What Can Be Automated?
Almost anything can be automated - Here are some powerful examples we love to implement.
Lead Follow-Up & Qualification
What it does: Automatically responds to new leads via email/SMS, asks qualifying questions, and routes hot leads to the right person.
Why it’s powerful: Captures opportunities 24/7 and eliminates manual follow-up delays.
Proposal & Quote Generation
What it does: Uses past documents, templates, and client data to auto-generate tailored proposals or quotes.
Why it’s powerful: Saves hours of work and ensures consistency, even across large teams.
Appointment Scheduling & Reminders
What it does: Integrates with your calendar to auto-schedule calls, send reminders, and reduce no-shows.
Why it’s powerful: Removes back-and-forth, improves client experience, and keeps your calendar full.
Invoice & Payment Follow-Up
What it does: Tracks unpaid invoices, sends automated reminders, and escalates as needed — politely and persistently.
Why it’s powerful: Helps SMBs get paid faster without chasing clients manually.