Hacks and automations for a small business

/ By Jacqui Ma

Automation has saved my bacon during Covid-19. These automated processes decrease the chance of mistakes, cut down on wasted double handling and free up time for me to do tasks that cannot easily be automated such as customer service and product design.
Goodordering main frame automating processes

There are also some processes that i would like to automate more. Mainly to cut down on waiting time and time zone lag. When looking for processes to automate i think about what tasks i do repetitively, tasks that i sometimes make mistakes doing or jobs that i spend a lot of time doing. There is no point in automating a job that takes 5 minutes once a month, but a job that i spend 2 hours on each day may be a good candidate for creating an automated process.

Here are some of the automations i have in place with Goodordering that i have developed over the last few years. It allows me to work independently and achieve the work-life balance that i have dreamed of. 

Shopify : Order printer is a free app, just print out the delivery note and cut out the address, no mistakes copying out 


Drop and Go : No waiting in queues at post office and no paper receipts, everything is electronic.


Google docs: Warehouse updates returns log, and live stock list on google based xcel sheets


Automated emails: Customer is requested to leave a review 2 weeks after their purchase. I also have a few other automated emails such as order confirmations, shipping confirmations and refund confirmations. These are easy to set up on Shopify.


Social media: Instagram posts are automatically reposted on facebook


Shopify to Xero: Automatic importing of transactions from ecommerce platform to accounting system, saving hours of manual data entry


Live chat:  Not so much automation but being able to talk to customers whilst they are on the ecommerce site live cuts down on the need for long email chains, i can respond immediately to customer enquiries, leading to immediate sales conversion.

Hamster wheel

PROCESSES TO FURTHER AUTOMATE OR START AUTOMATING

Wholesale: Streamlining wholesale orders and reorders

Press: saving press clippings onto a folder and posting them on the website

Customer service: I am on the search for a way not to lose track of all customer service enquiries. 



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