If you are new to automation, start with tasks that are frequent, boring and easy to describe. These five are a good first list.
1. Lead replies and routing
Reply within minutes, not days. Sort new enquiries by service or city and tell the right person straight away.
2. Weekly reports
Send the same numbers to the same dashboard each week, so you spend your time on what they mean.
3. Follow-up messages
Remind people who have not replied to a quote. A short message after two days brings back many leads.
4. Content briefs
Turn a simple form into a first draft of a brief for your writer or designer.
5. New customer onboarding
Send welcome messages, checklists and forms automatically after a customer says yes.
Next steps
We set these up through lead qualification and CRM automation.