AUTOMATION
April 15, 2023 • 3 min read
How to Identify and Automate Your Most Repetitive Tasks
A practical framework for finding automation opportunities in your service business.
The Automation Audit
Track what your team does for one week. Every task that happens more than 5 times weekly and follows a predictable pattern is an automation candidate.
High-Impact Automation Targets
- Answering the same questions repeatedly
- Scheduling and rescheduling appointments
- Sending reminder emails/texts
- Data entry from one system to another
- Following up with leads
- Collecting client information
Prioritize by Impact
Start with tasks that are high-volume, time-consuming, and have clear success criteria. These deliver the fastest ROI. Use our ROI calculator to quantify the opportunity.