How to automate your online BUSINESS
My Favorite Business Process Automation Software
I created this page to share my recommended list of business automation software you can use to automate your online business so that you can work smarter and save yourself a lot of time instead of doing things manually.
Disclosure: There are some affiliate links below, but these are all products I highly recommend. I won't list anything on this page that I haven't verified and/or personally used.
EMAIL MARKETING SOFTWARE & TOOLS
Email marketing software allows you to:
Build your mail list automatically (even whilst you sleep!)
Save huge amounts of time
Take your email marketing to the next level
Here are some I would recommend:
I highly recommend ActiveCampaign if you are more of an advanced email marketer (or willing to learn new software!). ActiveCampaign has a great automation feature (where you can automate your marketing & sales email sequence) and you can easily segment your contacts based on their actions or behavior.
For example, if that contact opened a particular email and clicked the link to your sales page, you can automate an email reminder to be sent out to that particular contact about the service/product you are selling. It’s genius!
You can get started with ActiveCampaign from $15/month (if you have less than 500 contacts) or $29/month (500+ contacts). It also offers a 14 day free trial so you can see how you get on before commiting.
This is another great email service provider. I haven’t used ConvertKit personally but I heard so many good things about it so I wanted to list it here.
ConvertKit has great automation features similar to Active Campaign and comes with 4 landing page templates and 3 opt-in form styles.
You can get started from $29/months up to 1000 contacts. Click here to get started!
Create personalized landing pages to capture and build your mail list - no website needed
LeadPages is a great, simple online tool that helps you create your landing page and collect emails.
You don’t even need to have your own website, but you will need an email service provider (see above). LeadPages offers many high-converting landing page templates to help you grow your mail list. You can also custom design your opt-in form for your blog post or your website side bar.
I have used it to create thank you pages, sales pages for my services & products and for hosting a free email course (you can upload videos on LeadPages templates too!). It also offers an animated countdown timer you can add on your landing or sales page which is amazing if you are planning a big (or small) launch!
All in all, I highly recommend LeadPages and you can get started from $37/month. I know I know… it’s an investment but it can be totally worth it if you look at how much time you will save. There is also a 14 day free trial so you can try it out first.
Build your email list FAST with this quiz builder
Interact is the easiest way to build a quiz online. Creating quizzes is a fun and interacting way to build your email list.
Interact integrates with all the email marketing service providers out there and allows you to set up your first quiz within minutes. They even have template you can work from to make it super easy for you! You can use their templates as they are or tweak them to make it your own.
You can get started with Interact from $29/month.
Appointment scheduling software allows clients to:
Book appointments automatically and intelligently - only at the times you have set as having availability.
Make payments - so you don't loose that sale.
It allows you to:
Save time and make sure you don't miss out on that important booking, just because you didn't respond in time.
Want to fill your diary with appointments, without the hassle? Here are some I would recommend:
You could also sign up for $10/months which will enable you to customize to suit your brand and send automatic appointment reminders.
This is the best scheduling software I’ve known and it’s especially set up for coaches. You can create multiple offers and send a specific link to your clients to schedule an appointment.
You can also create an agreement (contract) and invoice each client. Satori integrates well with Google and Outlook calendars to ensure your availability is up to date and avoids any double booking.
You can get started with $39/months up to 20 active agreements. It also offers a 30 day free trial!
SOCIAL MEDIA SCHEDULING
Social media is likely to play a big part of your business strategy if you run an online business. It can however take over your life if you let it! These time saving pieces of software allow you to:
- Stay on top of your social media without (most of )the stress!
- Stops the need for constant posting.
- Keep your posts visible - not at the bottom of yesterdays news.
I love visual social media such as Instagram & Pinterest - so here are a couple of my favorite schedulers:
Automate your Pinterest scheduling
This is great piece of scheduling software for Pinterest. Upping your Pinterest is a must for all online entrepreneurs if you want to grow your audience, build your mail list organically and ultimately make more sales.
Pinterest can help you drive traffic to your website to read the amazing content you created for your audience (e.g. blog posts).
BUT to get the best results from Pinterest, you’ll need a little help from software like Tailwind. It offers a range of features such as scheduling and looping multiple pins to your own and other group boards. Tailwind also offers a Browser Extension which you can easily create multiple posts from any sites and allows you to repin with one click.
You can also join the Tailwind Tribes in your niche and share relevant content and grow your reach faster.
You can get started for free up to 100 pins and then $9.99/month (if signed up annually) with unlimited posts or $15/month for 400 pins a month on monthly plan.
Instagram scheduling & analysis
I have used Planoly to schedule Instagram posts. It’s a great scheduling and analytics tool for Instagram and I would recommend Planoly if you are using Instagram as a primary social media platform to market your business.
There is a free version but you can only schedule photos (no videos or stories) and only via notification and you'll have to post it manually. Or for $9/month, you can schedule unlimited photos, videos and stories. You can also auto-post photos (not multiple photos, videos or stories) with the paid plan.
I suggest signing up for a free version first and find out if it's a good fit for your business!
PAYMENT & ONLINE INVOICING SOFTWARE
Closing the deal is so important. Don't let an unprofessional payment process loose you that sale!
These pieces of software allow you to:
Take payments professionally and securely.
Personalise the purchase process, depending on the product or service being purchased.
Stay on top of your business finances.
Here are some I would recommend:
Taking payments, made easy
This service allows you to receive recurring and one-time online payments. You can create multiple payment forms and generate a link for each form which you can then send it out to your clients or create a payment button for your website.
You can add “terms & conditions” within the form which they will then need to agree before making a payment.
The great thing about Moonclerk is that you can integrate it with your email service provider and add customer’s details to a selected mail list when they purchase a particular product. Therefore if you are selling multiple digital products, you can automate an email to be sent out to deliver the product (saves lot of time!).
I used Moonclerk in conjunction with Stripe to accept one-time payments and recurring payments. Monthly subscriptions apply based on your volume of payment received. For example it charges $15/months up to $2,000.
I use Stripe to receive secure payments online for all my services and products. It integrates well with other software and the great thing about Stripe is that you can take payment via phone.
It’s free to set up but it charges a percentage-based fee each time you accept a credit or debit card payment – 1.4% + €0.25for European cards.2.9% + €0.25for non-European cards.
Effectively manage and keep track of your finances
I use Wave for tracking my income and expense and invoicing my clients. It can connect with your bank account so you don’t need to manually track your income or expenditure.
Just make sure you set up a business account that receives all payments and pays for all your expenses and Wave will take care of it! You can sign up for free.
Terms and conditions may be boring, but they protect you and your client and are an essential part of any business. Since you are an online business getting an actual signature can be a hassle, but there is an alternative.
This software allows you to:
- Personalise the contract to match your branding
- Get a confirmed electronic signature
- Provides evidence that your terms and conditions have been accepted
Send and receive electronic signatures securely
I currently use Hellosign to send my web design agreement to my clients where my clients can sign electronically. You'll receive a notification when the client viewed or signed the agreement. You can also integrate with GoogleDrive and manage your documents within the Google Drive. You can also integrate with Gmail by installing Chrome Browser Extension which lets you sign attachments right from your inbox.
You can send up to 3 documents per month with a free version or $13/month for unlimited documents.