How to Drive your Business Forward with Recurring Tasks

21-Jul 2016
Building Revenue

As a sharp professional who’s constantly hustling, you’re always trying to drive your business forward. Part of that means managing ongoing work or recurring tasks. Whether you are doing monthly optimization for an online marketing campaign, or quarterly reporting and filing, being able to automate your tasks saves you both time and increases the quality of your work.

If you’re looking for ways to drive your business forward, recurring tasks will help you out. Curious as to how exactly? Here are 3 ways they can:

1. Deliver predictable service

With predictable service delivery, you won’t forget about quarterly check-in calls and you’ll get the peace of mind you crave knowing that you don’t have to create a task each time - you can focus your brainpower on the work in front of you. It’s easy to see how you can get bogged down with random tasks that come up at work. Your plate can quickly fill up, and before you know it, you’ve forgotten to do your monthly SEO check-in or got delayed on payroll. But those are the kinds of tasks and projects that you need to work on every month - so if you could automate them as recurring tasks, you’d never be scrambling at the last minute again.

2. Save time

With recurring tasks, you get the time saver of not having to recreate a project every month. Think of it this way: imagine you had to run payroll for 50 clients once a month, but all fifty clients needed it run on different days. Being able to set all that once and then live out of your task list (knowing that all the work you should be doing is accounted for) is liberating - physically and mentally. Oftentimes, most of your daily stress comes from plain old “busy work” (think: spreadsheet mayhem and admin work). A lot of professionals who use Accelo come to us looking for something that can save them time on everyday tasks so that they can get back to the work they love, work that brings in revenue (and the best use of their time).

3.Proactively manage expectations

With recurring tasks you can tell your team (or even clients) when a contract is nearing its limit to proactively manage expectations with automated notifications. This enables you to drive your business forward since you can focus on other revenue-generating channels instead of playing catch-up or trying to put out fires with projects or clients.There are really powerful sales solutions out there that are specifically designed to take a client from the sale all the way to the project phase, keeping you in the loop with automated notifications when certain conditions are met.  If you’re looking for something that just has recurring tasks, Asana is a beautiful and user-friendly platform that can do that - but if you’re hoping to track time spent on recurring tasks back to a retainer, then this may not be the best option. Mavenlink and OpenAir have task management, but they don’t have recurring tasks - so you’d still need to schedule in every week or month what you want to get done. Alternatively, Accelo offers all of this and lets you track the time you spend on tasks - it’s a great option if you’re looking for a complete solution to automate your entire business.

If you’re looking for a new and efficient way to drive your business forward, investigating a platform that can generate recurring tasks is a great start. If you’re interested or want to see what they can do for you and your agency, accounting or consulting firm, take a look at this post or check out Accelo Retainers.

 

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