What is automation in business?

And how to make it work without losing the personal touch.  

 

If you think you don’t know what business automation is, think again. I bet you’ve seen it or been the recipient of it and didn’t even notice. 

That’s when you know it’s done well! 

When automations are done correctly, they guide your client down the right pathway for their needs or towards the answers they want from you. 

It’s a way of doing routine tasks automatically, removing the manual aspect that would usually take your time.

One quick tip – they are NOT a replacement for your services or magic personal touch. They are simply a way to move contacts along ‘automatically’ rather than manually completing the process.

 

Let’s quickly define business automation and marketing automation.

Active Campaign (a major CRM perfect for automation funnels) states, ‘An automation is a sequence of events that you create to help execute your business processes’. 

Neil Patel (SEO & marketing god) states, ‘Marketing automation is the process of using software and technology to optimise, automate and measure repetitive online marketing tasks’.

How automation can work for your business

The best thing about automation is that you can decide what you want to manage yourself and what you want systems to manage for you. The goal is to optimise your time. 

Automation has a place and purpose and is a way to automate tasks for repetitive work – it should never replace YOUR work. 

To start, look at your business and establish how automation can fit in. 

There are so many things you can automate:

  • Your sales and marketing funnels (from emails, landing pages or social media)
  • Sending birthday messages
  • A welcome message when they sign up for a newsletter
  • Delivering the opt-in or freebie
  • Sending a podcast ?️ or blog RSS feed to subscribers
  • Welcoming students to a course when they enrol
  • Staged emails that encourage students throughout the course or to drip feed content
  • Congratulating students when they complete a module or finish the course
  • Abandoned cart emails (I bet you’ve received these – haven’t we all?!)
  • Sending surveys to customers ✏️  ?
  • Cleaning up your contact lists
  • And so much more – the possibilities are endless

The business software we love for marketing (and general) automation

1. Active Campaign

This platform is used for email marketing, and once set up, it saves you loads of time. It’s relatively straightforward to use, and they have help if you get stuck. 

A series of events are ‘triggered’ either manually (you hit the go button) or automatically (they sign up for something), and the process to guide them down the funnel is mapped out. 

You will have all the emails written (so it’s in your voice, and your audience will feel it’s directly from you); however the system is sending these as needed rather than you sending each one manually. 

It’s such a time saver, and you’ll love it! 

2. Dubsado

Automations in Dubsabo are called ‘workflows’. This software is excellent for tasks such as onboarding new clients. It can take clients on the entire journey of onboarding: lead calls, terms and conditions, job arrangements or specifics, contract signing, invoicing, additional projects, and so much more. 

It’s adaptable to suit your business, and you can include what you need to send to your clients throughout your working relationship with them.

Need a hand to automate your business?

We love helping our website and Thinkific course clients with their business automation once they have their website or online course up and running. It’s a smart move to automate things while you’re creating new systems! 

In our Think Tank Society Course Creator membership, we explain how to use Active Campaign to automate your business. We currently have (with more coming soon):

  1. The Active Campaign mini-course and;
  2. The Active Campaign Abandoned Cart automation sequence 

Our clients are loving these courses as they receive all the how-to’s to quickly set up their automation. All they need to do is use the share codes for our sequencing models and rebrand to suit their business. It’s super easy.  

You can check out our Think Tank membership here.

Alethea Tuitahi

Alethea Tuitahi

Online Course Designer & Founder

 

Alethea specialises in creating beautiful, conversional, student focusd online courses. Allowing course creators to deliver their course or program to the world… sans tech frustrations and problems. Need help building your online course? As a Thinkific specialist, Alethea is here to help! Book in a free call here.

Disclosure: Some of the links provided in this blog are affiliate links. I only promote services that I personally use and love. I will be paid a small commission if you use this link to make a purchase.

Other blogs you may also like…

Online course apps to improve student experience

How to use apps in your online course to improve student experience Successful online courses have one thing in common – engaged students!  If you’ve created an online course, you’d know this is your aim. But besides creating content that keeps them glued to your...

Email marketing for online courses

How to use email marketing to enhance your student experience Have you ever signed up for an online course only to be left wondering what to do once you’ve enrolled? This recently happened to me.  I signed up for a well-known network that looks impressively...

Proven ways to sell your online course

Proven ways to grow your visibility to sell your online course There’s no point in creating an amazing online course if no one sees or finds it. Sounds like a no-brainer, right? But you’d be surprised how many online course creators forget this vital aspect of their...

How to get your online course seen by more people

Why ‘visibility’ is a key factor for selling your online course Most people know the famous movie line, ‘Build it, and they will come’. It’s a great little motto and one we often hear splashed around in business circles (business building, marketing and so on).  But...

Business automation recipes using Zapier!

Business automation recipes using Zapier! Now we're all back into the swing of business for another year; it's the perfect time to look at how you're working and to see how you could do things better. For me, it's all about business automation. Yes, I know I've said...

Here’s why email marketing is so powerful for online business

Here's why email marketing is so powerful for online business It's still one of the best marketing tools you can use   If you're running an online business, there's no doubt you've heard about the power of email marketing. And there's a good reason for that. You...

5 essential elements to build a website that works

5 essential elements to build a website that works   Don’t waste your money and time fluffing around – get it right from the start   As website designers and creators, we’ve noticed that more people are taking this time to either revamp their existing sites or...

5 solid revenue streams to easily add to your business

5 solid revenue streams to easily add to your business   Top tips for making more money online and boosting revenue   There’s no doubt that 2020 rocked the world. Our once ‘normal’ life seemed to fade as the effects of a super virus took over. At first, it all...

Sales funnels are one of the best forms of marketing

Here's how to automate your sales process using funnels   If you're running an online business or setting up an online course, you would have heard about sales funnels. All the top marketing experts spruik them. But if you're not 100% sure how to make it work for...

Thinkific New Features – Thinkific App Store

Stop the press, we are very excited about the new launch of the Thinkific App Store!   What does this mean and how can it help you enhance your course experience and bring more customisation in? Let’s dive in... Thinkific is a software platform that enables...

Pin It on Pinterest