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A Step-By-Step Guide to Automating Holiday Sales for Online Business Owners

October 24, 20249 min read

With the holiday season fast approaching, you're probably starting to feel the pressure of keeping your business running smoothly while gearing up for the holiday sales rush. 

Whether you're running an online business from home or managing a growing small business on the internet, there’s one word that can make the upcoming months stress-free and profitable: automation.

Automation is not just for large corporations; it's essential for online business owners looking to optimize their operations, boost efficiency, and maximize sales—without manually managing every detail. 

In this guide, we’re diving deep into how you can automate your holiday sales, helping you work smarter, not harder.

Why Automating Holiday Sales is Essential for Your Online Business

When you’re running an online business, the holiday season offers a fantastic opportunity to grow your customer base and boost revenue. But with that opportunity comes a lot of work: marketing campaigns, follow-up emails, customer service, and managing sales. 

If you want to handle all of this without feeling overwhelmed, automation is the key.

Whether you're starting an online business or you're looking for the best online business to start, automating your sales processes allows you to get the most out of every opportunity while minimizing the manual tasks you have to do. 

Here are a few reasons why automating your holiday sales is crucial:

1.Maximize Sales Potential

Automation ensures that your marketing and sales activities run smoothly, even while you're handling other tasks. You won’t miss out on opportunities just because you're too busy with day-to-day operations.

2. Reduce Stress

Manually sending emails, following up with leads, and managing customer interactions can be stressful—especially during the holidays. Automation allows you to reduce stress and free up time to focus on strategic growth.

3. Improve Customer Experience

Automation ensures that your customers receive timely, relevant communication, which enhances their experience with your business.

4. Increase Efficiency

By automating repetitive tasks, you can increase your efficiency and spend more time focusing on growing your business.

Key Automation Strategies to Boost Your Holiday Sales

Now that we know why automation is essential, let’s dive into three key areas where you can implement automation in your online business to ensure a smooth and profitable holiday season.

1. Automate Your Holiday Email Sequence

One of the first areas where automation can make a massive difference is in your email marketing. Whether you’re running a small eCommerce store or managing a small business on the internet, automating your holiday email sequences is a must. 

Crafting the perfect email campaign takes time and effort, so why not let automation take it from there?

Automating your holiday email sequence ensures that every lead and customer receives timely follow-ups based on their actions—without you needing to manually send each email. 

Whether you're spending time with family or handling other business tasks, your email campaign will continue running in the background, keeping your audience engaged.

Start by heading into your CRM system (I recommend Social Connector, but any CRM will work) and set up an automation workflow. This workflow will trigger emails based on specific actions that your audience takes. 

For example, you can automatically send a welcome email as soon as someone signs up for your holiday offer, followed by a series of scheduled emails that promote your products, provide helpful tips, or offer last-minute deals.

Don’t forget to include:

  • Reminders: Send timely reminders about sales deadlines, product availability, or limited-time promotions.

  • Last Chance Emails: This final email in your sequence creates urgency by highlighting that a sale or offer is about to end.

By automating your holiday email sequences, you can keep your business top-of-mind for potential customers throughout the holiday season.

2. Automate Your Follow-Ups and Reminders

Follow-ups are crucial when it comes to converting leads into sales. On average, it can take up to 12 touchpoints for a lead to convert into a customer. 

With that in mind, consistent follow-up is essential—but who has time to manually send out emails all day? The answer is automation.

Automating your follow-up emails and reminders ensures that no lead slips through the cracks. These automated follow-ups keep your offers top-of-mind for your audience, increasing the chances of converting them into customers.

For example, if someone visits your website, adds an item to their cart, and then leaves without purchasing, an automated follow-up email can gently remind them to complete their purchase. This type of "abandoned cart" reminder has been proven to increase conversions significantly.

Use your CRM or email marketing platform to set up automated follow-up emails triggered by specific actions—or the lack of them!

  • If someone hasn’t clicked on your link within 48 hours, send a follow-up email with a countdown timer to create urgency.

  • If a customer hasn’t engaged with your emails in a while, set up a re-engagement campaign to bring them back.

Automation ensures that you’re following up with your leads consistently, without needing to remind yourself to do it manually.

3. Automate Lead Nurturing Beyond the Holidays

While the holiday season presents a big opportunity for sales, your efforts shouldn’t stop there. The key to long-term success in any online business is lead nurturing. Building lasting relationships with your customers is essential to turning seasonal shoppers into loyal, long-term clients.

Lead nurturing goes beyond the initial holiday purchase. With an automated lead nurturing workflow, you can continue engaging your customers long after the holidays, providing them with valuable content, exclusive offers, or personalized updates.

