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The #1 Operational Secret You Need to Simplify Your Business

Does your event business ever give you a headache? Do you reach a point where it’s just too much at the same time? Sales calls, client deadlines, team meetings, admin tasks… As an entrepreneur, you have a lot on your plate. You might be scraping by just fine, but the reality is that you don’t need to stretch yourself thin to succeed in business.

Imagine a life where your business runs almost entirely on its own. You can dedicate your time to prospecting, doing client work, launching new products, and other profit-driving activities.

The one thing that will get you there is automation.

Automation has become increasingly prevalent in today’s successful businesses, particularly as the pandemic pushed people to adopt better strategies for virtual work. But, for many, the idea of automation still conjures up images of Rosie and the Jetsons.

Fortunately, the best way to overcome unfamiliarity with automation is through practice. Test driving different tools and apps will help you become comfortable stepping back from the weeds and letting technology take over. You’ll also get to evaluate the type of support you need in your workflow to ensure you’re only adopting automation tools that will help (instead of causing more stress!).

If you’re ready to hop onboard this self-driven train, follow these automation tips and get ready to reclaim your schedule.

Automation = Consistency
The beauty of automation is that it naturally creates consistency in your processes and workflows. When you have a templated contract that auto-sends with the push of a button, you know that your client will receive all of the necessary information at the right time every time. If you use Zapier to auto-post to social media every time you publish a blog, you know that you will always promote your blog content in the same way.

Consistency breeds success by creating expectations that you will meet time and time again.

Start with your internal operations
Business admin tasks are vital but tend to be the area that bogs down creative entrepreneurs the most. So, why do you spend so much time working on your business? You’d much rather be planning an event’s design, editing photos, or matching swatches.

Repetitive tasks, like responding to emails, tracking expenses, and following up on invoices, are all-time suckers. These will be your low-hanging fruit for experimenting with automation, as you’ll get to warm up to the idea without impacting the client experience yet.

Consult with your team
Automation isn’t just to take things off of your plate. If your sales inquiry form can populate your CRM automatically, your salesperson can spend more time actively prospecting instead of manually inputting a new lead’s details. It can also clear up some of your overhead and allocate your staff’s time to activities that will lead to growth.

Or, if your VA no longer has to chase down late payments because you have automated emails in place, they can focus their energy on creating social media content or planning out an upcoming launch for you. When your team can put their attention into more valuable aspects of the business, so can you!

On your journey to a more streamlined and efficient business structure, don’t be afraid to give up on automation tools that don’t work for you. You know what’s best! But, don’t let a bad experience hold you up from trying new techniques. Keep at it until you find the perfect formula that fills your needs without adding any extra headaches.

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Jennifer Taylor is the principal of Jen Taylor Consulting, a consulting firm that works with creative businesses of all sizes to implement streamlined workflows and organized systems to find more time and space for business growth and personal development. She is also the owner and founder of Taylor'd Events Group, a leading event planning company that serves local and destination clients in Washington State and Maui, HI.

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