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Small Business Process Automation: Finding Flow and Freeing Up Time

Lauren Bailey

a checklist with a spyglass on it, 1 box is checked off, the image reads 'identifying small business Processes for automation'

Hey there, lovelies! 👋 


In the hustle and bustle of running a purpose-driven business, time can feel like sand - the more you try to grasp it, the faster it slips away.  We're all about finding balance and aligning our energy with what truly matters. And guess what? Small business process automation can be your secret weapon! 🧘‍♀️


By automating those mundane, repetitive tasks that drain your energy, you'll unlock precious time and mental space for creativity, connection, and conscious growth.  Think of it as decluttering your mind and schedule, so you can focus on the heart of your business.


Where to Begin Your Small Business Process Automation Journey?


The first step towards automation mastery is to take a close look at your current business processes.  Ask yourself:


  • Which tasks are on repeat?  Those daily grinds that follow a predictable pattern are great candidates for small business process automation. I often recommend social media posting as a starting point!

  • Which tasks are time vampires?  The ones that suck up hours (think: calendar management, appointment scheduling, even reporting/data analysis) that could be better spent connecting with customers or nurturing your soul. 👻

  • Which tasks are prone to slip-ups?  We're all human!  But those little errors can sometimes have big consequences. We're talking data entry, order fulfilment, or financial reconciliations... Small business process automation can help!


Once you've pinpointed your energy-draining tasks, it's time to explore the magic of automation tools for your small business! ✨



image that shows that automation can reduce social media engagement tasks in areas of regular posting, upload of video content, and tracking analytics. Other tasks should still be done by a human.
How automation can reduce your social media engagement checklist

Choosing the Right Small Business Automation Tools for Your Vibe


There's a whole world of small business automation tools out there, from simple task managers to full-blown business systems.  The key is to find tools that resonate with your business and your budget:


  • Affordable:  Choose tools that align with your financial flow and offer a positive return on your investment. Your hourly time spent on tasks is a business expense!

  • Easy to Use:  Opt for tools that are intuitive and don't require a tech guru to figure out. You aren’t meant to be giving yourself MORE work.

  • Scalable:  As your business blossoms and grows, your tools should be able to scale with you. 🌱



Implementing and Embracing Your Small Business Automation Strategy


Once you've found your perfect automation tools, it's time to weave them into your business's unique rhythm. This might involve integrating them with your existing systems (using native integrations and APIs) and showing your team (if you have one) how to use them.


Remember, automation is a journey, not a destination. Keep an eye on how things are flowing, track your progress, and make adjustments along the way.  The goal is to create a balance where automation supports your business's growth and your own well-being.


Need a Guiding Hand with Small Business Process Automation?


Embarking on the automation journey can feel overwhelming, but you don't have to go it alone.  If you're feeling unsure or need help finding the right tools, we’re here to support you with small business process automation.  We'll take the time to understand your business's unique energy and create a custom automation strategy that aligns with your vision.


Reach out today for a free consultation


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