38 min
142: Automating Business Processes to Save Time with Devin Lee Success with Soul
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- Entrepreneurship
Welcome to the Success with Soul Podcast! In this episode of the 'Success with Soul' podcast, host Kate Kordsmeier talks with guest Devin Lee about systems and automations in business. Devin, a systems strategist and certified online business manager, shares her expertise in helping entrepreneurs take their businesses to the next level by automating tasks. They touch on tools like Airtable, Zapier, and Dubsado and how using these tools can streamline operations, improve the client experience, and effectively manage time. Devin discusses her system to reduce her use of social media and her newly launched mini course 'Inbox Zero Hero' which aids individuals in maintaining an organized inbox. They also discuss the benefits and drawbacks of working independently and the evolving nature of online businesses.
What you’ll learn in this episode: How automations can create a more intimate client experience, contrary to popular belief. The strategic approach to setting up systems and automations, especially for businesses new to this world. Devin's favorite tools for automations, including Airtable, Zapier, and Dubsado, and how to integrate them effectively.
Creative ways to add personal touches to automated processes, making your business stand out.
Common mistakes in automation and how to avoid them.
How to reduce dependence on social media by leveraging systems and automations.
Links + Resources Mentioned in this Episode:
Connect with Devin on Instagram: https://www.instagram.com/devinleeobm/
Connect with Devin on LinkedIn: https://www.linkedin.com/in/devinleeostertag/
Get Devin's Elevated Client Journey Workbook
Devin's Inbox Zero Hero course for efficient email management.
ClickUp for project management, Airtable for database management, Zapier for integrating different software, and Dubsado for CRM. Subscribe, Review + Connect
Thanks so much for listening this week! If you enjoyed this episode, here are some ways you can join our Success with Soul movement:
Leave an honest review for The Success with Soul Podcast on Apple Podcasts so we can improve and better serve you in the future. I personally read each and every one of them, and they are super important for rankings, which help us continue to produce free content just for you! You may even be featured on the episode in our listener spotlight!
Subscribe on Apple Podcasts or Spotify to get automatic updates.
Got your own coaching question or topic you’d like to see addressed on our podcast? Great! You can leave us a vm here.
Download a transcript of this episode
EPISODE CREDITS:Produced by Dave Visaya at https://podcastengineers.com/
Welcome to the Success with Soul Podcast! In this episode of the 'Success with Soul' podcast, host Kate Kordsmeier talks with guest Devin Lee about systems and automations in business. Devin, a systems strategist and certified online business manager, shares her expertise in helping entrepreneurs take their businesses to the next level by automating tasks. They touch on tools like Airtable, Zapier, and Dubsado and how using these tools can streamline operations, improve the client experience, and effectively manage time. Devin discusses her system to reduce her use of social media and her newly launched mini course 'Inbox Zero Hero' which aids individuals in maintaining an organized inbox. They also discuss the benefits and drawbacks of working independently and the evolving nature of online businesses.
What you’ll learn in this episode: How automations can create a more intimate client experience, contrary to popular belief. The strategic approach to setting up systems and automations, especially for businesses new to this world. Devin's favorite tools for automations, including Airtable, Zapier, and Dubsado, and how to integrate them effectively.
Creative ways to add personal touches to automated processes, making your business stand out.
Common mistakes in automation and how to avoid them.
How to reduce dependence on social media by leveraging systems and automations.
Links + Resources Mentioned in this Episode:
Connect with Devin on Instagram: https://www.instagram.com/devinleeobm/
Connect with Devin on LinkedIn: https://www.linkedin.com/in/devinleeostertag/
Get Devin's Elevated Client Journey Workbook
Devin's Inbox Zero Hero course for efficient email management.
ClickUp for project management, Airtable for database management, Zapier for integrating different software, and Dubsado for CRM. Subscribe, Review + Connect
Thanks so much for listening this week! If you enjoyed this episode, here are some ways you can join our Success with Soul movement:
Leave an honest review for The Success with Soul Podcast on Apple Podcasts so we can improve and better serve you in the future. I personally read each and every one of them, and they are super important for rankings, which help us continue to produce free content just for you! You may even be featured on the episode in our listener spotlight!
Subscribe on Apple Podcasts or Spotify to get automatic updates.
Got your own coaching question or topic you’d like to see addressed on our podcast? Great! You can leave us a vm here.
Download a transcript of this episode
EPISODE CREDITS:Produced by Dave Visaya at https://podcastengineers.com/
38 min