Repetitive Costumer Support Tasks You Can Automate Right Now

Sharing is caring!

Reading Time: 4 minutes

To become a successful marketer, you must make the most of your time spent working. But if you're like most entrepreneurs, you could be juggling multiple tasks at once, thinking you can get more done. Multitasking can actually hurt your business. It can lower the quality of your work and cause burnout. 

You can't afford to waste time, and if you feel like you're always running out of it, it's time to look for ways to work smarter, not harder. Investing in tools that will take your hands off repeated tasks lets you focus on improving your business instead of being bogged down by your daily to-dos. 

Automation frees up more time while taking care of time-consuming tasks. There are many automation tools that you can use, but if you want to save more time, just choose the best one out there, like Dubsado. 

Dubsado is a business management tool that lets you automate various tasks in a project of any size. To automate tasks on Dubsado, create a workflow, and you can start easing repetitive tasks off your daily schedule. But what jobs can you automate right now using Dubsado? Check out the list below: 

5 Repetitive Tasks You Can Automate Right Now 

You might be surprised how easy it is to delegate small tasks that are bogging you down on the daily. Here are five tasks that you can automate today. 

Email Follow-Ups

It's surprising how answering a couple of emails can take a massive chunk of your day. In fact, about 28% of work time is spent writing emails, which is a considerable percentage. While easy to complete, answering emails takes time, especially if you manage a massive project and a team. Also, writing emails is a distraction that inhibits meaningful thinking. 

On Dubsado, you can use email templates or custom emails to respond to leads. This platform lets you send emails, forms, and invoices and trigger unique actions and tasks within a project without lifting a finger. 

Go to Templates > Canned Emails, and you can check out all the email templates you can use or create custom emails to add to a workflow. This way, you won't have to spend much time writing the same things repeatedly. Some email follow-ups you can automate are: 

• Thank you emails
• Welcome emails
• Onboarding instructions
• Status updates
• Final file delivery
• Payment reminders
• Post-project follow-ups

After writing the email templates, create an individual workflow on Dubsado and schedule the times to send them. 

Invoices

Regardless of offering a flat rate or tiered pricing, you'll have to send several invoices to clients monthly along with payment reminders to get paid at the right time. If you're busy, you probably forget to send invoices on a specific date. 

Instead of creating every invoice yourself, you can customise any invoice template on Dubsado, set the date to send these invoices out, and let the platform take care of the rest. 

On Dubsado, go to a project > Invoices and automate every client's payment reminders and invoicing. Dubsado will send the invoice at a specific time, saving you from awkward convos with your client about payments (and payment reminders). 

Lead Capture

When juggling so many tasks, you have very little time to spare to interact with potential clients. You might lose many prospects if you're not sending the forms, appointment schedules, and other infos they need before working on a project with you. 

Automating the lead captures lets you submit all the resources and essential infos potential clients need before sealing the deal. You can create lead capture forms or use a template to automate this workflow on Dubsado. Go to Templates > Forms > Lead Capture, explore the templates, and start building your lead capture content. Create a lead capture form, and the platform will handle the rest.

Set Appointments and Add Reminders

Need help keeping up with important dates, events, or client calls? Are clients and leads needing help choosing the best time for your availability? Going back and forth to check your schedule can be tiresome, and if your schedule's always packed, you could end up forgetting important dates. 

Suppose you're using a business management software like Dubsado. In that case, you can automate the scheduling for you by setting the calender under its built-in scheduler and then adding this to your workflows. To set up your calendar on Dubsado, go to Templates > Scheduler. Once added to your workflow, clients and leads can schedule appointments via 

Dubsado. After choosing a date, clients will receive canned responses and calendar reminders automatically. 

Onboarding Process

Putting together a proposal for clients takes quite a while to complete. Getting clients to sign a contract and pay invoices can be taxing too! Now imagine doing all these for every single client. It's like starting from the bottom every time you onboard a client. 

Thankfully, all these tasks can be done on autopilot with a business management tool. On Dubsado, you can begin developing your onboarding process, starting with proposal creation. 

Go to Templates > Forms > Proposals and save your proposal. 

It's crucial to develop an excellent onboarding process and send proposals if you want potential clients to get excited about signing up. 

Your goal as a business owner is to provide the best customer service. By automating repetitive tasks, you can develop a smoother, more efficient business process and accomplish more in a day, while making every customer feel like a VIP.

Sharing is caring!