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Getting started with Automations with Aerlie Wildy

I know many business owners that want to start with automations but getting them set up feels deeply overwhelming. Where do you even begin?

That is why I invited Aerlie Wildy onto the show. Aerlie works with service based business owners to improve their profit and performance by providing support in project management, productivity and process documentation improvement.

Aerlie is a certified ClickUp Consultant and Asana Certified Pro. She spends her day in project management tools to help business owners and their teams improve efficiency. How amazing does that sound? I think what you’re going to love about today’s conversation is how practicable and actionable Aerlie’s tips are.

We discuss the three main areas where automations can be applied in your business and the first steps you can take to get started implementing them. Aerlie shares her top automation tools and we also talk about the importance of processes. Essentially, if there is an action that is repeatable in your business, there is the possibility of automating it!

This episode is packed full of simple, actionable steps for getting started with automations. You’ll leave feeling inspired and empowered to take the first step in automations for your business!

Topics We Covered:

[00:06]: I am joined by special guest Aerlie Wildy who works with service based business owners to improve their profit, performance and efficiency.

[2:05]: We dig into simple and actionable steps for getting started with automations.

[2:28]: Where does a business owner begin when it comes to incorporating automations in their business? Aries steps us through the three main automations: 1) Marking 2) Information management 3) Processes

[4:33]: We learn about Active Campaign - a digital marketing tool that helps with conversion rates and is a good addition to your sales funnel.

[5:31]: Aerlie talks us through Asana and ClickUp and how they link into other programs.

[6:48]: It can be very overwhelming keeping track of all your information coming in from different places - automation helps manage the overwhelm.

[8:08]: Is there a type of business that best suits automation?

[9:04]: Aries shares some baby steps for getting started with automations. We talk about trigger, consequence and scenario as the three building blocks.

[10:33]: If there are any operational elements that are recurring in your business, then there is potential to automate those.

[11:25]: Aerlie says that starting with information moving is the easiest place to start. Find a repeatable task and start with that. Aerlie reminds us it can be fun!

[12:52]: Do you need to know what the process is before you set up the automation? Aerlie explains what you need to be clear on before you set up an automation.

[13:50]: If you have a clear process that you’re doing manually, then that’s the place to start.

[14:21]: Once you commence automations, you can start to see the potential across all areas of your business.

[15:11]: Automations are about removing bottlenecks, and are able to do that efficiently and accurately.

[16:09]: Aerlie takes us through the benefits for clients. Automations can delight clients with zero effort. The design allows for the human touch.

[18:32]: Automations take the weight of admin off your shoulders which open up more time for creativity.

[19:04]: What if you’ve been burned by automations in the past? Not being clear on processes is normally the reason.

[20:35]: DIY or hire for automation set up? If you like exploring and have the time and mental space DIY is an excellent way to go. If you have no time or energy, hiring is powerful.

[21:12]: Aerlie shares her go to systems and why. Zapier is one of her favourites, as well as Make.

[22:14]: When setting up automations 1) Having clarity around the process (if this, then that), and small steps.

[22:58]: It’s about using automations to support you in your bigger goals for your business.

[25:20]: If you’re keen to learn more about how I can support you to run your business like a Boss check out

Links and Resources

Tune in today on

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About your host, Kristy

Hi, I'm Kristy, thank you for tuning in to the Run Your Business Like a Boss Podcast. My purpose for the podcast is to help Business Owner’s in the growth stage of business (messy middle) have a sustainable business, they love.


I’m an online business coach, based in Brisbane, Australia. I provide 1:1 business coaching, to Service Based Online Business Owner's and a group coaching program commencing in 2022. I believe whole heartedly that having a Business Coach is what gives you the competitive edge. As your coach I support you to overcome challenges quickly, uncover blindspots and make business decisions with confidence and clarity. All of which keeps you moving forward and maintaining momentum. 

As your Business Coach, my role is to help you organise and formulate your ideas, turn them into a goal and then into an actionable plan! All while meeting you where you're at and providing you relevant tools and support along the way.


Thank you for tuning in to the Run Your Business Like A Boss podcast!

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