How To Create A Culture Of Compliance In Your Organization

Every industry has rules and regulations that surround its operations. Complying with the set rules plays a vital role in your business operations, whether you are running a small business or an international enterprise. Compliance will ensure the safety and integrity of your business operations and data, improving your competitive advantage. 

Compliance is a legal requirement for most businesses. Although compliance is defined as the process of ensuring that your team members follow and adhere to established rules and regulations, it is also a behavioral practice. This is because a company’s compliance will rely on management and employee collaboration. Despite the recent advent of remote workplaces, your team members must understand their critical roles in ensuring your organization complies with the set rules and standards.

As a business owner, it might be challenging to ensure your team members adhere to the set rules and regulations, which might affect the efficiency of your business operations. However, to have peace of mind, it’s critical to instill the correct values, ethics, and principles in your company’s operations. In other words, you must foster this type of culture. 

Although this isn’t something that happens overnight, there are strategies you can employ to ensure this culture within your organization. Keep reading.

What Is Culture of Compliance


Before you can comprehend strategies and use them to develop a compliance culture, you must first grasp what compliance is. As previously stated, compliance ensures that your company’s operations and employees follow established rules, laws, and standards, increasing your product line’s efficiency. On the other hand, a compliance culture is a process of fostering an environment in which everyone feels free to speak and do the correct thing. As a result, rather than trying to reconsider and cross it off at the end, following the established norms and standards becomes an integral and unchangeable aspect of business operations.

Creating a compliance culture will help your employees understand what is required of them. They’ll also be aware of the dangers of non-compliance and how it might damage your company’s operations. For example, if you run a healthcare facility, non-compliance could expose confidential data, resulting in lawsuits and a negative public image. However, investing in solutions such as HIPAA compliance services may help ensure your operations adhere to the set rules and standards, improving the efficiency of your production line.

Tips To Create a Culture of Compliance

Although it might sound simple enough, creating this type of culture can be challenging, especially if you’re not equipped with the necessary know-how. However, you might simplify the process by employing the following strategies. 

  • Engage Team Members from The Start

This is the first tip in creating a compliant culture. It’s critical to incorporate compliance information in the onboarding process as a business owner. Ensure that your new hires know your company’s ethics, values, and corporate culture from the beginning. This will serve as a solid basis for team members to understand their responsibilities.

Make sure you include a detailed overview of your company’s compliance expectations. This ensures that your team members follow the rules and regulations while performing their primary business functions, establishing a compliance culture. Make sure you engage other contributing units of your business operations in addition to the employees. Suppliers, stakeholders, and others are included.

  • Incentivize Ethical Behaviors

As a business owner, create programs that notice and reward ethical behaviors and values within the workplace. This could involve a promotion, a reward for exemplary behavior, and more. Incentivizing ethical behaviors will encourage team members to follow the rules and regulations in their daily tasks, resulting in a compliance culture. Aside from their complying culture, you may notice an increase in their production, which will increase your profit margin.

However, your programs should employ integrity and other virtues when noticing and rewarding ethical values. Unfair screening may discourage your team members, affecting your culture of compliance. 

  • Provide Efficient Training


Although the culture of compliance has been around for years, some people still don’t understand its importance and how to achieve it. Thus, it’s your responsibility to ensure your workforce is equipped with the necessary know-how to create a culture of compliance. This will not only improve the efficiency of your production line but also save you from fines and lawsuits associated with non-compliance issues.

There are several ways you can provide training for your workforce. Over the last few years, there have been many training service providers you can choose from, each with a different reputation and pricing. For this reason, it’s important to conduct extensive research to gauge your locality’s reputation and average cost of services. This will ensure a quality and efficient training program at affordable pricing, improving the value of your hard-earned money. Also, you can include an in-house training program for your workforce. However, it’s essential to conduct extensive research to identify the ideal training approach for your workforce, ensuring you create a compliance environment.

  • Make The Most of Technology

Technological advancement has revolutionized how businesses interact with each other and their customers. Investing in an ideal compliance management system may make it easier for you to create a culture of compliance. The system will ensure your operations adhere to and follow the set rules and standards. On the other hand, using manual tools and strategies to comply with the set rules may increase your chances of making an error, which could affect your competitive advantage and compliance, leading to reduced revenue and cash flow.

Technology integration will also ensure you’re up to date in compliance with the set regulations. Modern strategies also incorporate advanced solutions such as cloud computing. Thus, it’s easier for team members to understand updated regulations, regardless of their location, improving your compliant culture.

Bottom Line

As mentioned above, complying with the set rules and regulations will greatly improve your business operation’s integrity. However, creating a culture of compliance can be challenging, especially when you’re a newbie. Thus, it’s important to conduct extensive research to identify the ideal strategy to ensure your business creates a culture of compliance. 

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Trouble Finding Founders? Follow This Easy Guide to Funding Growth


New businesses face a bit of a catch 22 when it comes to funding. You can’t grow rapidly if you don’t have the capital available to fuel your efforts, but you often can’t get access to this until you’ve already got a proven track record of success.

The answer is to rethink your funding options and ensure that you make the right maneuvers at the right moments to keep your startup soaring without making sacrifices.

This straightforward guide will introduce you to some of the routes you can take to find the ideal funding for your fledgling firm, and some strategies for actually spending that money which will deliver maximal impact.

Understanding the Types of Funding & their Implications


First, unless you have a good grasp on the main ways you can pay for the growth-catalyzing changes your startup requires, you won’t know where to start looking or what the upshot of going with a given package will be.

Equity Financing

This is a traditional, well-established option for small, ambitious organizations, and essentially means that you’ll hand over a portion of the ownership and control of your company to third party investors in return for the cash that they bring to the table.

Whether you work with individual investors who want to get in at the ground floor and effectively become founders, or you seek funding from a venture capital (VC) firm, there are perks as well as pitfalls.

The upside is that in addition to the injection of capital you’ll receive, investors who get a slice of equity can also bring any expertise and contacts that they have to the table to further enhance your startup’s position.

The downside is that giving away equity in a business means you also end up with less control, and could even be ousted from the organization altogether if you don’t retain a decent stake for yourself.

Revenue Financing

An increasingly popular alternative to equity financing, the rise of revenue-based financing is designed to let you grow your business without having any third parties take permanent ownership of any part of it.

In essence, you can upfront your revenue, with projected earnings being supplied as proof of what your business can do, and capital being offered to fund your efforts without diluting your equity whatsoever.

This is often how SaaS founders fund growth, but it does not only have to apply to this specific niche of the tech sector. Whichever market you occupy, if you’re struggling to seek out other founders, or investors of any kind, revenue financing could be the answer.

Obviously it requires you to have confidence in hitting your revenue projections, but if you have good reason to be confident, then go right ahead.

Thinking about Where to Spend your Money


The second aspect of funding growth which is often overlooked comes down to how you choose to deploy the assets that are put at your disposal once you’ve secured them.

This will of course depend on the point of the journey that your startup is on at the moment, and is entirely unique to your business. Even so, it’s possible to speak generally about the types of considerations you’ll have to keep in mind in this context.

Let’s say you’ve just shaken hands on a $1 million funding round, and this is the first cash injection of this scale you’ve received. You can expect to use this to put together your central team who will form the nucleus of your budding business, and will likely have to take on a multitude of roles, from developing the product to marketing and selling it, as well as any support that’s needed for your first customers.

