How To Automate Your Business: A Step-by-Step Guide For Startups

As a startup founder, you’ve got a million things to do. You’re juggling a million balls, and it’s not easy to keep them all up in the air. That’s why automation is so important. It’s one of the best ways to not only stay sane, but also to grow your business. Here’s how to get started.


In this article, you’ll learn the ins and outs of a step-by-step automation process. This means you’ll be able to build a checklist or a bot that can help your business become more efficient. You can learn everything about using Google Drive and Google Calendar, whether you’re starting out or just trying to grow your business. It’s helpful to see how it all works together to help you reach your goals as a business owner. How It Works A good way to set up your own automation process is by using a workflow management tool. A workflow management tool is a set of tools that help you keep track of different tasks and projects. It’s helpful to have these tools with you all the time to help you with your daily tasks and keep you on track.

The Tools You'll Need

To start automating, you’ll need some basic computer equipment: a computer with a webcam, microphone, microphone input/output devices, a webcam input/output devices, an Ethernet connection and a power cord. This will allow you to setup a remote access solution. The next, most important step is learning how to set it up. You don’t want to get a working remote access solution, put it up on your website and, when someone comes over, have them ask if they can use your laptop or tablet. That’s not an efficient use of time. Luckily, if you’re just starting out, most of the guides out there for setting up a remote access solution are very easy to understand.

The Action Items You'll Be Doing (manually)

Create a marketing calendar Set up your CRM Send mailers Have someone watch the cash Know the metrics you want to track Set up alerts Adjust pricing Have someone do admin work Answer customer questions Update your social media Send purchase receipts Manage to-do lists Manage your calendar Add in all the things you need to do Automate the hell out of this I’ll get some of you crazy folks thinking. Is there really any such thing as a free lunch? If you’re a small business owner, and you’re reading this, and you say “Of course not!”, then I would point you to a few things that will probably cost you money (don’t worry about it). But that’s exactly the point.

The Processes You'll Be Setting Up (automatically)

Let’s say you just got accepted to start your own marketing consulting business. You’ve set your scope, your pricing, and your brand, and now you’re ready to open the doors. Before you can do any of that, you need to set up an automated process that will keep track of all of your business-related tasks, and make sure everything gets done on time and on budget. But that’s not the end of it. After your initial set-up, you’ll probably want to automate even more things. What are those tasks?


Creating an automated system for your business can have a huge impact on both your productivity and on your life. If you haven’t yet begun automating your business, it’s time to start. And, if you have, congratulations! Now, you can write this article and relax, because you’ve already won.