The key to success here is consistency. By setting up a long-term nurture sequence, you’ll stay in touch with your customers year-round, keeping them engaged with your brand and more likely to make repeat purchases.

Set up an evergreen lead nurturing workflow in your CRM or email marketing system. This workflow can be triggered after a customer makes a purchase or signs up for your mailing list during the holidays.

Consider including:

  • Educational Content: Share helpful tips, how-to guides, or informative content related to your products or services.

  • Exclusive Offers: Reward loyal customers with discounts, free shipping, or other perks.

  • Personalized Messages: Send birthday greetings, holiday wishes, or anniversary discounts to keep your relationship personal.

Automation allows you to keep your audience engaged, even when you’re busy working on other aspects of your business.

Additional Ways to Use Automation in Your Online Business

The three strategies mentioned above—automating email sequences, follow-ups, and lead nurturing—are just the tip of the iceberg when it comes to holiday sales automation. There are many other areas where automation can help you grow your online business, streamline operations, and increase sales.

4. Automating Social Media Posting

Social media is a powerful tool for promoting your online business from home, but it can be time-consuming. From creating engaging posts to scheduling updates, managing social media during the holidays can feel overwhelming. That’s where automation comes in.

Automated social media posting allows you to maintain a consistent presence on platforms like Instagram, Facebook, and Twitter—without needing to manually post every day.

Use social media scheduling tools like Buffer or Hootsuite to create and schedule posts ahead of time. Plan your holiday promotions, create visually appealing content, and schedule it to go live at optimal times for your audience.

By automating your social media efforts, you can stay engaged with your audience throughout the holiday season while focusing on other business operations.

5. Automating Customer Service with Chatbots

Providing top-notch customer service is key to running a successful small business on the internet. During the holiday season, customer inquiries, order questions, and support requests can quickly pile up. Enter chatbots!

Chatbots allow you to automate responses to frequently asked questions, provide real-time support, and ensure that your customers get the help they need—even when you’re not available.

Implement a chatbot on your website to answer common customer questions, such as:

  • What’s your return policy?

  • When will my order arrive?

  • How do I track my shipment?

Chatbots help reduce your workload by handling these routine inquiries, allowing you to focus on more complex customer service issues or other areas of your business.

6. Automating Your Sales Funnel

A sales funnel is the journey a potential customer takes from learning about your business to making a purchase. Automating your sales funnel can help streamline this process, guiding customers through each stage without manual intervention.

By automating your sales funnel, you ensure that each lead is nurtured and guided towards making a purchase—whether it’s their first time visiting your site or their tenth. This system works in the background, allowing you to convert leads into customers more efficiently.

Use your CRM or marketing automation tool to set up a sales funnel that captures leads, nurtures them with targeted content, and converts them into paying customers.

For example:

  • Lead Capture: Offer a freebie or discount in exchange for a potential customer’s email address.

  • Lead Nurturing: Send automated emails that provide value, showcase your products, and answer common questions.

  • Conversion: Guide leads towards making a purchase by offering special discounts, limited-time offers, or personalized product recommendations.

Work Smarter, Not Harder with Automation

As an online business owner, the holiday season can be both exciting and overwhelming. But by implementing automation in key areas of your business—email sequences, follow-ups, lead nurturing, social media, customer service, and sales funnels—you can free up valuable time while maximizing your sales potential.

To recap the key strategies we covered today:

  1. Automate Your Holiday Email Sequence: Keep your audience engaged with automated emails triggered by their actions.

  2. Automate Your Follow-Ups and Reminders: Set up automated follow-ups to ensure no lead is left behind.

  3. Automate Lead Nurturing Beyond the Holidays: Turn seasonal shoppers into long-term clients with year-round engagement.

  4. Automate Your Social Media Posting: Schedule your posts ahead of time to maintain a consistent presence.

  5. Automate Customer Service with Chatbots: Provide real-time support without being available 24/7.

  6. Automate Your Sales Funnel: Guide leads through the customer journey without manual intervention.

By automating these areas, you can work smarter, not harder, while ensuring your online business thrives during the holidays and beyond.

And if you’re ready to dive deeper into these strategies, join our Holiday Sales Bootcamp! It’s completely free, and we’ll walk you through setting up your workflows step by step, plus offer some incredible bonuses and weekly prizes. 

Click here to access all the videos.

Here’s to making this holiday season your most successful one yet!


Certified Business Strategist | Operations Management & Automation Specialist | Training Naturally-Organized Women to Build Virtual Assistant Businesses They Love From Home

Jodi Marvin

Certified Business Strategist | Operations Management & Automation Specialist | Training Naturally-Organized Women to Build Virtual Assistant Businesses They Love From Home

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