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Writer's pictureKatherine

3 Automation tricks that small business owners need to use now

Updated: Oct 25, 2023

As a small business owner you know your time is your most valuable asset. Don't waste another minute on the menial day-to-day tasks that take up so much of your time.


1) Use a Client Relationship Management (CRM) to Manage Customers and Track Leads

CRM systems are designed to help businesses manage and track customers and leads. You can use these programs to automatically add leads who request information to your system and categorize them for follow-up. These systems are designed to integrate tour communication with each customer and set reminders for important follow-up goals. You can also set up custom sales procedures and assign tasks to different members of your teams.

Find out how Data Wise Administration can help get your CRM solution optimized.

2) Automate Your Client Intake, Scheduling, and Calendar Integration.

Tired of filling out information on your customers, getting their scheduling information entered, and then adding it to your master calendar? There are many solutions to help. Using an online form that integrates directly with your customer database, and automatically syncs with your online calendar is a small investment that can have a major impact on your time.

Here at Data Wise Administration, we have budget solutions where we can tailor your customer intake form to your business's specific questions. Everything is stored online so you can access it from any device connected to the internet.

3) Automate Your Recurring Customer Emails

Do you find yourself sending the same emails to every client? Do you send before-service, thank-you, and follow-up emails? Stop wasting your time every day sending email after email. Use a program that links your customer database with your email. Set up custom templates for customers depending on what stage of the life cycle they are in. Make sure you set up check-in emails with customers for possible recurring needs. Putting your business in constant contact with your customers will increase your business reputation without taking up a major amount of your time.

Data Wise Administration can design multiple set-it-and-forget-it email automations. Contact us today to find out how we can help.

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