One of the first things I do when I meet with a new client is to do a kind of ‘automations audit’. That is, I look at every single process in their business to work out what processes are happening that could be automated. Some are obvious, some are not. If this is something you’d like to do yourself, it’s relatively simple. The best way to approach it is to take the customer-centric approach by looking at their journey through your business. Throughout that process, I’m asking “Can that be automated?”.
Take for example a personal trainer (PT) who would like to systematise their new lead process, in a way that is unique to them. Before automation, their process looks like this:
There are a number of different touchpoints here that are done manually, and there is a bunch of wasted time trying to organise a first consultation, and getting the required documents back. There’s also no central system for all of the information, at the moment everything is living on post-it notes and scraps of paper.
An automations implementation would look something like this for this case:
All of this is achieved with a few low-cost apps, and Zapier, a user-friendly and powerful integrations app. To learn more about Zapier and how to create your own business automations, register for my free online, self paced course. Save time, save money, and gain efficiency.
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