$1 million isn’t enough to go much further than this, and is really only an amount that will buy you the time you need to get to the next milestone in your company’s growth.

If you’ve already got a core team together, and your next round of funding comes in at between $2 and $5 million. This is the point at which you can expand, but aim for new hires who will deliver the best return on investment (ROI) in the shortest time.

Get in experienced individuals with a track record in things like sales and marketing, and you’ll optimize the effectiveness of your funding.

Making your Pitch Count

The final point to make is that one of the reasons you may be struggling to bring other founders and investors onboard is that your pitching skills aren’t up to scratch.

There’s a lot at stake whenever you go to sell your startup to third parties, and if you don’t have much experience then you can expect to make at least a few mistakes, even if you are well prepared.

Half the battle is knowing what the investors want to hear, and tailoring your pitch to these expectations.

Don’t go into a VC pitch meeting without recognizing that the people in the room will want to get hands-on with the running of your organization, and not just fund its growth while taking a consultative role, for example.

Also be smart with how you use your time, and don’t overstay your welcome. A short, sweet pitch followed by a Q&A session is better than an exhaustive pitch which drags.

The Bottom Line on Funding

The truth is that funding growth isn’t always easy, but it’s something that becomes less taxing with time and experience. So work out what you want, build a compelling pitch, consider all the options for funding and financing, and be discerning.

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How to Email Your List More Consistently: Use Email Automation

Email is one of the simplest, no-fuss channels of communication you can have with your customers. Plus, when done right, email automation allows you to stay in touch with customers, leads, and even website visitors.

Also, customers appreciate the usefulness of a well-designed newsletter that is not intrusive and keeps them up to date with your latest products and offers. So, besides being a great sales generation tool, email marketing is often amazing for customer retention and loyalty.

All this is possible due to the huge level of versatility of email marketing. Unlike social media channels or even websites, email can be used to do exactly what you want (attract more sales, increase brand awareness, or educate the audience).

Even more, when using email automation, you can segment your email list to cater to multiple personas such as existing loyal customers, curious viewers poking around, or promising leads trying your services out.

Why Should I Care About Email & Newsletters?


In a world filled with amazing social media platforms and lots of online marketing tools, it can be easy to forget about the good old email. But this would be a mistake, especially for a small business.

A solid emailing strategy is one of the crucial steps to success any small business must follow. That’s because, once you have a customer’s email address, you have direct access to their inbox (even if it’s just the address they use for marketing purposes).

This means you can use the data saved in your database to keep in touch with the subscribers to your email list. For instance, if you have their date of birth, it’s easy to make them feel seen by your brand if you send out birthday messages and cards (with or without a discount or voucher).

Email Automation works for Small Businesses

If you want to get the most out of your emailing campaign, it’s best to have a look at email automation tools. Now, small business owners may feel like it’s not a step for them since it implies a bit of an initial investment, but this is a wrong assumption.

As your emailing list grows, it will become difficult to maintain manually. Also, if you want to segment it into various sub lists (customers, leads, new subscribers, and so on) and create a set of actions for each, you will have a tough time keeping up without a specialized tool.

When using email automation, you can create workflows that automatically send emails to your contacts when they perform a certain action or meet conditions that you’ve set.

In fact, according to Semrush’s survey on challenges that small businesses face, a small marketing budget is always at the top of entrepreneurs’ worries. That’s why email marketing is such a great option for small businesses (especially if you use automation) – once the system is up to date and set to fit your business needs, marketing costs will drop significantly.

Key Takeaways

First and foremost, if you take only one thing from this article, it should be that email marketing is still a powerful tool. So don’t listen to anyone who tries to tell you differently. The connection to a customer or a lead’s inbox is priceless.

Second, email marketing works best when it’s paired with email automation. This tool can help you keep the budget down by lowering costs with human resources.

Also, it increases productivity, brings in more sales, and attracts more leads. Not to mention that your customers will feel nurtured and taken care of, which is the best customer experience plan.

Overall, email automation is the step most small businesses need to take in order to move forward with their email marketing goals.

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Small Business Cybersecurity: 5 Pro Tips from Top Consultants


Running a small business can be nerve-wracking. It’s because you are responsible for essential things, such as paying your taxes, your staff’s wages, and ensuring you’re making a profit. But on top of these tasks, you also need to ensure that your business won’t encounter any cybersecurity threats. 

Some businesspeople think their business is too small to be the target of cybercriminals. But unfortunately, that’s not the case. Cybercriminals also like to target small businesses because they usually lack the IT infrastructure of larger companies.    

Facing cyberattacks can have a detrimental impact on your company. In particular, it can create reputational damage to your business, leading to a loss of customers, sales loss, and a reduction in profits. Hence, it’s vital to implement cybersecurity measures for your company. Although cybersecurity is costly, they are worth the investment as it can prevent reputational damage to your business. 

With that said, below are tips from the top cybersecurity consultants that can help improve your cybersecurity and keep your data safe:

1. Employ Security Operations Center

A security operations center (SOC) is a centralized IT department that monitors, investigates, detects, and responds to several cybersecurity attacks and threats a business may face. The SOC constantly checks the business network for threats and vulnerabilities to mitigate them before they become critical problems. Moreover, they use cybersecurity quality operation tools and strategies, such as breach and instruction detection, security information and event management, probes, and firewalls. 

Whether in-house, outsourced, or in the cloud, having a dedicated SOC is an excellent way to protect your business against cyberattacks and data breaches. It provides you with multiple SOC benefits, including continuous protection, reduced cybersecurity costs, and improved business reputation.   

Note that cyberattacks don’t just occur during standard business hours. It’s common for cybercriminals to execute their attacks on weekends or after working hours when no one is monitoring them to increase their probability of success. 

But fortunately, an efficient SOC team continuously monitors your business data and IT infrastructure. And since it provides continuous protection, the SOC provides an efficient cybersecurity response. Moreover, SOC enables you to reduce cybersecurity costs by mitigating risks like data breaches and avoiding penalties due to violations of data security regulations.

2. Train Team Members for Cybersecurity


Cybersecurity awareness training for team members is another preventive measure you should consider to make your business cyber-safe. It’s a training that aims to educate your staff regarding cybersecurity risks and vulnerabilities. This training allows them to recognize cybersecurity threats when working online with computer systems. 

Since human error is the primary cause of security breaches, training your staff to recognize common cybersecurity threats is worth considering. It helps reduce the chances of cybercriminals accessing your business’s sensitive information. On top of that, considering that customers are increasingly aware of cybersecurity threats, providing awareness training to your team members also helps you gain customer trust.  

In particular, cybersecurity awareness training includes internet security training, email security training, and information sharing procedures training. Fortunately, there are free online training courses available to keep your team members updated with the latest cybersecurity issues. But apart from that, you can consider enrolling your staff in specialized cybersecurity programs. These programs can provide in-depth knowledge and the necessary skills to protect your business against cybersecurity issues.

3. Do Regular Data Backup  

On top of implementing preventive measures to protect your business against cybercriminals, you also need to have an adequate strategy for mitigating data loss. Data recovery is critical to securing your company’s sensitive information. Thus, performing a regular data backup is a must. It’s an excellent strategy to protect your business against data loss.

Data backup involves copying your business’s critical information from primary sources and adding them to a secondary location to secure against data loss. This strategy is essential for companies as data loss can damage your reputation and can result in severe disruption of your business operations.     

