Automate Invoicing and Payments for Faster Cash Flow
One of the most time-consuming tasks for small business owners is invoicing and collecting payments. But by automating this process, you can save monthly hours and get paid faster. Look into online invoicing software that allows customers to pay with a click. Many even integrate with your accounting system to streamline the entire process.
Actionable Steps:
- Research and sign up for an online invoicing and payment platform.
- Set up automatic invoicing and payment reminders to reduce late payments.
- Integrate the software with your accounting system to sync customer information and transactions.
Email Marketing Automation to Nurture Leads and Increase Sales
Email marketing is a powerful tool to nurture leads, cross-sell to existing customers, and keep your brand top-of-mind. But manually sending emails can be a huge time suck. That’s where email automation comes in. Create a series of pre-written emails that get sent out automatically based on specific triggers, like a new subscriber or a product purchase.
Actionable Steps:
- Identify essential customer journeys (like onboarding new leads) and map out email sequences.
- Use an email marketing platform to set up automated workflows.
- A/B test subject lines and content to optimize open and click-through rates.
Over the years, we’ve used some of the largest email marketing platforms, from Mailchimp to Constant Contact. Our favorites these days, with the advent of AI, are Klaviyo and Beehiv.
If you need help with email setup or monthly management, please set up a meeting today so we can help!
Automated Customer Support Solutions for Better Service
Providing excellent customer service is crucial for small businesses but can be time-consuming. Implement self-service options like an FAQ page and chatbot to handle common inquiries, freeing your team to focus on more complex issues. You can also create canned responses for frequently asked questions to speed up your response times.
Actionable Steps:
- Build out an extensive FAQ section on your website.
- Integrate a chatbot or virtual assistant to handle basic customer questions.
- Create a library of pre-written responses for your team to use.
We’ve implemented an AI chatbot on our site that can collect customers’ information and send it to our sales team. It has also been trained on our website and FAQs. This allows us to serve website visitors 24/7 and saves us time answering questions regularly and managing the chat agent.
Social Media Automation Tools for Consistent Online Presence
Staying active on social media is crucial for small businesses, but it can be incredibly time-consuming. Automating your social media posting can ensure a consistent presence without logging in daily. Use a scheduling tool to plan your content, then let it run on autopilot.
Actionable Steps:
- Research and sign up for a social media scheduling platform.
- Batch creates content like images, videos, and captions to have on hand.
- Schedule posts to go out at optimal times based on your audience’s habits.
Contact us via our AI chat agent to schedule a meeting and learn how we can help automate your small business processes for increased revenue.