
What exactly is automation when it comes to your business?
You might have heard this term before and wonder what the heck people are talking about.
Are you supposed to buy a robot or something?
Thankfully, no.
Automation is setting up systems that do things automatically for you so you don’t have to.
It frees you up to concentrate on what only YOU can do and reduces the amount of time and energy you need to spend on our business.
If you don’t currently have anything automated in your business, you could save HOURS of work each week getting certain things automated.
There is a reason there are so many programs and platform functions that automation features; Its key to running a business that actually gives you the freedom you desire.
So where should you start?
Regardless if you have been in business a long time, or are just starting out, the following are the most helpful things to automate:
Email automation( freebies) and funnels.
Imagine if the only thing you needed to do in order to have someone join your email list for a freebie and have them actually get the freebie, is to send them or share a link?
Creating a simple, short landing page with a optin that is linked to your email management program (CRM), that then sends out the freebie for you once they sign up AND adds their email to your list is waaaayyy simpler then it sounds and will save you loads of time.
The first thing you need is a CRM, if you don’t already. This is a program that stores your list and from which you send them emails. Depending on your CRM, you can also create webpages where people will go to sign up for your freebie. Personally, I use Kartra because its a one stop shop for almost EVERYTHING and is reasonably priced. However, if you are new and don’t have the budget, there are plenty of free ones like Mail Chimp and Constant Contact. You will need to link a Landing page program, like Lead Pages however (also free) in order to create sign up pages.
Once that is set up, you will create your landing page (most sites have pre made templates that you can use and seriously makes it super simple), set up the optin with an automatic email that goes out with your freebie once someone signs up.
You can also use an optin page for things without a freebie, like Newsletters, however, not a lot of people sign up for a Newsletter unless they are OBSSESSED with your content. Offering something of value for free typically works better.
On boarding customer and clients
The good news here, is once you have the previous one done, this is pretty much the same idea. You simply set up another opt in page where people can buy your offer and set up another automation where all the necessary information is sent to the new client or customer automatically. This works for digital products memberships and coaching, and even partly for physical products (you’ll have to ship the product yourself obviously…)
Funnels
This may be another term you are not familiar with but its simply a serious a emails that leads your subscribers to your paid offers. Take minute to imagine what it would be like if once someone signs up for a freebie or buys a low priced product, they then receive a series of emails (with real value!) from you over the course of a few weeks that leads them to buy something else…and it all happened automatically! Not only is this a time saver but its going to make you more money too!
There are plenty of other things you can automate as you go, but these are a great place to start and as a smaller business, likely the only ones you will need for a while. Eventually, you can automate things like email campaigns to sell products.
There are also many sites that do just automations of all kinds, like ifttt.com (if this then that) that allows you to sync your various programs and create automations for them. For example: IF someone opts in to THIS freebie, THEN send them THAT document.
Now, I can imagine that if you are new to all of this, you might be seriously overwhelmed! I was too when I first started out but none of these things are all that complicated, most programs are super beginner friendly and there are a ton of people who can help you with this process.
Myself being one of them! I help my clients get their businesses (and life) super organized and set up with systems like the ones I mentioned above so that they can be optimally productive, spend less time working and get back to enjoying life.
If you would like to learn more about how I can help you can go here or send me at jennifer@organizedowl.com. I would love to hear from you and help you achieve your business goals without the 24/7 hustle!
Jennifer
p.s. If you enjoyed this post and would like access to daily free content on all things organization and productivity, you can find me on IG @organized_owl.


















