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5 Small ways to save time and Effort in Your Business

Updated: Jan 7, 2021



Are you struggling to get all of your tasks done? Maybe you’re spending too much time on one particular task, causing you stress. I get it, having a successful business doesn’t come easy. There are always things to do such as managing client work, managing your back end and let’s not forget all the marketing that you need to do especially if you’re the face of the market.


Time is precious to and if we can save every bit of it and use it on the things that we want the most then I’m sure we will but it doesn't always work that way does it?


In fact, when something takes a long time to do it means that we are putting too much effort into it. Successful businesses make their business run efficiently by saving how much time you spend on a particular task.


Being a mum means that I’m always busy whether that’s in business or at home, I’m always doing something. So, it’s important to me that I make things as easy as possible and less stressful.


Also, easy means consistent to me. When things are too hard you’re less likely to stick to it.




So, if you’re like me and want to save more time and effort here are 5 tips to help you start saving time in your business.


Tip 1: Create Templated Emails - I use Dubsado to manage my clients and emails. Dubsado is an all in one CRM business management tool that allows you to save time in your business. Templated emails are also known as canned emails in Dubsdao. You want to create canned emails so that you’re not writing the same emails over and over again.


Tip 2: Automated Invoices - Gone are the days sending bank information to clients to pay you. Believe it or not, I still see this. You want your business to look and provide that professional feel. Let’s not go into security, that's a whole other conversation. But having a tool like Dubsado will help generate invoices automatically and allows your client to pay instantly so no more sending bank account details to clients. You can also set triggers such as onboarding email once a client as paid. That’s my favourite part of the system.


Tip 3: Scheduling Reminders - Reminders for everything for yourself and your clients. I create reminders for all my important tasks and meetings and I create reminder emails for my clients as well. This helps to make sure that the clients attend their meetings with me and it works a treat. The first reminder will go out 24 hours before meeting, the second reminder will be 1 hour before the meeting and then the last reminder would be 1 hour before the meeting. I try to think of the kind of person I am as that 1 very busy person who easily forgets things. I combat that with my calendar reminders and sometimes my alarm.


Tip 4: Templated Forms/Agreements - Agreements are super important and you want to have this already prepared and ready to go. Having a template for your main service will help you save time and effort! You’ll be able to use Dubsado for your forms and client agreements which clients can sign digitally.


Tip 5: Templated Client Starter Forms - Now I never use to have these. Starter forms allow you to collect more information from your clients at the beginning of working with you. I have application forms which obtain details of their business but when I start working with clients I needed to collect more information to help me provide the service. So, a lot of the times I found myself asking for more information at different times and that became tedious. Asking for the right information as the beginning makes everything easier and helps to provide a seamless service.


Those are 5 tips that I found helped me to save time and effort in my business. If you don’t have Dubsado you can use my link here and save 20% off your first month or year DubsadoXPhebisimplesystems


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