In case of cyberattacks or an emergency, having backed-up copies of your business data and being able to restore it to its original location can help you avoid significant loss of profits. And the good news is that there are several ways to perform a data backup. For instance, you can store your data using cloud storage or online backup services. Cloud backups are ideal solutions for small businesses that want to ensure their critical data is accessible in case of cyberattacks or data disaster strikes.

4. Keep Your Software Up-To-Date 

Updating your software is another way to keep your business cyber-safe. No matter how well-coded or well-designed developers create a particular software, note that no system or software is flawless. For that reason, developers continuously look for security issues in their software to update or patch these vulnerabilities. 

The longer you delay updating your business software, the more likely cybercriminals will prey upon your business. And once they exploit the issues in your outdated software, they may access your systems using valid accounts and cause severe damage to management systems. So, you must keep your software up-to-date to avoid this problem and ensure tightened security in your business.

5. Use Multi-Factor Authentication

A multi-factor authentication system is another way to protect your business data from cyber theft. It’s an authentication procedure that requires you to provide two or more independent credentials to verify your identity and be able to access an online account or application. This authentication is an additional layer of security beyond the basic credentials like username and password. 

Should these credentials get exposed, you and your customers’ information remain secure behind separate access controls. Simply put, the role of multi-factor authentication is to make it difficult for an unauthorized party to access a network, computer device, or database.   

Accordingly, multi-factor authentication can help enhance your business’s cybersecurity by requiring clients or users to identify themselves by multiple verification factors. As a result, it enables you to protect your critical data, maintain your business reputation, and improve customer experience.

Conclusion on Cybersecurity

All in all, cybersecurity is essential for businesses as it protects data from hackers or threats. Keeping your business safe against cybersecurity attacks should be one of your primary tasks as a business owner. Without proper cybersecurity practices, your business is vulnerable to cyberattacks. Fortunately, with the tips above in mind, your small business can avoid further damage caused by potential cybersecurity threats.

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How to Become Financially Stable Before Creating a Startup


Eliminating debt before creating a startup isn’t easy. In fact, some business owners may have a harder time achieving their goals without a decent safety net. In the end, becoming financially stable and achieving success requires that you build good habits and become disciplined.

9 Habits to Develop to be Financially Stable and Have Success

If you want to reduce your revolving debt or cut back on bad financial habits before starting a business, we’re here to help.

Here’s how to develop true financial stability and success.

1. Save Up for an Emergency Fund in a Separate Account

Open up an online bank account and start funneling money into it as soon as possible. Most business owners will keep 6 months worth of income in a savings account just in case things don’t work out. To make this process easy, set up an automatic transfer weekly or monthly.

2. Start Seeing the Value in Insurance and Building Credit

A good credit score can help you get approved for loans and other forms of lending, whereas insurance can protect your business from lawsuits and financial fallout. To benefit from both, you need to pay into them. However, it makes sense to invest in preventative business measures.

3. Control Your Impulse Spending as Quickly as Possible

The average American makes 12 impulsive purchases each month, which totals to $276 a month in wasted money. Unless you want to spend $3,312 a year on things you don’t need, start monitoring your spending with a bank app. That way, you’ll keep tabs on what goes in and out.

4. Create a Budget, Evaluate Expenses, and Live Frugally

Living frugally isn’t easy in 2022, but there are still a few ways you can reduce what you spend. Take a look at your monthly expenses and cut out what you don’t need. If you want to challenge yourself, consider trying a One Month Saving Challenge, like the “No Spend.” 

5. Invest into Retirement Savings Accounts in Your 20s


Young business owners may not think about retirement much, but you shouldn’t wait to invest. If you start in your 20s, you could save thousands of dollars more than you otherwise would have if you began in your 30s. Plus, you’ll reduce your taxes if you pay into a 401(k) or Roth IRA.

6. Focus on Keeping You and Your Family Secured First

Money management is all about setting your priorities. Always commit to paying yourself first, whether that means you’re building up a rainy day fund or setting money aside for your son’s soccer camp. Consider purchasing life insurance if you have a spouse or dependents.

7. Eliminate and Avoid Debt (Specifically Bad Debt)

Some debt is considered acceptable, like mortgages and business loans. However, if you’re using your credit cards recklessly and incurring debt because of it, stop doing so. Focus on paying down your debts, even if it takes several years because being debt-free is rewarding.

8. Pay Your Bills Immediately or Set Up Automatic Payments

It’s essential to pay your bills on time. Not only does this habit help reduce your debt, but it can eliminate your late fees. If you forget to pay your bills, set up automatic payments. But, if you aren’t paying your bills because they’re too expensive, consider switching service providers.

9. Learn More About Personal and Business Finances

Since you’re reading this article, you’ve already completed this step. Still, it doesn’t hurt to learn more about finances. The more you educate yourself, the more financially stable you will be. Plus, if you bill these important habits now, you’ll have a higher chance of succeeding in your business.

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20 Marketers Share Their Best Automation That Every Business Owner Should Use


Gaurav Sharma, Attrock automation

The automation that my team and I use in our day-to-day work is sending automated personalized emails at scare. While personalization improves the ROI of email marketing, automation scales things up and helps me run bulk email campaigns.

I think if you can invest only in one type of marketing automation, go with automated personalized emails. These are cost-effective and can deliver great results, not to mention they save a lot of time and effort.

I use automated email campaigns both for my own business and for my clients. I have run several successful email outreach campaigns that delivered exceptional results and you can do the same.

So, invest in email marketing automation for your business and see the results first-hand.


Roxana Motoc,SocialBee

Every business owner should use a social media management tool automation. As an entrepreneur, you don’t want to spend time scheduling content daily and switching between platforms just to remain active. 

The best way to have a sharp presence across multiple networks, with the least amount of work, is by using a platform like SocialBee. You can create, schedule, share, and analyze content for all your account from one place. 

More than that, by using a social media posting tool you can: 

🎨 Use the Canva integration to design your posts right inside SocialBee. 

📦 Structure your content in categories to obtain a solid & balanced mix. 

📄 Connect the RSS Feed of any blog to import content automatically. 

✍️ Customize the posts for each social media network individually. 

🔄 Recycle evergreen posts or expire time-sensitive content easily. 

📈 Track your links’ performance with over 5+ URL Shorteners integrations. 


automationHelga Moreno, andcards

Here is a couple of my favorite automation that are particularly useful for every businesses. First, there is email automation. There are many email tools available in the market that allow you to automate your email sequences and send personalized emails to your contacts based on their interactions with your website and other engagement data. This can be a great way to stay in touch with your customers and prospects and nurture them through the sales funnel.

Another type of marketing automation that can be very helpful is lead capture automation. Lead capture forms allow you to automatically capture leads from your website and track their information in your CRM. This can be a great way to quickly build up your contact database and start nurturing leads down the sales funnel.


automationKatrina Dalao, Referral Rock

As a content marketer, one of our big initiatives is keeping our articles up-to-date and relevant for our readers. As big Airtable fans here at Referral Rock, and our team has created an auto-filled template that shows us all of our top articles that need optimizations. Anyone in our team can check this table on a regular basis and see what articles need to be checked for recency and relevance.


Natalya Bucuy, LiveHelpNow

Live Chatbot is one of the best tools a business can use to serve its customers. 

