Automation in Business – Tips for Busy Business Owners

When we think of automation, many different things come to mind.  Some people imagine computers, whilst others picture factory lines and robotic machinery.  Automation occurs everywhere. It’s in our alarm clocks, our ovens… our computer calendar reminders and even our wristwatches.  Automation is a part of modern life, working away without our noticing.

What about in business – do micro and small business owners need automation?

In any business, automation can easily be set up in a number of ways:

  • Scheduling daily tasks in the computer calendar, with timers to remind you when a task is due.
  • Using software programs that automatically run a program every month.
  • Operating system is set to check for updates on a regular basis.

These are all examples of automation.

So how does a Small Business Owner utilise automation more to save time and make life easy?

Firstly, look at the tools you have available.  A calendar is a great way to set things up so that you’re keeping on track.  If you’ve created a schedule of your day and allocated time to do certain things, then set it up in Calendar (inside Outlook or Entourage), with alerts to remind you when to finish and start the next one.

Let’s face it – emails often distract us from our task at hand. If you don’t want to be distracted by emails, turn off the automatic downloading of emails or set it to download only twice a day.

You can also create different views or types of calendars for the different activities you have – very handy for those of us leading double lives!  Some calendars – such as Google Calendar – allow you to colour code your different calendars and activities, so that you have a visual representation of the different activities you’re doing.

Taking It One Step Further – Complete Business Automation

You can take things to another level in your business by actually automating processes, so that tasks normally done manually are done using technology.  This is where a system like Infusionsoft can put your business on Steroids (good ones) with marketing, sales, and billing automation – to name a few.

The best part about automation is that you control the set up – so it can be customised to your business and personal needs. Before setting it up, my advice is to find some smart tools and ensure you’ve identified all the processes that can be automated.  The benefits are well worth it.  And if you’d like some help with this, just give me a call.

Motivation Slumps for the Efficient Businessperson

What do you do when you wake up and don’t have any energy to tackle that ‘to-do’ list?

First, think about why it’s so hard to get moving.  Are these tasks or items that are your least favourite things to do?  Or are they things that you’re putting off for some other reason?

As humans we tend to move away from pain, towards pleasure…

We all have days that we would rather sit on the back porch in the sun with a magazine and cup of hot coffee (or similar) at our side.  But the reality of our life is that the bills still keep coming in, clients need our assistance, prospective clients need to be found, and we have to take action to create a nest egg for our future.  So the choice is: do nothing and sit on the porch, or get into action and make some money.

Obviously, doing nothing WON’T pay the bills!  So how do you push past those internal barriers of resistance to the activities that you really don’t like doing?

An Action Plan to Create Money

First:

  • Identify what it is that you like doing and what you don’t.
  • Identify what you’re good at and what you’re not.
  • Identify the things that actually bring money into your business, and the things that don’t (for example they’re just admin tasks).

Then:

Consider how long it takes you to complete the things you’re not good at and don’t like doing, and what that time is worth in $ terms.  Is it worth outsourcing?  Someone else might be able to do it far quicker, and you can make better use of your time too.

When you’re in ‘work hours’ – always do the things that bring you money FIRST.  Leave the non-revenue stuff for the times when it’s not suitable to be sourcing clients or doing marketing.

And finally, remember your goals… look at any Goals list that you wrote on January 1st. Bigger goals are always much easier to get motivated for, so keep your Big Hairy Audicious Goal in mind as you set to work on those smaller tasks.

We all have motivation slumps – but if you re-examine your daily tasks, you’ll be able to manage them so much better.

Is it Time You Set a Schedule?

Many people think that because they work efficiently that they always utilise their time wisely.  But is this really the case?

Efficient means you can get a lot done in a small amount of time… yet proper time management for the benefit of the business’s bottom line is another thing!

Today I met with a successful business coach who has a few different income streams.  He was talking about how he’d spent all morning on his copy for a new landing page he’s created to promote an upcoming event.  However the time he spent ‘locked away’ writing was in business hours, when he could have been making money calling and meeting with businesses!

One of his business services requires him to meet personally with his clients fairly regularly, and he isn’t able to do that during the middle of the day – when they are busy with the lunchtime retail trade.  He failed to see that this time in the middle of the day could be spent making money on another income stream, OR on those activities that need to be done AFTER all the client interaction has been done.  So I pointed this out to him – and he was very grateful for the tip.

