In today’s digitized environment where the only thing that does not change is the need for change itself, you can no longer ignore automation as a means to workflow transformation. The Lenskold Group found that 63% of companies that are outgrowing their competitors use automation.

The goal of automation is appropriate application of technology to your workflow, to increase overall efficiency. Below are three areas where Automation can make a difference in your Practice:

1. Discrete Workflow Components

You will be surprised to discover components sitting there in your workflow that are waiting to be automated. Most people fail to take advantage of this owing to these two reasons:

  1. Failing to map out the workflow. Unless you have your workflow clearly detailed and laid out before you (a simple flow diagram would be enough) you cannot do critical evaluation for improvement opportunities.
  2. Failing to keep pace with the Apps. Apps are vital ingredients of automation today. But the ongoing app revolution can leave us panting and short of breath as we try to catch up. The secret is not to attempt all things yourself. Reach out to Apps consultants like us. Collaboration is key.

2. Personalized messaging

A personalized welcome email as soon as a new client has accepted your service or a prospect joins your email newsletter makes a great impression.  When the contacts list is small,  many of us are used to sending individual emails. As the list grows, it becomes impossible to manually reach out to every single customer and there is the real risk of losing the personal touch.

Thankfully, automated messages enable us to keep a nice, personal feel even as we grow. We use Mailchimp to send out personalized automated emails. Create personalized content and templates to set them up on such a tool and schedule away to deliver at designated moments, without fail. There are a host of associated tools that help you fine tune this with surprisingly low costs.

But don’t just automate everything!

Of course, you shouldn’t automate every single email you send. It is important to check in with your customers via a non-automated, personal messages from time to time.

3. Keeping conversation relevant and ongoing

Out of sight is out of mind. Relationships and trust is built over time and it can be hard to find enough hours in the day to build one-on- one relationships with each and every one of your customers. The good news is that you can create and automate multiple touch points to keep conversations fresh and relevant to build relationships with both your customers as well as prospects. We use a variety of tools to engage our target audience on a regular basis. Simply put, it is about giving the right information to them at the right time.