7 Simple Workflow Automation for Small Business Domination

If you’re wondering if workflow automation for small business owners and marketers worth the fuss?

.....Well let's just say... that after you digest this article... You'll NEVER Run Your Business the SAME!

We not only have an answer, but we’ll also do you one better: within this post, we explain in detail what business automation is and how to use it.

Plus, we walk you through 7 automation workflows that are easy to implement and that you can use in your own business starting TODAY~

What would it mean to you to never miss another family dinner, sporting event or just time to hang out with friends and fam!

…… that’s how necessary small business automation workflows are...

Imagine being able to automate your most repetitive and time-consuming tasks. Hence, freeing up you or your team to focus on more strategic, creative, and income-producing activities.

Addedly, what would it mean to your bottom-line and time if you could streamline operations, improve efficiency, and leave your competitors dusty!!! 😊

In the next paragraphs, we'll take a close look at seven simple workflow automation examples that can help you grow your business faster and more efficiently

. … (So, that you can also do the other stuff you LOVE!!!)

Let’s Get Started…

What is a Workflow?

What is an Example of Workflow Automation?

How McDonald's Automate Hiring, On-boarding, and Training?

What is Workflow Automation Software, and Why do we Need it?

7 Step-by-Step Workflow Automation Examples.

Automation FAQs

Conclusion

What is a Workflow?

A workflow is a series of steps that are taken to complete a task. It is like a recipe

for how to accomplish something. Workflows can be simple or complex, and

they can be used for a wide variety of tasks, such as lead-gen, processing

orders, managing projects, and providing customer support.

Here is a Simple Format of a Lead Gen Funnel Workflow:

Attract potential leads by creating and promoting valuable content.
Capture leads' contact information by offering a lead magnet.
Nurture leads with valuable content and email marketing.
Qualify leads based on their engagement and interest.

Close the deal and convert leads into customers.

"Automation is the new electricity.

It's the power that will drive the future of business."

Apple CEO Tim Cook

What are Examples of Workflow Automation?

1. Lead-Gen Landing Pages

Automatically create and personalize landing pages for different visitor segments.
A/B test different landing pages to see which ones perform best.
Track visitor engagement and send leads to sales for follow-up.

2. Customers and Employees On-boarding

Create automated workflows to route customer tickets to the right team or person.
Send automated responses to common questions and issues.
Track customer satisfaction and identify areas for improvement.

3. Customer Service Automation

Create automated on-boarding workflows for new customers and employees.
Send welcome emails, provide access to resources, and schedule training sessions.
Track on-boarding progress and send reminders to complete tasks.

4. Marketing Automation Workflows

Create automated on-boarding workflows for new customers and employees.
Send welcome emails, provide access to resources, and schedule training session
Track on-boarding progress and send reminders to complete tasks.

5. Sales Pipeline Workflow Automation

Create automated workflows to assign leads to sales reps, track sales progress, and send notifications.
Automate tasks such as sending follow-up emails and scheduling calls.
Generate reports to track sales performance and identify areas for improvement.

Small Business Automation Benefits

1. Reduce Overhead

Automation can save on labor costs by automating repetitive tasks and reducing error-related costs.

2. Boost Innovation

Automation frees up time that you can use to focus on more strategic and innovative initiatives. You can also experiment with new ideas, products, and services.

3. Empower Remote Work

As a remote employee you can access and use automated tools from anywhere. This can improve efficiency and create a remote inclusive environment.

4. Increased Employee Productivity

It’s no surprise that machines are better at repetitive tasks than humans. Henry Ford understood that back in the 1940’s. Automating processes create a streamline operation, increases productivity, and accuracy.

5. Improve Employees Morale

There's an old saying: "If Mom's not happy, nobody's happy." The same holds true with employees. Happy employees increase productivity by 12-20%, while disgruntled employees stifle growth.

It's no surprise that machines are better at repetitive tasks than humans. Henry Ford understood that back in the 1940s. Automating processes create a streamlined operation, increases productivity, and accuracy.

What is Workflow Automation Software & Why Do We Need It?

Workflow automation software helps you automate repetitive task

and processes. It can be used to streamline everything from

customer on-boarding, sale, marketing, and accounting.

Imagine you're a small business owner who runs a clothing store. You have

a lot of manual tasks to deal with every day. Such as sending order confirmation

emails, updating inventory levels, and processing refunds.

Workflow automation software can take care of all of these tasks

for you, freeing up your time to focus on more important activities.

Here are a Few Examples of How you can use

Workflow Automation Software in your Small Business:

Automatically send order confirmation emails to customers.
Update inventory levels in real time when a customer places an order.
Send automated reminders to customers to follow up on abandoned carts.
Generate and send invoices to customers automatically.
Process refunds and exchanges quickly and easily.
Send automated marketing emails to customers based on their purchase history.

These are just a few examples, and there are many other ways to use workflow automation software in your small business. The best part is that it's easy to get started. There are many different workflow automation platforms available, and most of them offer free trials.

Why Do We Need Automated Workflow Software?

Automation can help us save time and money, improve accuracy and

efficiency, and scale our businesses more easily.

How McDonald's Automate Hiring, On-boarding, and Training

McDonald's uses an AI-powered hiring platform called McHire to screen and schedule

job applicants. McHire can ask appropriate questions that assess candidates’ suitability

for the job. This helps McDonald's to hire more qualified candidates more efficiently.

On-boarding New Hires

McDonald's uses a digital on-boarding platform to provide new employees with all the information and training they need to get started. The platform includes videos, quizzes, and other interactive content. New employees can learn about McDonald's policies and procedures, as well as the specific tasks.

On-boarding New Hires

McDonald's uses a variety of automation tools to train its employees. Such as:

Virtual reality (VR) simulations
Interactive training modules

These tools can help employees to learn new skills and concepts in a safe and engaging environment.

Benefits of Using Automation for Hiring,

On-boarding, and Training:

Consistency:

Automation helps McDonald's to ensure that all employees are hired, on-boarded, and trained in a consistent manner. This is important because it helps to ensure that all employees have the same level of knowledge and skills, which can lead to improved performance and customer service.

Efficiency:

Automation saves time and money on hiring, on-boarding, and training. For example, the McHire platform can screen, and schedule job applicants much more quickly than a human recruiter can.

Want to learn how to create a simple automation workflow? Here’s how you can automate your most mundane tasks – no coding, big budget, or IT help needed!

Scalability:

McDonald's uses automation to scale many of there processes. For example, when they open a new restaurant, they simply add the new restaurant to its digital on-boarding platform and training immediately and seamlessly.

Overall, automation helps McDonald's to improve the efficiency, consistency, and scalability of its hiring, on-boarding, and training operations. This system also improves performance, customer service, and employee satisfaction.