You’re cruisin’ along, booking new clients, and just trying to keep up with your ever-growing to-do list. Some days, you’re checking things off your list left and right and you’re feeling on top of the world! But some days, you wish you could spend less time buried in behind-the-scenes work, more time being the creative you set out to be, and less time stuck behind a desk.
You’ve got a few critical systems in place (which is awesome!). But let me ask you a question, have you fully implemented all of your business tools? Have you taken the time to learn them, inside and out, and truly understand how to use each of them to the fullest potential? Are all of your templates, forms, and emails locked and loaded and ready to use? Have you automated the parts of your process that don’t require your touch, and connected your tools so that they work together seamlessly?
If you’re shaking your head, let me be the first to tell you that IT’S OKAY. It takes time to learn and implement new tools. And it can be daunting to let go of the manual processes in favor of a slick automated workflow. But focusing on this now WILL save you precious time and WILL help you provide a more consistent, high-quality experience to each and every one of your clients.
So let’s put some automation in place so you can get out from behind your desk and get on with livin’ your life!
MY ALL-TIME FAVORITE automation tools ARE:
G-Suite + Gmail filters, rules, and tagging (for automatically sorting your inbox)
Zapier (to automatically connect all the pieces)