Skip to content

Running a business? Resolve to cultivate habits that help you grow.

By Krystina Martinez · December 16, 2020
Man running on rocky hill

2020 taught us that you never know what the year will bring. It was the year of the pandemic, job insecurity, and heightened stress. It's fair to say that everyone's resolutions went out the window in favor of just trying to survive. 

While we say a hearty goodbye to this year (maybe through ceremonial fire), now's typically the time where people look ahead and set some goals, aspirations, or resolutions for the new year. 

If you're a small business owner, you're likely tightening up plans for next quarter, whether that means trying something new, maintaining course, or working to get things back on track.

We're not going to suggest more things for you to do. That goes against what Zapier is about—helping you reduce manual tasks and boost efficiency. Instead, we're going to suggest a habit to cultivate—with an assist from automation—to help you run your business in 2021. 

You don't need to try all of these resolutions. If there's one that piques your interest, we've included some Zap templates—our pre-made automatic workflows—to help you build that habit. Just click on a template and we'll guide you through the set-up process. You can read more about setting up Zaps here.

Audit an existing process (or find something to stop doing)

You probably have several standard operating procedures in place for your business. (And if you don't, you can start creating one.) They save time, money, and ensure quality control. 

Processes aren't always set in stone. As your business grows and changes, your procedures will have to change along with it. If a process that once saved you time is now more cumbersome, consider auditing it and finding places where you can improve it. Maybe there's a part of your invoicing process you can automate or a more streamlined approach to managing leads. 

On the other hand, maybe there's something you should stop doing. Maybe you're doing all the social media marketing right now, but you know you're not doing it well. 

You, tired business owner, don't need to be spending your energy on tasks that don't move you closer to your goals. Can you delegate a task to an employee, or even better, can you automate it? Make a "stop doing" list and give yourself permission to reduce your workload.

Prioritization can help with this, too. Try these techniques to give you a bit more space in your day:

Follow up with networking contacts

Networking changed in 2020, with many organizations shifting from in-person events and conferences to online gatherings. It's still critical for business owners to establish a strong network. A professional network can help you grow your business, provide personal growth opportunities, and support you through the ups and downs of business ownership. 

All that networking doesn't matter if you don't follow up with the contacts you meet. But when you're facing down your to-do list for the day, sorting through business cards and sending emails is low on the priority list. 

These Zaps will automatically add scanned business cards to your contacts. And if you're struggling to send out that first email, try a workflow that will automatically draft an email whenever you add a new contact. 

Add new Sansan business cards to Google contacts

  • Sansan logo
  • Google Contacts logo
Sansan + Google Contacts
More details
    Save time and effort putting new contact info into Google Contacts by hand every time you meet someone new, and instead simply scan their business card, and automatically register their info as a new contact in Google Contacts for you to search and use across the Google platform.

    Greet new Google Contacts with an email from Gmail

    • Google Contacts logo
    • Gmail logo
    Google Contacts + Gmail
    More details
      A personal welcome rarely goes amiss. Kick off your relationships by setting up this Google Contacts-Gmail integration. Zapier will then send an email from Gmail whenever you add a new Google Contact. (This email can be customized as a welcome email, or used to notify others of your new contact.)

      Every day (or week), clear out your inbox of people waiting on you

      In the midst of all your unread emails, there's likely a person or two who are waiting to hear from you: a lead, a potential client, or even a fellow business pal with a tip. I know I've missed time-sensitive emails for potential freelance work because my inbox is a hot mess. 

      I'm not suggesting you make it a goal to get to Inbox Zero. Instead, try prioritizing responding to humans at regular intervals. Need a little nudge? These Zaps will automatically assign you a task for important emails you star or label. 

      Add new starred emails to Todoist as tasks [Business Gmail Accounts Only]

      • Gmail logo
      • Todoist logo
      Gmail + Todoist
      More details
        If you find yourself using your inbox as a to-do list, there's a better way. With the help of this Zap, any time you star an email in Gmail, it will automatically create a to-do item for you in Todoist.

        When you need to respond, each email doesn't have to be original. Create a few email templates, and hit Send. You never know what'll happen. 

        Put time on your schedule to meet with contacts or prospects

        Folks quickly developed Zoom fatigue in 2020, making it easy to skip calls you didn't feel like taking. But even if we're all tired of hopping on the family video call, the truth is that you're going to get further, faster meeting with prospects on a video call versus an email.

        As a business owner, your calendar is already filled up before you know it. With the help of a scheduling app and an automated workflow, you can block out time in your calendar for those important meetings without thinking about it. 

        Add detailed Google Calendar events for new bookings on YouCanBook.Me

        • YouCanBookMe logo
        • Google Calendar logo
        YouCanBookMe + Google Calendar
        More details
          Spending too much time with the logistics on Google Calendar once you receive those bookings? Let this YouCanBook.Me Google Calendar integration be your personal scheduling assistant and automate the whole thing. Once you've got it set up, every new booking that comes in from YouCanBook.Me will automatically trigger a new detailed event on Google Calendar. This will keep happening automatically from then on, and you can even choose to invite the attendee right then, giving you everything you need to go hands off when it comes to bookings.

          Create Google Calendar events from new scheduled Calendly events

          • Calendly logo
          • Google Calendar logo
          Calendly + Google Calendar
          More details
            When you schedule a time to meet with someone, not adding that to your calendar means you very well might miss the meeting. If you have trouble remembering to add meetings to your calendar, let Zapier help! This integration automatically generates a new event in Google Calendar from the details of each new scheduled Calendly event.

            Follow up with customers

            The work isn't done once you've acquired a customer. You need to keep them happy. Customer satisfaction influences the kind of reviews they leave and the scores they give you on Net Promoter Score (NPS) surveys. Nothing's more powerful than word of mouth. 

            There are many ways you can build this relationship. One is to sign them up for a newsletter for updates on promotions. These workflows will automatically add your customers as a subscriber to an email newsletter after they've made a purchase. 

            Add new Shopify customers to ActiveCampaign

            • Shopify logo
            • ActiveCampaign logo
            Shopify + ActiveCampaign
            More details
              Easily keep in touch with all your customers. This Shopify and ActiveCampaign integration will automatically add customers to a mailing list in ActiveCampaign as soon as they complete a successful sale through Shopify.

              You can also establish a feedback loop with post-purchase surveys. These Zaps will ensure you follow up on form responses in a timely manner. 

              Create drafts on Gmail for new Typeform responses

              • Typeform logo
              • Gmail logo
              Typeform + Gmail
              More details
                Tired of creating emails from scratch for every new lead? Try this integration. It drafts an email for you each time someone responds to a Typeform form on your website. You'll get a head-start on communicating with potential customers and save time.

                Grow your business in 2021

                This is just the start of how Zapier can help your small business. Zapier supports thousands of apps, so you can automate almost any task at work. Start building your Zap now and see what you can create. Need more inspiration? Check out our customer stories to see how other small businesses use Zapier to power growth. 

                New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free.

                Get productivity tips delivered straight to your inbox

                We’ll email you 1-3 times per week—and never share your information.

                Try Zapier

                Free forever for core features. 14-day trial for premium features and apps.

                Related articles

                Improve your productivity automatically. Use Zapier to get your apps working together.

                A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'