It takes a lot to run a small business, especially when you’re juggling clients, your team, and your personal life. The good news is that there’s a way to make it easier: automation. An automated business takes the pressure off you and your team. But how do you effectively add automation to your business? We’ve got you covered!
In this article, we tell you everything you need to know about automating your client-based business.
What is an automated business?
An automated business uses tech to replace tedious tasks like bookkeeping and appointment scheduling. Automating repetitive and time-consuming tasks helps you, your team, and your clients. It’s a strategic way to boost your income because you have more time to focus on providing excellent service to your clients. You get a business that can handle heavy workloads and other challenges without a problem.
An automated business is more than fancy tech; it’s efficient business operations. Ideally, you get a more streamlined and less demanding business day. As technology evolves, so will business automation. Stay ahead of the curve by automating your small business today!
What are the best ways to automate your business?
More often than not, businesses use automation to build stronger client relationships. They turn to CRM tools, like PocketSuite, to streamline communication, track client history, and manage leads. By automating routine tasks like client record keeping and follow-up reminders, business owners can stay engaged with clients and keep them coming back. But where do you start?
Here are the best places to add automation to your business.
#1 Client Communication
To grow a successful business, it’s important to stay in contact with clients. However, it can be difficult to juggle communication with many clients. Business automation makes it easy for you to connect with clients.
PocketSuite offers tools to automate client communications. You can chat with clients directly in the PocketSuite app. All client communication is stored in one place, so you never miss a beat. To take some of the load off, you can create and save message templates to send to clients.
Client communication should be a #1 priority. So, we offer a dedicated business line to all premium subscribers. All your business messages stay on your business phone, and you look more professional to clients.
#2 Scheduling and booking
Automation is a lifesaver for high-booking businesses. It pays (literally) to have a tool that can schedule clients and reduce no-shows with automated appointment reminders without a hitch.
PocketSuite makes it easy for clients to book you online through your customized booking site. Here’s how:
- You or your client (depending on your settings) can confirm an appointment with just a few clicks.
- Your calendar and availability update automatically with your new bookings. And you can sync your Google Calendar to get a holistic view of your schedule.
- You can set buffer and lead times so you and your team can prep (or relax) between appointments.
To keep clients happy and grow your business, an easy booking process is essential. An automated business gives you and your clients total flexibility with scheduling. We handle the booking process. So you can spend more time doing what you love.
#3 Forms, Contracts, and Documents
Chances are you’ll need information about your clients to perform your services correctly. The good news is that you don’t have to do this manually. ItPocketSuite makes it easy to collect all the information you need for the appointment with forms and contracts. You can create forms to learn about a client’s preference or even collect documents and images. Clients can upload pictures of their inspirational photos or medical records when they book you online. Plus, you can ask clients to sign contracts or waivers during booking to protect your business from potential legal issues. You have all the information you need before the appointment with just a few clicks.
#4 Payments and payouts
The best part of having an automated business is that you can make more money! You can streamline invoicing, send automated reminders for overdue payments, and facilitate secure online transactions. Automation speeds up the payment process for you and your clients.
PocketSuite has the best-automated payment tools. You can accept payment on your own terms. We offer a range of payment methods so that clients can pay for your services online or in person. They include:
- Tap to pay on mobile phones
- Mark paid for cash payments
- Online payments button
- A card reader
With all these payment methods, you’re sure to keep your clients happy and pull in a consistent income. And your time is essential. So, remember to add a cancellation policy and fee to your services. We’ll automatically charge clients if they’re late or miss an appointment.
#5 Product Sales
Automated businesses use tech to manage product inventory, process orders, and track shipments. It cuts down on sales errors and speeds up the entire fulfillment process. With PocketSuite, you get client management software and an e-commerce solution in one.
You can quickly set up an online store in the PocketSuite app without any extra fees. Just add products to your site, determine your pickup or delivery settings, and prepare to fulfill your orders.
The best part is that you can upsell add-on products with your services in the PocketSuite app. So, if you have products that pair well with a service, your clients are promoted to buy the items at checkout.
#6 Marketing
Automated businesses recognize the power of targeted marketing. They create personalized campaigns and schedule timely communications to nurture leads, re-engage clients, or just provide valuable content.
You can head to our app to nurture your clients and leads with SMS text marketing. With PocketSuite’s smart campaigns feature, you can send automated text campaigns to a targeted list of contacts.
PocketSuite has other dynamic tools to help automate your business marketing, including a custom suite link for your social media bio and a Google Business Profile integration to get more leads and reviews in just a few clicks.
The Bottom Line
An automated business is a successful business. With fewer manual tasks to handle, you get more time to focus on providing excellent service for your clients. PocketSuite can help. From booking to payments to contracts, we have everything you need to run a fully automated business.
