3 Automations Every Service-Based Business Should Have
Running a business doesn’t have to mean doing everything yourself. With just a few smart automations, you can save time, improve client experience, and grow your business without burning out.
One of the most powerful systems you can implement is a lead capture and nurture automation. When someone fills out your website form or downloads a freebie, don’t just let them sit in your inbox. A simple workflow can send a personalized welcome email, tag them in your CRM, and follow up with a helpful resource or booking link. This keeps you top of mind and builds trust immediately—without lifting a finger.
Next, consider a new client onboarding automation. You just landed a new client—amazing! But now you need to onboard them. Instead of sending the same welcome email and checklist over and over, you can create a workflow that automatically sends a welcome message with key info, shares a scheduling link or onboarding form, and delivers a welcome packet or intro video. Your clients feel supported, and you stay organized.
Finally, don’t forget to ask for feedback or a referral after you finish working with a client. You can automate a message that checks in on their experience, invites them to leave a Google review, and even offers a thank-you discount for referring someone new. It’s an easy way to keep your momentum going and build your reputation over time.
