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  • Writer's pictureKatrina Julia

Automate and Scale Your Business Like a Boss

Scaling your business may be something you have read about, want to do, and/or are doing. If you are anything like me, you want to pursue purpose to help people on the planet. We all know it isn't always easy managing ourselves, let alone figuring out how to automate and scale your business like a boss.


Whether you are a 9-5er, side-hustler, entrepreneur, or brand, 2020 has changed the game when it comes to us all being online more than ever. Not only that, it has accelerated the focus of online course creation, online summits, as well as online memberships and masterminds. These all inevitably lead to exploring ways to automate and scale your business.


Maybe you are increasing your online presence with a blog, show, freebies, and online courses already. However, you find yourself inundated with administrative tasks, and not automating and scaling your business like you want to. You aren't exactly sure how to automate and delegate, and which tools to transform your online business. You are not alone.


Background


For 10+ years, I worked in 7+ industries in strategy, structure and systems with roles from Financial Analyst to Consultant. I regularly automated and scaled in industries like consulting, accounting, energy, education and retail. I implemented automation and delegation with systems, processes, and people impacting the bottom line anywhere from $2,000,000 to $10,000,000 every year. All during this time, I did business plans, and consulting on the side as well.


All along the way, I invested in education in undergrad, grad school, and later in certifications in fitness, finances, and business. When I became a full-time entrepreneur in 2011, the educational investments continued. I invested in online memberships, masterminds, and live events with Brendon Burchard, Chalene Johnson, Strategic Coach, Herbalife, Boss Babe, and Dani Johnson among many others.


It amazes me when people think they will fully realize their vision as entrepreneurs and business owners without any learning, transformation and investment. As of this writing, I am currently in Bethany Hamilton's Unstoppable Year, and Tommy Newberry's Achieving Optimal Monthly. I share this to say that prayer, wisdom, investments, and people have led me here.


Most importantly, applying and sharing what I learn all the time whether it's here on the blog and show, online courses, live events, and in influencer management and brand consulting.


In the past year, I have scaled 100+ tasks via automation and delegation. Within the last five years, I have automated and delegated over 75% of systems and processes. A mindset of innovation, simplification, and application is required to automate and scale your business like a boss.


 

Automate and Scale Your Business


Automate and Scale Your Business Like a Boss will help you with outlining your automation and delegation, tools to use, and ways to scale your business.


How I feel about helping you Automate and Scale Your Business Like a Boss!



Photos by Brock Atlanta

 

Start Automating & Scaling Your Business Easily


Figuring out how to start automating and scaling your business may seem complicated. Let me simplify if it. for you. It's key to prioritize your tasks, break them down in 3-5 steps, and automate and delegate step by step.


  • Outline Tasks to Scale

  • Prioritize Tasks by Impact & Ease & Cost

  • Schedule Automation & Delegation

  • Identify Your Tools & Tech

  • Scale & Learn All the Time

Creating a life and business you love is like a dance between faith and action. You may journal a list that will keep you busy for 5+ years (like mine did!) and take actions this week on 3-5 of the items. This will lead to lessons learned and more ideas to improve how you automate and scale your business.


Getting to over 75% of your business automated and scaled does not happen overnight. It is a journey that never ends. I still automate and delegate 1-5 tasks every single week now. As I create, I immediately consider how to outline the process for both our community in our summit and online courses, as well as for automation and delegation purposes.


Start Simple!

Take Action!

 


Outline Your Tasks to Scale


Outlining your tasks to scale is easy. Grab a journal or your notepad on your phone. You will need it.

Think of what tasks you do daily that are not needle movers in your life and/or business. Consider what you are doing daily that perhaps is not the best use of your time.


Decide what you want to focus your time on, how you will serve, who you want to help, and ways you impact. You will find like I have that when you focus 80% of your time on things that are aligned with your purpose, it becomes clear on how to take those items and scale them across platforms and people.


For example:

1 I knew I wanted to focus on helping people create a life and business they love.

2 I decided I wanted to serve with health, wealth, business online & live with tips, tools & tech.

3 I identified problems worth solving of clarity, simplicity & convenience all in 1 for entrepreneurs & brands to create with wellness, marketing, business & travel.

4 I increased clarity on serving those in corporate & 9-5 who want all in 1 solutions, social media gurus & influencers who want help on building a brand and monetizing, and brands who want help with solutions for their brands and teams.

5 I determined the best use of my time included speaking online & live, events, and training.

6 Each and every day, I automate and scale tasks to free up time and increase my focus.

7 I constantly learn and refine my approach in creating and community.


Use the same 7 steps to identify your focus, how you serve, problems you solve, who you want to help, and your focus areas. Determine what tasks do not align to those focus areas, and begin to automate and delegate. Keep in mind, I did not arrive here. I started like we all do, one task at a time.


Start where you are. Identify tasks that don't align like I did.


Some examples include:


1 Finding contacts for Fortune 500 companies & Travel Brands

2 Identifying new influencer marketing resources & platforms

3 Searching for agents for my upcoming books to send proposals

4 Updating templates on Canva for Twitter, LinkedIn, Pinterest

5 Sharing on social channels like Twitter, LinkedIn and Pinterest

6 Create freebies and automate opt-ins and emails

7 Create & launch online courses & scale launches


These tasks are all important and impac