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Tell Us About Your Business
Lead follow-up takes too long
Social media posting is manual
Responding to emails manually
Manual data entry between tools
Creating reports is time-consuming
Scheduling meetings back-and-forth
Client/employee onboarding is manual
Invoicing and billing tasks
CRM (HubSpot, Salesforce, etc.)
Email marketing (Mailchimp, ConvertKit)
Social media tools
Calendar (Google, Outlook)
Slack / Teams
Zapier / Make
Google Sheets / Excel
Project management (Asana, Monday)
Frequently Asked Questions
How do I prioritize which automations to implement first?
Start with Easy automations that save the most time. Quick wins build momentum and free up time to tackle more complex automations. Focus on your biggest pain points first.
Do I need technical skills to implement these automations?
Most Easy and Medium automations can be set up without coding using tools like Zapier or Make. Advanced automations may require some technical help or learning, but many resources exist online.
What if an automation breaks or fails?
Always set up error notifications so you know when automations fail. Start with non-critical processes, test thoroughly before going live, and keep manual backups for critical workflows.
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