Automate My Small Business!

A step-by-step guide to automate tasks with Zapier.

In today’s world, small businesses need automation to stay competitive and succeed.

In this step-by-step guide, learn how to plan and implement workflow automation so that you can increase productivity and profit.

"Take care of what's important. Automate the rest” - Microsoft

What you’ll learn in this guide:

1. Understand Workflow Automation

Learn the importance of workflow automation in business and how to design a rule-based logic process.

2. Decide which tasks to automate

Learn how to quickly identify low-value tasks that can be automated to free up time and energy in your team.

3. How to use and master Zapier 

Learn how to automate almost any process with Zapier, a leading workflow automation tool.

When you can minimise repetitive tasks, you free up time and energy to focus on more important work.

The benefits of automation

• Visibility of business processes
• More efficient operations
• Better customer engagement
• Enhanced collaboration and communication
• Faster response times

What type of tasks can I automate?

Here are just a few examples of things you can automate with Zapier...

What's my investment?

Working on repetitive tasks that can be automated may already be costing you thousands of dollars each year. How much could you save if you reclaimed just 5 hours per working week? 

This guide will only cost you $29! (Gumroad Exclusive Price)

Testimonials:

"We used to rely on manual reminders for machine services, which was a pain. Now we use Zapier with ServiceM8 to auto create calendar reminders for 6 months in advanced from the last service. This saves us countless hours when pre-scheduling!"

- RYAN, UNKNOWN COFFEE

“We use three different Zaps to direct our lead flows and tag customers, based on their product interest, to send personalised messages through our email marketing software. Automation really is important if you want to free up your time to focus on what matters"

- EMMA, BOXED STORAGE

“When it comes to personal finances, there’s so many moving parts behind-the-scenes to support the client and move them forward. Zapier helps our back-office team work efficiently with Zaps that sync info between signing contracts and our client CRM"

- ARCHIE, RIGHTTRAC

Learn more about this guide and our services at: www.nicolson.co/automate

Lachlan Nicolson and Company is based in Brisbane Australia. We help take the guesswork out of marketing, so you can grow your business. 

Follow us on instagram @nicolsoncompany

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