Simple questions, like ones regarding business operation hours, store locations, or just a simple initial greeting of the customer on a website – are the tasks chatbots can and even should handle. Answering these questions over and over again not only overwhelms customer service agents but also takes up valuable business resources. Allowing chatbots to handle these inquiries will free up time for human customer service agents to answer more complex questions. Chatbots can direct inquiries to the right department, saving agents and customers time.

Chatbots can also serve as trailblazers for new or small businesses that do not have many staff members or don’t know what type of inquiries their customers would normally have. In this case, chatbots can screen all inquiries and give the business owners ideas of what to expect when it comes to customer communications. 


automationHope Dorman, Kajabi

My top automation that I use in my niche of content marketing is Semrush reports. I have an automated report from Semrush that comes to my email weekly that shares the top organic search positions for our domain. I appreciate their other reports that compile the key takeaway information with the top pages by organic search, a chat with the number of ranking keywords, top subdomains and the traffic breakdown, a competitive position map, and more. These automatically generated reports provide a helpful update on how our various search engine optimization metrics are performing. 

Reporting takes a lot of time. Being able to automatically generate a report with charts and graphs without having to manually recreate them or update them in Google Sheets or Excel can save a lot of time while still providing the important information company stakeholders need.


automationPaul Posea, Superside

People are spending way too much time sharing on social media channels (especially not the main ones) by doing it individually. Social media posting automation can be a huge time saver if you were planning to cover multiple platforms. 

One example of how I’m using an automated process for this is by having a WordPress plugin that automatically shares my posts when I post them on the blog. Even more so, you can set up an automated email to go out when a new blog post is published.

Speaking of email, automatic customer segmentation is a must for every business that has an email list (and every business should have one). I suggest segmenting people on a few very specific categories, but not too many depending on what kind of articles and pages they visit on the site or what level of product awareness they are at.

Even more so, setting up an automated way to clean up your email list is a must if you want to get consistently high CTR in your email campaigns. For that, I recommend doing an automatic cleanup of people who haven’t opened your emails in the past 3 months (or however long you think is too long).


Tara Malone, Mirasee

If you’re brand new to marketing automation, taking on a complex automated marketing campaign can seem daunting. To avoid overwhelm, I recommend starting small and selecting some simple activities that could benefit from automation. This might involve setting up a welcome email sequence for new subscribers, or a thank you message that gets triggered when someone opts into your email list. Once you feel comfortable with setting up simple automated sequences, you can gradually begin to implement automation in more complex marketing campaigns. It’s also important to track the results of your marketing automation campaigns so you can see which types of campaigns work well with your audience and which ones don’t. This is powerful knowledge that you can use to create more effective campaigns that truly resonate with your audience.


automationArlen Robinson, OSI Affiliate Software

Email is a valuable tool for any business. It earns businesses an average of $35 for every dollar spent. Email is like a direct line to your customers, and it builds your brand. Therefore to maximize profits it is essential that a business automate the email marketing process.

The first email that you should automate is the initial welcome email that you send a prospect after they engage with your brand in any way.  When a new customer signs up, send an automatic welcome email. It’s the first chance to show them that you care. Explain how you can help them and what they should do next.

The next most important email that you should automate is the abandoned cart email. Last year, close to 70% of online shopping carts were abandoned. That’s a lot of money left on the table. To avoid this, your brand should send automatic emails to shoppers who abandon their carts. These messages can remind them that they left something behind, and encourage them to come back and complete the purchase.

The final most important email that you should automate is a Birthday or anniversary email. 

You can trigger emails based on the date of the subscriber’s birthday or when the subscriber first signed up. Send a special offer to thank them for their loyalty. These emails typically have a high click-through rate because when you reference someone’s birthday or anniversary date it will catch their eye and intrigue them to see what the email is all about.

Whichever automated email you decide to use, can easily be set up from virtually any email marketing software provider such as Mailchimp, Active Campaign, or virtually any solution that you can find these days.


automationKalo Yankulov, Encharge

Apart from the typical email marketing campaigns and email follow-ups, business owners that sell B2B should look into automating their lead qualification process. 

If you are not familiar, lead qualification is the process of evaluating potential customers based on their probability of converting. The goal is to minimize time with leads that are not a good fit for your business or whose buying temperature is too low and focus your efforts on hot leads.

You don’t need a fancy enterprise tool to do this. You can use a marketing automation platform like Encharge to qualify and segment your leads based on their form responses, actions on the website, and other data like country, location, etc. This process can be automated by building a flow that automatically scores good fit customers. For instance, if a lead indicates that their budget is over $10,000, you can increase their lead score by 10. Once they reach a lead score threshold, good fit customers can be automatically added as contacts or deals in your CRM. That way, you can follow up and allocate your sales efforts to the right people.


automationMiruna Dragomir, Planable

Digital marketers are spoilt for choice when it comes to automation tools. My team and I use at least 15 tools on a daily basis. My top pick has to be content marketing automation which involves content creation and social media. Social media creation, planning, collaboration and scheduling has to happen in the same place for us. Since that software is also our business, we use it at all times. It’s important for us to nurture collaboration and have the peace of mind that every social media post looks pixel-perfect when it goes live. And we want to do that as efficiently as possible. We’ve sworn off spreadsheets, email threads, and Google Drive images for social media management. We’d rather keep those for what they were intended: analytics and reporting.

Besides social media, we automate project management as much as possible. We use Notion for company wiki, OKRs, and project planning — Sunsama for task management, and we integrate the two. That’s one of our core principles when it comes to automation: integrate and connect the software that we use. No copy-pasting. Ever.


Jonathan Aufray, Growth Hackers

Email marketing is known as the digital marketing channel with the highest ROI. Pretty much anyone in business check their emails on a daily basis so why don’t you leverage this by sending automated regular emails to your prospects and leads? As soon as you have email subscribers, you need to prepare a sequence of emails that will be sent automatically. Don’t be too salesy though. Provide value first by giving them tips, industry trends, insightful content, etc. Once you’ve provided enough free content, it’s find to send a commercial/transactional email.


Rakesh Kumar Sharma, Scalefusion MDM

Onboarding Processes for New Customers:

Most businesses perform routine tasks in onboarding each new customer, so since these tasks are repetitive, it makes them easy to automate!

By automating your small business onboarding process, you will be able to:

  1. Enhance the buying experience for your customers.
  2. Second, make it possible for new customers to sign up for your product or service.
  3. Lastly, you can spend more time engaging, educating, and delighting new buyers.

Tips for Automating Your New Customer Onboarding Experience:

  1. Create a pre-built campaign template.
  2. Handle the transactional stuff automatically.
  3. Use tags to segment your customers.
  4. Use different email accounts to send emails.

Customer onboarding automation is crucial to building a successful business.


automationChris Makara, Bulkly

For me, all business owners should be using social media automation in their business. While there are quite a few benefits of using this type of automation in their workflows, perhaps the biggest is the time that you save once it is implemented. Without social media automation, business owners waste quite a bit of time sourcing, creating and scheduling status updates across various social media platforms. This can easily add up to several hours each and every week.

However, there are many business owners who are now automating this entire process with automation tools like Bulkly. By leveraging a tool like this, it allows them win back their time so that they can focus on more important things – like running their business.


automationOksana Chyketa, Newoldstamp

When it comes to email marketing, I believe that the entire process has to be automated. And at the same time, it’s impossible to venture into email marketing without considering personalization. Personalization includes collecting data on prospects, creating their profiles, and then segmenting lists to send more relevant messages to different subscriber groups. Thus, even when using an email template, the emails won’t look as robotic, when some personalization principles have been incorporated.

