When is it time to automate?

We ALL want to automate our business right? Get some of the day to day details off our plates and have it automatically just work! (Our business working for us in the background sounds AMAZING right?!)


So recently I’ve noticed a few people mentioning they went to set-up some automations… and after hours or days of trying, they through up their hands (after almost pulling their hair out) and said, “I’m done! This is too hard… I give up.”

I don’t blame you.



Before I dive in, I want to debunk something right away...



Yes, automations are great, but to get those automations working in your business it often takes a lot of set-up behind the scenes. It takes planning. It takes knowing your processes and systems. It’s not something that can easily be set-up on a whim.


But here’s the good news!


You can get everything you need in place to set-up your automations with ease. With a little planning and preparation, this can happen!

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So to answer the question, when is it time to automate?


It’s time, when you’ve taken the time to prepare for it. (Which technically means you could do this whenever you wanted!)


Here are a couple of steps to take to prepare for automation in your business:




Step 1: Know which process you want to automate


If you don’t know your process, how can you automate it?


You will also need to know where this specific process fits within your business systems (see Step 2 for more details).


(*Quick note: if all of this talk is feeling a little over your head, I’m hosting a LIVE Jumpstart training to help you get your processes and systems set-up in your business in just 4 weeks! Click here to sign up)

I always recommend writing down your processes and keeping them all in one place, like a shared folder, Asana, Trello or even a printed copy.




Step 2: Know your business systems


Now it’s time to look at everything from a 30,000 foot view. Where does each process fit within your business system.


For instance, if you have a client onboarding & offboarding process that will fit into the bigger client system: attracting, signing/selling, serving, thanking and on-going communication.



Step 3: Create your templates


To automate, you will need email templates, questionnaire templates, invoicing/packages templates, payment plan templates, contract templates, timeline templates, proofing page templates, sales page templates, etc…


Remember though, you’re focusing on one process at a time. So you won’t have to do ALL of those templates above, just the ones needed for the one process you’re working on.




Step 4: Take one automation at a time


Don’t try to automate everything all at once. Take one process to automate at a time and in no time you’ll have this done! You could even schedule it out so that each day gets its own automation creation time and have your entire automation workflow done in just 5 days!


Take your time with automation and don’t try to rush it.


I also want to encourage you that once your automations are set-up it will be much easier to adjust, tweak and streamline your automations even further! The more you dive into your processes & systems the easier it will be to streamline your business.



See I told you, good news!


This keeps getting easier and easier, even if the initial set-up does take some preparation...you could still get one new thing automated today! Just be sure to give yourself some prep time. ;)


And again, if all this is sounding like too much...but you’d like to learn more and get help creating these processes/systems and automations. Click here to sign up for my LIVE Jumpstart group coaching.