January 9, 2023

How Automation Can Help Your Small Business Grow

January 9, 2023
Small business automation is a powerful tool to help business owners work more effectively, efficiently, and grow. By automating routine tasks, business owners can save time and energy that would have been spent on manual labor, enabling them to focus their efforts on expanding their business and achieving their goals.
Small business automation using it to work more efficiently, effectively and grow
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Small business automation is a great way to streamline business processes and make your small business more productive. By automating certain aspects of your business, such as customer service, marketing, and sales, you can significantly reduce the time and energy it takes to manage these tasks, freeing up valuable resources to focus on other areas. Automation also enables small businesses to scale quickly, allowing them to expand their operations and grow their customer base. In this blog post, we will look at how to use small business automation to work more effectively, efficiently, and grow.

woman in white long sleeve shirt sitting on brown wooden chair

Businesses of all sizes have realized the advantages of automation and are taking advantage of it to improve their workflow, save money, and increase productivity. Whether you run a one-person startup or manage an entire Fortune 500 company, these benefits are universal. 

Automation has become a big deal in recent years, with many business owners looking to maximize efficiency to save time and money and make room for more growth. However, some businesses are still not using this technology, or if they are using it, they are not using it to its full potential. 

Why Use Automation In Business

Automation is becoming increasingly important for small businesses to remain competitive and grow. Automation can help a business streamline processes, reduce costs, and increase efficiency. Furthermore, automation for growth allows businesses to focus on what matters most – developing customer relationships, creating innovative products and services, and growing the business.

The potential for automation to improve business processes is virtually limitless. Automation can help streamline common tasks such as data entry and customer communication, enabling businesses to free up resources and focus on more profitable activities. It can also help businesses to scale quickly and increase revenue by automating marketing campaigns and customer follow-up activities. Automation can even improve customer service by providing personalized customer experiences and automated responses to customer queries.

In addition, automation can help businesses become more competitive in the market by increasing efficiency and reducing operational costs. Automation enables businesses to complete tasks faster and more accurately, freeing up staff time for other activities. Automation can also automate complex processes such as sales forecasting, allowing businesses to make better decisions quicker and more accurately.

Overall, automation is essential for businesses that want to compete in today’s fast-paced world and achieve lasting success. Automation enables businesses to streamline common processes, reduce costs, improve customer experience, and boost profits. Automating mundane tasks with software solutions allows businesses to focus their energy on innovation and growth. Automation for growth has the potential to increase revenue, reduce costs, and ultimately help businesses reach their full potential.

Knowing What Your Business Needs Before You Automate

It’s important to know what your business needs before automating processes.  So it’s not all bad if you have done everything manually in your business up until now.   Because, most likely,  you’ve learned a lot about how your business works, there is a good chance that you will be able to automate specific tasks easily.

The manual work gives you insights into what is taking up too much time, what you don’t have time for, and even what you flat out just don’t want to do anymore.

When it comes to automating your business, the most important step is understanding what your business needs. While it can help you save time, reduce costs, and increase efficiency, for automation to be effective, you need to know what tasks need to be automated and what processes would benefit from automation.

Track and analyze

One way to determine what tasks or processes are essential for your business is to track and analyze your current workflow. What tasks are taking up a lot of time? Are there any manual processes that can be automated? Answering these questions can help you identify the areas of your business that could benefit from automation.

Once you know the areas that could benefit from automation, it’s important to set realistic expectations. Automation won’t solve all of your problems overnight; instead, you should view it as a long-term investment that will help you develop and expand your business.

Automation can be a powerful tool for businesses, but only if used correctly. By knowing what your business needs and setting realistic expectations, you can ensure that automation works for you in the long run.

What Automating Can Do For Your Business

The benefits of automation are substantial. It allows you to get more done in less time, but it also can give your customers access to fast and efficient service, which will make them more likely to come back. And by freeing up your valuable time, automation can help you dedicate it to tasks that require your full attention.   

Automation also provides consistent customer service across all channels. This means customers always receive the same quality experience regardless of who they interact with. With automation’s help, businesses can keep their customer data updated quickly, providing faster insights into customer trends and behaviors.

This, in turn, allows businesses to use the data to accurately target their audience, resulting in increased conversions. Furthermore, automation saves businesses money because they don’t need to hire additional employees to manage the same task or workflow.

How can automation help your business grow?

The first thing most people do when starting a business is get to work. While that’s undoubtedly true. There are several tasks that you might not have time for (or experience with) that you should delegate. 

