Tools to Automate Your Business


Automation can save you a lot of time, and it can be implemented in a number of areas in your business. In this post we’re taking a look at automation for forms and social media.


Forms are useful for gathering information from clients and potential clients. If you’re a coach who asks for updates and accountability, then creating a form for this will save you a load of time.

And if you like to gather lots of details on your clients then look into creating a form that they can complete prior to your first call together.

  • JotForm and SurveyMonkey are both free and easy to use. Once set up, you can copy and paste the link to your form on social media, in emails, etc.

  • Using a appointment scheduler like Acuity is great not for automating your booking process but it also allows you to create a questionnaire that will be sent out to those who create a booking.

Social Media Automation

Spend a bit of time each week or month and gather content that you will share on your social media accounts. Once you have everything ready to go, use a scheduler to post your content for you.

Here are a few of the schedulers I have used for social media:

  • Buffer

  • Hootsuite

  • Planoly

There are a lot more out there and most come with free and paid for versions. The free versions are fantastic but usually you are limited to how much you can schedule.

Joanne DavorenComment