(This is the final part of my series on getting your business organized. If you missed the first three parts, you can check them out here, here, and here.)

If you’ve been following along with this series, you’ve already done some powerful work.

We discussed evaluating where you are in your business right now. And the direction you would like to take it. We have worked through cleaning up our platforms and apps. Plus, we have started to organize and create workflows, processes, and SOPs.

Next comes the part that many business owners can be both excited about and a little intimidated by: creating automations.

However, before we proceed, I would like to clarify what automation is, as it’s often misunderstood.

Automation isn’t about doing more, faster. It’s about creating support, consistency, and ease in your business.

Automation Works Best When Clarity Comes First

One of the biggest mistakes I see is trying to automate a process that hasn’t been clearly thought through yet. When that happens, automation doesn’t save time; it can create more confusion. That’s why everything we’ve discussed and worked through in the previous posts matters so much.

When your platforms are organized and your workflows are documented, automation becomes simple. You’re no longer guessing what should happen next; you know, and you’re allowing your systems to handle it for you.

Start Small (Really Small)

You do not need to try to automate your entire business all at once. That would be incredibly overwhelming.

The best place to start is with one or two workflows that are important for you to be consistent with inside your business, but are time-consuming. Some examples are client onboarding, booking confirmation and reminders, follow-up emails, and payment reminders. Choose the area that would give you the most benefit and relief if it ran smoothly in the background.

When deciding what to automate, ask where you repeat yourself the most. Or what would make your days feel lighter?

Good automation supports you, it doesn’t replace connection or care.

1. Pick one task

2. Look at the workflow you have created for that task and add any useful automations

3. Set up the automations from the updated workflow

4. Test, test, test

Here is an example of an automated workflow:

How I’m Approaching Automation in My Own Business

In my business, I’m focusing on automating updated workflows that free up the most mental energy, things like onboarding, task creation, reminders, and follow-ups.

By setting these automations up intentionally, I’m creating more space to focus on client work, strategy, and growth, without feeling like I need to hold everything in my head.

That’s the goal: a business that runs smoothly with you, not because you’re constantly managing it.

What Automation Makes Possible

When done well, automation helps you to show up more consistently. Create a better client experience while protecting your time and energy. Plus, it can help reduce decision fatigue and avoid dropping the ball

It’s about being supported, not necessarily taking your hands off your business.

You can find the rest of the series here:

Part 1 Part 2 Part 3

Remember, this was never about perfection or doing more. It’s about creating space, clarity, and ease. You’re building a business that supports you, and that matters.

You Don’t Have to Do This Alone

If this series has helped you see where things could feel easier, but you’re not quite sure how to bring it all together, that’s completely normal.

Creating the right automations requires clarity, intention, and a deep understanding of how your business actually works.

That’s exactly what we focus on during my Workflow & Automation Strategy Call.

If you’re looking for more hands-on support, check out my Services page for an option that may better suit the needs of you and your business. I’d love to help.