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Writer's pictureKeyanna Harper

Automation Nation: How to Streamline Your Business and Reclaim Your Time

Updated: Oct 24


task management


Hey Hun, ready to boss up your business for real? Let’s make those long to-do lists a thing of the past!


You’re juggling it all—emails, meetings, marketing—and trying to keep your head above water. 


“Welcome to the life of a small business owner,” right? But what if I told you there's a way to let go of those repetitive tasks and make more time for the big boss moves? Enter Automation Nation, the ultimate way to streamline your business and get back your precious time.


We’re talking real talk here—small business owners are spending way too much time on tasks that don’t directly make you money. It's time to let automation be your sidekick, helping you save time, avoid costly mistakes, and focus on what matters most: growing your empire.



The Need for Automation in Small Businesses

The Time Crunch

Small biz owners like you can spend up to 40% of your working hours on tasks that don't bring in the dollars (QuickBooks Small Business Survey, anyone?). That’s a lot of time, Hun! Imagine what you could do if you automated just a portion of that.


The Cost of Manual Processes

Doing everything by hand not only takes time, but it also opens the door for mistakes. And mistakes? Yeah, they cost money. But guess what? You can easily cut that out by automating your processes.

The Benefits of Automation

  • More Efficiency: Get things done faster and better.

  • Fewer Mistakes: Let tech handle the tiny details.

  • More Time for You: Focus on what really matters—growing your business.


Areas of Your Business That Can Be Automated

Administrative Tasks

  • Scheduling and Calendar ManagementForget the back-and-forth emails with tools like Calendly got your back. TIt’ll let people pick times that work for both of you.

  • Email ManagementInbox overflowing? Tools like Boomerang and  SaneBox will automatically sort your emails and keep you sane.


Customer Relationship Management (CRM)

Keeping track of your customers can be a full-time job. Platforms like HubSpot or Zoho CRM automate customer interactions, so you don't miss a beat.


Marketing and Social Media

  • Email MarketingPlatforms like Mailchimp or SendinBlue can send your newsletters and promos while you sleep.

  • Social Media SchedulingPlan your posts ahead of time with Hootsuite or Buffer, by planning posts ahead of time and letting them run the show.


Financial Operations

  • Invoicing and BillingGet paid faster with QuickBooks or FreshBooks, which automate your invoicing and send reminders.

  • Expense TrackingUse Expensify to automate your expense reports, so you know where your money's going.


Website Management

  • Content UpdatesUsing platforms like WordPress, Wix, Webflo, you can schedule your blog posts and updates ahead of time.

  • ChatbotsImplement chatbots like Drift or Intercom to handle customer inquiries 24/7.

Automation


Top Automation Tools for Small Businesses

Zapier

Overview: Links over 3,000 apps to automate workflows ( you’ll thank me later).

Use Cases: Automatically add new Gmail emails to a Google Sheet. Check out Zapier to see what it can do.

IFTTT (If This Then That)

Overview: Creates simple conditional statements for automation.

Use Cases: Automatically post your Instagram pics to Twitter. Visit IFTTT to get started.

Mailchimp

Overview: An email marketing platform with cool automation features.

Use Cases: Send a welcome email when someone signs up on your site. Learn more at Mailchimp.

Hootsuite

Overview: Manage and schedule your social media posts.

Use Cases: Plan out a month's worth of posts in one sitting. Check out Hootsuite.

QuickBooks

Overview: Accounting software that automates invoicing and bookkeeping.

Use Cases: Automatically send invoices and payment reminders. Visit QuickBooks to see how it can help.

Make Automation AI

Overview: An AI-powered platform that automates complex business processes.

What It Does:

  • Process Automation: Streamlines repetitive tasks across different parts of your business.

  • Predictive Analytics: Uses AI to predict trends and customer behaviors.

  • Customized Solutions: Offers tailor-made automation workflows just for you.

How It Can Help:

  • Boost Efficiency: Cuts down time on manual tasks by up to 50%.

  • Better Decisions: Gives you data-driven insights for planning.

  • Grow with You: Adapts as your business grows.

Use Cases:

  • Customer Service: AI chatbots handle customer questions all day, every day.

  • Marketing Automation: Personalized emails sent automatically based on what customers do.

  • Operations Management: Automate inventory tracking and order processing.

Learn more at Make Automation AI.


talking to customer

How Harper Assists Can Help Implement Automation

Expertise in Automation Tools

At Harper Assists, we live and breathe automation. We know the tools, including Make Automation AI, and we’ll get them set up for you, tailored to fit your business perfectly. We’re not talking cookie-cutter solutions—we create a plan that fits like a glove.

Example: One client of ours was drowning in emails and booking chaos. We set them up with Calendly and automated their email responses with Make Automation AI. Now? They’re saving at least 10 hours a week!

Customized Automation Strategies

We don't do one-size-fits-all. We'll create automation solutions that fit your business like a glove.


Getting Started with Automation

Identify Repetitive Tasks

First things first, figure out what tasks are eating up your time. Make a list of things you do over and over again.

Choose the Right Tools

Pick tools that work well with what you're already using. If you're not sure, we can help you choose, especially with options like Make Automation AI.

Start Small

Don't try to automate everything at once. Start with one or two tasks and see how it goes.

Monitor and Adjust

Keep an eye on how things are working. Sometimes you need to tweak things to get them just right.


Overcoming Common Automation Challenges

Maintaining the Personal Touch

Worried that automation will make you seem like a robot? Use personalization features to keep it human. For example, make sure your automated emails address customers by their first name.

Data Security and Privacy

Always choose reputable tools and follow best practices to keep your data safe. Trustworthy platforms like Make Automation AI take security seriously.

Employee Buy-In

Your team might be hesitant about new tech. Show them how automation makes their jobs easier, not harder.


Automation isn't just a fancy buzzword; it's a game-changer for your business. By automating repetitive tasks, you save time, reduce stress, and boost productivity.


Ready to ditch the unicycle and let automation drive your business forward?


Automation is here to take those boring tasks off your plate. Let’s chat! Harper Assists can set you up with everything you need to start reclaiming your time and focusing on what matters—growing your business and smashing your goals


Resources

Automation Tools We Love:

Need Help? Hit us up at www.harperassists.com. We’ve got you covered.


It's time to let automation be the engine that drives your business. You’ve got dreams, and automation will help you chase them faster. Let’s go!

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