If you only automate five things, automate these. They remove the most manual work while directly protecting revenue and customer experience.
1) Lead capture → CRM → follow-up
Every lead should land in one place, get tagged, and trigger a follow-up sequence within minutes.
2) Appointment confirmations + reminders
Automatically confirm bookings, send reminders, and push no-show follow-ups. This alone can cut no-shows dramatically.
3) Quotes/invoices + payment nudges
Generate documents from templates, send them, and automatically nudge late payments (politely, on schedule).
4) Client onboarding workflow
Welcome email, intake form, folder creation, access requests, and a checklist for you. Same process every time.
5) Operations dashboard
One dashboard that answers: leads this week, sales pipeline, delivery tasks, overdue invoices, and bottlenecks.
Bonus: what makes these “stick”
- Clear source of truth (CRM/Airtable/Zoho)
- Dedupe + data validation
- Error alerts + logs
- Documentation + handoff
Start with the one that either creates money (leads) or stops leaks (follow-up). Then build out from there.
Want this built for you?
Book a free 30-minute automation audit and we’ll map the highest-ROI workflow to automate first.