Do you really need an assistant?

There are several types of entrepreneurs. Some are very organized and structured while others are more scattered and unstructured. Often, entrepreneurs in the second category have strengths that are much more focused on sales or business development, for example. These entrepreneurs are "go-getters" who are stimulated by adrenaline. Often this adrenaline is generated when contracts are signed or when new opportunities are on the horizon! This type of entrepreneur dreams of being able to rely on the support of an administrative assistant to help them with their structure… does this description sound like you?

An assistant costs on average $54,000 annually. It’s an investment (or an expense…) that needs to be assessed correctly, especially in our time. Why?

In recent years, digital tools, automation tools (martech), customer management tools (CRM) and finally billing tools have become extremely efficient. When used well, these tools can save several dozens, even hundreds of hours per week for a small business!

An automated system including the best tools on the market (Pipedrive) will cost you about $200/month/user. Costs for consultation/implementation of a customized CRM by a specialized company vary greatly, but, for example, for a construction company with 5 users, we’re talking about approximately $12,500… we’re far from the $54,000/year!

What types of tasks can be automated?

Here are some examples of tasks that can be automated. What you should keep in mind is that if it is done on a computer or on a piece of paper, it can be automated!

Automate the sending of proposals

How much time does it take you to make a proposal? Are they extraordinary or just ordinary? Regardless of the services you offer, creating proposals should be done in just a few clicks and a few minutes. Thanks to the use of a CRM synchronized with an electronic proposal software, the task becomes very simple.

Automate billing

Billing should take just a few minutes at most, a few hours each week, even if you are making several dozens of invoices. Billing tools can synchronize with your CRM and generate automatically when it’s time to bill the client. Follow-ups for late payments can also be automated through email and SMS.

Automate purchase orders

Do you send purchase orders to suppliers or subcontractors for your contracts? This task is easily automatable! For example, if you enter your materials into your CRM for each contract, you can automatically send an email to your supplier to reserve the materials when the contract is signed!

Automate client follow-ups

Don’t have time to follow up on the proposals you make to your clients? This type of task can be automated! You can send automated follow-up emails after 5 days, 10 days, etc. Plus, you can hire a company that will handle the phone follow-ups for you! These companies use your CRM to make the calls, so they have all the relevant information to do their job well.

How can you manage to automate your business?

The first step is to be aware of the possibilities that technology offers you and how profitable it is. Then, you can either take a few minutes to read about the topic in our blog, take a consultation session, try one of our training sessions, or contact us directly to see the automation possibilities for your business.

If you want to automate your business and optimize your efficiency, I recommend seeking help from pros, as this will greatly increase your success rate.

No need to be a geek to run an automated business. It’s much easier than you think and our support service will help you become ultra-efficient in no time.

Got questions? I am always available!

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