Are you tired of the time-consuming process of setting up a client folder, creating templated documents, and notifying your team about new projects? Or wished that the Client Reporting Process could be easier? Or trigger a range of Client Onboarding setup once a contract has been signed?

Well, here is my favourite automation tool and process to solve these problems. Best of all, it can be done in less than a minute for you!

Make (formerly Integromat)* is our digital gluing tool of choice, but you can use any of the tools listed at the bottom of this post to do these automations. We like Make, because it allows you to automate various processes, in a clear and visual way. It also has error management roots and filters.

With just a few clicks, we can set up a workflow that takes care of any scenario for you. No more waiting for your team to manually handle these tasks - Make will do it all seamlessly and technical skills aren't required to get started.

HERE ARE 3 AUTOMATIONS TO MAKE BUSINESS LIFE EASIER

“The ability to simplify means to eliminate the unnecessary so that the necessary may speak.” - Hans Hoffmann

1. Invoice Paid

Once an invoice is paid there is a few things that needs to happen:

• The team needs to be notified

• CRM Deal Status needs to be updated

• Sales Reporting Spreadsheet add to

• Email Contact tagged as 'Client' and if necessary moved from one Newsletter Campaign to another.

Make can do this all for you in under a minute.

2. Client Reporting Automation

Triggered on the 1st Day of the Month. We can:

• Extract information from the Client Folder

• Update the Reporting Slides

• Attach it to an email in draft for your business developer to read and review before sending to the client.

• Notify the team the report is ready for their review

It can be NINJA'd to automatically sending to the client...but when you are just getting started in automations to manage errors - it's best start somewhere basic first.

3. Signed Document Received

Once that doc has been officially sealed with a signature -- it's time to kick into gear, update your project management tool and team. No need to manual check if the signed doc has come back, because your CRM has been automatically updated. Freeing up the team's time to focus on exceptional customer care and service delivery.

You can even ninja this process up by creating a follow up automation. For example:

If you have not received a signed contract - set a timeframe eg. [date sent]+2 days send a follow up email and task bump to account manager.

Ultimately...

If you can imagine the convenience of having everything prepared and ready to go at the click of a button. Make enables you to set up a system automatically.

Simple things like allowing you to add a "send kick-off" email to the workflow and triggering a client folder creation, to notifying your team about the new project. Ensures that everyone is on the same page right from the start and eliminates the need for manual communication.

Furthermore, Make can integrate with your sales data, enabling you to generate reports automatically. You no longer have to spend hours copying and pasting and updating data. Make will do it for you, providing you with valuable insights that can inform your business decisions.

Lastly, setting up an automation to create portal access for your clients, providing them with a secure and personalised space to collaborate and access relevant project information. Enhances communication and streamlines the workflow, leading to increased productivity and team satisfaction.

By leveraging its capabilities, you can save time, improve efficiency, and elevate your client interactions. So whether you use Make (formerly Integromat) or another digital gluing tool. You can support yourself and your team's growth by automating it.

You can play with Make for free here: Make (formerly Integromat)*

*We like recommending awesome tools and sometimes include an affiliate link. This way we can track how interested you are in the services we provide and if we need to double down on creating more content in this arena for you. We may also receive a commission at no extra charge to you if you register via this link.

Other Automation Tools:

Here is a quick checklist of other Automation Tools

• Zapier

• Insightly

• PabblyConnect

• N8N

• PieSync

• Tray.io

• Workato

• PipeDream

• Parabola

• IFTTT