How to automate your business for growth: Actionable tips

High angle view on modern farmers with digital tablet

Is your daily workload overwhelming? You’re not alone. In fact, 68% of employees report feeling overloaded with tasks. You can’t be everywhere at once, nor should you be.

But here’s the good news: business automation can help you conquer this uphill battle.

By understanding how to automate your business, you can:

  • Increase efficiency.
  • Drive productivity.
  • Ignite growth.

This post will walk you through the benefits of automation and provide a practical guide on how to automate your business effectively.

What is business automation?

Business automation, also known as business process automation (BPA), is the use of technology to execute recurring tasks or business processes where you can replace manual effort.

It’s designed to save costs, remove inefficiencies, and improve accuracy and speed.

You can implement automation in areas such as:

  • Invoicing and billing.
  • Customer support.
  • Data entry.
  • Inventory management.

Why is business automation important?

Business automation is crucial because it increases efficiency, reduces costs, and enhances scalability.

It minimizes human error, improves accuracy, and also provides better visibility into business operations for informed decision-making. Furthermore, it elevates customer service by allowing for faster, more consistent interactions.

In a competitive business landscape, automation is a key driver for growth and sustainability.

Let’s look at the main benefits of automation before going over the steps outlining how to automate your business.

For the jobs humans can do but don’t want to.

Benefits of business automation

By replacing manual processes with automation, businesses reap considerable benefits across the board.

Save time and money

Business automation streamlines repetitive tasks, freeing up your team’s time for higher-value activities.

This not only saves time, but also reduces operational costs, contributing to your bottom line.

Improve resource management

With automation, you can allocate your resources more efficiently, reducing waste and improving utilization.

Automated systems can handle increased workloads without the need for proportional increases in personnel or infrastructure. As a result, you ensure optimal resource management.

Boost productivity

Once you figure out how to automate your business, you’ll empower your team to accomplish more in less time.

By eliminating tedious tasks, employees can focus on the strategic, creative, and problem-solving aspects of their jobs. This leads to increased productivity and job satisfaction.

Increase process efficiency

Automation enhances process efficiency by reducing errors and redundancies. It streamlines your workflows and provides a clear overview of your business processes, making it easier to identify and handle bottlenecks.

Ensure compliance

You can program automated systems to follow regulatory standards, ensuring compliance at all times.

This reduces the risk of human error and protects your business from potential legal consequences.

Optimize customer experience

Business automation dramatically improves your customer experience. From faster response times to consistent and personalized interactions, automation ensures your customers enjoy a seamless and satisfying experience with your brand.

Now that you reviewed the benefits of automation, let’s look at how to automate your business.

Save hard costs and real time with automation.

How to automate your business for growth

Embracing automation is a step toward achieving scalable business growth. These ten strategies will teach you how to automate your business and propel your operations forward.

1. Automate repetitive tasks

Use automation software to handle tedious, repetitive tasks. This frees up valuable time for your team to focus on strategic, growth-focused activities.

2. Set up automated follow-ups and notifications

Automation ensures timely follow-ups and notifications, enhancing customer engagement and improving your relationship management.

This also boosts customer retention and strengthens your brand’s reputation.

3. Track and report expenses accurately

Automate expense tracking and reporting for accuracy and efficiency. This streamlines financial management and improves budgeting accuracy.

4. Centralize sales data to increase visibility

A centralized sales data system offers a holistic view of your sales pipeline. This provides valuable insights and helps drive your strategic decisions.

5. Streamline email marketing campaigns

Automation tools help streamline and personalize your email marketing, leading to improved customer engagement and higher conversion rates.

See an example of Method’s Email Campaigns app below.

Viewing an Email Campaign

6. Implement a lead scoring system

Use automated lead scoring to prioritize leads based on their potential value. This lets your sales team focus on high-value prospects.

7. Consider AI and machine learning tools

AI and machine learning provide predictive insights and data analysis at scale. These tools help improve your decision-making and competitive advantage.

8. Let customers self-serve with online portals

Self-service portals allow your customers to manage their accounts, track orders, and request support. This effectively reduces your customer service workload and enhances customer satisfaction.

See an example of Method’s portals here:

Custom portal for customers in Method

9. Track all customer information

When you use a CRM system to track all your customer interactions, you get a complete view of each customer’s journey, which informs personalized marketing and customer service strategies.

10. Use CRM that integrates with your accounting software

Choose a CRM system that integrates with your accounting software for seamless data flow, reducing manual data entry and the potential for errors.

Now that you know how to automate your small business for growth, it’s time to explore the best tool for the job.

Automate your way to stress-free days with Method

Method is not just a customer relationship management (CRM) tool — it’s a complete solution designed to simplify your business processes and make your workday more manageable.

When you take advantage of Method’s two-way sync with QuickBooks or Xero, you create a seamless data flow between your CRM and accounting software and reduce manual data entry.


Never worry about missing an important date or forgetting to follow up on a client query. Method automates follow-ups and notifications, ensuring that you maintain strong client relationships without the usual stress.

Method also empowers your customers with self-service online portals, improving their experience while reducing your support workload.

Automate your recurring processes with Method and free up time to focus on what truly matters — growing your business.

See how Method helps you let go of the reins and still sleep at night!

Image credit: gpointstudio via Freepik

Streamline your business with Method

Start your free trial — no credit card, no contract.