Before I get into automations… I have to say I am EXCITED about 2025.
There’s a new energy in the air.
It’s palpable.
It’s full of aliveness, energy, and opportunity…
And it’s up to YOU to do something with it.
Crazy to think about, but January is almost over. (Insane, right?)
So as we dive headfirst into 2025, it’s time to ask yourself:
What you need to do differently than last year, so that you get different results.
One of those big things can be automation…
Because you know allll those tasks that eat up your time every week — the ones you have to do but secretly wish you didn’t?
What if I told you that most of them don’t actually need you?
ALERT: your business doesn’t need to rely on you for everything.
By setting up a few simple automations, you can save hours every week, skip the overwhelm, and give your clients an even better experience.
Here are 7 tasks you should’ve automated yesterday:
1. DM Follow-Ups
Stop spending hours sending freebies, answering questions, or randomly reaching out. Automate follow-ups that keep conversations warm, guide leads, and move them toward booking a call.
2. Prospect Follow-Ups
No more letting leads fall through the cracks. Automated follow-ups make every potential client feel seen, supported, and ready to take the next step with you.
3. Payment Reminders
Late payments? Awkward reminders? Not anymore! You can set up automated, friendly nudges to ensure invoices are paid on time without you ever having to ask. (I’ve been doing this for years and it saves SO much stress.)
4. Appointment Scheduling
Eliminate the back-and-forth of finding the “perfect time.” Send a link with your availability, and let clients schedule a time that works — automatically added to your calendar. (Hopefully you already have this in your biz!)
5. New Client Onboarding
Imagine a new client signs up and instantly receives a welcome email, intake forms, and resources. More than the basics, you can automate nearly everything in the flow that doesn’t need a personal touch. And in places that do need a human, an automated reminder with the details can be set up. Nearly everything they need can be delivered seamlessly, without you lifting a finger.
6. Weekly Check-Ins
Keep your clients on track with automated reminders and progress tracking. They’ll feel supported, and you’ll save hours every week.
7. Program Updates & Resource Drops
Need to send new content or updates? Automate the entire process so your clients stay up-to-date and engaged, without any of the stress!
Here’s the best part:
You only have to set these up once.
After that, they run like clockwork while you focus on what you actually love — coaching your clients and growing your business.
Imagine waking up to a business that’s almost running itself.
Over the next few weeks, I’ll show you exactly how to make this your reality.
Because your business should work for you — not the other way around.
Let’s make it happen,
Alicia