As a business owner, you have a lot on your plate. But, in order to figure out how to automate your business, you first need to know in detail what you do all day long so that you know which tasks can be automated, should be automated, and even whether it’s something you should be doing at all.

In every business, you will have daily tasks, weekly tasks, monthly tasks, and even yearly tasks or quarterly tasks. The best thing to do is to get out a calendar and enter the items you know you have to do.

For example, you have to pay quarterly taxes, and you have to balance your books at the end of the month. You must buy a business license each October or January depending on your location and the rules and laws in your area. Whatever it is that you know for sure has to be done, enter it into your calendar, blocking off the approximate time it will take you to do it.

But there are also the daily things you do that generate your income. When it comes to generating income, it’s essential to specify which actions you are doing that generate income and which actions you’re doing that support generating income. Go through the steps you take in your day and write down what you’re doing, step by step.

Coaches Example

  • Business: Coaches retired teachers starting a second career as independent course and project designers.
  • Morning: Checks the mail, email, and Trello to find out if there are any fires to put out this morning before paying any bills due for the day. Calls her group coaching clients for the weekly hour Zoom group coaching session. Writes 7 product educational and nurturing emails for a new one-on-one coaching product to market to her group coaching clients.
  • Afternoon: Records part of an online course in development. Transcribes the group call and sets up her part as a standalone presentation video.
  • Evening: Answers coaching client questions for those who signed up to receive daily emails and schedules them to be delivered in the morning.

As you can see, this is just one day out of an entire year and is not representative of all the money-making tasks this coach does, nor is it a complete picture of what happens in the business overall. But it does give you a great idea about where to start automating and even outsourcing. Once you see what you’re doing visually written out, it’s a lot easier to figure out places that you can improve your process. Take the time to write out every process you do each day that you do them. Once you’ve documented the different activities you do each day, you can identify what needs to be perfected and then automated or outsourced or both.  

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