Sep 18 • General discussion
3 Automations Every Small Business Should Set Up First
When you’re running a small business, time is your most valuable resource. The good news? A few simple automations can save you HOURS every week and keep your business running smoothly while you sleep.
Here are the top 3 automations every small business should start with:
1. Lead Capture → CRM / Email List
Stop copying and pasting leads from forms into spreadsheets.
- Example: New lead fills in a website form → info automatically goes into Airtable/HubSpot → welcome email sent instantly.
- Impact: You never miss a lead, and they feel valued from second one.
2. Appointment Scheduling + Reminders
Chasing people to confirm meetings is a huge time drain.
- Example: Client books a call via Calendly → appointment auto-syncs to Google Calendar → reminder SMS/email goes out 24 hours before.
- Impact: Reduces no-shows and keeps your calendar under control.
3. Invoices + Payment Follow-Ups
Cash flow is king. Automate the boring stuff.
- Example: Finish a project → invoice auto-generated in Xero/QuickBooks → payment link sent → if unpaid, polite reminder emails go out at 7/14 days.
- Impact: You get paid faster, with less awkward chasing.
👉 These are low-effort, high-impact automations that create immediate wins for any small business.
Question for you: Which of these do you already have set up? Or which one would help you most right now? Or would you like some help
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3 Automations Every Small Business Should Set Up First
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