Referral Thank You and Tracking
Automatically thank the people who send you business and track every referral in one place. When a new lead is tagged with a referral source, the referrer gets an instant thank you, and the referral is logged for reporting.
Invoice Payment Reminder Escalation
Automatically chase overdue invoices through a timed escalation sequence of emails, SMS, and internal alerts, so you collect faster without the awkward phone calls.
Duplicate Lead Detection and Merge
Automatically detect and merge duplicate contacts the moment they enter your CRM, so every rep sees the full history and no returning prospect gets treated like a stranger.
Post Visit Summary and Next Steps Email
After every appointment, your client receives a branded summary email with everything discussed, clear next steps, and a link to book their follow up. The practitioner fills out a quick structured note; automation handles the rest.
AI Classified Email Auto Responder
An AI agent reads every email in your shared inbox, classifies it by type, and sends an appropriate response within minutes. New enquiries, support questions, billing issues, and spam all get handled automatically, around the clock.
AI Review Response Agent
An automated agent monitors your Google and Yelp reviews, classifies each one by sentiment, drafts a response that matches your tone, and posts it. Negative reviews get routed to you for approval first. Your response rate stays near 100% without you writing a single reply.
Monthly Report Auto Generation
An automated workflow pulls client KPIs from your data sources on the first business day of each month, populates branded report templates, converts them to PDF, and emails every client their personalised report before your team starts work.
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.
Proposal Sent to Follow Up Ladder
Automatically triggers a timed sequence of check in emails, value add content, and call tasks the moment a proposal leaves your outbox. If the prospect opens the document, your rep gets an instant alert to call while they're still reading.
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.
Webinar/Event Attendee to Sales Pipeline
When your webinar ends, every attendee is automatically scored by engagement, pushed into your CRM with the right tags, and routed to a sales rep or nurture sequence. No CSV exports, no three day delays, no identical follow up emails to people who behaved very differently.
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.
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.
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.
Trust/IOLTA Account Three Way Reconciliation Alerts
A daily automated workflow compares your trust account bank balance, client ledger balances, and internal trust ledger, then alerts your accounts manager the moment any figure doesn't match. Monthly, it generates a formatted three way reconciliation report ready for compliance records.
Employee Productivity & Task Completion Digest
An automated weekly digest pulls task data from your project management tool, calculates completion rates and overdue items per team member, and delivers a formatted summary to your management Slack channel so you can coach with data instead of guesswork.
AI Voice Appointment Reminder
An automated workflow fetches tomorrow's appointments each evening, triggers natural sounding AI phone calls to remind each client, and logs every outcome so your team starts the day knowing exactly who confirmed.
Calendar to CRM Meeting Logger
Automatically logs every calendar meeting to your CRM with the right contact, duration, and attendees. No more relying on reps to remember, and no more empty activity histories when you need them most.
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Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
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