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Today, we’re giving you the four basic tips for small business automation: embrace technology, track time spent on tasks, reduce the number of processes and secure employee buy-in.

Tip 1: If you’re feeling the weight of daily tasks slowing you down, it’s well past time to invest money in small business technology and software. Otherwise, you’re trying to save money by losing productivity and that equation never works in your favor. Also, ensure that you invest time on the front end to set up your automation tools properly, this will ensure long-term success for the entire team.

Tip 2: Set up a time-tracking system for a day (or a week or a month) to learn how much time is being spent on everyday tasks from mundane to critical. Examine the time-tracking data to learn which tasks should be automated immediately and which ones can wait for a later date. There are going to be lots of automation options that can improve your business, this type of planning gives you a clear priority list to start from.

Tip 3: If you’ve been running your small business for a while, it’s time for some aggressive housecleaning on your existing marketing, logistics, sales and customer services processes. Take two weeks to a month and make it an absolute priority, reviewing everything until you’ve gone top to bottom. Schedule time with each team and walk step-by-step with them through their processes. It’s a near mathematical certainty that not only will you find processes that can be optimized, but many that should be discarded all together.

Tip 4: Help your team to understand not only how automation works, but how and why it will make everyone’s jobs easier and more effective. It’s very natural for team members to take the implementation of a new system as a sign they’re falling short somewhere. You no doubt have a great team, so take the time to guide them through not only the functions of the automation, but the ways in which the entire team will benefit. Give them confidence that they’re being given a tool, not a replacement. Make certain to bring the staff along for the automation ride, step-by-step.

Keap is on a mission to simplify growth for millions of small businesses. For 18 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.

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