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5 mistakes to avoid when you first automate
Automation is powerful. Done wrong, it just creates faster chaos.
Swipe through the 5 most common ones:
1. Automating a messy process
2. Trying to automate everything at once
3. Picking the tool before the workflow
4. Skipping...
The easiest way to find what to automate
Typed it twice this week? Automate it.
Here's a simple trick.
For the next 5 days, keep a note open.
Every time you do something you've done before, write it down.
At the end of the week, look at the list.
Anything that shows up twice...
Same lead, two endings
A homeowner's AC dies at 9pm. They fill out a form on an HVAC company's site.
Ending one:
Nobody sees it until morning.
By then they've booked whoever replied first.
Ending two:
They get a reply right away with a booking link.
They pick a slot and go to...
The biggest myth about automation
Automation won't replace your team. It replaces the boring parts of their day.
The copy and paste.
The data entry.
The reminder emails nobody wants to send.
What's left is the work that actually needs a human.
Talking to customers. Solving problems....
5 automations every growing business should have
If your team still does these 5 things by hand, you're paying for it every week.
Here's what I'd automate first:
1. Instant lead capture into your CRM
2. Speed to lead follow up
3. AI that answers calls and chats 24/7
4. Payments that...
