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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
The “Dream Workflow” Prompt
If you could wave a magic wand 🪄 and automate ANYTHING in your business (or life)… what would it be? Don’t hold back. Go wild. 👉 Want invoices to write and send themselves? 👉 Clients to magically onboard while you sleep? 👉 Or maybe your fridge restocking itself when the milk runs low? 😂 I’ll go first: I’d love an AI that chases down unpaid invoices with the patience of a saint and the persistence of a bounty hunter. Now your turn 👇What’s YOUR dream workflow? Bonus points if it’s something crazy we can actually try to build here in the community. 🚀
The “Dream Workflow” Prompt
🚀 What’s One AI Automation Tool You Can’t Live Without?
We all have that one tool that changed the way we work. For some, it’s the engine that saves hours of manual effort every week. For others, it’s the spark that unlocked new opportunities or helped scale a business faster than expected. 👉 So let’s hear it: What’s the one AI automation tool you can’t live without? - Is it a workflow builder like n8n, Zapier, or Make? - A custom AI agent you’ve trained? - Or maybe a single integration that transformed how you handle clients, sales, or operations? And if you’re just starting out, flip the question: What’s one personal goal you’ve set for applying AI in your workflow this year? - Do you want to save 10 hours a week? - Automate your lead generation? - Or maybe finally get rid of repetitive admin tasks? 💬 Share your tool or your goal below, let’s inspire each other with practical wins and ambitious plans.
When to launch?
I just finished watching 180 Days Building and AI Agency and it’s a wonderful production. I am close to launching my Day 1 journey. I’m just in my head a little bit about how much I should know to feel comfortable pitching to clients. What do you guys suggest for knowing when your ready to launch your agency?
Your AI agency will die without one thing… and it’s not more leads
Hot take incoming… Most people think client acquisition is the holy grail. Get more clients, scale the agency, profit forever, right? But here’s the truth: you can sign deals all day, if your backend is duct tape and manual work, clients won’t stick. They’ll run for the hills. That’s why I say, seamless automations are the real survival skill. Clients stay because things just work, reports on autopilot, leads nurtured without effort, workflows running like a Tesla. But some will argue the opposite:👉 No clients, no agency. Client acquisition is king. So what really keeps an AI agency alive? Let’s debate 👇 Poll: - ⚡ Seamless automations = retention + scalability - 💼 Client acquisition = keep the pipeline flowing - 🤷 Both equally important - 🧨 Something else (drop it in the comments!) Who’s brave enough to take a side? 🔥
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