The First 10 Automations Mini-Guide
The highest-leverage automations to build first, so you stop doing work a computer could do.
Most business owners know they should be automating more. The problem is knowing where to start without wasting a weekend on something that saves you four minutes a month. This guide cuts straight to the 10 automations that pay back the fastest, with the exact trigger, action, and realistic time savings for each. Build them in order and you will reclaim a meaningful chunk of your working week within a fortnight.
- How to Read This Guide
- Automation 1: New Lead to CRM
- Automation 2: Lead Follow-Up Email
- Automation 3: Meeting Scheduling and Prep
- Automation 4: Proposal or Quote Follow-Up
- Automation 5: Client Onboarding Sequence
- Automation 6: Invoice and Payment Chasing
- Automation 7: Content Repurposing Pipeline
- Automation 8: Weekly Metrics Report
- Automation 9: Testimonial Request
- Automation 10: Inbox Triage and Routing
- What to Build Next
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You do not have to do this yourself.
This resource hands you the volume. The strategy, the judgement, and the bit where it all connects is the work I do for clients: lead generation, ads, SEO, workflow automation, HubSpot, and the systems that make them compound. Done for you, consulting, coaching, or training.
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