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TOTW 26: Employ an Auto Pilot for your business

Tip of the Week #26

Hi everyone.


The kids have broken up from school which must mean that summer has finally arrived (don’t look out of the window).

It can be difficult running a business and juggling other commitments through the school holidays so getting organised is really important.

As business owners we wear all the hats; marketing, sales, finances, IT and customer service, phew, no wonder we feel exhausted.


I love the idea of a new employee who can take the strain, keep a track of things and even do some of the work for you, and it doesn’t have to cost a penny.


There is this thing called automation that, when used correctly can take some of that heavy load off our shoulders.

We can automate some of the more mundane tasks we need to do that eat into our working day. You are still in charge, but automation can free up precious time to focus on the important stuff.

Tip 1. Organising and keeping track of workflows:  Try a workflow or project management app like Clickup, Monday, Trello, or Zapier.  These are all simple and easy to use and can be scaled up as your business grows. All have a free version to get you started with the basics.  So if you need to plan work with multiple clients, if you are a coach or book appointments, if you are a consultant or therapist, then take a look to see how they can streamline your workflows.


Tip 2. Newsletters and email marketing  Can be very effective but can be time-consuming to create.  Mailerlite, Mailchimp or ActiveCampaign are great for this.   They help you schedule campaigns and create contact sequences that make your business look professional and ensure your prospects receive consistent communication from you.  You can be doing other things whilst your prospects and customers read about your latest events and offers.


Tip 3. A CRM System is something every small business should have It ensures consistent communication, a sales process that engages your audience and generates new and repeat business for you.  It takes your address book of business contacts to a new level.  You can create a basic version if you are a dab hand with Excel spreadsheets or your website may already have a built-in CRM that you are not using.  It is your digital address book, your customer service record, your marketing campaign, targeting mechanism and a source of referrals.

HubSpot, Pipedrive, or Capsule all have free options and if you are already using Monday then it has a CRM function built into it

Spending a little time to set up automation in your business can save a lot of time further down the line.  How great to be able to click to autopilot and not feel guilty about spending time doing other things because it's working away in the background, doing what needs to be done.


The Micro Business Growth Club will help you identify the quick wins you can get from automation and the best place to start.


If you have any questions or require further assistance, please don't hesitate to reach out. I am here to support your business growth.

Join the Micro Business Growth Club

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