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Three Essential Tasks You Should Automate As a Small Business Owner


Running a small business involves handling many tasks yourself. Odds are good you don’t have a large staff to address various aspects of your day-to-day operations.

That’s why it’s important for small business owners to focus on automation. While there are some tasks you should complete manually, automating other operations will give you more time to focus on those more demanding responsibilities.

The following tips will help. If you’re looking for ways to optimize how you spend your time as a home business owner, keep them in mind:

Customer Service

Offering strong digital customer service is crucial these days. You need to make sure your customers have easy and convenient options for reaching out to you.

Of course, you also need to ensure you remember to actually respond to customer service requests. As a small business owner, you won’t always have the opportunity to respond to customers immediately when they try to contact you. Thus, you should establish a system that reminds you (whether through text, email, or a similar method) shortly after you receive customer service requests. The system needs to send frequent reminders until you fully address a customer issue. This is simply key to maintaining customer loyalty.

Employee Onboarding

Properly onboarding your employees plays a crucial role in your success. Business and HR experts point out that effective onboarding can boost employee engagement and guard against the costs of high turnover rates. In fact, one recent study indicates that, on average, turnover costs business owners $15,000 per employee.

Automate the onboarding process with a standardized system that completes essential steps (such as sending new hires their employee handbooks and collecting signatures on key documents) before a new employee actually begins work. This will save you a lot of time.

Invoice Management

Your business can’t succeed if you don’t collect payments from clients. Thus, you need a system that reminds clients about unpaid invoices on a consistent basis until payment has been received. On that front, you will need invoice automating service, and get the hassle of doing it manually out of your way to hustle.

Don’t overlook the value of automating your workflows in these capacities. Again, when you run a small business, you have many tasks on your plate. Automating whenever possible will help you stay efficient.

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