AutoPilot Your Business

Andrew McCauley

Why Automate?

•70% of small-medium businesses are still processing most of their data manually, resulting in hours of wasted time.•Leverage your time•Automation lowers cost•Lets you reach more people.•Allows you to work Smarter•Eliminate Human Error

You need to Automate if…

•You keep a spreadsheet or a ‘box’ of clients business cards

You need to Automate if…

•You manually send out emails to your list of customers…( or worse.. Don’t send out at all!!)

You need to Automate if…

•You only take payments over the phone or in person

You need to Automate if…

•You rely on customers choosing to give you feedback

You need to Automate if…

•You are sending invoices and chasing payments manually

You need to Automate if…

•You maintain a written diary to keep track of appointments

You need to Automate if…

•You spend way too much time on Social Media and hope its working?

You need to Automate if…

•You have a ‘special’ shoe box for all of your receipts

You need to Automate if…

•You spend a lot of time preparing Proposals and not getting any results

You need to Automate if…

•You currently enter sales data into your accounting program

Extra Time?What would you do with Extra Time?

•2 hours a week•5 hours a week•10 hours a week

Overview

Marketing

Scheduling Sales

Financials

Customer Service

Staffing

MARKETINGWhat can be Automated?

•Website content/ Blog Posts•Newsletters•Email Marketing•Lead Generation•Social Media•Phone texting

MARKETINGWhat can be Automated?

•Website content/ Blog Posts

MARKETINGTools and Resources

•Newsletters•Email Marketing•Lead Generation

MARKETING

•Social Media

Tools and Resources

MARKETING

•Phone texting

Tools and Resources

MARKETINGCASE STUDY

CLIENT: Lawyer with 3 staff

PROBLEM: Used outdated software to keep names and addresses.Could not send emails to clients unless manually cut and paste names in emails.Also had to manually enter names into database.

CHANGE: Switched to Mailchimp and added automatic name capture pages to his website. Also segmented his lists to identify different types of customers. Added web address to Email signatures, Business cards and all advertising.

RESULT: His prospect list has increased 4X, emails go out 10 times , automatically after someone signs up, and his business has increased…. He spends no extra time for these results.

MARKETINGCASE STUDY

CLIENT: Business and Life Coach

PROBLEM: Purchased a Booth at an Industry Expo and couldn’t get any leads for her Business

CHANGE: Implemented an automated follow up system at the EXPO so customers could enter their data for a chance to win a prize or receive a free gift. This meant that the client didn’t have to hand write entry forms

RESULT: Was able to collect 75 high quality leads without spending time at or After the expo filling in data entry forms. The leads were all contacted automatically for the next 2 weeks, with various emails that gave the leads more insight into what the Coach had to offer.

SALES What can be Automated?

•Selling a Product•Selling a Service•Fulfillment•Delivery & Distribution•Sales Calls•Customer Research before a call

SALES

•Selling a Product•Selling a Service

Tools and Resources

SALES

•Fulfillment•Delivery & Distribution

Tools and Resources

SALES

•Sales Calls•Customer Research before a call

Tools and Resources

SALESCASE STUDY

CLIENT: Mortgage Broker- Solo

PROBLEM: Was the main Person doing the sales calling and chasing up of clients to book in appointments… this took at least 40-50% of her time

CHANGE: Used a Virtual Assistant to generate interest and send people to her sales page to book an appt. Added a sales page that collected name and address, booked the appointment time and took money for the call

RESULT: Her time was freed up to make more strategy calls and could concentrate on giving current customers more of her time and to increase the number of weekly customers that she could service

SCHEDULING

What can be Automated?Booking Calls- 1 on 1ReservationsConference callsSales Calls

SCHEDULINGCASE STUDY

CLIENT: Business Coach

PROBLEM: Spent hours a week in back and forth email trying to make sure the clients was booked in for his weekly calls

CHANGE: Started directing clients to his Timetrade page where they could see what time was available for them to book. This meant no more human errors too.

RESULT: Never missed a clients booking and freed up 2 hours a week.

CUSTOMER SERVICE

Help DeskFollow up emailsCalendar Popups/remindersCustomer satisfaction surveys

Tools and Resources

CUSTOMER SERVICECASE STUDY

CLIENT: Online Marketing Company

PROBLEM: Did not have the budget for a full time help desk person, but wanted to offer more than just email support

CHANGE: Introduced Zendesk where all of our help desk tickets are handled and acted upon by 1 person. She spends 20 minutes per day

RESULT: All enquiries are catalogued and kept in a way to easily find them. Previously, using emails, we had to search for a ticket in our emails...this took forever.

FINANCIALWhat can be Automated?

Sales Accounting BookkeepingReceipts and ExpensesQuotes/ProposalsTime Tracking

FINANCIAL

Sales

Tools and Resources

FINANCIAL

Accounting Bookkeeping

Tools and Resources

FINANCIAL

Receipts and ExpensesTools and Resources

FINANCIAL

Quotes/ProposalsTools and Resources

FINANCIAL

TimeTrackingTools and Resources

FINANCIALSCASE STUDY

CLIENT: Small Kitchen Appliance Firm

PROBLEM: Lots of transactions that were kept in a manual ledger, and a shoebox full of receipts.

CHANGE: Introduced Shoeboxed to link to FreshBooks so that all transactions were synced and kept in one place.

RESULT: Tax time was a breeze.. The accountant had all he needed and the owner did not have to spend too much time for tax prep… unlike previous years

StaffingWhere to Get Staff

StaffingWhat can get Outsourced?

•IT and Programming•Sales and Marketing•Admin and Clerical•Design and Multimedia•Writing and Translation•Personal Assistants

StaffingWhere to Get Staff

Questions?

Contact MeAndrew@AutoPilotYourBusiness.com

www.bit.ly/aybpilots