0%
Key takeaways
- Write each step
- Remove waste
- Automate the stable parts
Write each step
List who does what, when, and which tool or document is used.
Remove waste
Cut duplicate steps, unclear handoffs and approvals that add no value.
Automate the stable parts
Build workflows for steps that follow clear rules and leave judgement calls to people.
Frequently asked questions
What should I automate first?
Start with lead response, appointment reminders and onboarding. They save the most time and recover the most missed revenue.
Which tools do you use?
GoHighLevel workflows, Zapier, Make and native integrations, chosen for your stack and budget.
Need help with this? Explore our Business Automation Services, see our packages or book a free consultation.