6 Ways To Automate Your Business To Save You Time

*This post contains affiliate links. However, we NEVER promote any tools, services, or products that we don’t 100% love and use ourselves. Please remember that we share these for you because we want you to reap the same benefits as we do from these resources!*

Imagine having the chance to actually take a vacation (what?!) AND your entire business stays running smoothly as if you were there! That’s right… there are actually systems and tools out there to save you TIME and allow you the chance to spend it doing the things you LOVE.

Emails, campaigns, projects, social media posts, recording videos, managing content, your client processes…it’s a LOT to handle. Whether you’re killing it at handling #allthethings, or struggling to keep up, automation is like a warm gooey brownie on a cold Sunday night. Yep, it’s that good.

Automation (in our words) is anything that optimizes your time within your business. No matter how long that to-do list gets, we know time doesn’t slow down for anything, right girl? Ugh! If you’re spending all your time sending emails and posting to social media, you’re wasting time that could be spent finding leads and putting money in your pocket! Cha-ching!

Here at Hello Brand Collective, we have (pretty much) everything automated. Instagram, Pinterest, email marketing, content management, and most importantly - our client on/off boarding processes. It DOES take some time to set everything up and get in a rhythm with automation, but it pays off (like, big time).

We aren’t leaving you hanging though girl. We got’chu! Today we’re sharing all of our favorite systems, plus how we manage them! So, keep on readin’

 
 
6 Ways To Automate Your Business To Save You Time
 
 

Social media:

Planoly

This Instagram-approved feed planning app has amazing features like auto-posting, photo swapping, story planning, hashtag sets, placeholders, free stock photos, analytics, tips, tricks, & more! Planoly is our favorite online + mobile tool we use to automate our Instagram content. Click here to check out how we use Planoly to curate our feed! Not to mention, they have a pretty kick-ass blog! Our tip: Pick one day of the week to bulk schedule your content. We do this every Monday, and schedule it out for the following week!

Tailwind

We use Tailwind to schedule and curate content for Pinterest. This allows us to drive traffic to our website on autopilot so we can focus our time creating and engaging with our community. Tailwind is a BEAST when it comes to Pinterest automation with features like SmartLoop! They’re a certified partner with Pinterest, which ensures your pins are safe (unlike other apps like BoardBooster, which Pinterest shut down). Our tip: Spend some time learning the system and scheduling out your own original pins. Don’t forget to also pin other pins related to your boards, and to check the analytics they give you!

Business:

Airtable

Airtable is an organization pro on steroids! We can do everything and anything for our business, like plan/schedule daily tasks, content calendars, product launches, and even handle our client projects all with this awesome platform. Plus, you have the power to customize it for your business! We have almost everything from our brainstorming lists, to past monthly analytics, to our blog post schedule all on one platform. This may not necessarily be an automation tool, but it is definitely a time-saver to be as organized as this tool allows you to be! Our tip: Get creative with the different sheets within Airtable. There’s so much you can do it’s overwhelming sometimes, but once you get creative and make it your own - you’ll love it!

dubsado

This is our absolute favorite CRM! It allows us to handle & automate all of our client on/off boarding processes in one place. From lead captures, invoicing and contracts, to questionnaires, workflows, time-tracking, schedulers and more - Dubsado does it all and frees up your time so you can get back to your working ON your business rather than IN! Our tip: Be patient and take your time setting this up. This platform is extremely powerful and has the ability to practically run your biz for you! We seriously love this platform so much, they have amazing tech support as well as a tight-knit Facebook Community where you can ask, share and collaborate together.


Emails:

Mailerlite

If ConvertKit and Mailchimp had a baby, it would be MailerLite! This platform is great for both beginner and advanced email marketers with its choice of drag & drop or html editor and crazy awesome features. You can have multiple sign up forms with multiple groups and tags, but the beauty is that everyone is on the same list and never gets duplicated, no matter how many forms they complete. This means you can have as many opt-ins as you want that automatically send your freebie, PLUS have an automated welcome series to greet your listers! (LIKE WHATTT?!) Our tip: Set up a fun and on-brand welcome email series for new subscribers! You can also set up your weekly newsletter to send each week! Going away? Schedule in advance and they’ll never know you’re on vacay if they’re still receiving content from ya! ;)

Boomerang

It’s time to love your inbox again! With Boomerang for Gmail you can easily schedule out emails to send for you - anytime you want - FOR FREE! You can bulk write emails to send later, request read receipts, & more! We love using this tool to automate our responses to our clients, especially because we are both night owls! We love having the ability to work when we want, and schedule the emails to send early in the morning. Our tip: Always send emails within your business hours. That way clients (and anyone else) knows you can only be contacted during those times. Thank you boomerang for making this possible!


There you have it, girl! These are all the tools (literally) that we use DAILY to keep our business running on autopilot, even when we aren’t around! Have any questions? DM us on Instagram, or shoot us an email!

 


xox, katelyn & nicole

Meet the team →