🤖 Automations (3 mins)

Let’s learn how to use automations within minutes!

How To Get Started?

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Why did the automation apply for a raise? Because it was doing all the heavy lifting without taking breaks 🤪

👉 Setting up automations: help streamline your workflows, saving you time and ensuring consistent follow-up with leads and clients. Set them up to keep your business running smoothly, even when you're not there!

Standard Operating Procedure

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Explains what is it, what’s the ideal outcome, why it’s important, where is it done, when is this done and who it’s done by

 

Step by Step Guide

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Clear step-by-step instructions on how to get set up

 

 

One Last Pro Tip 🤖

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Pro Tip: I encourage you to enable automatic payment reminders to reduce missed payments and save time on follow-ups. This simple step keeps your cash flow steady and your clients on track!

 

Last updated on November 4, 2024