Automations

Modified on Wed, 16 Jul, 2025 at 6:54 PM

Let’s learn how to use automations within minutes!

How To Get Started?

Setting up automations: help streamline your workflows, saving you time and ensuring consistent follow-up with leads and clients. Set them up to keep your business running smoothly, even when you're not there!


Standard Operating Procedure

Explains what is it, what’s the ideal outcome, why it’s important, where is it done, when is this done and who it’s done by

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Step by Step Guide


Clear step-by-step instructions on how to get set up

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One Last Pro Tip

Pro Tip: I encourage you to enable automatic payment reminders to reduce missed payments and save time on follow-ups. This simple step keeps your cash flow steady and your clients on track!
 
 
 

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