Every week I talk to business owners who spend hours on work a computer could do in seconds. Copying data, chasing invoices, sending the same emails again and again.
Here are the five automations I recommend first, because they are cheap, quick to set up and save the most time.
1. New leads straight into your CRM
When someone fills in a form, their details should land in your CRM automatically, tagged and ready. No more copy and paste from your inbox.
2. Follow-up emails that never forget
Most sales are lost because nobody followed up. An automation can send a friendly, personal follow-up after 2 days, then again after a week, and stop the moment they reply.
3. Invoice reminders
Nobody enjoys chasing money. Let a polite reminder go out automatically when an invoice is overdue.
4. Weekly reports in your inbox
Sales, leads, website visits: pulled together, summarised by AI, and emailed to you every Monday morning.
5. Social posts from one idea
Write one idea, and let AI turn it into a LinkedIn post, an Instagram caption and a short email for your list.
The rule I follow
If you do it more than twice a week and it follows the same steps, automate it.
Grab a notepad this week and write down every repetitive task you do. You will be surprised how many hours are hiding there.
Want help finding them? Book a quick call and we will map your week together.
