What to Outsource? Automate or not?

With the wedding industry booming, it’s easy to feel overwhelmed and exhausted. If you’re considering outsourcing tasks to a virtual assistant or digital marketer but don’t know where to start, you’re not alone. Finding help for every aspect of your business can be daunting, especially if you don’t have a clear starting point.

Start by Identifying Key Tasks:

Before diving into outsourcing, first, take a moment to identify the top 2-3 tasks that need immediate attention.

Ask yourself:

  • What tasks are currently left undone that are crucial for your business?
  • Are there tasks outside of your expertise that need attention?
  • Which tasks are essential to outsource?
  • What are you willing to delegate?

As a type A personality, I understand how challenging it can be to let go of control. However, delegating is key to freeing up your time and minimizing stress.

Here’s a guide on what you can outsource to streamline your business:

Administrative Tasks:

  • Email Management: Organize, respond to requests, and keep your inbox under control.
  • Workflows: Set up and manage systems like Dubsado, Honeybook, 17 Hats, Rock Paper Coin, etc.
  • Research: Look into other vendors, locations, trends, and more.
  • Calendar Management: Schedule and organize appointments and events.
  • Data Entry and Collection: Handle spreadsheets and databases.
  • Appointment Scheduling: Coordinate meetings and consultations.
  • Database Management: Maintain and update client and vendor information.
  • Travel Research and Booking: Handle travel arrangements for yourself or clients.

Social Media:

  • Content Creation: Develop engaging content for your social media channels.
  • Creating a Social Media Calendar: Plan and schedule content to ensure consistency.
  • Posting and Scheduling Content: Manage the timing and posting across platforms.
  • Running Contests and Giveaways: Boost engagement with promotional events.
  • Managing Online Communities: Oversee interactions in groups or forums.
  • Comment Monitoring & Engagement: Foster a positive community by responding to comments.
  • Instagram Stories and Facebook Live Assistance: Create and manage live content and stories.
  • Creating and Running Ad Campaigns: Develop and manage paid advertising campaigns.

Blogging:

  • Blog Write-Ups: Craft and publish posts that showcase your expertise.
  • Proofreading: Ensure clarity and correctness in your posts.
  • Mood Boards and Brand Boards: Create visual representations to maintain brand consistency.
  • Online Affiliate Marketing and Management: Handle affiliate programs and partnerships.
  • Coordinating with Contributors and Guest Bloggers: Manage collaborations and guest posts.
  • Researching Potential Topics or Trends: Explore subjects that resonate with your audience.
  • Creating Emails and Social Media Content: Develop content to support each blog post.

Pinterest:

  • Pinterest Audits: Optimize your Pinterest profile and strategy.
  • Pinterest Creation and Monthly Management: Design and manage boards and pins.
  • Creating Pinterest Graphics: Design eye-catching images to promote your content.

Additional Areas:

  • Newsletters: Craft and manage email newsletters.
  • Podcasts: Produce, edit, and manage podcast episodes.
  • Graphic Design: Create visual content for various marketing needs.
  • Websites: Update and maintain your website.
  • Travel Arrangements: Handle travel bookings for business or events.

To Automate or Not to Automate?

Managing multiple tasks and projects can be overwhelming.

Here are five ways to automate your business and reduce stress:

  1. Inquiry Responses: Automate responses to inquiries using tools like Dubsado. Set up workflows that send personalized, warm replies to clients based on their needs. If automation isn’t feasible, use email templates to streamline your responses.
  2. Social Media Scheduling: Schedule your social media posts for the week ahead to avoid daily stress. Tools like Planoly offer free options to schedule posts for Instagram and Facebook, ensuring a consistent online presence without constant worry.
  3. Appointment Scheduling: Use tools like Calendly to let clients book meetings automatically. This saves time and avoids the hassle of manual scheduling.
  4. Client Reviews and Testimonials: Automate requests for client feedback with email templates. Schedule these emails through a CRM like Dubsado to ensure you receive valuable reviews and testimonials.
  5. Workflows: Automate workflows from client inquiry to post-event follow-ups. A virtual assistant can help set this up, handling tasks like sending invoices, following up on payments, and sending client gifts.

Outsourcing and automating these tasks can streamline your workflow, reduce stress, and allow you to focus on providing exceptional service to your clients. Start small, evaluate the impact, and gradually expand your outsourced and automated tasks to make your business more efficient.