Every business owner wants to scale and grow their business. However, achieving this goal is easier said than done. What does it take to scale your business, and are there any tools that can make your life easier?

Thankfully, technology has progressed to the point where automation has made scaling a business simple. Here are 4 essential business functions to look after when scaling a business, along with a few tools that will help you get there.

Customer onboarding

As your business grows, your customer volumes will grow as well. As a result, keeping tabs with customers individually will be impossible. You can hire employees to handle onboarding tasks, but the easiest way is to allow automation to handle everything.

Tools such as Clickboarding and BambooHR help you automate large parts of the onboarding process. You can also use survey tools to receive answers to critical questions from your customers. Onboarding goes beyond figuring out your customer’s goals. You’ll also have to set them up within your IT systems.

As your business grows, the number of systems a customer has to be set up in will increase. Create an onboarding process document that will help new employees figure out the steps they ought to take when you sign a new customer. It is best to run through the process by yourself once, and then record the steps in a video or a document.

Onboarding customers is important, but onboarding new employees is even more critical. Your employees are your greatest resource, and with the rise of remote work, digital onboarding is crucial to your success. Use tools like BambooHR to help you onboard new hires quickly and create knowledge repositories to help them get up to speed in record time. Another advantage of remote work is that it allows you to hire internationally, so for example employers of record (EORs) help businesses hire remote workers internationally.

Task Management and Accounting

Once you’ve onboarded new employees, you need to assign them tasks and ensure they’re following through on them. Once again, remote work poses significant challenges in this regard since your employees might be scattered worldwide. Asynchronous communication is essential in such company setups.

Tools like Asana and Monday.com simplify project management and task handling. Accounting is another task that will become more complex as your business grows. Tools like Xero are great assets since they help you pay bills and simplify tasks such as claiming expenses.

Accounting is much more than recording costs and invoices paid. You’ll have to analyze cash flow, handle customer disputes, and ensure your financial statements are in order. While an accountant can manually execute these tasks, it’s best to assist them with modern accounting software.

By streamlining task management and accounting, you’ll make your employees’ lives easier. You’ll also build great relationships with your customers and suppliers, leading to long-term success.


As remote work rises, communication is under the scanner. Companies have long relied on emails and face-to-face meetings to communicate with employees. However, remote work challenges these norms. Instead, you must master asynchronous communication processes.

Asynchronous communication allows your employees to respond within a fixed time frame instead of responding immediately. Initially, adopting these processes will be challenging. However, the rewards are immense. Your business can operate around the clock instead of working within fixed hours.

Your employees will also be empowered to think about the business and customer issues in greater depth since you won’t be around to tell them what to do all the time. The result is an empowered employee base that always delights customers. Tools such as Zoom, Slack, and Skype are essential when practicing asynchronous communication.

Creating knowledge repositories and rough guides for employees also goes a long way towards helping them handle critical issues by themselves.


As your business grows, marketing becomes more important than ever. In the initial growth stages, your marketing content volumes will be low, thanks to the small audience size. However, once your business grows, you’ll have to cater to more people and different tastes.

This means publishing more content to attract these new customers, resulting in a steady stream of social media, content, and website posts. Marketing tools like CoSchedule help you simplify these tasks by allowing you to plan and release posts periodically. These tools also give you the ability to measure user engagement and other analytics.

Sales processes also lend themselves well to automation. The rise of chatbots has helped businesses record initial inquiries and automate customer screening. For instance, any prospect that lands on your website can instantly interact with your business and answer basic queries that your team can follow up on.

Interacting instantly with customers will also increase sales, boosting your bottom line. Other sales-related technology like CRM platforms and lead generation platforms will help you grow your business and capture lead journeys effectively.

Many tools, one goal

As a business owner, scaling should be a priority at all times. A growing business demands a wide range of tools, and the ones listed in this article will help you transition between growth stages seamlessly.


Sumit is a Tech and Gadget freak and loves writing about Android and iOS, his favourite past time is playing video games.

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