When it comes to personalizing my messages, I use Personalization Tags extensively – name, subject line, website name, link, etc., depending on the outreach campaign I work on. We use the tool to automate this process.

And of course, adding an email signature to all of my emails is a must-have. Email signatures give this personal touch to the emails and influence the first impression a prospect gets about our company. With Newoldstamp I can automate this part as well – my email signature always looks professional and what’s more, I can track the impressions and clicks in the built-in analytics.


automationSantiago Safdie, InvGate 

Hubspot is our main source of automation, and the reason behind that is that it allows us to automate not only marketing but also sales.

We use it to automate blog post publications, email nurturing campaigns, workflows, customer service surveys, and even social media and ads.

It’s a great one-stop-shop that allows the whole team to have a clear view of the work pipeline, statistics, and performance of each area. Plus, it makes analysis and reporting simpler for me.


Mark Ankucic, Sked Social

Clearbit data capture to slack – gives you a crystal clear look into what businesses are hitting your website.



automationMykola Haichenko, Visme

For outreach specialists like me, email automation is the cornerstone of everyday work.

If I had to send each email manually, I’d miss all the deadlines imaginable. But tools like Respona let me automate the entire sending process and do it without compromising on the quality.

They leave no trace of automated mass outreach.

With a few clicks, I can personalize each email in my bulk campaigns by adding the recipient’s name, organization, post title, pretty much anything. In the end, an email feels like it was sent to one person, not hundreds.

But while it’s possible to automate the technical part, there’s still one thing that remains unautomatable – the message you’re going to convey.

Let’s take follow-ups as an example.

You can’t insert a generic portion of text like “just bumping this to the top of your inbox,” hit “Send,” and expect lots of replies. You’ll need to be more creative than that.

Try to find your prospects’ common pain point and put emphasis on it a follow-up.

What works for me is mentioning that their competitors have already done what I ask them for. By ignoring or rejecting my pitch, they’ll basically lose to their competitors on my playing field. Such a delicate hint helps me increase my response rates by around 30%.

The bottom line is email automation works with a thought-out message only, not on its own.


Tenny Jesse, Pearl Lemon

Chatbots are the primary point of contact on all of our websites; when we are not available to chat (rare, as we are available 24/7), or if we are moving the conversation forward, we ask for visitor emails and add them to our email marketing funnels, which educates users about marketing tips, trends, and services we offer, creating value for the visitors and growing our email lists to market our SaaS products and warm up leads. 

We use Zapier to connect Drift, Google Sheet, Clearout, and Lemlist – whenever an email is collected or a new lead is created on Drift, the automation triggers and sends emails to a Google Sheet, where Clearout validates the emails and sends safe to send emails to an email marketing funnel.


automationSamir Sampat,

Setting up marketing automation helps your business optimize its brand presence across every channel your customers engage in, allowing your sales team to focus its efforts where there’s the most likelihood of conversion.

In general, B2B marketing automation will follow the same general structure:

Step 1: Build a list of potential customers to target.

Step 2: Execute an automated campaign.

Step 3: Measure how your potential customers react to the campaign.

Step 4: Group your customers by their reactions.

Step 5: Send qualified leads directly to sales and route warm leads to a nurturing cycle.

Step 6: Monitor performance and redirect warm leads to sales as soon as they become qualified leads.

B2B marketing automation is usually done through software, but outsourcing some or all of your sales cycle is also a great strategy to eliminate repetitive tasks so your sales team can focus on closing deals.

9 B2B marketing automation strategies to implement today

If you’re wondering where to start when it comes to B2B marketing automation, these nine strategies make great first steps.

  1. Page-based triggers

Identify key behaviors leads engage in before making a purchase. Maybe that’s visiting your pricing page, signing up for gated content, or interacting with your live chat feature. Whenever a prospect engages in that behavior, automate a follow-up so you can start nurturing that lead right away.

  1. Educational content for new clients

If every onboarding process is generally the same, automate sending educational content to clients after they sign up for your service. Craft this content based on FAQ your customer service team usually fields. Depending on the preferences of your clients, send this information immediately after sign-up, or use an email drip campaign to avoid overwhelming them.

  1. Lead nurturing

B2B marketing automation is perfect for lead nurturing. Share educational information with your leads through a newsletter or other email sequences to showcase your place as a thought leader in the industry.

  1. Lead segmentation

As you gather data about potential leads, automatically segment them into different email lists based on the type of activity, their level of engagement, location, and other factors. This time-saving step will allow you to level up your lead nurturing program so each segment is personalized.

  1. Lead qualification

Many marketing automation softwares will qualify leads based on the parameters you set. Each behavior is assigned a point value, and when points reach a certain threshold indicating they are close to making a purchase, you can automatically transfer the lead to a different email list or send their name and contact information to a sales representative for follow-up.

  1. Data collection and maintenance

Studies show marketers spend 16 hours a week on repetitive tasks like exporting, importing, and sorting data from a CRM program into an email service provider. Automate that process so your marketers and salespeople can focus on conversions instead. The easiest way to do this is to ensure all your software partners are compatible.

  1. Form submissions

If you’re new to marketing automation, this is one of the easiest places to start. For any forms you have on your website, automate what happens after the lead completes it. Send it to the right point of contact within the company, and send an email to the lead letting them know when to expect a response. You can even set up your automation to initiate outbound call backs.

  1. Live chat

Seventy-six percent of millennials suffer from phone anxiety, so chatbots have become an increasingly popular way to interact with these clients. In fact, 42% of customers opt to use a chatbot when they need customer service. The chatbot can be automated to direct certain queries to a live chat feature to ensure better customer service.

  1. Social media

Marketing automation services can post content, like content from specific feeds, and even thank followers for following. When done right, your followers won’t even notice some of your feed is automated. You can also outsource your Facebook messages so your salespeople don’t have to deal with cold leads.

small business coach

How To Build Trust When Guiding Workers


Employees who feel aimless in their roles may experience other emotions, too, ranging from apathy to stress. Often, they will need some measure of guidance to help them be grounded and purposeful.

Despite a race for talent being underway, securing the best person for a job is just the beginning of a long and fruitful journey. It is one thing to spot a potential employee’s potential and another to help them hone it while they are in the role. Their talent must lead to somewhere exciting, both for their sake and yours.

New employees will undoubtedly turn to senior staff for support. In providing it, you are helping workers feel a sense of momentum and purpose when developing their skillset. It can keep them satisfied professionally, help them feel seen and valued, and may help your firm’s turnover rates remain as low as possible.

Of course, great execution of these practices is required, not just good intentions. Here is how to build trust when you are trying to guide workers yourself.

Share Your Own Learning Experiences

Workers may be more willing to be guided by someone who actively broadens their own horizons and knowledge. A learning culture can be established if you’re willing to set an example.

Take a look at the Harvard Online short courses on offer. If you’re looking for a course that will enhance your skills in the modern workplace, then consider focusing on technology and trending topics such as cybersecurity. Take note of their offerings around Cybersecurity, ensuring you are prepared for the latest threats that could compromise your firm’s digital infrastructure. Students can access knowledge from within Harvard and beyond with these courses without radically overhauling their schedules.

