When you’re looking at ways to streamline your coaching business for better efficiency, consider delegating, outsourcing, or automating tasks.

  • Delegating involves entrusting a task to another person,
  • Outsourcing involves hiring someone to complete a task
  • Automating involves using technology to complete a task.

All of these options can help to free up your time so that you can focus on more important tasks.

Delegate Tasks to Your Team, Virtual Assistant, or Contractor

Delegating involves finding someone in your coaching business who can take over the task for you. It requires taking a regular task and mapping out each step so that anyone you hire can learn to do it. The advantage is that someone within your business already knows you and understands your business goals. Delegating can be a great way to free up your time so that you can focus on other aspects of your business. It can also be a great way to build up your team and to get them more involved in the day-to-day running of your business.

Outsource to Someone Outside Business

There are several reasons you may choose to delegate to someone outside your business. You may not have the staff on hand or you may not have staff that can handle the task you need to delegate. Instead, you can outsource to a virtual assistant or agency outside your business. This can be a great way to get the help you need without having to invest in hiring and training new staff. Additionally, it can be a more cost-effective option than hiring new staff, as you will only pay for the services you use.

There are a few things to consider when outsourcing work – first, what tasks require specific skills that you either don’t have the time to learn or lack the resources to handle yourself? For example, graphic design, copywriting, and programming are all skills that could be outsourced. Additionally, consider how much time it would take to learn the skill versus how much time and money it would cost to simply pay someone else to do the task. In most cases, it makes more sense to outsource the task to someone who already has the skills and knowledge necessary to complete it.

Automate with Keap (or another CRM)

As we become more reliant on technology, there are an increasing number of tasks that can be automated. This can be anything from simple tasks like sending emails or setting appointments, to more complex tasks like invoicing or referrals.

This is made possible by a tool like Keap, which can free up our time for more creative and critical thinking tasks.

Email automation and automated follow-ups are two things that can be automated. Automating email can save a lot of time by allowing you to set up automatic responses to common questions, and follow-ups can help keep you organized by automatically sending reminders after certain periods of time.

Things that can be automated include:

  • Email replies
  • Some social media activity
  • Monitoring and analytics
  • Signups and registrations
  • Accounting functions like bill paying
  • Customer management
  • File back-up
  • Organizational tasks.

Explore automation options and determine which of your tasks can be automated.

All of the above options require some time and effort on your part to set up.

To delegate or outsource, you need to map out business processes so someone can learn them. Automating involves some time choosing the right tech option. But this is time you will save later once you have it set up and running smoothly.

Do you want to learn more about automating your sales and marketing in your business?