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How to Automate Online Business

Chyna Kiehn
Chyna Kiehn
August 3, 2023
Online business owners using automation on their laptop and smartphone

It's never been easier to start an online business. Anyone can do it. That means you can start today. It also means that the competition is increasing by the day.

And to get ahead of the competition, you need more than just having the best product or service. You need to have the best systems. You need to have the best operations running so you can be more efficient and being able to scale quicker.

If you want not only to start but to grow and scale an online business, you must build systems and automations. It's hard to grow if you do everything yourself or if you have to hire a huge staff.

Also, time is your most precious asset. Don't spend it on repetitive and boring manual processes. Use it wisely, to grow your online business. Use it to go after more clients and to make important and strategic decisions for your business.

In this article, you will learn how to automate online business and scale with the power of systems and processes.

Related: How to Automate Your Small Business

With that said, here are 5 steps to start with automation today! 👊

1. Identify the areas of your business that can be automated

That's the first and most important step. Don't just jump right into automating everything. It's important to take the time to understand your processes first, so you can make sure you're building an effective automation.

Take the time to identify the most time consuming tasks and then focus on automating those first. This will help ensure that you create a solution that meets your needs, and that you don't waste time and energy trying to build a solution that doesn't actually address the issue. Once you've identified the key processes, you can begin to build out an automation that will help you streamline your workflow and save time.

Here are a few time-consuming processes that can benefit from automation:

  • Automated Email Campaigns: You can create systems that are triggered to send an email when a client signs up for a webinar or abandons their basket. You can also drip content to your customers in pre-determined time intervals and segment groups, sending personalized emails to each.
  • Gather Feedback Right After a Purchase: After you make an online sale, you can automate a brief survey or questionnaire to gather feedback from your customers. With this system, you can also give discount codes or free gifts to reward customer loyalty.  
  • Inventory Management: Keep track of low-stock items to avoid disappointing or frustrating your customers. As you make sales, your automated system can update, so you always know exactly what you have.
  • Social Media: You can create social media posts ahead of time and schedule them to go out regularly, keeping your customers and clients informed and engaged.
  • Fraud Detection and Filtering: Fraud is often missed as a result of human error, but you can automate its detection for a more effective and protective system.  

Ideally, your business process may be perfect for automation:

  • If more than three team members have to work on it
  • If it involves multiple platforms
  • If the process is triggered by an action and, in turn, triggers another action  

Computer screen showing business automation

2. Research available automation tools and decide which ones are the best for your needs

There are so many automation tools available nowadays, and it can be hard to choose which ones to use first. It's important to start with the ones that are simpler and easier to use, so that you can become comfortable with them before moving on to more advanced options.

Doing so will ensure that you can automate increasingly complex processes with confidence and ease. Plus, it will make it easier for you to transition to more powerful tools and maximize their capabilities.

Examples of tools you can use to get started:

  • Zapier can speed up your workflow by moving information between your online tools as an integration platform. It supports more apps than any other platform and allows you to create apps that optimize your workflow.  
  • Make lets you create, build, and automate your workflow with more ease and imagination than traditional no-code workflow automation platforms. Be free to be visual and creative.
  • N8n is excellent if you're a technical person and need to create flexible workflows that focus on deep data integration. You can build automation that is as complex as you need without breaking the budget. Even your less technical team members can also collaborate with this user-friendly UI.
  • Cheat Layer enables you to automate your business using natural language with their custom-made machine learning model. No matter your level of knowledge, you can build automations from end to end, as simply as having a conversation with a software engineer.  

Are you wondering how to automate your business? Take our quiz to see just how much better your business can be. Visit Axe Automation to learn more today!

3. Set Up Your First Automation Process and Consider Any Costs Associated with the Tools

Most of the tools available offer a free plan, which makes it a great starting point when you are just beginning to scale your systems. As you progress and your systems expand, you may find that you need to start investing in more advanced plans. These will often come with extra costs but many more benefits. However, the free plan is a great option to get your feet wet and make sure you are on the right track.

Related: Best Automation Trends Of 2023

Team creating business automation around a table with laptops

4. Test your Automation to Ensure They Are Working Fine

It's absolutely essential that you test each and every step of your automation process. Make sure that you check that it is running correctly before you make it go live. If you don't, you'll find yourself in a world of pain; a broken automation will give you far more hassle than if you had just stuck to the manual process.

5. Monitor and Adjust the Automation Process Regularly to Ensure They Are Running Efficiently

Even after you have the automation up and running, it's key to keep monitoring it and making necessary adjustments and optimizations. This is especially important as your processes evolve, as the systems that you have automated must also evolve to keep up with the changing needs of your business.

By making sure to keep an eye on the automation and tweaking it as needed, you can stay ahead of the curve and ensure that your automation is as effective as possible.

Follow these 5 steps to start automating your online business:

  1. Identify the areas of your online business that can be automated.
  2. Research available automation tools and decide which ones are best for your needs.
  3. Set up automation processes, considering any costs associated with the tools.
  4. Test your automation processes to check they are working fine.
  5. Monitor and adjust the automation processes regularly to ensure they are running efficiently.

Related: The Best Automation Software

Benefits of Automation for Business

Here are just a few of the many benefits you'll experience by automating your online business:

  • Time-Saving: We can't say enough about the time that automation will save you and your team. Those tedious, repetitive tasks can be left to automation, so your team can keep focus on other, more essential tasks.
  • Better Efficiency: Automation will take the delays out of these processes and help your business to work more efficiently. Automation can be especially helpful in customer relations - for example, chatbots provide immediate responses to customer queries.
  • Less Human Error: As experienced as your team may be, you can never rule out the human error factor. However, automation ensures consistent accuracy, reducing the risk of costly mistakes, setbacks, and frustrated customers.
  • Cost Savings: Many of the repetitive processes of your business are labor-intensive and, therefore, costly. This issue becomes more significant as your business expands. Although automation is an up-front investment, you will reap the rewards over time.

Automating Your Online Business

Automating an online business can provide a number of advantages, such as saving time and money, reducing manual errors, and improving customer satisfaction.

Automation can help streamline processes, allowing businesses to be more efficient and productive.

Additionally, automation can ensure data accuracy and security, as manual processes are less likely to be affected by human error. Automation can also help businesses reduce costs associated with labor, as manual tasks can be replaced with automated solutions.

Finally, automation can increase customer satisfaction by providing faster responses to customer inquiries.

So, are you ready to start automating your online business?

If you want to learn more about how to automate online business and the benefits of automation, check out my website at Axe Automation and follow me on Twitter.

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