Start with High-Impact Automations
If you're new to automation, start with the five sequences that deliver the biggest ROI. These foundational workflows recover lost leads, reduce no-shows, build your online reputation, and accelerate cash flow - all without adding manual work.
The Top 5 Automations
1. Missed-Call Text-Back
What it does: Instantly sends an SMS when you miss a call, inviting the customer to book or reply.
Impact: Recovers 30-40% of missed opportunities.
2. Quote Follow-Up
What it does: Sends reminders to leads who received quotes but haven't booked yet.
Impact: Increases quote acceptance rates by 20-30%.
3. Appointment Reminders
What it does: Sends SMS/email reminders 24 hours before scheduled appointments.
Impact: Reduces no-shows by 50%+.
4. Post-Job Review Requests
What it does: Triggers review requests automatically after job completion.
Impact: Builds local SEO and drives organic leads.
5. Invoice Payment Reminders
What it does: Sends friendly reminders for unpaid invoices.
Impact: Accelerates cash flow and reduces accounts receivable.
What Comes Next
Once these are live, you can layer in lead nurture sequences, seasonal promotions, and cross-sell campaigns to drive compounding growth.