Getting from $1m to $3.5m is extremely difficult for small businesses
You are out-growing current resources, but not yet cash-rich enough to get what you need.
This used to be a business graveyard or plateau.
Not anymore, here is how to cross that chasm...
You are out-growing current resources, but not yet cash-rich enough to get what you need.
This used to be a business graveyard or plateau.
Not anymore, here is how to cross that chasm...
... With the myriad of automation software, no code tools, integrations, and connectors (smb.joshuaschultz.com), you can scale your operations without hiring someone new, and without needing to be a computer engineer.
Here's how to continue scaling with little to no cash!
Here's how to continue scaling with little to no cash!
When looking at streamlining the operations of your SMB, consider this scale on where the most value can be added.
Different functions allow more upside than others, so to really increase
cash flow
lower time
make an impact
Apply automation in this order:
Different functions allow more upside than others, so to really increase
cash flow
lower time
make an impact
Apply automation in this order:
1. Human Resources
Much of people related work up to 20-30 employees is
forms
records
sending / signing docs
storing info
collecting requests
Look at form automation, cloud storage, auto emailers.
Much of people related work up to 20-30 employees is
forms
records
sending / signing docs
storing info
collecting requests
Look at form automation, cloud storage, auto emailers.
2. Finance
Invoicing
Paying bills
Coding entries
Mailing checks
Entering journal entries
This can all be 90-100% automated using tools like
@docparser, accounting integrations, python scripts, @zapier , @integromat , @billcom, etc
Invoicing
Paying bills
Coding entries
Mailing checks
Entering journal entries
This can all be 90-100% automated using tools like
@docparser, accounting integrations, python scripts, @zapier , @integromat , @billcom, etc
3. Operations
This is where you run your business, this is highly dependant, but I have a number of tools located at smb.joshuaschultz.com
Look through there.
If you have something specific in mind (inventory planning, order management, supplier control),
DM me!
This is where you run your business, this is highly dependant, but I have a number of tools located at smb.joshuaschultz.com
Look through there.
If you have something specific in mind (inventory planning, order management, supplier control),
DM me!
4. Sales
Sales can't, or rather shouldn't, be fully automated.
But a large part of it can
Check out lead finders like icy leads, or email systems like reply.io.
Maybe its worth looking at @pipedrive or @close
Look for integrations, and auto data entry.
Sales can't, or rather shouldn't, be fully automated.
But a large part of it can
Check out lead finders like icy leads, or email systems like reply.io.
Maybe its worth looking at @pipedrive or @close
Look for integrations, and auto data entry.
5. Marketing
We are now getting harder to automate or even augment.
Start to look to outsourcing instead.
@dribbble
@Upwork
@99designs
You want creativity and thought, and that isn't something machines do well. But that doesn't mean you should be doing it.
We are now getting harder to automate or even augment.
Start to look to outsourcing instead.
@dribbble
@Upwork
@99designs
You want creativity and thought, and that isn't something machines do well. But that doesn't mean you should be doing it.
6. Customer Service
Lots of tools here!
But this NOT something you want to automate.
use the tools to lower customer friction rather than automate the service.
You need a person to do this well and stand out.
Lots of tools here!
But this NOT something you want to automate.
use the tools to lower customer friction rather than automate the service.
You need a person to do this well and stand out.
7. CEO / Leadership / Strategy
To my knowledge, not automatable at all.
This requires thought, experience, proper thinking, etc.
You can use
1. research services,
2. consulting agencies, and
3. coaches to help ...
They should help you clarify and direct, not done for you.
To my knowledge, not automatable at all.
This requires thought, experience, proper thinking, etc.
You can use
1. research services,
2. consulting agencies, and
3. coaches to help ...
They should help you clarify and direct, not done for you.
As you can see, I took you from easiest to automate, to impossible.
Work through the various parts of your company
1. Eliminate what you don't need
2. Automate non-judgement decisions
3. Delegate non core parts of the biz
4. Build tools to help you do the rest faster
Work through the various parts of your company
1. Eliminate what you don't need
2. Automate non-judgement decisions
3. Delegate non core parts of the biz
4. Build tools to help you do the rest faster
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