This blog is a part of my Ultimate Guide to Business Process Automation. Check it out for more information.

This post contains affiliate links. If you use these links to buy something, we may earn a commission. Thanks!

Before diving deep into the intricacies of automation, it's imperative for every business owner to truly understand their customers. Every business is different, so a one-size-fits-all approach won't work. Automation can be both a boon and a bane, depending on its application. Without due consideration of the customer perspective, you might inadvertently tarnish your reputation.

Automation is Impersonal

One common misconception about automation is that it strips away the personal touch. But in reality, automation can enhance the personal touch if done right. For instance, with just a small tidbit of unique data about a client, such as tracking their progress in a course or referring to a recent financial discussion, automated systems can be tailored to address them personally. This not only makes clients feel valued but also ensures they're not just another number.

With email CRM systems, if a client has purchased a specific product, the system can be automated to discuss this particular product. Instead of sending multiple emails, we can personalize messages based on the information we have, ensuring communication remains meaningful and tailored.

Automation is Too Complicated

Many, especially those with a creative mindset, find the idea of automation daunting. But automation is not about overhauling your entire system. It's about enhancing your existing processes, making daily tasks simpler and more efficient. If automation feels too intricate, it's probably not aligned with your business needs.

You Can Just "Set It and Forget It"

Contrary to popular belief, automation isn't a one-time setup. Regular monitoring is essential. Systems may need updates to reflect business changes, or perhaps, certain automations might malfunction. Always review and revise your automation systems in tandem with your evolving business landscape.

Let's talk about onboarding. Businesses often set automated emails directing clients to join groups or book calls. But what if the call link changes? Or the group platform shifts from Facebook to Circle? These unupdated links can flood your customer service with inquiries, negating the ease automation was supposed to introduce.

My Company Isn't Big Enough for Automation

Starting small doesn't mean automation isn't for you. Early-stage businesses can benefit from affordable, multipurpose tools like Honeybook or Dubsado. By integrating automation early on, you're prepped for seamless scalability in the future.

While automation offers undeniable advantages, it's essential to approach it with a tailored, customer-centric mindset. Personalized, streamlined, and regularly reviewed automation can enhance your business, ensuring clients feel valued and processes remain efficient.

When Should You NOT Use Automation?

While automation can be an asset, there are scenarios where its implementation isn't ideal. Sometimes, manually handling certain processes—like those that touch upon deeply personal aspects—yields better results.

Consider the off-boarding process. Some businesses complicate this with excessive steps, from multiple renewal notices to access removal and feedback requests. This not only overwhelms the client but might deter them from recommending your services. It's vital to keep automation simple and client-centric.

Still Have Questions? 

Automation can be an amazing addition to your business workflows, but only if is it done correctly. If you have more questions about business process automation, feel free to reach out to me here. I look forward to speaking with you.