Sometimes we’re too close to our own work that we can’t see how to improve it!

The important thing is to have a clearly identified plan of all the business activities to be done – and when those activities should be done in your workday. You will find that following a written schedule allows you to get the most amount of revenue in the door.

So think about all the things you spent time on in the last three business days and ask yourself:  were you making the best use of your time for your bottom line?

Tip:  Use your computer’s widgets to set up a sticky note reminder for yourself: “Am I Getting Paid for This?”

Outsource Wisely

Just recently I faced the herculean task of beginning to prepare for a move interstate (both business and family).  Being a project director in a previous career, I methodically began setting out all the tasks and applying dates, resources, and times to them all.  That was the fun part of the exercise.

As my partner and I were getting quotes and narrowing down our preferred providers for different services, I was amazed at the difference in standards by business owners in different service businesses.  We experienced people not showing up and some answering their phone with nothing more than a “Yes?”… Aren’t businesses TRYING to make money these days? It is baffling.

One thing we both had in mind was to outsource anything that we couldn’t easily do ourselves, and which would take time away from our businesses and increase our stress.  That was our ‘strategic vision’ for the move, and it proved to be a wise one.

One example is arranging a proper quote for professional cleaning. I was instantly impressed with the cleaning company and felt confident that the job would be done to a high standard. And, if I wasn’t satisfied with it, they guaranteed to come back and keep cleaning until I was happy. Now there’s a guarantee that rings my bells!

We applied the same rules for outsourcing in our business to outsourcing all the functions of our move – one of life’s most stressful activities.  Most importantly, we were able to achieve our vision for the move, not just because we decided to keep our stress levels low, but because we chose the right people to help us.

What About Your Outsourcing?

In business there are many providers of services who can do the work for you… and there are many levels of service standards too.  I’ve heard some awful stories from business owners about who they trusted their work to, but I’ve also heard good stories.

It pays to get an example of their work, have a trial, AND get testimonials before trusting your work to someone else.  Keep your standards high and ensure you trust where your money goes.  Remember that the whole purpose of outsourcing is to leverage your time to enable you to make you more money.  So if it’s actually costing you in time, re-work and stress – then you better go back to the drawing board and look for better providers.

Stop the Excuses – Time is Not the Problem

I used to work long hours each and every day in the corporate world. After long hours in the office, I picked up my daughter from after school care and crawled through all the traffic to home. Then, under stress, I used to pull out the laptop again and keep working.  Was I mad?  Probably.  But I thought at the time that it was the only way I could ‘get ahead’.

Since being in business for myself I’ve learnt how important it is to have good time management skills and prioritise everything, both business and personal. I’ve learnt that switching off the work by dinnertime each day is paramount to my sanity, health and happiness! So regardless of what’s going on, I don’t work at night… the work will always be there in the morning.

The Paradigm of Busy-ness
Have you noticed that everyone in your network is too busy? “I just don’t have time to relax” you hear people say, or “I wish I had more time in the day”.

It’s easy to just blame lack of time… but time ticks by regardless of our excuses. It’s more important to focus on whether you are doing what’s really important to you and your family… and for the growth and success of your business.

Ask yourself, “how do I want to spend my time today?”

Ask yourself, “is there anything that I’m spending much time on which could actually be done by someone else far cheaper or far easier? (e.g. cleaning the house, raking the leaves, filing, bookkeeping, SEO, typing letters – anything at all). This “letting go” process frees you up to spend more time on your core activity (your talent) and your relationships.

And lastly, ask “what business systems can I use to streamline & automate my regular tasks?” (e.g. software tools, macros, email autoresponders)

No more Excuses! Jack Canfield, with Mark Victor Hansen, found the time to do 5 actions towards promoting their books every workday for at least two years (e.g. call 5 radio stations for interviews), leading to the most successful personal development book series ever – 200 titles and 112 million copies in print in over 40 languages. Jack also found time to write a quality 500-page book, “The Success Principles” in 2005. Within these 64 principles is the foundation for anyone’s success.

If you want success and sanity, will you make the time for important things?