5 Business Tasks You Should Automate Now

Introduction

If you’re still doing everything manually, you’re leaving money and time on the table. Let’s fix that.

Task 1: Onboarding Emails

Trigger welcome emails and account setup instructions the moment someone signs up.

Task 2: Invoicing

Auto-generate and send invoices via Stripe or QuickBooks when services are marked complete.

Task 3: Calendar Scheduling

Use tools like Calendly to let clients book without back-and-forth emails.

Task 4: Lead Qualification

Tag and score leads automatically based on activity and form inputs.

Task 5: Follow-Up Sequences

Send personalized follow-ups if a client doesn’t reply within a set timeframe.

Final Thoughts

These tasks might seem small, but automating them stacks into serious time and energy savings.