Must-have automation tips for your business

1. Automate your email marketing and follow-ups. Don’t send every message manually. Use an email marketing tool to automatically send out newsletters or follow-up emails at the right moments. Businesses that use automated email campaigns generate up to twice as many leads and 58% more conversions. You can also set up automatic reminders or check-in emails for existing clients, so no customer falls through the cracks.
2. Schedule your social media posts. Instead of spending time every day posting live, batch your Facebook, LinkedIn, or Instagram content and schedule it in advance using automation tools. This not only saves effort but also precious time – automating social media can save over 6 hours per week. Plus, you’ll maintain a consistent posting schedule, which is great for your visibility and engagement.
3. Automate invoicing and accounting. Financial admin can eat up a lot of hours. Try using accounting software that automatically sends invoices, emails payment reminders, and tracks expenses. This reduces the chance of human error and helps you get paid faster. By letting computers handle the repetitive number-crunching, you free up time for more important tasks – like serving your customers.
4. Make your systems talk to each other. Use integrations or tools like Zapier to connect the different apps you use. For example, link your online contact form to your CRM so new leads are logged instantly. Or have an incoming customer email automatically create a task in your project management tool. Less copy-pasting between systems means a smoother workflow and fewer mistakes.
5. Leverage templates and smart tools. Do you notice yourself doing the same tasks repeatedly? Create a template or macro for them. Think of canned email replies, quote templates, or pre-filled forms. By standardizing or automating recurring tasks, you won’t reinvent the wheel each time. Employees report feeling less stressed when they automate these kinds of routine tasks – it makes work both more enjoyable and more productive.

‍

Ready to automate?

Automation doesn’t have to be complicated. Start small with one of the tips above and build from there. If you’d like help streamlining your business processes, contact us at hello@hotpotato.be or fill out our contact form. We’ll gladly help you implement smart tools and take your business to the next level.

‍