What does automation actually mean?

The mystical and illusive word that is automation. Every Google search, marketing company and their mother loves this word, and we are no exception.
However, we know that it often gets given a bad rap because it’s misunderstood.

We’re not telling you to stop speaking to clients on the phone.

We’re not saying manual emails are bad.

We don’t want you to lose the personal connection with enquiries and clients – quite the opposite!

Good automation should provide a better experience for your clients, be easy to manage and reduce your workload.

If you’re reading this and going okay Charlotte, what’s next? I tap my heels three times and I’m sat on a beach with a cocktail? Okaaayyy I get it.

We make it sound awesome and simple, but at it’s core – automation does it all. It’s all about what you make of it.

There is no ‘right’ way to include automation in your design process or client journey, only what is right for you, your clients and your business. Even in the customer journey topic inside The Landscaper’s Circe membership, we give you some ideas and best practices, but don’t lay out one journey for all.

It’s also not something you’re just stuck with even if it doesn’t work – MailChimp or Active Campaign automations are easy to amend and update as your business develops over the years. Though don’t think it needs maintenance, it shouldn’t require updating on a regular basis.
So, how do you do it? Here are a few key points.

  1. Map out your current process – Right from when people enquire, through to your services are finished and their final invoice is paid. Include phone calls, site meetings and emails you typically send – look back through recent clients and see any commonalities in email queries from clients.
  2. List what you want to change – are there any processes that take a whopping amount of your time? If so, how can you speed things up? For example, if it’s working out pricing for jobs, click here to view our quote template. Yes things like this take a little time to set up entering initial prices, but save you way more time in the long run. Is there anything you would like to improve for clients? If communication is something you are finding it hard to keep on top of, automation can help with this and actually improve your customer service from the clients’ point of view. Write it as you, include personal information and you’re good to go.
  3. Decide how it’s going to work – Now you have a clear plan for how you want it to be, it’s time to get it live. Look at MailChimp or ActiveCampaign to help with this.

And there you have it! If you have any questions, or would like help setting up your customer journey, please don’t hesitate to contact us.