Seven automations every small business should have.
A one-page checklist of the automations that pay back fastest, with how long each takes to set up and what it costs if you'd rather I do it.
What's on it
- Missed calls get an instant text
- Booking happens without you
- New-customer forms arrive before the customer does
- Invoices chase themselves
- Happy customers get asked for a review
- Your inbox sorts itself
- Every call leaves a to-do list
The small-business automation checklist
Tick what you already have. Everything unticked is time you're still spending by hand.
Missed calls get an instant text
Every caller you can't pick up gets a text within seconds, so the lead stays yours.
Booking happens without you
Customers pick a time online; reminders go out on their own, so fewer no-shows.
New-customer forms arrive before the customer does
Intake, contracts and documents are filled out from home, with a list of who's still missing what.
Invoices chase themselves
An invoice goes out when the job's done, with polite reminders on a schedule until it's paid.
Happy customers get asked for a review
A review request goes out after every finished job, at the moment people are most willing.
Your inbox sorts itself
Receipts to a folder, top customers flagged, newsletters out of the way. Set once, keeps working.
Every call leaves a to-do list
Recorded calls become a short summary and dated follow-ups, so promises don't slip.
