How to Automate Your Sales Process and Take Back Your Family Time

If you find yourself consistently completing repetitive tasks within your business – it might be time to rethink your process. Today I’m chatting about how to automate your sales process, so you can bring in income, show up when necessary, and take back time with your family. Sound like something you need? Then let’s jump in.

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How to Automate Your Sales Process and Take Back Your Family Time

Well hey there and welcome back to this episode of the Mama Business podcast. If you are listening in real time, then we’re right at the end of the first quarter of 2023 and as quarter 1 comes to an end, you might be thinking about the goals that you set at the beginning of the year. When I was talking to mamas at that point, I had a significant amount of them say that they either wanted to “make more sales and increase revenue in their business” OR “figure out a way to spend more time with their family” or a combination of the two.

So, with that in mind, I want to spend some time today talking about the importance of automation within your online business – specifically within your sales process – so that hopefully you can take back some of your family time. And, even if that’s not your goal, you can use that extra time for other more important things within your business, right?

What is automation in business?

Okay, so first and foremost, lets talk a little bit about what automation is when it comes to business. Because I know for a lot of new business owners this might be a concept that you aren’t familiar with.

So, let’s talk about this in a way that we can all relate to: doing laundry. In this day and age, with washers and dryers, you have to participate in some steps of the washing and drying process, but not all of them.

For example, you have to put the laundry into the washing machine along with the soap. But…once you’ve pressed the go button on the washer, it runs through an automated system of filling the basin, adding the soap, scrubbing the clothing, rinsing all of the items, and then spinning to eliminate as much water as possible. That’s an automation. Of course, we’d all love it if that same washer would move the laundry into the dryer, but – at least in my home – that’s a luxury we do not have. That’s where we have to step in and participate in the process.

But think about how much time of yours is actually saved when you run a load of laundry in the washing machine instead of washing it by hand. I’m guessing if you really think about it, you’re suddenly even more thankful for the washing machine in your home or wherever you choose to clean your laundry.

Automations in business are very similar. Depending on the process, you may have to participate in certain steps, however, your business systems can be automated to save you tons of time and energy and brain power. And we all know how valuable that can be when you have kids still at home, right?

What is the sales process?

So, while there are a lot of ways you can automate your business systems, today I want to chat about the one I believe is the most important – and that’s the sales process. This is how do you walk people through the process of wanting to buy your product or service or offer or whatever it is through becoming a paid client and onboarding with you. And this applies whether you’ve been in business for years or are just starting out, so if you don’t have this in place, it’s never too late to do so.

For many businesses, this process can be completely automated. As in, you can completely set it and forget it. For others, parts of the process may be automated and others may need a little attention. But either way, you can save a lot of time by automating.

How does a sales process automation work?

Let’s talk about your sales page on your website. If you don’t have one but you offer services or courses or any other paid offers – then it’s time to get one in place. And in a couple of minutes after I explain this automation, you’ll likely be in agreement with me.

But a sales page is essentially the place that you send your potential clients and customers to. It explains your offer and then allows them to click a button to pay you money. You want that, right?

So, you might share the link to your sales page in a blog post, podcast episode, on social media or even in real life. And that’s where your involvement stops. Because if your automation is set up properly, the next steps are these:

A potential client, let’s call her Sally, views your sales page.

Sally decides that she likes what she sees and want to give you money.

So, she clicks on the link that says “buy now” and is taken to your cart page.

Sally then pays for your service and becomes a current client. Yay!

From that point, Sally gets an automatic email response with a link to your contract (if you have one) and your scheduling page.

Sally signs the contract.

Sally schedules her appointment.

…and Sally receives the automated “confirmation of appointment scheduled” and link to attend the call.

Then, at the correct date and time, YOU and Sally both show up for the call.

All of those steps, and Sally of was able to complete each of them without your involvement. Think of all of the time saved just by having this automation in place, right?

But you’d be amazed at how many people are still manually doing all of these steps in order to onboard their clients. And that might be okay if you only have a couple of clients, but if you want to scale and add more revenue – or simply use your time in a more effective way – then this type of automation is absolutely necessary.

And…this can apply to any type of paid offer. If you have a course or a live program or any of those things, an automation can be designed so that you only show up when it’s needed.

Not sure how to implement this yourself, then join the waitlist for the Mama Business Blueprint. Because I’m going to be walking you through exactly how to make this work for your business – no guesswork necessary. If that sounds like something you could use, then jump on the waitlist at

Automate Your Sales Process and Take Back Your Family Time

And that brings us to the action part of this episode. And we all know that action is where the dreams turn into the reality. And today’s action step is this:

ACTION: If you don’t have a sales process automation in place just yet, I want you to seriously consider how much time you are spending onboarding new clients, sending them email reminders, scheduling links, and so on. Chances are that you are using a lot of your valuable time on tasks that could be easily automated. And if the actual tech end of things is what’s holding you back, let that excuse go and jump on the waitlist for the Mama Business Blueprint. It’ll be worth it, I promise.

If you do have a sales process automation in place, I want you to consider whether there are ways that it could be further automated. Because every bit of time you spend completing repetitive tasks is time away from doing other, possibly more important things – like spending time with your family.

Ultimately, the sooner we can get these automations in place – especially for something that directly affects our revenue – the better our businesses will be in the long-term. So, don’t wait to do so. Automate your sales process ASAP.

Whatever you decide mama, just know that I’m cheering you on! Have an amazing day and I’ll chat with you next time.

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