5 simple steps to automate your business
(Works for any type of business in any industry)
#1: Audit
The goal for phase 1 is to identify the most time-consuming tasks within your business.
The ones that drain time, energy, and resources.
Those are the ones you'll want to focus on automating.
Because these will bring the highest ROI for you in the long-run.
#2: Mapping
Now you've identified the most time consuming tasks within your operations.
But do you know each step of the process of completing these tasks?
Do you know the trigger and actions that need to happen in the process?
To do this, use a software like Miro or Lucid Chart to map out each step of the process.
This will give you clarity before you automate.
#3: Build the Automations properly
By this point, you have clarity on both what you're going to automate and each step of the different processes.
Now it's time to build the automations for these tasks properly.
You can use tools like Zapier, Make, or n8n to do this.
And you can use those tools to integrate all the different apps you have together.
#4: Testing
The testing phase is extremely important for the success of any automation.
You can start by using fake data to ensure the automation is running properly.
This is a great way to test and make tweaks before you go live fully.
#5: Start Running it Live
Now, you're ready to go live.
Turn the automation on and let it run with live data.
For the first couple runs, keep a close watch on the automation to ensure it's running smoothly.
Those are the 5 simple steps you can use to automate your business!