For example, if your business needs an accountant, hire one rather than trying to do all of your company’s finances yourself. The same applies to many other jobs and tasks – from graphic design and marketing to shipping and warehousing.

You hire people who have the expertise and knowledge in what you need to get done.

Automation is not the opposite of hiring out. Instead, it is a compliment to it.

Automation can be done as a first step to getting the help you need in your business.

two women looking and pointing at macbook laptop

The Difference Between Hiring Out And Automating

Which is better for your business? 

When it comes to increasing efficiency and streamlining operations, business owners have two primary options: hiring out tasks or automating them. But what is the difference between the two, and how do you know which one is best for your business?

Hiring out

Hiring out is exactly what it sounds like. Business owners hire people to complete specific tasks, such as administrative work, customer service, accounting, marketing, etc. By having another person handle the task, businesses can increase productivity and free up their time to focus on other areas. However, there are associated costs that come with hiring out, such as payroll taxes and other benefits.


On the other hand, automation enables businesses to automate processes, such as data entry and order fulfillment. Automation can be done via software or hardware that has been programmed to automate a specific task or process. It can save time and money by eliminating the need to hire personnel and providing access to more accurate data. Automation for growth can help businesses scale quickly, as well as manage data more efficiently. Automation also has the potential to reduce errors and improve customer satisfaction by providing faster response times.

Ultimately, both hiring out and automating are viable options for businesses looking to increase efficiency and streamline operations. The decision of which one to choose depends on the size of your business, your budget, and the tasks you want to complete. Small business automation is a great option for solopreneurs and small businesses that want to increase their efficiency without taking on extra overhead costs.

How To Begin With Automation For Your Small Business

There are many tools on the market today that can help you automate your small business with relative ease. Automation can make running your business more manageable, from scheduling to team communication to invoicing. 

Automation won’t do all of your work for you. But starting with simple tasks will save you time to focus on growing your business without getting caught up in simple daily tasks or projects.

4 Steps to Getting Started With Automation

Audit your workflows, systems, and processes

It’s impossible to automate something you can’t define. So before moving forward, it’s essential to understand what tasks will make up your automated business processes. But also any dependencies that might exist between those processes.

You’ll also want to consider which technologies will be needed to build your automated processes. For example, if you plan to use a chatbot for customer service, you’ll need a tool like Intercom or Drift. Likewise, if you plan to use a tool like Zapier. It is used to automate tasks between different tools.

An audit of your processes will help you determine the tools that could help get your automation started.

pink alarm clock - using automation can help a business grow

Determine how much time and effort you want to put into this project

One of the biggest things that get in the way of getting started with automation is having the time to step away from doing the work.

While you may be ready to get started, you may not have the time it takes to get it done.

You can look at your schedule and see when you have free time to dedicate to the project and plan for it.  Or you can outsource it and invest in a professional that can get things up and running for you.  Lucky for you, you are here with one right now.  Hello!

Either way, you have to find the time to do what needs to be done correctly. That way it doesn’t cost you more time and money down the line.

Select what platforms will work best for your specific business needs.

There are so many tools designed to make running a business easier. But, as with all things, there will be pros and cons.  And there is no one size fits all.

Finding the tool that works best for you and matches your preferences is essential.

Look at the results from your audit and determine The things you must have and what is non-negotiable.  Then select the tool that meets your requirements accordingly.

Get started with simple tasks

Start with tasks that involve a lot of back-and-forth. For example, suppose you create and send quotes to customers. In that case, the process most likely consists in sending an estimate to a customer (who will often reply with changes or clarifications). Then calculating those changes and sending them back. Implementing the usage of a Client Management Tool such as Dubsado or Honeybook can make these things more manageable.

Scheduling is another big one for service providers.  Instead of emailing back and forth or writing things in your planner manually, some tools will sync with your personal and business calendars and let clients book their own appointments.

Only you know what you need

There are several software tools that can undoubtedly automate different aspects of your business. But you don’t have to spend hundreds or thousands of dollars on these tools. Instead, you might only need something simple.  Book a discovery call so we can discuss what might work best for getting started with automation in your business.



A life and business coach at TaKenya Hampton Coaching, owner of Studio117 Creative, and the girl behind the stove or drill at the Kenya Rae Blog. A total WordPress geek and lover of systems that help businesses run smoothly. My goal is to make things look good, work well, and help business owners reach their full potential—whether they’re working solo as a solopreneur or with a team.