Quote Follow Up Sequence
Automatically sends timed check ins after every quote you send, nudging prospects at day two, day five, and day ten. Stops the moment they accept, so you never chase a closed deal.
Automated Document Collection Portal
Automatically send clients a personalised portal requesting the exact documents you need, chase them with timed reminders, and update your CRM the moment everything lands. No emails. No phone calls. No spreadsheets tracking who sent what.
Tiered SMS + Email Reminder Sequence
An automated sequence sends an email 48 hours before each appointment, an SMS 24 hours before, and a final SMS 2 hours before. Each message includes a one tap confirm or cancel link that updates your booking status in real time.
Project Milestone Client Update
When a project milestone is completed in your PM tool, an automated workflow sends your client a clear, personalised update with what just finished and what comes next. No more writing individual emails. No more fielding calls from clients who just want to know where things stand.
Post Service Review Request and Reputation Management
After every completed service, an automated workflow collects customer feedback by SMS, routes happy customers to leave public reviews, and flags unhappy ones for private follow up before they ever reach Google.
Weather Triggered Service Demand Alerts
An automated workflow monitors weather forecasts across your service area and triggers team alerts, parts staging, and customer outreach before the calls start flooding in.
Job Photo Documentation to Client
When a technician uploads before and after photos, this automation compiles them into a branded report with job details and sends it to the customer within an hour of completion. No manual effort, no forgotten follow ups.
Two Way Contact Sync Between CRM and Email Marketing
Automatically keep contacts, tags, and unsubscribe status synchronised between your CRM and email marketing platform. Changes in one system appear in the other within minutes, not days.
Proposal Follow Up Sequencer
Automatically tracks proposal status and sends timed, personalised follow ups based on whether a prospect has opened, reviewed, or ignored your proposal. No more lost deals from forgotten follow ups.
Warranty Expiry Upsell Campaign
Your CRM already knows when every vehicle's warranty expires. This automation turns that date into a sequenced campaign that reaches customers at 90, 60, and 30 days out, routing hot leads straight to your sales team.
Birthday / Anniversary Outreach
A daily automated workflow checks your CRM for upcoming birthdays and client anniversaries, then sends personalised messages by email or SMS. High value clients get flagged for a personal call, so every relationship gets the right touch at the right time.
Automated Pre Appointment Document Collection
When a client books an appointment, this automation sends them a personalised upload portal for required documents, tracks what comes in, chases what doesn't, and tells your staff exactly who is prepared before anyone walks through the door.
Referral Letter Generation and Tracking
When a GP flags a patient for referral, this automation pulls the clinical summary, generates a formatted referral letter, sends it to the specialist, and tracks acknowledgement with timed follow up nudges until the patient is booked.
Repair Estimate Approval and Payment Collection
When a technician finishes an inspection, this automation sends your customer an itemised digital estimate with photos, descriptions, and approve or decline buttons for each line item. Approved work updates the job card instantly, and payment is collected via a secure link before pickup.
Two Way Confirmation with Auto Rescheduling
Clients confirm, reschedule, or cancel their appointments by replying to a single text message. The automation handles each response instantly, cutting inbound calls and filling gaps before they cost you revenue.
Fleet Maintenance Scheduling for Commercial Accounts
Automatically track service intervals, mileage thresholds, and compliance deadlines across every vehicle in a fleet. The system books appointments during preferred maintenance windows, confirms with the fleet manager, and delivers monthly compliance reports without manual chasing.
AI Toned Follow Up Emails for Late Invoices
Automatically generate follow up emails that match the right tone to how overdue each invoice is. Polite at one week, firm at 30 days, final notice at 60. No more agonising over wording or avoiding the conversation altogether.
Intelligent Appointment Booking Agent
An AI agent that handles appointment bookings around the clock via chat or SMS, qualifying prospects, checking real time availability, and confirming appointments while your team is off the clock.
Real Estate Buyer Onboarding Workflow
Automatically send welcome materials, collect finance preapproval documents, and configure listing alerts the moment a buyer signs their representation agreement. Your new clients feel guided from minute one while you stay focused on showing properties.
Accounts Receivable Ageing Followup Sequence
A weekly automated workflow pulls aged receivables from your accounting software, sorts overdue invoices into 30, 60, and 90 day buckets, and sends a graduated email sequence to each debtor. Your clients get paid faster without you chasing a single invoice.
Late Payment Interest and Fee Calculator
Automatically calculate and apply late payment fees based on each client's contract terms. No manual maths, no awkward conversations, and no more leaving money on the table.
Accounts Receivable Aging Alert
Automatically monitor overdue invoices in QuickBooks or Xero each morning, send tiered payment reminders to clients, and escalate aged receivables to your team so nothing slips through the cracks.
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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
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