How A Virtual Assistant Can Simplify Your Business with Automation

Sarah Clarkson • March 21, 2025
Hands on a keyboard create automations

If time is money, the best way to save money is to save time.

So naturally it follows that if every saved minute counts, streamlining your operations isn't a luxury - it's a critical strategy for success. That's where a skilled virtual assistant and automation tools like Zapier can make all the difference. A Freedom Maker virtual assistant with Zapier experience can  work to simplify your daily workflow by eliminating repetitive tasks from your to-do list. Your business will run more smoothly.


To truly appreciate the magic created by combining automation with a virtual assistant, let's take a closer look at Zapier, a tool that makes automation effortless. Think of Zapier as the duct tape that connects all your favorite applications and platforms so that they collaborate seamlessly to make things happen behind the scenes.


Whether it's Gmail, Slack, QuickBooks, or thousands of other platforms, Zapier binds them together, making your workflow more intuitive and less time-consuming.


Zapier: The Secret Ingredient to Simplified Workflows


At its core, Zapier works by creating "Zaps" - automations that consist of a trigger (e.g., receiving a new email) and an action (e.g., saving an attachment to Dropbox or updating a spreadsheet). Without needing to code anything, you - or your virtual assistant - can build systems that handle your day-to-day tasks.


For instance, you might have a new client inquiry that comes in through a form on your website. With Zaps in place, the inquiry can automatically trigger an email notification, add the client's details to your CRM, and then create a task in your project management tool.


This all can happen "behind the scenes" without you having to take any action.


Use Your Virtual Assistant as Your Automation Architect


Zapier is a powerful tool, and a virtual assistant can harness that power. You can ask your Freedom Maker virtual assistant to evaluate your workflows, identify bottlenecks, and implement automation that saves time and energy.


By leveraging tools, processes, and platforms, Freedom Makers can implement automation in areas like client communication, scheduling, data entry, lead generation, and even bookkeeping.


With automation as an ally, a Freedom Makers can reduce friction and reduce failable human intervention. 


For example, a Freedom Maker might set up email sequences for client follow-ups, automate social media scheduling, or create workflows in HubSpot, Salesforce, or Pipedrive to streamline sales pipelines​. They also optimize password management with LastPass, establish SOPs for recurring tasks, and integrate AI-driven chatbots to handle initial customer inquiries​. 


Automation and A Virtual Assistant - Perfect Together


For one Freedom Maker client in the restaurant industry, automation implemented by their virtual assistant ensured that weekly marketing emails went out without fail, even during their busiest hours. For another client, transitioning from one CRM system to a new one was simplified by a virtual assistant who automated data migration. No details were lost along the way.


Yet another Freedom Maker has harnessed the power of automation tools and AI to streamline operations and optimize her client's time for high-value activities. By integrating AI-driven solutions, she has significantly improved workflows and reduced "hands-on" efforts.


For instance, using notes from proposals and prospective clients, she automated the creation of templates to streamline business development processes. She has also developed email templates for meeting confirmations and outreach, so communication and messaging is always consistent. She uses tools to transcribe client speeches from audio files which allows for better feedback without the need for manual note-taking.


Additionally, this Freedom Maker leverages AI to generate social media content. She uses AI to pull key snippets from newsletters to build graphics to expand reach and engagement. She has also automated a templated "Welcome Email" for new subscribers, which helps make sure they experience a seamless onboarding experience. Even resource handouts have been optimized. She uses AI to create brief, impactful descriptions for one-page client materials, making them clearer and more actionable.


Through these automation-driven strategies, this Freedom Maker has not only saved her client time and reduced operational costs but also enhanced his ability to delegate effectively, ensuring he is able to spend more time on working with customers and growing his business.


Getting Started Automating with Your Virtual Assistant


It can feel overwhelming if you're new to the idea of combining a virtual assistant with automation. But the payoff is worth it. Start by
identifying the repetitive tasks that eat up your time and discuss these with your Freedom Maker virtual assistant. They'll help you map out a plan, set up the right automation, and monitor their performance to ensure everything runs smoothly.


Within our own operations and in the work Freedom Makers do for clients, we've seen firsthand the wins that come from harnessing automation. Whether handling client onboarding, managing social media, or
streamlining back-office operations, the right virtual assistant can make automation work for you in ways you never thought possible.


