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How to Add a Personal Touch When Automating or Systematizing Your Business

August 10, 2017 by Lisa Mininni Leave a Comment


Information technology has changed the way the world conducts business. A letter that once took weeks to get from Point A to Point B is now delivered instantly with a mere push of a button.

Automation has also made it possible for small businesses to streamline their processes, get a handle on their overhead, and improve their profitability.

While automation can be a time saver and convenience maker, don’t forget one important thing: The power of a personal touch. Isn’t it nice to know there is a real human being behind the email or recorded phone message?

My Profitability Lab mentoring clients discover the productivity and profitability benefits of automating and systematizing their business. They have also found that the human touch is the secret ingredient to growing your client and customer base.

To balance my client’s experience, I combine automation, systematization, and the human touch. There are many ways I practice this approach and it has a distinct advantage.

One way I’ve combined automation, systematization and the personal touch is through my monthly random calls. I don’t have a fancy name for it – I just call it my random client calls.

Here’s how it works and how it would work for your business, too:

1. Automate

When someone engages my company’s services, whether it is registering for our live Wake Up Profitable Boot Camp for Business Owners, requesting a customized team building session, or enrolling in one of our Profitability Labs, they will often interact with one of our automated systems at some point.

They receive instant access to a program they just enrolled in and receive a personalized message that welcomes them. Even though some messages are automated, this is a great way to instantly connect with your new client by adding your own special touch to your message, perhaps even asking a question to get a conversation started.

2. Systematize

Each month, I have an assigned appointment time to randomly call on any new clients who enrolled in one of our programs. With a recurring appointment set on my calendar, it ensures that this important connection point with my clients happens consistently. As you may know, consistency creates trust and people do business with people they know, like, and trust.

3. Add A Personal Touch

Whether I leave a message, have a five-minute chat on their experience with a workshop they recently attended, or answer a pressing question, these calls have made a world of difference. I find out about their registration experience, how the curriculum is working, and answer questions that better serve them. It’s easy and fun, too, because I get to work with business owners who are implementing big ideas in the world.

The distinct advantage to this 3-step approach is that we have built in a personal touch point. Now, when we interact through email, they know there’s a real person reading their responses.

What’s the other benefit to adding a personal touch? You get to hear firsthand how your systems, processes and programs are working (or not). If not, then you know exactly what needs to be improved.

Let’s face it. As a business owner, you’re wearing many hats. Automation allows you wear one less hat. Look for opportunities where automation and systematization enhance your customers’ experience.

When done right, automation helps to provide a higher level of customer service, especially when you’re already at capacity. Additionally, add a personal touch to your existing automation which makes a real difference. It could simply mean making a quick phone call.

There’s always room for improvement. In your business, where could you automate, systematize, and add a personal touch?

Filed Under: Blog Tagged With: automation, business mentoring, Excellerate Associates, Lisa Mininni, systematization

What To Do When Your Business Grows So Fast Your Hair Catches On Fire

March 8, 2012 by Lisa Mininni Leave a Comment

There’s a moment when you reach the tipping point of your business.  A tipping point is that split second when something reaches critical mass.  It is also seen when the line on the chart starts to shoot upward. 

Once my clients systematize their marketing, they reach this tipping point quickly.  Their prospect pipeline is filled and they bring in consistent income.  Then, it happens.  The person they hired to help them decides to move on to another opportunity.  Just as the momentum starts, they need to put out another fire.

When business is expanding fast, there are two quick questions to get you through the growing pains.  To get a handle on it all, ask yourself:

  1. What’s Most Important? 

This simple question cuts through the minutia and into what matters most.  As you list what’s most important, keep that list under control by rating each task using 1, 2 or 3, with 1 the most important and 3 the least important.  Jot down each task’s due date.  When doing this, check with your clients.  Your timeframes may be much more aggressive than their timeframes. 

Place each task on your calendar as you would any appointment and work through the task at the allotted time.  This will give you a visual if it is achievable to complete the task or if you need to adjust your due dates.  Cross off completed items to see how much has been accomplished and re-evaluate any remaining items.

2.      Where is there leverage? 

If you’re performing a task over and over, you may have an opportunity to automate your process.  As my reach expanded to 11 countries so did the requests for speaking engagements.  What I discovered is that most hiring organizations ask for standard information when booking an engagement.  My online Media Kit contains most of the information needed to hire me.  Because everything is at their fingertips, including the biographical summary, pictures, keynote description and keynote objectives, it saves them a ton of time in determining if my topics can be used at their summits.  I also use an automated process on inquiries from guests who ask to be on my radio show.  They make the request online and get instant access to the information we need.  When they send us what we need, we determine when it fits and it gets scheduled.

Another type of leverage is delegating.  Delegation is a skill you must master if you want that growth trend line to continue shooting upward.  When you try to do all of the work on your own, you limit the amount that your business can grow.  There are side benefits to delegation.  Your transferring of responsibility develops your contractors or staff, helping you to spend your energy on client and revenue-generating activities.

Your business can grow like wildfire, but it doesn’t mean you have to burn the candle at both ends.  These simple questions will help you to be more productive, provide timely customer service, and grow your business with less effort.

 

If you’re missing out on business growth because you lack the systems and automation to grow it, then you’ll want to join us for my upcoming Entrepreneurial Edge System 3-Day Intensive.  This complete boot camp covers everything you need to know to fill your prospect pipeline automatically with pre-qualified prospects and systematize and automate your internal processes quickly no matter how long you’ve been in business.  The tools, models, scripts, templates, and examples are handed to you in an easy to implement format.  That’s why my clients have gotten such great results from it.  Learn all about it at

Filed Under: Blog Tagged With: automation, entrepreneurial edge system, small business marketing, systematized marketing

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