Gotta Keep It Automated
Well, I think we all know by now that I love a system. I also love a system that I can set up once and let do it’s thing. There are so many small pieces of business that can be automated today - from filters & rules within your email inbox categorizing emails instantly to software that will assist with your entire workflow.
Many creatives are solo entrepreneurs - we are wearing many, many hats and we’re just trying to get it all done. Those of us that do have teams are still quite often juggling a bit. This is why I love automating what we can - it allows for tech and the computers to take some of the load off.
Anything you can do to add functionality, increase your productivity and efficiency is fabulous. Don’t be afraid to be an early adopter of such technology and to try new things. Does your accounting software allow you to sync your credit card reporting and let you sort it rather than manually entering? Great! Want to set your Gmail to automatically delete emails with the word “unsubscribe” in the body to weed out the amount of junk you’re getting? Perfect.
A few additional tools that I love to use:
AI Notetaking: This is especially great if you’re in 1:1 meetings with clients without a team and need to present with your hands, but also need a record of the meeting.
Calendly: Rather than spending time going back and forth over availability, sending your clients your Calendly link and letting them view your availability and schedule what is best for them makes it so easy. You can block off times that you don't want to hold meetings and/or limit your availability to certain days or blocks.
Zapier: I try to integrate as many functions as I can into one ecosystem, but it doesn’t always work. Once you make a sale, sometimes you need an email sent out. Zapier allows you to set up automated workflows - once a trigger hits, it automates an action, which makes YOU look so on top of it all.
Are there any other solutions that you’ve put in place to automate systems in your business? If so, let us know in the comments below! Interested in how Dovetail Creative Consulting can help you? We’d love to hear from you! Send us an email - hello@dovetailcreativeconsulting.com
This is not a sponsored post, all opinions are my own.
