automate, or need a hand Streamlining your Systems’ Spine, I’m your gal!