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Automation Playbook

A practical guide to automating the repetitive work in a service business, without a developer or a large budget.

$19
  • Instant download
  • Secure Shopify checkout
  • For your own business use

What's inside

  • The automation stack: the tool categories you need, with typical costs and difficulty
  • Six automations to build first: lead capture, new-lead acknowledgement, invoice reminders, proposal follow-up, client welcome sequence, and a weekly KPI summary
  • Step-by-step instructions for each one
  • A 30-day implementation roadmap

Who it's for

Owners doing the same admin tasks by hand every week.

Format

4-page PDF. Instant digital download.

Every download includes our Products and Prices list. Prices are subject to change at any time without notice.

Digital products are final sale. For general information and education only; not legal, tax, accounting, employment, investment or financial advice.

How it works

Buy once. Use it in your business.

  1. Check out securely

    Pay through Shopify's secure checkout. Free resources check out at $0.

  2. Download instantly

    Your link arrives by email right away, and your files stay in your account.

  3. Make it yours

    Fill in, edit and adapt the files for your own business.

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