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6 essential automations for service based businesses



PSA: Having systems and automations set up for your business doesn’t have to mean impersonal or artificial.


It’s totally possible to build a thoughtful, on brand & stand out client journey from start to finish, without spending endless amounts of time manually overseeing every last detail.


Automation allows you to focus on serving and supporting your clients, whilst your system maintains consistent, intentional and authentic communication, milestones & backend tasks.


Here my 6 must-have automations for service based businesses…


01: Respond to website enquiries


Having an automatic response to any enquiries helps you get back to new leads quickly, letting them know when to expect a reply from you and what the next steps are.


02: Scheduling connection calls & call reminders


Use a scheduler to book discovery calls, it saves the back and forth. Make sure to set up a confirmation email, and call reminders as the date gets closer.


03: Sending proposals


Send a fuss-free proposal with your ready-to-roll templates following a connection call. Dubsado makes this process a total breeze with combined proposals, contracts & invoices to send out with just the click of a button.


04: Welcome email & onboarding questionnaire


The perfect opportunity to celebrate your new client, send intention setting forms, share helpful guides & links, and any onboarding homework they need to complete to begin working together.


05: Payment reminders


Goodbye awkward convos, hello getting paid on time.


06: Feedback & testimonial requests


Check in with clients throughout your collaboration with automatic feedback forms, and collect testimonials with ease!


Curious to know how to implement these in your business? Come say hi.

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