23d (edited) • Business Processes - Explained
6. What is "Automation"? (The Invisible Employee)
The Nightmare: You copy-paste data from a Facebook Lead -> to a Spreadsheet -> to your Phone -> to an Invoice. It’s boring, you make typos, and you hate it.
The Dream: A lead comes in from Facebook. Instantly, your phone dings with a text, the client gets a "Welcome" email, and they are added to your CRM. You didn't touch a button.
The Concept: Automation is simply Connecting Dots. Most apps (Gmail, Calendar, CRM) don't talk to each other. Automation tools (like Make or Zapier) act as the "translator" that passes messages between them.
Examples for Contractors:
- Lead Response: Lead form submitted -> SMS sent instantly (Speed to lead wins).
- Onboarding: Contract signed -> Deposit Invoice created + Welcome Email sent.
- Reviews: Job marked "Complete" -> Review request SMS sent.
What breaks without it: Speed. You can't type faster than a robot.
If you want to read more you can visit my blog
Your Turn: If you could snap your fingers and have ONE boring computer task disappear forever, what would it be? 👇
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6. What is "Automation"? (The Invisible Employee)
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