Simple business processes that can be automated
Automation does not have to mean a complicated project. Start with repetitive tasks that follow the same steps every time.
Good first candidates
- Replying to new enquiries and sending them a booking link
- Appointment confirmations and reminders
- Sending new leads to the right person or tool
- Asking happy customers for a review
- Reminding clients about unpaid invoices
- Collecting weekly numbers into one simple report
How to choose
Pick the task that costs you the most time or causes the most missed follow-ups. Write the steps down. If the steps rarely change, it can probably be automated.
Keep a person in the loop
Automate the routine parts and keep a person available for anything unusual or sensitive.
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