Nine automations every growing business should have

Start where the time goes

Do not automate what should be deleted. Map the process first, then automate what survives.

The nine

1. Lead capture to CRM, enriched and deduplicated.
2. Instant lead routing by service and territory.
3. Speed-to-lead alert on Slack or WhatsApp.
4. Automatic follow-up sequence if nobody responds in 15 minutes.
5. Meeting booked to CRM stage update.
6. Proposal sent to reminder cadence.
7. Order to invoice to accounting sync.
8. Onboarding checklist triggered on close.
9. Weekly performance digest assembled automatically.

Build for failure

Every workflow gets retries, an error branch and an alert. Silent failure is worse than no automation at all.

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