Part 2/3: Delegating Repetition to Automation

It’s time to hand over repetitive tasks to automation. I’m going to teach you how to use tools to automate your billing workflow and get back hours in your day. You may even recover money when you do it. We’ll walk through ways to improve your billing processes by integrating with tools you already love like Quickbooks, Xero, Salesforce, and Hubspot. We will also be looking at how to take your spreadsheets to the next level and increase your business revenue.

In this chapter, you’re going to get expert guidance in automating recurring invoices, billing, and payments. Customer Success Director, Chris Dub will guide you through:
- The burnout from teams who handle billing manually.
- Areas YOU can focus on to make improvements today.
- Integrations that can improve your workflow, such as Zapier, Slack, and MailChimp.
- Software that can keep you up to date with tax regulations, like Avalara and Zip2Tax.
- Automating communications with customers to improve your relationships.
- Ways to save hundreds of hours and thousands of dollars every year.
- And other tools that will make your life easier.