You know those repetitive tasks, like follow-ups and invoicing, that all small and medium-sized business (SMBs) workers hate. Well, manually sorting such tasks slows you down and leaves room for errors. In fact, many SMBs waste hours weekly on these repetitive tasks when they could be run efficiently on autopilot.
However, with the right automation tools, you can streamline workflow operations, minimize errors, and free up time without needing a full-time IT department.
In this article, we’ll discuss exactly what you can automate today as an SMB owner and highlight industry-standard practices to implement workflow automation for SMBs.
Top 5 Workflow Automations Every SMB Should Adopt Today
You don’t need to be tech-savvy or have a whole IT department to automate your business’s workflow. Here are five areas where SMBs automation can save hours every week.
1. Customer Support
You don’t have to stay glued to live chats all day to provide good customer service. With workflow automation, SMBs can offer customers fast, helpful support without burning out their support teams.
Besides, AI in small to medium-sized business operations is already transforming customer interactions. Tools like Intercom, Freshdesk, and Zendesk automate ticket sorting, FAQ responses, and basic troubleshooting, so that your human customer support specialists can handle more high-impact or peculiar cases.
2. Email Marketing
Email marketing is a no-brainer for small businesses, but manually sending every follow-up is a recipe for burnout.
With tools like Mailchimp, Brevo, and ConvertKit, small businesses can automate welcome sequences, abandoned cart reminders, holiday promos, and even birthday offers. With this setup, marketing almost runs itself.
Even better, most platforms offer low-code automation tools, so you don’t need a development team to get started. Just set your triggers and let the workflows handle the rest.
3. Invoicing, Scheduling, and Other Recurring Administrative Tasks
Automation will be your secret weapon if managing your inbox, calendar, and billing feels like a full-time job.
Productivity automation for teams can take care of recurring tasks like sending invoices, confirming appointments, and reminding clients about unpaid bills. Tools like QuickBooks, Calendly, and Zoho streamline all these repetitive administrative tasks so you can focus on growing your SMB.
Think of it as giving yourself a virtual assistant, minus the onboarding. Whether a freelancer or a founder, these SMB operations tools help you stay organized without wasting precious time on monotonous tasks.
4. eCommerce
Running an online store? Then you know how much of your time goes into order updates, inventory syncing, and tracking shipments.
With workflow automation for SMBs, you can connect your storefront to fulfillment partners, auto-send order confirmations, and even update stock levels in real-time.
And remember, AI in the eCommerce industry is no longer news. Almost every eCommerce tool relies on AI to revolutionize backend tasks. So if you’re thinking of automation, you should think of AI.
5. Lead Prospecting
Prospecting leads manually, through messages, contact forms, or scattered notes, can get messy. As such, one of the most effective ways to streamline your sales process is by automating how you capture leads.
Automation helps by instantly collecting lead details from your website, ads, or social media and storing them in one central place. Whether it’s a form submission or product inquiry, the information is collated in a system you control. This makes it easier to track interest, respond quickly, and stay organized as your leads grow.
Proven Strategies for Implementing Workflow Automation for SMBs
Ready to put automation to work in your business? These industry-standard strategies will help you start small, stay focused, and scale as you grow without complication or extra expenses.
- Identify repetitive tasks: These are the time-consuming tasks that follow a predictable pattern, such as customer follow-ups, invoice creation, or data entry. Start automating those tasks so you can focus manual effort on more difficult issues.
- Choose the right automation tools: It is imperative that your chosen tool aligns with your specific needs. Focus on options that are easy to use, integrate well with your existing systems, and can scale as your business grows.
- Implement and train: Implement workflow automation gradually and train your team to ensure they feel confident using it daily. You can begin with a pilot test by automating a single workflow, so that you can identify any issues before expanding across your entire SMB.
- Monitor and optimize: Ensure you regularly track and assess your key performance indicators (KPIs) like time saved, reduced errors, and response times to find setbacks and improve on them.
Step Into Automation One Task at a Time
Automating workflows is how innovative businesses stay efficient in this digital age. As we’ve seen, it can handle everything from customer support to marketing and admin tasks, saving time and freeing your team to focus on bigger goals.
Remember, the key is not to overhaul everything at once. Start small by automating just one thing. Once that works, add the next. Small wins build momentum, and over time, automation will become an integral part of your SMB’s workflow.