Signed Contract to Welcome Email Sequence
When a client signs their contract in DocuSign or PandaDoc, a personalised welcome email sequence fires automatically. No lag, no forgotten follow ups, no buyer's remorse brewing in silence.
Automated Client Onboarding Checklist with Status Tracking
Automatically generate a structured onboarding checklist for every new client, assign tasks to the right team members, track completion in real time, and escalate overdue items before anyone has to ask.
Stale Lead Reengagement Sequence
Automatically follow up with leads that went quiet in your CRM. A scheduled workflow detects stale deals, sends personalised outreach over days and weeks, and alerts your team the moment someone reengages.
AI Lead Scoring on Inbound Submissions
An AI agent scores every inbound lead the moment it arrives, enriching it with firmographic data and ranking it against your ideal customer profile. Your sales team calls the right leads first instead of working the queue blind.
30 Day Onboarding Health Check and Feedback Loop
Thirty days after onboarding begins, an automated workflow surveys your client, pulls milestone data from your project tools, generates an AI written retrospective, and flags anyone who needs a recovery call. Every onboarding teaches the next one.
Vehicle Recall Notification and Service Booking
A weekly automation checks every VIN in your customer database against the national recalls register, then texts or emails affected owners with a plain language explanation and a direct link to book their recall service.
Automotive Repair Shop Parts Inventory to Supplier Reorder
Automatically track parts stock levels across your shop and trigger supplier reorders before you run out. No more shelf checking, no more emergency deliveries, no more technicians standing idle waiting on brake pads.
Cancellation Waitlist Backfill
When a client cancels, this automation instantly checks your waitlist, texts the top matches, and lets the first person to respond claim the slot. No phone tag, no empty chairs, no lost revenue.
Digital Vehicle Inspection Report with Photo Evidence
Technicians capture photos and notes on a tablet. AI translates findings into plain language reports with colour coded severity ratings, then sends them to customers with a booking link. Approval rates climb 20 to 30% because customers can see the evidence for themselves.
New Client Onboarding with Payment Setup
Automatically create client profiles across your CRM, accounting software, and payment processor the moment a deal closes. Payment collection is live before you've finished your coffee.
Google Ads Click to Call Lead Logger
Automatically logs every phone call from your Google Ads campaigns into your CRM with full keyword attribution, call duration, and recording links. No more guessing which ads actually generate revenue.
Parts Reorder Trigger Based on Inventory Thresholds
Automatically monitors your parts inventory levels and triggers purchase orders when stock drops below minimum thresholds, querying multiple suppliers for the best price so your bays never sit idle waiting on parts.
Facebook/Instagram Lead Ad to CRM Sync
Automatically push every Facebook and Instagram lead ad submission into your CRM within seconds, then trigger a personalised welcome message before the prospect has time to scroll past your competitor's ad.
Used Car Listing Syndication Across Marketplaces
Automatically push every used vehicle listing to AutoTrader, CarGurus, Facebook Marketplace, and your website the moment it's photographed and priced. Price changes and sold status sync across all platforms in minutes, not hours.
Lost Deal Win Back Campaign Trigger
When a deal is marked Closed Lost in your CRM, this automation captures the loss reason, waits for the right moment, then sends a personalised reengagement email. If the contact responds, it reopens the deal and alerts your rep with full context.
Quote Accepted to Invoice Conversion
When a client signs your quote, the invoice should already be on its way. This automation converts accepted proposals into invoices instantly, carrying every line item, tax rate, and payment term across to your accounting system without anyone retyping a thing.
Invoice and Payment Setup on New Client Creation
When a new client is created in your CRM, this automation builds their billing profile, generates the first invoice, sets up recurring payments, and sends a secure link to collect their payment method. No manual data entry between systems, no forgotten first invoices.
Automated CRM Contact Deduplication
Automatically detect and merge duplicate contacts across your CRM so your sales team stops calling the same prospect twice and your pipeline numbers actually mean something.
No Show Detection and Reengagement
When a client misses their appointment, an automated workflow detects it within minutes, sends a personalised rebooking message, and follows up by email if they don't reschedule. Every missed appointment gets a second chance at revenue without your team lifting a finger.
Automated Google Business Profile Insights Report
Pulls your Google Business Profile performance data every week, analyses the trends, and delivers a plain language report with specific recommendations straight to your inbox or Slack. No more guessing whether your local listing is actually working.
Job Estimate Follow Up Agent (Trades/Construction)
An automated agent follows up on every estimate you send, personalising each message based on the job type, quote amount, and season. Your team stays on the tools while AI turns forgotten quotes into booked jobs.
New Booking to CRM + Calendar Sync
When a client books an appointment, their details are automatically added to your CRM, the event lands on the right team calendar, and a personalised confirmation email goes out. No copying, no pasting, no missed leads.
Not ready to talk yet? Start here.
Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
- Where your team's hours are actually disappearing
- The five automations worth setting up first and why
- How to calculate what manual work is actually costing you
- A step by step checklist to get your first automation live this week
Completely free.