How Do I Set Up Small Business Automation?

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how do i automate my business small business automationHow do I Set Up Small Business Automation?

You ask – how do I automate my business?  Where do I start with my small business automation?  The task itself seems so overwhelming!  What do I automate?  What software or platforms do I use?  We would like to help you get on the right path.

What to look at with Small Business Automation

First, make a list of tasks you have to repeat regularly.  Do you spend a lot of time each day doing something in particular?  Here are a few ideas for your small business automation:

email marketing how do i Automate my business

  • How much time do you spend each day moving information from one app or platform to another?
  • Do you spend time each day notifying your team about new leads or customers?
  • Do you regularly spend time on your social media – having to post each platform individually?
  • Are you moving things from one calendar to another?

Why should I Automate My Business?

First of all, look at the last section and see just how much time you are spending on repetitive tasks!  That is your first reason.  Also, how many times have you made a typo when transferring information which caused issues?  Or dropped a lead as a step got missed?

Can I Automate My Business Marketing?

process automation Automate my businessThe answer is YES!  This is one of the major reasons to automate your business.  Automating your marketing messages gives you timely delivery over designated platforms.  This increases not only your productivity but also sales.  You can automate your lead generation, customer contact messaging, proposal development and so much more!

What else can I automate?

You can set up automation for your finances, product development, supply chain, customer service, IT, and many other business functions.  Anything that you can think of that is a repetitive task, take a look at automating it.

Ok, now that we have convinced you why to automate your business, let’s look at how

Here are links to articles on a few different platforms:

Infusionsoft AgencyMarketing Automation Platforms


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Automize is the leading expert when it comes to email marketing and CRM automation.

Automize excels at helping clients set up and automate CRM and automated lead generation, marketing campaigns, and marketing automation through process improvements using Zapier plugins or Hubspot tags. Automize improves their customer’s process automation by setting up and offloading tasks that would take up valuable time from staff and sales reps schedules!

Automize has the following expertise:

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