You could talk about the positive experiences you have while exploring your passions and interests. What motivated and inspired you to enrol for an online course? How did you benefit? Have you opened up any further career and learning opportunities for yourself? Sharing the answers to these questions could invigorate and inspire your workforce.

There is also the case that extra learning, in any capacity, will make you someone worth listening to. It speaks volumes about the extent of your initiative and indicates that you are willing to set your ego aside and be guided by others. Your advice will be credible, and people will trust that you are guiding them from an informed position.


Establishing Mentoring Dynamics

The presence of a reliable mentor figure is always keenly felt. Even when the mentor is unavailable, the mentee can always ask themselves, ‘what would my mentor do?’ when trying to solve any problem. That influence and energy are instrumental in providing long-term guidance.

Questions can be asked at any time. Rapports can be built upon at a faster pace, too. Instead of feeling like they are heading to a mandatory meeting with a career advisor in high school, workers will enthusiastically schedule time with their mentor and get to know them both personally and professionally. A true meeting of minds can occur here.

External coaching services are useful for accessing alternate points of view and specialist knowledge. Mentors are still necessary, though, especially in an internal capacity, deepening the bond between workers. Newcomers can quickly be brought up to speed, learning how their specific workplace functions down to the details.

Research how to create a robust mentoring program and build something special. Ensure everybody involved has clear expectations and goals within it. You could also provide a mixture of one-on-one and group-based schemes too. Feedback with your employees to see what potential arrangements appeal to them most.

Stay True to a Schedule

Most employees will understand if their mentor figures get called away mid-conversation or need to reschedule their meeting. However, if a pattern starts to form, doubts may creep into their minds, and thoughts of superiors being unreliable may swirl.

Try to stay true to your commitments to guiding your employees. Schedule time with them, and use alerts and reminders on your technology to ensure that you address their questions on time. You should try to give your workers a healthy, uninterrupted window of your time.


Of course, this effort is about more than the quality of your guidance. Adhering to a clear schedule shows that you respect your employee’s time. It informs them that their career development is of true value to you and that other matters can wait while you address them. Guiding your employees will be a core part of the company culture and not some last-minute perk under these measures.

There may be times when pressing matters intrude on your meeting, and there’s no alternative but to reschedule. In those instances, being genuinely apologetic and promising to reschedule are important. Fulfill that promise, and you should still be able to build trust around the guidance you provide steadily.

Be Vulnerable

Many entrepreneurs are committed to developing a hardened persona. They may think it is important to act the part of a stoic leader rather than a real person with human concerns.

The guidance you provide may be much more digestible if delivered with empathy and thoughtfulness. Workers will relate to your feelings and trust your advice more if you can effortlessly put yourself in their shoes.

Sensitivity in business can be sorely needed, especially in an era where the pandemic is yet to go away fully. Guidance amounts to more than just bullet points in a staff handbook, and cold and calculating workplaces will always struggle to gain a foothold in nurturing their talent.

Try to develop your listening skills further. The old saying of ‘quality over quantity’ matters when it comes to guidance and the words you choose. Your workers need simple answers to complex problems, not an endless supply of inspirational speeches. By being vulnerable and taking your employees’ concerns to heart, you can more quickly and capably dissect their issues and provide a concise response that resonates with them.

Remember that trust is hard-earned. It is acquired most efficiently via overcoming adversity together and showcasing the extent of your loyalty. When workers feel like they can open up to you in a genuine capacity, trust in your guidance can be more keenly established.

Ask for Feedback

Offering guidance should not be a one-time gesture. It should be a process that is constantly refined.

Remember that asking for feedback is the key to success at every business level. Try to apply that frame of thought after you have offered guidance. Whether you have offered an informal piece of advice or contributed as part of a mentorship program, ask some follow-up questions. They can range from.

  • Asking the employee if your advice helped much.
  • Reflecting together on how much progress they’re making toward long-term goals.
  • Examining whether they’re receiving a suitable amount of guidance for their needs.
  • Inviting them to schedule a meeting where they can discuss notes in-depth.

The answers to these questions could always change over time. Moreover, it is also worth considering that you may need to tweak your approach from employee to employee. Many things about guiding employees are somewhat relative, so keep that in mind.

Showing that you are open to feedback highlights your commitment to being a guiding figure. So long as you act on the responses, you can significantly enhance the quality of support you provide to others.

Learning and mentoring are some of the best ways to establish trust in your guidance, and so too is being organized, vulnerable, and receptive to feedback.

small business coach

5 Benefits of Having General Business Liability Insurance


General Business Liability Insurance: The Basics

Insurance against personal harm, medical expenses, and physical damage caused by your company activities is provided by General Business Liability Insurance. 

In the event of injury or property damage, you will not be responsible for such costs if you have this policy in place. Coverage for general liability is often known as the Commercial or the Business Insurance Liability.

And Why Do You Need General Business Liability Insurance?


In the United States, 75% of firms are underinsured. This is a startling number when you consider the probable damage that an unforeseen event may have on a company. Nearly half of all disaster-affected U.S. firms never reopen again.

Any comprehensive protection strategy for a firm must include protection against legal claims against the organization. However, suppose you’ve never acquired business liability insurance before. 

In that case, you may be curious about the advantages people who choose to utilize it for their companies might get from doing so.

You must be aware of the following advantages of general liability insurance, and we will outline them below for you; there’s much more than that too. Let’s get started!

5 Benefits of General Business Liability Insurance

You probably understand that you will require the correct liability financial protection to safeguard your company. When it comes to the development of your business, you may not realize this. 

Obtaining business liability insurance has many advantages, such as:

1. Protection Against Employee or Staff Action

Competent assistance is hard to get by, according to an ancient adage. Even if you do your best to retain the finest employees, you will never be completely safe from the bad behavior of those on your team. 

Everything from defamation to an accident that damages property or injures someone falls within this umbrella. Third-party lawsuits may be covered by general liability insurance coverage in some situations. 

On the other hand, professional liability coverage is something you may want to consider including in your insurance or purchasing separately.

2. Protection Against a Data Breach 

Data protection is critical. Your firm needs liability coverage if it maintains customers’ details (such as their names or residences) on file at all times. 

An electronic data liability clause has emerged in several insurances to safeguard your firm in the case of a hacking incident. Please remember that you may have redress should your general liability policy doesn’t cover certain instances. 

Cyber liability coverage, a sort of coverage that may be able to aid, is another option.

3. General Business Insurance Helps to Minimize Financial Losses

Various forms of insurance may assist you in avoiding scenarios that might be disastrous to your company. Several methods might assist in safeguarding both you and the company. 

It’s important to get business insurance to protect your company in the event of a covered loss, as well as in the event of a lawsuit. 

In an accident, you might be responsible for the expenses of repairs, lawyer’s bills, replacements, and medical bills if you don’t have insurance for your company. 

This might harm your company if you wouldn’t have the funds to pay for it.

4. Lawsuits Against Your Business Won’t Leave You Strapped with Insurance Coverage 

If a consumer is injured while visiting your establishment, they have the option of suing you for damages. Alternatively, a lawsuit might be filed if your customer suffered financial losses due to service problems. 

Any legal bills or judgments against your company would be your responsibility without the necessary business insurance.

5. It Could Increase Client Contracts

General liability insurance is a requirement for many customers. How so? Since no one likes sitting responsible for your errors if you make them. 

