Is Automation Right For You?

Is Automation Right For You? 900 600 Kevin Switala

The answer is yes. We haven’t worked with, or heard of, a single company that couldn’t profit from automation. In fact, the return on investment (ROI) for automating processes typically falls between very attractive and no brainer! But it’s not just for financial reasons that we automate. Here are some of the benefits of automation:

  • Increased efficiency and minimized risk
  • Increased client retention and strengthened client relationships
  • Increased credibility and a preservation of your reputation
  • A guarantee that processes are followed
  • The ability to track and measure what’s working
  • Saved time so you can spend time doing what you love!

Automation Wears Many Different Hats

A lot of times in the digital marketing space, we automate our campaigns, funnels, and marketing processes but we forget about other automation. The more we leverage our automation platform, the more value it brings to us. Think about these examples:

Sales Automation

  • How many times do your sales people (or you) miss an opportunity due to missed follow-up?
  • What if you could send a text message to provide basic info for a critical sales call?
  • What if you could automatically send appointment reminders to clients AND salespeople?
  • Do your potential clients get the right information at the right time during the sales process?
  • How much time do you spend writing down the same to-do’s from prospect meetings?

Lead Scoring

  • What if you could perform action based on how interested or active a lead or prospect is?
  • How about if you were alerted to the top 10 readers of your content?
  • What if you could automate follow-up for those that are opening emails and clicking on links frequently?

Digital Marketing Automation (oops, did I slip that in the list?)

  • Provide monthly email newsletters to your clients to stay top of mind and promote sales!
  • How about a text your name/email to this number for a chance to win at your next sponsored event?
  • Need a call-to-action landing page to grow an audience for a future webinar?
  • Wouldn’t it be nice to automatically provide timely information to prospective clients on their sales journey?
  • Want to keep your client list clean by monitoring email open rate and client involvement?

Internal Automation

  • What if you could automate on-boarding new clients with the first email after conversion – forms, signatures, filing?
  • How about a basic payroll prep automation – collect hours and pre-approve for your payroll company?
  • What if you don’t have an HR department? Do you have processes for time off requests, W4 updates, 1099 or subcontractor agreement  updates, online training programs/sign-off?

Payment Automation

  • What if you could process monthly subscription payments and invoices automatically?
  • How about avoiding transaction failures by building a credit card expiration reminder email sequence?
  • Wouldn’t you love to automate the sale of product and provide single point fulfillment orders for processing and delivery?

Date Driven Automation

What if you could deliver time sensitive communication throughout the delivery engagement? We have brides that need caterers and seating charts, we have chiropractors that need to prepare patients for months to come, we have educators that need to provide timely curriculum and materials to match class time, we have automotive needs that were too expensive earlier in the year but have become critical maintenance items.

Automation 101

A couple of notes about when to automate…

Is the Practice Repeatable? – In order to automate a practice, we need to have a set of well-defined steps that are followed each time we perform the function. If the process is different every time, it will be hard to automate and our success rate will fall.

Can it be Documented? – We need to be able to document the process we want to automate. Sometimes there are too many variables or too much human intervention – for these situations, document and automate the main process and account for human intervention with delayed steps and/or task management.

The Over-Automation Mistake – If the process you automating is a one-time, 2 hour process and it takes 4 hours to build automation, then maybe it’s not a good fit for automation.

Don’t stop now!

There are many ways to automate the things we do every day. The more you can automate, the more time you get back for doing the things you really want to do!! If you’re ready to take that next step to find out how automating your business can help you save time, increase leads and deepen your client relationships, then schedule your call to explore how we can help you breakthrough to the next level in your business and give you back more time to do what you love!

Leave a Reply