Without Tech Automation Your Small Business Is Inefficient

The Wall Street Journal recently shared how old fashioned spreadsheets are still the norm for so many businesses. I get it. Excel is simple to use and we’ve used it for so many years. However, if you’re not using more efficient tools for your business, you’re missing out. AI is one tool that every business should be using. And of course platforms such as Zoho, Quickbooks, Canva are tools that every small business should be embracing.

Recently, I put together a very simple automation for my team – every time I upload a new podcast to a shared folder, they get an email. I did this with Zapier. So simple, but it SAVES TIMES and speeds things up!

As a small business owner, you’re always looking for ways to streamline your operations, increase efficiency, and ultimately, grow your business. One of the most effective ways to achieve these goals is by embracing automation. In this blog post, we’ll explore how automation can transform your business and provide tips on how to successfully implement it.

Related article: Automation is the Secret Weapon for Growing Companies(Opens in a new browser tab)

Manual Processes Slow You Down

Picture this: you’re spending hours upon hours manually entering data, sending emails, or managing inventory. These repetitive tasks not only consume valuable time but also leave room for human error. By automating these processes, you can free up your time and focus on more critical aspects of your business, such as strategy, innovation, and customer service.

Start by identifying the most time-consuming and repetitive tasks in your business. These could include data entry, invoicing, or social media posting. Once you’ve pinpointed these areas, research automation tools that can help streamline these processes. For example, using accounting software like QuickBooks or Xero can automate invoicing and financial reporting, while social media management tools like Hootsuite or Sprout Social can help you schedule and publish content across multiple platforms.

Scaling with Manual Processes is a Challenge

As your business grows, relying on manual processes can become increasingly difficult. What worked when you had a handful of customers may not be feasible when you have hundreds or thousands. Automation allows you to scale your operations without necessarily increasing your workforce.

Consider a small e-commerce business that manually processes each order. As the business grows and order volume increases, the team may struggle to keep up with demand, leading to delayed shipments and unhappy customers. By automating the order processing and fulfillment process using tools like Shopify or Fulfillment by Amazon (FBA), the business can handle a higher volume of orders without sacrificing quality or customer satisfaction.

Automation on Top of a Good Team is Powerful

While automation can be a game-changer, it’s important to remember that it’s not a replacement for a strong team. Instead, think of automation as a tool that empowers your team to work more efficiently and effectively. When you automate routine tasks, your team can focus on higher-level activities that require creativity, problem-solving, and human interaction.

For example, if you automate your customer service process using chatbots or self-service portals, your team can focus on handling more complex customer inquiries or developing strategies to improve the overall customer experience.

Related article: Too Much Tech and Too Little Human: Find the Right Balance(Opens in a new browser tab)

Don’t be Afraid to Use New Technology

As a small business owner, it can be tempting to stick with what you know and avoid new technology. However, embracing new tools and platforms can give you a competitive edge and help you stay relevant in an ever-changing market.

Stay informed about the latest automation tools and trends in your industry. Attend conferences, webinars, or workshops to learn about new technologies and how they can benefit your business. Don’t be afraid to experiment with new tools and see what works best for your team.

Encourage Your Team Members to Use Technology

Adopting automation is not just about implementing new tools; it’s also about creating a culture that embraces technology. Encourage your team members to explore new automation tools and share their findings with the rest of the team. Foster an environment where innovation and experimentation are valued.

Consider setting up a regular meeting or forum where team members can share their experiences with automation tools and discuss potential areas for improvement. By involving your team in the automation process, you’ll not only gain valuable insights but also increase buy-in and adoption.

Train Your Team

Finally, investing in training is crucial when implementing automation in your business. While many automation tools are designed to be user-friendly, there may still be a learning curve for your team. Provide adequate training and support to ensure that everyone is comfortable using the new tools and understands how they fit into the overall workflow.

Consider designating an automation champion within your team who can serve as a resource for others and help troubleshoot any issues that arise. Additionally, make sure to document your automation processes and create standard operating procedures (SOPs) to ensure consistency and ease of onboarding for new team members.


Automation is a powerful tool that can help small businesses streamline operations, increase efficiency, and scale their operations. By identifying manual processes that slow you down, embracing new technology, and fostering a culture of innovation and training, you can successfully implement automation in your business and reap the benefits.

Remember, automation is not a one-size-fits-all solution. Take the time to evaluate your business’s unique needs and challenges, and choose automation tools that align with your goals and values. With the right approach and mindset, automation can be a game-changer for your small business, allowing you to focus on what matters most: growing your business and serving your customers.

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