3 Automation Ideas You Can Implement This Month

Automation sounds scary. It sounds expensive.

But it doesn’t have to be. Here are three simple automations you can set up this weekend.

1. The “Missed Call” Text

If you miss a client call, have a system automatically text them: “Sorry I missed you! I’m with a client. How can I help?”

• Why: It stops them calling your competitor.

2. The “Invoice Chaser”

Stop emailing people asking for money. Set up your accounting software (Xero/QuickBooks) to automatically send reminders 3 days before, on the day, and 3 days after the due date.

• Why: You get paid faster without the awkwardness.

3. The “Meeting Prep” Email

When someone books a meeting, send them an automated email 24 hours before with the agenda and a “What to bring” list.

• Why: Meetings become shorter and more productive.

Ready for the Big League?

These are just the basics. If you want to automate your entire client onboarding flow, let’s talk.