Customers may conclude that you want to dodge claims if you do not have such a plan in order. On the other extreme, possessing general liability insurance may greatly increase trust and open the door to new and larger company ventures.

What Does General Business Liability Insurance Cover?


A firm with general liability insurance is shielded against a wide range of potential lawsuits, such as those alleging physical harm, destruction of property, violation of copyrights, injury to name, and injury to marketing.

  • Advertising Injury – When your firm disparages another individual, company owner, or corporation, it might cause damage to its reputation in the marketplace.
  • Reputational Harm – You might damage your reputation when you make statements about another firm that is detrimental to their company’s operations in a press conference.
  • Copyright Infringement – Copyright violation charges might arise if you are suspected of exploiting another individual’s works in your company advertisement or are in some marketing strategy before even obtaining their consent.
  • Property Damage – Another prevalent negligence lawsuit is for property damage. If someone’s belongings are harmed while patronizing your establishment, you might be held legally accountable for the damage. Claims for property damage may also involve harm done to the residence or other property while the customer is visiting the customer for business purposes.
  • Bodily Injury – A popular kind of lawsuit alleges that a company was responsible for causing bodily harm. General liability coverage would pay for the injured party’s medical expenses if they were hurt while visiting your business premises. An incident as innocuous as a consumer tripping and falling in your business or workplace might give rise to a lawsuit for bodily harm.

Because of the frequency with which these kinds of legal liability are filed, you must safeguard your company with the appropriate insurance. 

For instance, the typical expense associated with a claim for a trip and tumble is 20,000 dollars. In addition, according to the specialists, you might be looking at fees of up to $50,000 if you are sued for causing damage to your reputation. 

Investing in a business umbrellas insurance policy is a smart decision if you want to expand the coverage of your company liability insurance coverage. This provides you with an additional layer of security from potentially costly claims.

How Much Does General Business Liability Cost?

As per Insureon’s research, the typical monthly premium for general liability insurance is 42 dollars. Seventeen percent of Insureon’s small business clients have monthly premium payments of less than $25.

The price of the general liability insurance policy will vary depending on the magnitude of your company, the current situation of the company, the region in which you do business and the level of protection you require.

Expenses for general liability insurance may be kept under control by selecting insurance coverage that is tailored to the business’s specific requirements. 

The combination of general liability insurance and commercial property coverage may be purchased via a business owners policy (BOP), which is a handy and cost-effective method. However, you also have the option to purchase general liability insurance by itself.

Several important criteria, including the following, determine the premium you spend for general liability insurance:

  • Your particular line of work. If your firm is considered to be one with a high level of risk, you should expect to pay more for your general liability insurance.
  • The number of decades of work expertise that your company has.
  • Consider the dimensions, placement, and current state of your property.
  • Particulars of the policy, like its deductibles and its insurance cap.
  • The previous incidents of insurance complaints brought by your company.

The Potential Risks of Not Having General Liability Insurance 

A firm lacking CoverWallet General Liability Insurance might lose everything if it had to pay judgments, court payouts, and legal bills. 

An hour of legal advice might cost more than $100. Judicial expenses may go into the seven figures if the case goes to trial, and even if the case is dismissed, you will still have to fork out thousands of dollars in legal fees.

To put the company in danger, you need general liability insurance coverage. It’s possible to lose customers if your company doesn’t have general liability insurance.

A certification of insurance is required as proof of insurance coverage. An insurer policy’s declarations page is a formal record outlining various insurance and policy restrictions.

[BONUS SECTION] Difference Between General and Public Liability Insurance: Don’t Get Confused

The concept “general liability insurance” refers to insurance that encompasses “general” arguments, such as those involving bodily injury or property damage done by the job or a defective product made or delivered by the company. 

This insurance plan is often referred to simply as “liability insurance.” It protects against the hazards that come from working with or distributing to members of the general public, whether that interaction occurs immediately or as a consequence of operating in a crowded setting.

Guard Your Business Against All Amenities by Obtaining General Business Liability Insurance from CoverWallet!

Every small company has to take precautions against possible emergencies. Nobody can predict when a catastrophe may occur.

If anything unexpected were to happen to your company, obtaining general liability insurance for businesses would allow you to get back on the right track quickly.

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How to Use Process Standardization so Your Firm is Prepared for Anything


Consider what would follow if every employee in your company abruptly forgets how to perform their duties. You should anticipate a slew of nasty feedback. It would put your firm in peril due to the loss of massive clientele. Your organization will quickly fall all over the place if everyone is doing their own thing without planning and collaboration. Process standardization can prove to be vital to the sucess of your company.

All your customer has to do now is find all the flaws in your process plan, and your company is doomed. Many enterprises and businesses fail because they assume and implement methods that are incompatible with the expectations of their customers.

Your company’s primary goal is to ensure that your customers are satisfied. Throughout the process, employees or staff must adhere to processes and routines that accomplish that specific purpose.

Process standardization, however, goes beyond that, as it enables the organization to improve its outcomes by optimizing profitability and decreasing unnecessary costs. Look at how standardization can help if your company is trapped in time and lacks signs.

What is Process Standardization?

Process standardization is the effort of bringing together a company’s operations to generate templates and protocols for the company’s various activities.

This technique’s major goal is to make sure that all activities and paperwork are managed in the same way, even if they are completed by different persons or departments. In this manner, any employee may comprehend what was accomplished, how it was accomplished, where it was accomplished, and when it was accomplished.

Formalizing and integrating operations is a technique that guarantees your firm’s high standards, without adaptability or variations, irrespective of the field or individual in charge of the activity, which is especially important when the company has subsidiaries.

How To Put Process Standardization in Action

Because people and organizational protocols must be prepared, process standardization is not a technique that can be implemented quickly. Recognize how this should be accomplished.

1. Create a Workflow Blueprint

Process mapping is a tool for describing and identifying a company’s complete workflow. This ensures that everyone engaged, including other sectors and top management, is aware of the actions required for each activity.

This should be the initial stage in implementing procedures and standards, as it allows you to identify bottlenecks and create new ways of working.

2. Integrate All Departments

Leaders must be explicit and honest in their responsibilities to engage and retain people in the organization and process standardization.

They will be able to develop reasonable, collaborative goals, find ways to link their employees, and participate in and act on staff accreditation as well as skill and ability enhancement.

3. Strategic Documentation

The compilation and analysis of all stages of a project, method, or task are known as process documentation. This should be done regularly to discover, rectify, and avoid problems, blockages, and inefficiencies in the company’s operations, as well as minimize costs and improve procedure quality.

4. Employee Training

Employees frequently experience obstacles and shortcomings in their abilities. Another example is a change in the company’s processes. Certification and remedial training can help in both instances.

5. Consistent Monitoring

Standardization of processes, like any other shift in organizational style or approach, must be carefully scrutinized. For this purpose, it is critical to identify indicators that can be used to make estimates and evaluations, allowing for the identification of flaws and the implementation of solutions. 

After all, many procedures must be modified to match your company’s and department’s routines.

Advantages of Process Standardization


Business process standardization aids an organization’s transition to a single, unified system for completing activities wherever they arise. As a result, change can be implemented fast and easily, and it can be replicated at different levels of the organization when the need arises.

