Feeling like there aren’t enough hours in the day? Business automation helps you optimize and grow your small business by lowering costs, minimizing errors, reaching new prospects, and improving productivity.

And it’s not just for large corporations. According to a recent survey, 90% of employees feel burdened with repetitive tasks that can be easily automated, and 68% of employees have suffered because of work overload in which they have too much to handle.

Think you may be part of that 90%? Here are ten tell-tale signs you need business automation:

You struggle to get client appointments on the calendar.

Phone tag, wrong numbers, full voicemail boxes; getting appointments on the calendar can be a headache. An appointment scheduler syncs right with your calendar, offers available dates and times, automatically adds to your calendar, and sends a calendar invite.

Favorite options: Engageware, Calendly, Acuity

Your contacts, clients, and prospect information are scattered across numerous programs.

If your client, prospects, and general contacts information are scattered, it’s time to consider automation with a Customer Relationship Management (CRM) System. It tracks vital info and automates your sales process, email, signatures, and more.

Favorite option: Zoho

You’re losing hours of your day to social media.

Staying current on social media is crucial, but it can be a time-killer. A social scheduler lets you pre-schedule posts to multiple outlets at once.

Favorite options: Hootsuite, Sprout Social

There’s no communication with your contact list.

An email marketing program allows you to create professional emails with a user-friendly interface to keep your clients updated and present prospects with great deals!

Favorite option: Constant Contact

Prospects are falling through the cracks.

Website forms capture vital information, send automated emails to prospects, and alert you. They simplify the process and ensure no prospects are missed.

Favorite option: Zoho

Too much of a delay in the contract process.

Automating contract agreements streamlines the process with e-signatures and tracking, making it more efficient.

Favorite option: Zoho Sign

Important deadlines are being missed.

Automating your task list helps track deadlines, progress, and assignments from one central dashboard.

Favorite option: Asana

You’re missing phone calls.

Using an auto-attendant or a virtual receptionist ensures no calls are missed, making a good impression on potential clients.

Favorite option: Virtual Receptionist

You’re not asking for referrals at the right time.

Automating referral requests through your CRM system can help you get testimonials from happy clients efficiently.

Favorite option: Zoho

You don’t know your numbers.

Setting up automated reports in QuickBooks Online provides a snapshot of your business’s financial health, crucial for growth.

Favorite option: QuickBooks Online

Did any of these points resonate with you? If so, we can help. Setting up your automation isn’t always easy, but C3Workplace’s team of seasoned professionals will guide you through the process and elevate your business to a new level of professionalism.

Ready to automate your tedious tasks? Click here to schedule a chat about how C3Workplace can get your business working for you.


What is business automation?

Business automation involves using technology to perform repetitive tasks automatically, improving efficiency and productivity.

How can automation help my small business?

Automation can lower costs, minimize errors, enhance customer engagement, and free up time for more strategic activities.

What tasks can be automated in a small business?

Tasks such as scheduling, customer relationship management, social media posting, email marketing, contract processing, deadline tracking, call handling, and financial reporting can all be automated.

What tools are recommended for business automation?

  • Appointment scheduling: Engageware, Calendly, Acuity
  • CRM systems: Zoho
  • Social media scheduling: Hootsuite, Sprout Social
  • Email marketing: Constant Contact
  • Contract processing: Zoho Sign
  • Task management: Asana
  • Call handling: Virtual Receptionist
  • Financial reporting: QuickBooks Online
  • How can I start automating my business tasks?
  • Contact C3Workplace to schedule a consultation. Our team of professionals will help you set up and integrate the right automation tools for your business needs.