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42 Ways to Automate Your Business

  • Automation software can reduce employment and staffing stress at a fraction of the cost of new hires.
  • Sales and marketing management software can automate many of your processes.
  • Automation platforms enable you to build custom workflows based on your unique sales, operations, service, and marketing needs.
  • Automation tools help you generate qualified leads and nurture them into paying clients.
  • Workflow automation products streamline administrative tasks.

Business automation helps you treat clients as you would like to be treated — you know, if you actually had the time to do everything you know you should do! You can use automation to help customers instantly, respond to client feedback, follow up with leads and send greetings on milestone dates like birthdays and anniversaries.

Marketing and sales teams have been the fastest-growing segment of employment. And while in many ways that's a good thing, there are some serious downsides. First, the more employees you have the more likely you are to run into organizational problems. Second, the sheer number of humans involved makes it virtually impossible to avoid human error, let alone automate repetitive processes. Third, even though most companies still rely heavily on paper-based systems, the truth is that many of those same systems are antiquated, inefficient, and prone to errors.

If you want to thrive (and not just survive) in the digital marketing age, you need to embrace technology that helps you scale your marketing and sales operations without sacrificing quality. Fortunately, there is a solution that makes running your business easier, more effective, and more efficient. 

To give you a sense of how business playbooks and automation can help you, here are 42 business automation ideas to consider.

Streamline and Improve Your Business Processes

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Great Ideas Here ... Use One or Use Them All!


Automate Task Assignments

Don't let your inbox fill up with email that you then have to deal with or forward to a staff member. Automatically assign tasks based on filters and triggers you set up in advance, and stay focused on the more important parts of your day.


Turn Email into Service Tickets

Turn customer emails into service tickets that you can assign, track, and manage. No more forwarding emails into the void, where you lose visibility to whether or not the work has been done. Get out of your email inbox and on with your life.


Stop Guessing and Start Forecasting

Cash-flow is the key to growth, but most sales forecasting is pure bunk. With HubSpot deal management, your visibility to the sales pipeline gives you the ability to refine revenue projections to an incredible degree of accuracy.


Automate Service Management

With HubSpot's Service Hub you can create service playbooks, set meaningful Service Level Agreements (SLAs), manage every employee in your service organization, and see at a glance how you're doing. It's a management and dashboard any pilot would be proud of.


Automate Data Analytics

Yes, yes, we all know we need to be using our data. But that's easier said than done... until now. With HubSpot's data management tools you can design the data views you need andautomate data imports and hygiene to ensure data quality. HubSpot does the modeling in the background and delivers management-decision quality data as often and as fast as you need it.


Automate Email Hygiene

Having a large email list is not nearly as good as having a quality email list. That's because email providers like Gmail measure engagement in order to detect spam. High engagement gets your emails delivered - low engagement gets them blocked. Use your automation software to prune your list by identifying inactive contacts.


Automate Password Resets

If clients need a password to log in to areas of your website, it is inevitable that they will lose it at some point (or not even realize they set one up). With automation software, the client enters a few fields and submits a form. The software automatically sends a reset.


Celebrate Milestones

Remember important dates like client birthdays, anniversaries, promotions and graduations. Send an automatic, personalized email with an offer as a present, or automatically output a monthly list to a postcard printer.


Gain Social Followers

Set an automated filter to check your contacts against your social channels and send an automatic email to encourage them to friend, fan or follow you. You can even add a P.S. to your email for clients who don't use social media. It can say something like "If you aren't on Facebook, please click here to let me know." When the client clicks the link, the software takes note so you don't email them again in the future.


Build Intelligent Lists

Categorize your website leads based on what page or content they were viewing at the time they filled out the form. You'll not only be building more intelligent contact lists, but your automated follow-up emails can be targeted to those special interests.


Welcome New Subscribers

Don't risk someone forgetting that they signed up for your newsletter or WHY they signed up! Immediately (and automatically) welcome them and give them something to remember.


Reconnect with Disengaged Contacts

Reconnect with people who signed up for your newsletter or emails but haven't engaged since. Your automation software can send these emails based on a certain amount of elapsed time since sign-up with no activity in-between.



If you are promoting a live or digital event, automate the response to RSVPs and subsequent emails to encourage excitement leading up to the event.


Demographic-Based Email Alerts

Using zip code information, send information of interest to both B2C and B2B customers based on location. Communicate about interesting conferences or business events happening nearby, conditions that might affect retail traffic and performance, or cultural events in the vicinity related to the interests of your client.


Annual Email Preference Update

Ask customers once each year if they want to continue receiving your emails - and ideally, give them categories of email from which to choose.  This is a great excuse to reach out to customers, and will keep your list nice and clean for better delivery.


Abandoned Cart Emails

According to Barilliance, cart abandon rates vary from 55% - 80% depending on industry and location. Abandoned cart emails sent within an hour generate 20.3% conversion rates compared to only 12.2% if sent 24 hours later. But even that 12.2% is better than 0%!


Purchase Confirmations

Don't let your customers wonder if you received their order, and don't assume they saw the on-screen popup confirmation! Always send an automated email confirming that you have received their order and include order details, order number, and contact information.


Membership Expiration Notices

If you offer a subscription or membership services, you need those renewals! Send renewal notices (note the plural here) automatically to make sure your customers are signed on for another round.


Helpful Reminders

If you sell products that need replenishment or items that require regular maintenance, send automatic notices on a regular basis to help your customers remember.


New Content Alerts

Trigger email to your contacts when you post new content on your website - whether that content is a blog, a FAQ, or any other type of new information.


Excess Inventory Alerts

Create a trigger that alerts you to excess inventory and allows you to trigger an email to contacts offering a special deal if they act immediately.


Expiring Points & Offers

If you have a loyalty program, use email automation to remind customers about unused or expiring points, and make it easy for them to redeem those points right away.


Best Seller Shout-Outs

Set up a monthly trigger that shares your top products with contacts. People enjoy knowing what other people are buying, and for both B2B and B2C contacts that knowledge can be highly influential.


PreQualify Leads

Your software can take care of most of the prequalification steps based on intelligence you put into it. Do it once, then turn your attention to following up on warm leads and not sifting through the masses.


Implement Chatbots

Customers tend to ask the same questions about brands, products and services. Using chatbots, you can lead them through a clicky-clicky-Q&A that is fun for them and leads them to the right meeting booking, form request, or product every time.


Ask for Reviews

Make it easy for clients to post a single review to multiple review sites. Don't just rely on clients going to 3rd party sites like Google or Facebook to leave a review. Request the review using your own form and, if the client offers a postive review, automatically offer the option to post the review to 3rd party sites.


Send Appointment Reminders

Automatically send appointment reminders to prospects and customers, and include any details or instructions that will make their appointment more effective for them.


Request Feedback

Request feedback on orders received, services delivered and events attended. Email a survey link, and automate the follow-up accordingly, from triggering email responses to creating tasks for employees to follow up. 


Ask for Referrals

Send an automated email with a small incentive and a form to enter the friend's name and email address or phone number. When the client enters the friend's contact info, the software issues a task for a sales or marketing team member to reach out to the referral.

Ready to Make Your Marketing More Effective?

Business management can be overwhelming, messy, and expensive. If you're feeling overwhelmed, you're not alone. But there is a better way!

Let StrategyWerx show you how to take the pieces of your sales, marketing, and customer service operations and turn them into a manageable, cohesive, effective process that is cost effective and delivers results.

StrategyWerx is a Certified HubSpot Solutions Partner, and we're here to enable you to take your business to the next level.