The summer holidays are looming. This is exciting, of course, but also a potential source of stress when you run your own business. In this article I will help you find a balance between taking time off and keeping your business not only ticking along but generating interest.
The benefits of holidays
Holidays are good for you. We all work so hard that we need to have some downtime, or we will burn out. Holidays help us to manage stress, improve sleep patterns, reduce blood pressure, and reconnect with family and loved ones. They help us take stock, prioritise and reconnect with goals. And the benefits can last months.
The downsides of holidays
On the other hand, when you run your own business, there are certain downsides of taking a holiday. Not only is there extra work before you go and catch-up on your return, there is also little or no revenue generation whilst you are away. On top of this you have the double-whammy financial impact – especially if you have a business model that depends in its entirety, or greatly, on you delivering all the work to get paid. You pay for the holiday and then lose income when away, putting even more pressure on you to relax….. Does that ever actually work?
How to find a balance and escape from it all
Let’s get one thing straight: if you run a business that totally depends on you delivering the work to get all your revenue, you need to look at your business model. Start thinking about ways to generate some passive income, or spreading out the revenue over a twelve month period (even if you deliver for only ten months). Contact me and I will help you look at this.
Of course, this type of change doesn’t happen overnight. Let’s look at how you can make the most of some cloud-based systems (low cost, often free) which work together beautifully.
When you know that everything is well organised and working, you truly give yourself the chance to actually switch off and relax.
Processes and systems
Just by setting up some processes and systems, or reviewing and tweaking the ones you have, you can make sure your business is ticking along and generating leads even if you’re not actively delivering chargeable work. To the outside world it will look like your business hasn’t completely shut down, just because you are taking a well-earned break.
I have put together a handful of packages which are available to us all, and, in this blog I am going to show you how it really is possible to keep your business going when you’re on holiday.
Where to focus your energy before going away
The weeks and days leading up to your break should be focused on keeping on top of your client work, but also investing time and energy in setting things up so that the systems and processes are taken care of.
The following packages work together to help you continue to attract, engage and keep great clients throughout the year. However, most importantly, they can be left to their own devices whilst you are away. This gives you the opportunity to truly relax and recharge those batteries! When you return from your break you will be able to give your clients, and your business, the best possible service – which is really what they deserve.
The below benefits and suggestions are only a fraction of the incredible functionality these packages offer daily.
Xero is a cloud-based accounting package. If you are away over month-end, Xero can set up recurring invoices so that they are sent on time. You can customise the covering email, so that the client still receives the communications they are used to. If the client doesn’t usually pay you a regular sum each month, you can set up a task (in CapsuleCRM) to cancel the recurring invoice on your return and go back to the way you usually invoice.
Capsule is a smart, simple online CRM. You can integrate your website contact form with CapsuleCRM to ensure that all new leads and contacts are recorded. Any tasks that are due whilst you are away will remain on the dashboard so that you can take care of them on your return. All communication which goes out via Mailchimp will be recorded on CapsuleCRM – as will the financial transactions through perfect integration with Xero.
If you have a sign-up form for a list in Mailchimp make sure you enable the webhook so that any new activity (updates, subscribes and unsubscribes) are fed through to CapsuleCRM. If the contact isn’t already on Capsule then a new contact record will be automatically created together with a task to remind you to enhance the record when you are back from your holiday.
Mailchimp is an email delivery and list management tool. With the help of automation, your contacts can receive regular emails straight to their inbox without you having to hit the send button each time. One-off campaigns can also be scheduled to go out when you are away. Just make sure you check the CapsuleCRM tracker on Mailchimp so that the activity is recorded on CapsuleCRM.
Do you offer a newsletter sign-up form (GDPR compliant of course 😉 ? Use Mailchimp to kick-start a series of emails through the automation function. As above simply set up a web-hook to capture these new contacts in CapsuleCRM.
This social media scheduling tool and dashboard helps you set up your social media messages for the whole time you are away. Use it to promote downloads to build your list, to generate sign-ups to your newsletter, and build interest in your brand.
Relax on holiday
Spend some time and energy on this now and it will pay dividends as you continue to generate interest in your business. Gone are the days of coming back from a break and spending double the time catching up. All the information you need will be at your fingertips in CapsuleCRM.
Once you return, invigorated after a great holiday, you will be in an excellent position to hit the ground running. All your new energy will give your business the boost it needs to grow!
Want some help with any of the packages mentioned – or with any other area of your business? Please contact me to start the conversation.
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All that is left to say now is “Happy Holidays!”