3 Ways Workflow Automation Will Positively Impact Your Business
Do you feel like you are at capacity and there’s no way you could possibly take on another client, project, task, etc?
Just like outsourcing can help you scale your business, so can automating your process.
Have you ever listed out your entire process? From the moment a client learns about you until the work has finished and you’re requesting a testimonial? I bet you would be surprised to learn how much time that all adds up to.
Investing in automating your process saves you precious time and enables you to spend that time taking on more clients and/or focusing on other projects.
So, how exactly can workflow automation positively impact your business?
Eliminates repetitive Tasks
Canned emails enable you to have a set of email templates ready to go. They are easily personalized by using the Smart Field feature in Dubsado.
Questionnaire templates to collect exactly the information you need from clients without missing a detail.
Scheduler that allows for you to dictate the terms of when and how many meetings you can take in a day depending on the meeting type.
Streamline Client Experience
An automated workflow brings the client on a journey, from point a to point b, c, d….however many points it takes to get them to the end of working with you.
This helps the client be guided by your process and keeps things from going off the rails.
A client will never fall through the cracks. An easy layout of your projects on your dashboard helps pinpoint where all clients are at every stage.
Free up mental space
Emails can be sent out automatically based on triggers you have set up.
Meetings can be scheduled by the client directly based on your availability and the parameters you have set up.
Keep track of key client information, such as contracts, dates, invoices, etc., all in one place.
I specialize in Dubsado workflow automation and I would love to hear more about what you and your business needs. Head over to contact me so we can chat more!