We all want to work smarter, not harder, right? That’s why we often turn to automation tools like Dubsado to save time and streamline our processes. But before we go all-in with automation, let’s consider if it’s always the best solution.

First, let’s define automation. It’s basically the process of completing a task automatically, without your physical touch.

On the other hand, manual tasks require your physical presence at your computer. So, how do you decide which tasks to automate and which to keep manual?

Tasks perfect for automation include:

  • Initial inquiry replies
  • Scheduling links
  • Form reminders
  • Booking form reminders
  • Booking confirmations
  • Onboarding forms
  • Business owner reminders
  • Client reminders

And don’t worry; automated emails don’t have to be cold and robotic. You can still make them feel personal by adding client and project-specific smart fields, videos from you, and even gifs for a silly touch.

However, some tasks are better left manual. These are tasks that require further customization, review or specific circumstances. For example:

  • Appointment follow-up emails
  • Custom project booking details
  • Client deliverable emails
  • Testimonial collection (this could go both ways)

By balancing automation and manual tasks, you can create a smooth client experience while maintaining a personal touch that sets your business apart. So, keep on automating, my friends, but remember to use it wisely!