Podcast

3 Tools You Need to Automate Your Workflow

February 6, 2022

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3 Tools You Need to Automate Your Workflow
3 Tools You Need to Automate Your Workflow
3 Tools You Need to Automate Your Workflow
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Have you ever thought to yourself:

“How could I ever take a vacation?”

“I’ll never be able to take maternity leave.”

“I can’t take a single day off from work or showing up on social media.”

And, be honest, does that make you feel the burn out creeping in?

For me, the answer was a resounding YES.

I felt like I would never be able to take a real vacation or, honestly, even one day off of work. I felt like I had to be “on” at all times. The idea of taking months off for maternity leave or even a prolonged break was so far out of the question – or so I thought.

I knew that if I kept working with that mindset I would burn out and not physically be able to work because 1) I’d have no joy in my job and 2) I’d just be exhausted mentally, emotionally, and physically.

That’s when automation came into the picture.

Our business wasn’t in a place where we could bring in a virtual assistant (plus I was so not ready to give up that much control) so I had to figure out other ways to alleviate my work load. I first needed to figure out what parts of my workflow that I could automate and then how I could do that.

Is my workflow for an inquiring client similar every time? What about when a client books with us? What about sales and promotions?

Starting from there, I figured out what areas of our workflow I could automate and then ran with it, saving me time, energy, and most importantly, giving me my life back.

THESE 3 TOOLS WERE A CRITICAL PART OF AUTOMATING MY WORKFLOW:

 HONEYBOOK

HoneyBook is our beloved CRM (customer relationship management) tool. HoneyBook is how we collect information from new inquiries, send pricing information and contracts, receive payments, receive event information, and plan out timelines.

IT REALLY DOES IT ALL!

One of the best things about HoneyBook is that you can even use automations within the tool tool itself! From sending emails to pricing guides and questionnaires, the automation options within HoneyBook will take a huge load off of you while ensuring all of your clients receive the same incredible experience.

We love HoneyBook and know you will too – get 20% off when you sign up using our link!
20% OFF honeybook

 ZAPIER

Zapier is your behind the scenes guru. Zapier’s special talent is talking between all the tools you’ll use in your automation. For example, you can use Zapier to add a client to your email list (even specific segments) based on the information they provide on their inquiry form.

And that is just one way you can utilize Zapier! Some other great features are making automatic tasks in Asana, creating project folders in Google Drive, and so much more (seriously).
Learn more

FLODESK

We are obsessed with FloDesk. After trialing different platforms for email lists, we stumbled upon FloDesk and never looked back. They are a modern, fresh, and fun twist on traditional email marketing platforms.

When you use FloDesk, you won’t be sending boring emails – they even have templates made for you that are designed to help your reader engage with your email.

And guess what? You can even set up automations within FloDesk.

FloDesk is seriously the best and we want you to enjoy it too!

Get 50% off when you sign up using our link!
Get 50% off Flodesk

BONUS: FACEBOOK/META CONTENT PLANNER (IT’S FREE – YAY!)

Until recently, we used Planoly for our content planning and scheduling posts. With recent updates Meta for Business (previously Facebook for business) has made, we’ve switched over to using their new and improved scheduling tool.

What we love about their improved tool is that you can customize your text for the Facebook and Instagram versions of your posts!

 I can’t wait to see what you’re able to do with the time you’re about to free up for yourself by automating your workflow!

If you’re ready to get an automated workflow but not quite sure where to start, I’d love to help you through a 1:1 coaching session! We can talk about your current workflow, what tools you want to utilize, and then I can help you map out your new automated workflow!

NOW GO PLAN THAT VACATION YOU’VE BEEN DREAMING OF!

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