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Whether you sell physical products or hours and services, automating as much as you can of your entire sales process and inventory, if needed, will save you tons of time. When you save time, you’re saving your most valuable and irreplaceable resource, but more than likely, automation will also save money. 

  • Understand Your Buyer’s Journey – Every business type who has a buyer can learn what they do to make a business decision. Most buyers go through a process from awareness to delight, and it’s your job to know what the buyer’s intent is so that you can deliver just the right information at the right time to advance sales.
  • Stop Doing Repetitive Work Manually – If it can be automated, stop doing it yourself. There are too many ways you can automate things today that fit any budget for you to keep doing everything like file creation, backups, and inventory tracking. If you continually need to transfer customer information to another system, find a way to automate using Zapier.com or another option.
  • Provide the Right Information to Your Stakeholders – Ensure that anyone who is interested receives information that they need to make decisions in a self-serve manner. This can be via internal documentation that you provide access to based on their place, such as Trello.com or Basecamp.com. You can assign access based on who they are. For example, the customer of product A gets access to information, groups, and help about product A.
  • Empower Customer Care – If you hire customer service personnel or use a chatbot, empower your customer care to make sales when it seems like the right thing to do, depending on the conversation. You can even set up your chatbots to do it.
  • Empower Your Customers – Let your customers care for themselves with self-serve information and AI chatbots so that you don’t have to answer repetitive questions, and they can help themselves.
  • Create the Right Email Messages – Every product that you create needs certain email messages set up right away. You’ll need a series for all stages of the buying journey, from awareness to delight.
  • Get the Right Software – It depends on the types of products you sell, but many shopping carts have inventory management included in the system. The most crucial factor is to get the right software for your needs and not try to make bad software work for you.

Automating your sales process may only involve setting up a landing page, a freebie, and moving them to your email list so that you can teach them information, make offers, and move them through their buying journey faster. But if you sell physical products, you probably want to keep track of how many you have available to buy—the same thing with the hours you sell for your VA business. If you’re a service provider, keeping track of what you’ve sold will ensure you don’t oversell but also ensure that you meet your goals.

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