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3 Ways to Simplify and Streamline Your Business Processes

When you’re looking at your business processes and trying to find ways to streamline them for better efficiency, don’t forget that one option is to get rid of tasks by giving them to someone else. There are three ways to entrust tasks to someone else: Delegating, outsourcing, and automating.

Delegating Tasks to Your Employees

Delegating involves finding someone in your organization who can take over the task for you. It requires taking a regular task and mapping out each step so that anyone can learn to do it. The advantage is that someone within your organization already knows you and understands your business goals.

A good example of something you can delegate is social media activity. Social media requires you to be there every day, posting, monitoring, commenting, and interacting. You can easily get someone in your company to take over this activity rather than doing it yourself.

Other tasks that are easy to delegate include accounting, administrative tasks, data entry, IT, marketing tasks, customer service, and content creation.

Outsourcing to Someone Outside Your Organization

There are several reasons you may choose to delegate to someone outside your organization. You may not have the staff on hand or you may not have staff that can handle the task you need to delegate. Instead, you can outsource to a virtual assistant or service provider outside your business.  I suggest only doing so now you know and understand all the running parts of your business and you have the capital to do so.  Otherwise, it's not a financially sounds decision to hire someone to do something you don't know how to do yourself and or can't pay for within a balanced budget.

In addition to the same tasks as above, you can also outsource things that require specific skills like graphic design, copywriting, programming, and other skills you don’t have the time to learn or resources to handle yourself and you have the capital.  It saves a ton of time, energy, and worry.

For example, you may need to design eBook covers, advertisements, websites, and other visual content. It would take time to learn, so better use of resources is to pay someone to do it.

When outsourcing, take some time to research and compare service providers before you choose one. The most efficient way to outsource is to hire a virtual assistant who can become familiar with your business and handle a great deal of work in one place.

Automate with Tech Tools

Software tools and apps can take over plenty of routine tasks that don’t involve creative thinking or problem-solving. With improvements in AI technology, there are more and more things that computers can do for us.  I strongly suggest KAJABI which is an all-in-one platform.

Things that can be automated include:

- Email replies

- Some social media activity

- Monitoring and analytics

- Signups and registrations

- Accounting functions like bill paying

- Customer management

- File back-up

- Organizational tasks.

Explore automation options and determine which of your tasks can be automated. Take advantage of free trials and use the software before you make a purchase. Don’t automate any area of your business that requires the human touch.  For example, social media engagement.  This should be you engaging your clients and followers to cultivate an organic relationship.

All of the above options require some time and effort on your part to set up. Now, it could be effortless too.  Try KAJABI the all-in-one platform to complete your marketing, email list, products, sales and analytics, contacts, and build your website.   (Try KAJABI for 14 free days)


To delegate or outsource, you need to map out business processes so someone can learn them. Automating involves some time choosing the right tech option. But this is time you will save later once you have it set up and running smoothly.

Do you want to learn more about streamlining your business processes? Check out my course section which teaches you the A to Z of business processes and helps you achieve your business goals.  Click Here Visionary Mindset Academy Store

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