5 Essential Business Tasks to Automate Guide

Automate these 5 essential business tasks. The no-brainer way to take back control of your business.

1. Appointment Scheduling

Ever struggle to find a convenient time to coordinate schedules? Wish there was a way to automatically schedule appointments with potential leads and customers? Take control of your schedule by automating appointment scheduling.

Automating appointments and getting leads, potential customers or clients an option to automatically book a time on your schedule has never been easier. Automating your calendar scheduling will save you hours of time and hassle in back and forth emails trying to get a time to connect.

Let me suggest this.

With, our system can respond to leads automatically with a link to your calendar. That link provides options that you have preset with your open availability. The lead can find a time that works for them and get scheduled with you. The process is so simple you'll wonder how you ever worked without it.

2. Auto-Respond to Conversations

Save hours of time by setting up auto-responses when someone reaches out to your business. Much like Automated Appointment Scheduling, this will save your inbox hassle and more importantly, save you time.

This works in several ways:
- Automate responses to leads who fill out a website form
- Automate a response when someone sends an SMS/Text message to your business number

- Send e-books or other digital resources that people request in ads or lead forms you create (Hint: You've already experienced this, wink, wink!)

So much more can be said here and the options are as vast as the creativity you can come up with. Nonetheless, the system will save you countless hours of follow up and bulk responses so you can better focus on more important tasks.

3. Request a Google Review of you business from customers

Your business' online presence is crucial to your success. Let's face it, your identity on the web will play a huge part in the perception potential customers and clients will have of your business.

Reviews are crucial!

Potential customers that are learning about your business will be looking for the experience other people have had with your company. We get it, asking for a review after you've performed a service or sold a product can be tough and adds more to your already busy schedule.

But what if it were simple?

With, we can setup an automation to request a review of every customer you serve that automatically generates based on a criteria that you setup. You hit a button in the system and the process starts and you don't have to touch it again. It can't be more simple.
Better yet, we can set the trigger to be a timer after a booked appointment completes. You have to do nothing to ask for the review and see your web presence take off.

Google loves to see positive reviews and updates and interactions with those reviews. The more current and updated reviews that you have listed works within the algorithm to show your business to more people.

4. Auto-Respond to missed phone calls via SMS messages

If you're like most business owners, you wear a lot of hats. Most of the time your time is spent providing your service to your customers but the business operations still have to run. What happens to those calls that keep coming in?

Let's face it, customers are impatient and finicky.

If you don't answer their call, they'll move to the next business on the list that offers the same service you do. If that business answers, you just missed that sale.

Never let that happen again. With SimplifyAutomation's Missed Call - Text Back feature, we can automate a response from you so that you are more likely to capture that lead.

Don't let the BUSY-Ness of running your business prevent you from taking care of your business.

5. Sales Leads and Proposal Follow up

Have you ever lost a sale because you didn't follow up on a proposal or estimate?

It's easy to do but doesn't have to be that way.

With SimplifyAutomation, you can create customized processes that work to keep your leads, proposals and estimates top of mind. Follow up without ever having to remember to send the email. Create a custom workflow with your own timing that makes sense for your business.

Never miss a sale again because you simply forgot to send the email to follow up!

Hopefully these tips were helpful and gave you some ideas on how you can automate your business.  Regardless of your business type, SimplifyAutomation will work to make you more productive, keep you more on task and give your customer a good perception about your business.  Build your business without sacrificing your time, or your family.


If you’d like to know more about how SimplifyAutomation can save you time and headaches in running your business, schedule a demo today and we’ll show you how to take back control.

Take Back Your Time by Automating Your Business

Questions?  Call or Text 618-740-3663