Are you a small business owner? Then it’s about time you dropped the hands-on business approach and choose a sustainable and smart strategy to increase efficiency and grow your business – automation. 91% of companies successful in automation agree that business automation is vital to the overall success of the business. To run a successful enterprise, you must automate, or you will be driven out of business. Though automation provides the answer to all small business owners’ dreams, business automation doesn’t happen overnight. It requires meticulous planning and execution. Here are 6 steps to automate and streamline your business.

  1. Break down and document

A business no matter how small is a combination of various processes. Start by outlining these processes then document them. While documenting, it is important to remember that automation hinges on having a good documenting system. You’ll want to have a virtual bookkeeping system that allows you to route, review, approve and retrieve documents quickly.

  1. Build a culture that promotes automation

In 2013, researchers from Oxford University said that 47% of American jobs would be lost due to automation. Such reports are not motivating, and employees are reluctant when it comes to embracing automation due to fear losing their jobs. Educate your team concerning automation and ensure that they have a positive attitude to create a favorable environment for computerization.

  1. Eliminate Inefficiencies

Now that you have broken down processes and taken care of documentation, get rid of duplicate and overlapping tasks. Finally, remove all processes that you identified as unnecessary for business operation.

  1. Make use of automation tools

About a third of small businesses fail after two years in business. So, how do you make sure that you are among the two-thirds of businesses that survive? It’s simple; make use of automation tools for faster business growth. Here are the 5 best tools for growing your business.

WordPress – Do you have a blog for your business? If not, then you are missing out. WordPress tool is a leading blogging platform that allows users to utilize their blogs as promotional tools effectively.

ClickFunnel – Getting your great content out there to build your brand is one thing. But what happens when customers click on your content? ClickFunnel allows you to convert your content viewers into sales.

Infusionsoft – Can you relate to hiring the not-so-effective sales personnel to provide sales and marketing solutions? Infusionsoft provides small businesses with a comprehensive sales and marketing software that covers email marketing, customer-relationship management, and lead capture.

DropBox – Sometimes you will have your devices containing different documents. When this is the case, you cannot access info or review documents if you don’t have the device with you. The DropBox tool virtually links all your internet connected devices. Therefore, by using the cloud saving capabilities, you can save all your documents, videos and images into your DropBox account which is accessible from anywhere. This tool also allows you to organize your data in personalized folders.

Google Analytics – When running a small business, it is likely that you don’t have an expert or team to review key demographics of your potential customer or analyze how much traffic your content generates. Monitoring all these numbers can be overwhelming. Google Analytics is a tool that allows you to export data in order to perform analysis and develop custom reports to help you answer important questions concerning your business.

  1. Set up email and social media automation

Schedule and organize your social media. Also, set up email auto-responders. Ensure that you can maintain an online presence even when you are not in the office.

  1. Continuous testing and improving

After computerizing your business, test a variety of processes under different circumstances to evaluate functionality and confirm automation success. After reviewing anomalies, continuously revisit and revise all processes while identifying extensions that can bring about additional benefits.

These steps will help you to fully automate your small business.


by: Mark Palmer