4 Tools You Should Use to Automate Business

To run a successful online business, you need tools to help with systems and automation. Today I’m going to share with you four of my favorite tools that I literally cannot live without in my business. Here are some of the benefits of using tools for automation.

• It saves time.
• It works while you’re sleeping.
• You can service more people.
• Automation will allow you to build and expand your online business.

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#1 Ontraport

Ontraport is a business, sales, marketing automation platform. It is what runs our entire business. This is where we manage our customer relationships, where we sell and deliver our products, where we run our affiliate programs, and where we run our membership sites. Plus, it does so much more. And yes, we pay for this fantastic tool, and it is a little pricey. But they recently added a basic version that is significantly less expensive, and it has a lot of great features. Here are some of the benefits of Ontraport. You can track customer contact and interaction information. First of all, it’s a CRM. It holds our customer contact information, as well as their information about emails that they’ve received, read, clicked, and we can tag them. We can tag what campaigns that they’ve interacted with, what products they have downloaded or purchased, and we can also tag interactions that they’ve had with any of our membership products.

Another benefit of Ontraport is that it empowers us to automate the sales process. So it allows us to create an order form, process payment, and build out a set of rules to occur so that we can automatically deliver our products. You can also automate your marketing efforts, so if you want to send out an email based on a customer-specific action, you can do that. So say you want to send out an email four days after they’ve purchased the e-book, and you want to check in to make sure that they like the e-book. Or say you want to send an email a day before you have a consult to remind them of that consult. Ontraport does all of this and so much more.

#2 Leadpages

Leadpages is a no coding required solution to DIY landing pages and online marketing tools. We’ve been using Leadpages since day one. They have excellent mobile responsive landing pages for sales pages, opt-ins, thank you pages, and everything else you can think of for your business.

Here are some of the benefits of Leadpages. There are templates for almost any use, and because Leadpages has so many templates to choose from, it can be a huge help, especially if you’re just starting out. Another benefit is that you can look at the conversion rate for each template, so Leadpages collects data for the template. And you can sort the data based on the conversion, so you know which ones perform, and then you can make an informed decision based on that.

Leadpages has other impressive features as well. One of our favorites is using lead boxes for pop-up opt-ins.

#3 Calendly

Calendly is a simple scheduling online application. This is where I send links to people who want to do a 15-minute consult with me, or if they want to do an hour consult. I need to know on my calendar when these appointments are scheduled, and it all happens from Calendly. Here are some of the benefits of Calendly. It’s free or a very inexpensive paid option. They have a free tool that you can use for one event type or a paid version for multiple types. Event types are just different kinds of appointments, so our meetings vary in length of time.

As I mentioned, it’s usually a 15-minute free call or an hour consult, but sometimes we’ll also have the event be a 30-minute link. When I say link, it allows you to have a link that you can share with people so that they can book a time. So now there’s no more back and forth emailing for scheduling. And one of my favorite benefits of Calendly is that it syncs with our Google Calendar. It also syncs with other email calendar providers. So if I already have something booked on my calendar at that time, it shows up as unavailable to my customers.

#4 Zapier

Zapier is an online tool that allows you to automate moving information between your favorite web applications.

Here are some of the benefits of Zapier. It integrates tools that aren’t integrated regularly. It connects hundreds of tools and allows them to share information, so we use Zapier to connect our appointments with Ontraport. Without this tool, we would have to manually download the appointment contact information and upload it to Ontraport. Instead, it gets zapped. It’s a brilliant name, and it zaps them over to Ontraport. This tool is very inexpensive, and it does not require any coding. All you overachievers, take note. Yes, that’s you, solopreneur, entrepreneur, or creative. I do not want you to go out and do all of these at once. I am only introducing these tools to you to see if there is a spark that’s going to go off for you in your business in a way that’s going to help you automate and have more success.

I hope you learned something new today, if you have some tools you are already using for automatization, we would love to hear about them!