Rome wasn’t built in a day, and it wasn’t built by one person.
That’s why you have an incredible team behind you… or maybe you don’t and you’re a Solo Business Owner but outsource to success partners…
In this post, we’re sharing 5 awesome automation opportunities here which will allow you and your team, if you have one, to get back to what YOU are best at doing.
Automation #1: new project. When you create a new project in Podio. All of your pre-set deliverables can be automatically populated. This is GREAT because the skills and knowledge you and your team hold can concentrate on delivering the deliverables for the project.
Automation #2: timesheet submissions. When you have multiple staff or you have your own personal timesheets with time entries across multiple projects, imagine having a system that automatically updates your time across projects? No more relying on manual project time allocation.
Automation #3: overdue project delivery. When projects are running and you’re constantly checking in to see if it’s on course for delivery in time, it can take time out of your days. Wouldn’t it be great to have an alert when you’re running close to the due date so you can quickly pick up where there may have been blocks and balls dropped?
Automation #4: client feedback. If a project is closed and you’d like to get feedback from a client, you can automatically send a personalised email, as soon as the project/work is closed. No more manual emails for recurring tasks!
Automation #5: track sales. Your sales process likely starts with the lead incoming. When that lead is converted into a successful sale after the research and discovery calls you have had, we oftentimes have to go in and convert all of the data across. Wouldn’t it be great if you could just press a button and a sale is created from a lead for you?
Automation is fantastic, it can really save you and yourself time in your business and when done right has a fantastic ROI. It really can help your team members to use the skills they have instead of system admin.
Has this post sparked curiosity about tools and success partners which can have an impact on your business? Book a free call with us today.
The Tool: CITRIX Podio
Success Partners: That’s us! Future Solutions Online. We are a Citrix Solutions Advisor and a Podio specialist, focusing on automation, CRM, integration, and optimisation.
Do you use automation? Let us know below in the comments.
Want to read more? Check out our post – Six reasons to invest in your Business’s Digital Infrastructure