You may have heard of the benefits of using workflows and automations within your business but never really considered using them. Whether you deem your business too small to utilise them or simply finding the time to get them set up.
However, we can tell you that it does not matter how small or big your business is. Utilising workflows and automations in your business can have so many benefits.
What is a workflow
A workflow is a chart that shows your different business processes. You could have different workflows for many things. Customer onboarding, sales processes, customer service processes, lead generations, and the customer journey are just some of the workflows you can implement into your business.
Benefits of using workflows in your business
Mapping out your processes will allow you to see your business in a whole different light. These are just some of the benefits that they would bring:
Allow you to have a different insight into your business processes
It will allow you to see where you can adjust to improve your business growth
They will allow you to see parts of your business that are not required and create more work
If you have employees, they will allow for more accountability, with them understanding the areas of the workflows that they oversee
They will allow you to provide a better overall customer experience as the customer journey will be standardised
Allow you to see areas of your business which require your focus and attention
Will allow you to see what would happen to different areas of your business, if you were to make any adjustments to your business processes
If someone has to pick up your work, they can see what needs completing to keep your business moving
How to create workflows from your standard business processes
This is easy, although it can take a bit of time. There are some fantastic software and systems that can help you create workflows, such as Monday.com, Asana, or Trello
Start by working through your day-to-day processes, what goes into each stage of running your business, and create a full and comprehensive process flow of each one. You can then implement these into the software of your choice.
What to do once you have all your workflow in place?
Once you have your workflows, this will allow you to see the areas that can be automated to help free up some of your precious time.
What are automations?
Automations within your business are aspects of your workflow that are completed, time
and time again, which can be added to the software that will do it for you.
What can I automate?
You can automate most processes, but remember it is important to still have a personal touch within your business. The important parts to automate are any tasks from small to large that you complete all the time and are the same each time you do them. For example:
Sending sales emails
Email marketing and campaigns
Onboarding clients
Uploading client details to a CRM
Having an immediate response to customer enquiries
Meetings and appointment scheduling
Abandoned cart shipping emails
Any repetitive tasks
Utilising workflows and automations in your business can save you time and money. As well as help you grow your business and increase your customer experience.
Want to start saving yourself time but don’t have the time to start setting up the workflows and automations, we have an inhouse expert that can set up your processes, identify areas of your business that can be automated and implement these into your business.
Get in contact today to arrange a free consultation to discuss how we can get you set up and ready for you, to hit those new year goals.