Below are the four leading advantages of standardizing corporate processes:

1. Enhanced Client Contentment

Business process standardization takes the best method of producing things or providing services and makes it the industry standard. As a result, customers can expect a certain level of product or service quality, which keeps them happy and coming back.

2. Compliance

Once a change is made to one technique of getting a certain task done wherever it appears, it is guaranteed that it will affect every portion of the organization where that activity appears.

As a result, the team can be confident that any guidelines or procedures adopted will be completely implemented throughout the firm, guaranteeing compliance with all relevant norms and standards.

3. Asset Productivity

Standardization of business processes aims for more than just a consistent method of doing activities. It’s also focused on doing these tasks with the fewest resources possible.

As a result, cost savings in one branch of an organization can be readily and swiftly copied, compounding the price reductions many times over.

4. Reliable Information Governance

Standardizing business processes allows a company to develop a single source of truth for completing tasks. As a result, notes and best practices established from one location where a procedure is used can be reused in multiple places without having to be created from scratch.

5. Optimized Versatility and Procedures

A complicated workflow is something you should avoid as you advance in business management. You’d become trapped at this stage and neglect to pay attention to several processes.

The secret to unleashing efficiency and productivity is minimalism. It does not have to be difficult to achieve good results. You’ll be well on your way to achieving greater results if you’ve established clear processes that your employees can grasp.

Conclusion on Process Standardization

Every forward-thinking corporation can use business process standardization to tame process chaos and get more done with a stable standard.

It reduces resource waste, boosts manufacturing assurance, and makes it simpler to scale up identical processes while maintaining quality.

small business coach

Mobile Application That Can Help With Route Deliveries

route deliveries

There is a growing need for effective methods for businesses to boost their delivery capacity and provide shipments that satisfy consumers’ expectations while remaining competitive. Investing in a route optimization app and future-proof delivery management solution is essential to reduce operational costs while providing customers with an exceptional delivery experience.

Thus, routing delivery trucks’ routes automatically and effectively is the goal for every business. Managing vehicle scheduling and various other optimization tasks produce the most effective routes. As a business owner, you may choose from multiple routing apps for iPhone or Android to increase the number of deliveries or consumers you see on each sales route.

Businesses are increasingly turning to drive route optimizers to cut down on travel time and costs while also obtaining an advantage over the competition. According to Forbes, it may be highly challenging to find the finest routing software for your specific requirements due to a large number of route planning alternatives that are accessible nowadays and the intricacy of the features given by these options. Because of this, we thought it would be helpful to discuss the significance of route planning applications and provide some choices for you.


Multi-stop route planner RouteSavvy is ideal for freelance drivers and contractors. Adding several addresses, organizing them, and creating the whole route planning for service calls, pickups, and deliveries may all be done by a single driver. 

Besides that, it can display multiple routes at once on the screen. Having this information helps drivers and managers see where they’re going. Another helpful tool for drivers is navigation with turn-by-turn directions.

route deliveries

Google Maps Route Planner

We included it even though it’s not the most feature-packed route-planning program. One of the earliest mobile mapping and navigation applications, Google Maps, has assisted people for years. Its functions are limited, yet it’s reliable.

If you enjoy Google’s tech, you won’t have any problems. You may schedule up to 10 stops for free. Since it’s on every Android phone, it’s a no-brainer. 


With inRoute, users can plan their delivery routes and determine the most efficient routes. Additionally, they have the option of exporting the same routes. When it comes to generating routes, inRoute considers various factors, including height, weather, curves, and more. 

Users can also use it safely on the road, thanks to voice-guided, turn-by-turn directions. It may also automatically check your route in extreme weather conditions. 

Zeo Route Planner

Zeo Route Planner is the most well-known and straightforward mobile route planner application. Users can create a limitless number of routes. If there are any last-minute adjustments, Zeo Route Planner is equipped with the capability to re-route the optimal route order.

In addition, it aids companies in delivering real-time information to their customers. Drivers can get a copy of the delivery receipt, use Google Maps or Waze to find their route, avoid tolls and roads, and schedule deliveries according to their availability. Such functionalities are uncommon in mobile route planners.

Smart Routes

Users can construct delivery routes that include unlimited stops using SmartRoutes, which markets itself as a route planner for delivery services. You can plan routes in minutes, thanks to the new, user-friendly UI that was recently implemented.

It optimizes routes for optimal efficiency, and it allows for more than ten stops, which are the two primary problems that plague Google Maps. They developed this feature to overcome both issues. The software uses Google Maps for navigation, so you’ll still be able to use a familiar UI when driving.

Additionally, the app has several useful delivery-related functions. It can add comments to stops and record driver notes at the drop-off spot, which can be retrieved later in the route history.


The Circuit has become a popular choice for couriers and delivery drivers for the past few years. It is a highly reliable application that provides an enjoyable user experience that can be mastered in seconds.

A free trial version of the software is available for Circuit for Teams, but it restricts you to only ten stops on each route. As a result, it can be challenging to acquire a good feel for the app before spending $20 of your own hard-earned money on it. On the other hand, it lacks delivery-specific capabilities such as photo proof-of-delivery and notes if those are things that are necessary for your line of business.

In general, though, it has received positive feedback on iOS and Android, and the $20 monthly subscription fee for the paid version is reasonable considering its features.route deliveries

What is the significance of using delivery route applications for businesses?

When a firm expands, it typically necessitates using more sophisticated software to streamline fleet management and map out the best routes. Consider how the route optimization app for Android and iPhone enables transportation companies to operate more quickly.

Enhances Task Managements 

To get your delivery process moving along more quickly, the first thing you should do is automate your schedule. Real-time task scheduling can save you precious hours. Drivers no longer have to constantly check their to-do lists, phone their supervisors, or inquire about their responsibilities.

Your feet’s time and labor savings allow them to meet client expectations and deliver on time. Consequently, you’ll be better able to serve your customers and increase their level of involvement.

Allow drivers to input multiple stops.

Administration and drivers used to have difficulty planning additional stops and deliveries. However, in this modern time, you’re free to quit worrying and put in any number of stops that you like.

There are no delays in getting any changes to the driver’s route. Any form of phone conversation or verbal communication is unnecessary with the correct route optimization technologies at your disposal.

Strengthen Your Fleet’s Capacity

Using a route planning tool can potentially improve the efficiency of your drivers. Tracking in real-time prevents them from changing directions or giving inaccurate positions, and it also prevents them from taking unnecessary pauses. 

The driver app enhances agents’ ability to navigate, saving them time and reducing the amount of driving that is not essential.

If they have a smartphone, they can follow the pre-mapped routes to ensure their deliveries are always on time. With more orders and more client demand, your firm will be able to handle it all. 

Effortless Interaction

The hands-free communication provided by the software that optimizes routes is designed to provide the utmost ease. Using a digital solution, the traditional method of making and receiving phone calls is abolished. Automation reduces the necessity for face-to-face communication.

Furthermore, it highlights each street address and location on the map and provides vehicles with assistance navigating to those locations. It will notify drivers via text message or dashboard notification of any new information you want to share.

Key Takeaways

Utilizing a route optimization tool will mitigate most of the challenges you face with transportation, and you will have an end-to-end delivery solution. It is a fantastic method to meet customers’ demands and provide service that cannot be beaten. 

Additionally, your organization should expect to see an increase in production due to the time and money saved. Your business should always be able to fulfill the customers’ requirements by delivering the goods or services on time

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