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Index/Success with Soul
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142: Automating Business Processes to Save Time with Devin Lee

Success with Soul · 2023-11-30 · 38 min

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Episode notes

Welcome to the Success with Soul Podcast! In this episode of the 'Success with Soul' podcast, host Kate Kordsmeier talks with guest Devin Lee about systems and automations in business. Devin, a systems strategist and certified online business manager, shares her expertise in helping entrepreneurs take their businesses to the next level by automating tasks. They touch on tools like Airtable , Zapier , and Dubsado and how using these tools can streamline operations, improve the client experience, and effectively manage time. Devin discusses her system to reduce her use of social media and her newly launched mini course 'Inbox Zero Hero' which aids individuals in maintaining an organized inbox. They also discuss the benefits and drawbacks of working independently and the evolving nature of online businesses. What you'll learn in this episode: How automations can create a more intimate client experience, contrary to popular belief. The strategic approach to setting up systems and automations, especially for businesses new to this world. Devin's favorite tools for automations, including Airtable, Zapier, and Dubsado, and how to integrate them effectively.

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