Give yourself the gift of simplicity and combining the power of automation and the knowhow of a virtual assistant, you can reclaim your time and energy so you can focus on what truly matters. Reach out to our
Discovery Team today and let us match you with the right virtual assistant to support your business.

Freedom Makers Blog

Small business owner
By Sarah Clarkson July 25, 2025
The statistics are striking: 81% of business owners work nights 89% work weekends Many work more than 49 hours a week Yet, research shows that working more than 40 hours per week negatively impacts our health, relationships, and longevity. Burnout, exhaustion, and chronic stress often follow. How do small business owners avoid this trap without sacrificing their goals? At Freedom Makers, we believe the answer isn't about "balance." It's about work-life integration. What Is Work-Life Integration? Unlike "balance," which weighs work against life, integration means designing a life where your work and personal priorities coexist naturally. In other words, it's not about splitting time evenly. It's about making space for what matters most. That starts with outsourcing the tasks that drain your time and energy. Work-Life Integration in Action JD Schramm , a leadership communication coach and longtime business owner, knew the value of staying close to his clients. However, operational tasks kept chipping away at his focus. In his case, he didn't decide to bring a Freedom Maker virtual assistant onto his team to get more done. Instead, he started outsourcing tasks to a virtual executive assistant to get back to his purpose. As he explains, "I'm no longer the one digging into slide formatting, onboarding tools, or payment processors. My EA figures it out, gets it done, and keeps things moving." Before that, he was the one managing every detail, which left little time for what actually mattered. JD needed a partner to manage the back-end logistics so he could stay forward-facing with clients. Freedom Maker Jacqueline came on board and has built systems for email triage, CRM upkeep, event coordination, Zoom logistics, and follow‑ups. With Jackie handling his systems, onboarding tools, and back-end logistics, JD has found space again for his clients, his business growth, and his personal life. "Since bringing on an EA through Freedom Makers Virtual Services, I've been able to shift more of my focus back to clients and business development... That time back has made room for deeper client work as well as for family time I wasn't getting before." – JD Schramm JD's experience is a clear example of how outsourcing the right tasks can create more space . How you use that space - for deeper client work, for family time, or working in the parts of business that energize you - is up to you. In JD's case, he didn't split his time more evenly between "work" and "life." He simply started spending his work time on the things that truly needed his focus, and handed off the rest. Where to Begin: The Task Audit Most small business owners are caught in the weeds. Not because they're doing anything wrong, but because they're doing everything. Most don't start their companies to spend their days in spreadsheets, answering scheduling emails, or manually updating CRMs. And yet, that's precisely what consumes so many of their hours. Entrepreneurs don't lack vision. They lack capacity. We encourage the small business owners who come to us for support to hand off tasks of their choosing to a Freedom Maker virtual assistant. Not everything needs to be outsourced. Some operational tasks might actually energize you or help you feel grounded within your business. Those drivers are unique to you. Our Task Audit is a free tool that helps you: Identify what truly needs your attention Highlight what can be handed off Begin prioritizing your time more strategically Work-life integration doesn't happen by accident. It's a choice, and it starts with deciding what you can let go of. We believe in creating pairings that support you and your business where you need and want assistance so that you can lead your business with clarity and intention. 🡆 Take our Task Audit and begin your journey to true integration. 🡄 And if you are already working with a Freedom Maker, now may be the perfect time to take your delegation journey to the next level. If you've already outsourced your inbox or calendar, what's next? Use our Assignment Task Audit (found on your Client Resources Page) to: Reevaluate what's still on your plate Identify new areas your Freedom Maker can support Continue evolving your partnership toward even better integration Reclaim Your Time And Realign Your Energy Work-life integration isn't a milestone you reach; it's something you continually shape. Just as your priorities shift as your business grows, so will your work-life integration. When you get clarity on what you are willing to outsource, you let go of the tasks that no longer require your direct attention, you make room for the kind of presence that fuels both your business and your life. So, whether you're just starting to explore outsourcing or already working with a Freedom Maker, take another look at your task list. The more intentionally you delegate, the more fully you can show up for your business, your clients, and yourself. Reach out to our Discovery team today so we can help you find the right support for your unique business needs.
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