Automation 101

What’s up, Coaches!

Are you ready to conquer the world of business with some automation magic? I know life can get crazy and balancing everything can feel like a juggling act. But fear not! I've got some nifty tips and tricks that will help you streamline your business and give you more time to rock at what you do best. Let's dive into the wonderful world of automation together, shall we?

  1. Automating Filling Out Forms Online (Say goodbye to form-filling woes!) Oh, the dreaded online forms and password madness! But hey, no worries! We've got your back. Picture this: simply install a super cool plugin in Chrome or Firefox that can do the form-filling dance for you. I personally swear by Chrome Autofill and LastPass for wrangling those pesky passwords. With these tools, you can breeze through online forms without the hassle of manually typing in every single piece of information. Ta-da!

  2. Automating Responding to Customer or Client Inquiries (Goodbye, email ping-pong!) Do you know that back-and-forth email dance when someone wants to chat or needs your help? Well, it's time to automate that process and save yourself some serious brainpower. Introducing... the magical inquiry form! Check out HoneyBook, an awesome tool for automating the initial inquiry process. When a client fills out a HoneyBook form on your website, you'll have all their important deets in one place. Plus, you can keep track of your sales like a boss. Cue the happy dance!

  3. Automating Your Appointment Scheduling & Reminder Process (No more scheduling headaches!) Ah, the never-ending struggle of finding the perfect time slot for appointments. Say goodbye to scheduling headaches with the power of automation. Let me introduce you to Acuity, a game-changing tool for scheduling all sorts of meetings. Whether it's client consults, coffee chats, or paid sessions, Acuity has your back. You can even collect payments and send friendly reminders to your clients. It's like having a personal assistant without the high price tag!

  4. Automating Collecting Payment & Client Contract Signature (Hassle-free payments, baby!) Collecting payments and chasing after signatures can be a total pain in the you-know-what. But guess what? You can automate this tedious process and save yourself some serious sanity points. Enter stage right: HoneyBook, the superhero CRM system. With HoneyBook, you can set up automated reminders for collecting payments and signatures. No more paperwork frenzy or repeated requests. Just smooth sailing and happy clients.

In a nutshell, my awesome female coaches, and automation are the secret sauce that will make your life so much easier. By automating form-filling, customer inquiries, appointment scheduling, and payment collection with client contracts, you'll have more time to shine at what you do best. Oh, and before you go, don't forget to grab my FREE "Top 5 Things to Outsource in Your Biz (to Bring You Big Profits) Checklist!" It's a game-changer, trust me.

Now go out there and conquer the world, you automation rockstars!

xo

Brenda-Lee

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