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Top Automation Hacks to Save Time & Money
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Want to save time and streamline your business operations? This episode covers practical, actionable tips to reduce manual work and stay ahead in today’s market. Learn how to enhance efficiency with online booking, nurture referrals, and boost reviews to grow your business. Join host Adam Sylvester and guest Phil Risher of Phlash Consulting.
[00:00] Introduction to the episode and guest
[00:53] Importance of CRMs for tracking leads and automating workflows
[02:43] Automating follow-ups improves lead nurturing and conversion
[04:30] Examples of automating customer interactions
[06:45] How Jobber automates invoicing and tracks performance with reports
[07:35] Zapier simplifies automation with growing AI integration
[09:52] Creative pricing options help overcome online booking challenges
[10:26] Referral partner pages streamline lead submission and tracking
[12:28] Automating estimate follow-ups encourages quicker decisions
[14:21] Upsell services during fulfillment and follow up on cancellations
[15:34] Best practices for automated communication channels
[17:38] Reviews and referral requests increase online visibility and boost business
[20:50] Setting priorities by identifying your biggest opportunities first
[23:16] Adam’s key takeaways: Setup online booking, follow up your reviews, and value-added follow up content
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