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Streamlining manual processes with tech & AI 

Updated: Jun 18

Marketing is an ever-evolving industry, and companies must constantly adapt to remain competitive. One area that has seen significant improvements recently is the use of technology and AI to streamline manual processes and improve efficiency.


By utilising technology, marketing companies can reduce the time and resources required for manual tasks, freeing employees to focus on more innovative and critical tasks. The potential applications in marketing are significant.


The benefits of streamlining processes

In today's fast-paced business environment, streamlining processes and workflows is essential to improve productivity and efficiency, reduce errors and delays, and enhance customer satisfaction. The same applies to marketing. Here are some of the top benefits your business may experience when you streamline your processes: 


  • Improved productivity: Eliminate redundant and time-consuming tasks, automate repetitive tasks, and create a more streamlined and efficient marketing operation. This can result in higher productivity, allowing you to achieve more with fewer resources and enabling your team to focus on high-priority tasks.

  • Faster turnaround times: Reduce the time it takes to complete tasks and projects. For instance, using automation tools for repetitive tasks like social media posting, email campaigns, and lead scoring can significantly reduce turnaround times, allowing you to meet deadlines and deliver projects faster.

  • Enhanced accuracy: Streamlining your marketing processes and workflows can reduce the risk of human error, which can lead to mistakes and delays. Automation tools can help ensure that tasks are completed consistently and accurately, leading to higher-quality work, fewer mistakes, and better customer satisfaction.

  • Cost savings: Reduce the cost of manual labor, minimise errors and delays, and optimise resource allocation. This can result in significant cost savings, allowing you to reinvest resources in other areas of your business or improve profitability.

  • Improved customer satisfaction: Deliver projects faster, with higher quality and accuracy, and better collaboration and communication. This can result in better customer satisfaction, leading to higher retention rates, increased referrals, and an improved reputation.


Where to start

Streamlining processes is crucial for improving efficiency in marketing. Companies need to be nimble and responsive to stay competitive. However, knowing where to start can be daunting. By identifying bottlenecks, defining processes, automating repetitive tasks, streamlining data processes, optimising workflows, and training your team, you can streamline your marketing operations, reduce costs, and improve customer satisfaction.


  • Identify the bottlenecks: Start by identifying the areas where your marketing processes are slow, repetitive or inefficient. For instance, are you spending too much time on manual data entry, identifying keywords for SEO, data analysis or email campaigns? Analyse your current workflows and identify the bottlenecks that are slowing you down.

  • Define your processes: Once you've identified the bottlenecks, define your processes clearly. Define the steps involved in each process, the stakeholders involved, and the expected outcomes. This will help you identify areas where you can streamline processes, utilising technology and AI where necessary.

  • Streamline your data processes: Streamline and centralise your data processes to reduce the time and resources required for data collection and analysis.

  • Automation: Once you’ve defined the processes for the bottlenecks, automating these tasks is the next step. Automating tasks can reduce the time and resources required for manual and repetitive laborious tasks. You need to choose the right tools for the job or invest the time in building the automation processes in-house. For instance, you can use marketing automation tools to automate email campaigns, automate keyword research, automate client monthly updates, lead scoring, social media posting, and other routine tasks.

  • Optimise your workflows: Continually optimise your workflows to improve efficiency and reduce waste. Monitor your workflows regularly and look for ways to streamline them further. Eliminate unnecessary steps and automate more tasks. 

  • Train your team: Train your team to use new technologies and tools effectively. Encourage the use of new technologies and tools to allow your team to become more efficient in their job. Additionally, the automation of manual tasks provides your team with more training time to maximise the potential of their work.


Whether you take on many of these streamlining processes at once, or one or two at a time, the potential is limitless right now when it comes to combining tech and AI with human expertise. At Yard, we are willing to explore any process that helps us work more efficiently, as long as it maintains – or invariably elevates – the quality of our work. We'd love to discuss how we can support you to become more efficient.


Progressions within our industry seem to have gone from annual, to monthly, to an almost weekly pace at present. While some see uncertainty, we see opportunity, and are already noticing the positive impact of streamlining the manual to prioritise the innovative and critical.

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