Automation. Just the word itself can be intimidating, right? If you’re anything like me, the thought of automating parts of your business might make you feel a bit uneasy. But let me assure you, if you’ve been hesitant to automate, you may be missing out on something big.

Small Steps into Automating My Business

When I first heard about 17hats, I was a mix of excited and nervous. Here was this powerful platform promising to make my business run smoother, but the sheer robustness of it all was overwhelming. I was managing a household full of young kids, trying to balance family life with a growing business, and I couldn’t help but doubt whether I could really pull it off.

Could I actually duplicate my voice through automated emails? Would my clients notice that it wasn’t me personally sending those messages? As someone known for my energy and personal touch, the fear of losing that connection was real.

Why Did I Need Small Steps?

The truth is, I needed small steps because I was intimidated. The platform offered so much, and I was afraid I’d mess something up or lose that personal touch my clients valued. I didn’t want automation to feel robotic or impersonal. And honestly, I doubted whether my bubbly, hands-on approach could ever be captured by software.

But in the middle of the chaos of raising young children and running a business, I knew something had to give. I needed a way to streamline processes without sacrificing the personal touch that made my service unique. So, I decided to dip my toes into the world of automation with 17hats.

My Small Step #1: Quote, Contract, Invoice

The first step I took—and the one I personally recommend to every new member or anyone starting to automate—was using 17hats to create a combined Quote, Contract, and Invoice document. This was my small step #1 into automation.

Here’s why this step was perfect for me and why it might be for you too:

  • Simplicity: Instead of juggling multiple documents and emails, I could send one streamlined document. It saved me time and reduced the potential for errors.
  • Consistency: With a Quote, Contract, and Invoice template, I could ensure that every client received the same high-quality, well-structured communication. No more worrying about forgetting crucial package details or pricing.
  • Professionalism: The combined document looked polished and professional, enhancing my brand’s image. It gave clients confidence in my services from the get-go.
  • Efficiency: Automating this part of my process freed up precious time. I could focus on what I do best—serving my clients and spending quality time with my family.

If you haven’t leaned into the combined Quote, Contract, and Invoice, here’s a great article that can help walk you through the setup process.

My Small Step #2: Automated Emails

Along with the combined Quote, Contract, and Invoice document, I began to use automated emails within 17hats. This feature streamlined my client communication by automatically sending personalized emails based on certain Workflow triggers, such as client inquiries or project milestones. 

As a wedding and portrait photographer, there were several key areas where automated emails were needed. Here are a few instances when I used automated emails within my business: 

  • Email sent 2 weeks after initial booking to schedule Engagement Photo session
  • Email sent after Engagement Photo session to schedule IPS session 
  • Email sent 6 weeks before Wedding to confirm Wedding Day Timeline

These are just a couple of examples – the actual amount of automated emails used is far more than this. My small steps towards automation not only saved me valuable time but also ensured consistent and timely communication with clients. Ultimately, my clients felt like I was on top of their project, which provided them with a great client experience.

Embracing Automation for My Business

Once I saw how well these first couple of small steps worked, I realized what kind of potential I had within 17hats. My clients appreciated the efficiency and professionalism, and I realized that automation didn’t have to mean losing my personal touch. In fact, it allowed me to maintain it more consistently.

If you’re nervous about automating your business, remember that it’s okay to start small. Take those small steps. Use tools within 17hats to simplify your processes without compromising your unique voice and style.

For me, the combined Quote, Contract, and Invoice document, along with automated emails, was the perfect starting point. It gave me confidence and showed me that automation could enhance, not detract from, my client relationships.

So, if you’re hesitant to dive into automation, know that you’re not alone. Start with something manageable and watch as it transforms your business and frees up your time. You’ve got this!

Want to see how industry professionals utilize 17hats Quote, Contract, and Invoices? Check out Andre Brown’s Complete Wedding Workflow, which highlights a Wedding Photography Quote.

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Ready to streamline your business without losing the personal touch? Start automating with 17hats today and see the difference!

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