Workflow Automation: What to Automate First

The Automation Trap

When business owners discover automation tools, the instinct is to automate everything. But automating a broken process just means you will do the wrong things faster.

High-Impact Starting Points

If you are looking for quick wins, start here:

• Lead Routing: Automatically sending lead information from your website to your CRM.
• Client Onboarding: Generating folders and sending welcome emails when a contract is signed.
• Invoice Generation: Creating and sending invoices automatically.