Client Success Story: How Digital Solutions Helped Reclaim Time and Grow Business

Running a small business can be incredibly rewarding, but it can also feel overwhelming when repetitive tasks eat up all of your time. One of my clients was in that exact situation. They loved the work they did but found themselves spending hours each week on administrative tasks like onboarding new clients, sending follow-up emails, and scheduling appointments.

That’s when we implemented a few key digital solutions to streamline their processes and reclaim valuable time.

The Challenge: Too Much Time on Manual Tasks

Before automation they were managing everything manually. From answering emails to organizing client meetings, it seemed like there weren’t enough hours in the day to grow the business while handling the operational side of things. They were burned out and struggling to focus on their core business.

The Solution: Automating Workflows and Simplifying Operations

Together, we set up a series of automated workflows that allowed them to automate repetitive tasks and gain back control of their schedule. Here’s what we implemented:

 1. Automated Client Onboarding:

Using tools like Kajabi and Dubsado, we set up an automated system that welcomed new clients, gathered intake information, and scheduled the first meeting—all without any manual input from the business owner.

 2. Follow-Up Emails:

We set up email sequences that automatically sent follow-ups after consultations or meetings, ensuring that they never missed an opportunity to keep clients engaged.

 3. Lead Generation:

A custom lead magnet was added to the website to capture potential client information. This allowed them to build an email list and nurture leads with no extra effort.

The Result: 10+ Hours Saved Every Week

Within just a few weeks they were saving over 10 hours per week by automating these simple but essential processes. The extra time allowed them to focus on the creative and strategic side of their business, growing their client base and improving their services. Within months they saw a 30% increase in revenue. Not only did automation save them time, but it also reduced stress and helped them avoid burnout.

What You Can Learn from This Success Story

If you’re spending too much time on manual tasks, it’s time to explore how digital solutions like automation can help you reclaim your time. From client onboarding to follow-up emails, these are small changes that can have a big impact on your business.

At Find Your North Star, I help small business owners and entrepreneurs implement digital solutions that simplify their workflows and support their business growth. Ready to reclaim your time? Let’s chat about how we can automate your business together.

Download the free guide, Automate Your Business: Workflows That Save Time and Energy, and get started today! [CLICK HERE]

May you always Find Your North Star.

Beth