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Automation
7 min read
2025-01-14

5 Automations Every Small Business Should Have Running

Automation isn't just for big companies. These five automations pay for themselves in the first month.

1. Lead Response Automation

Speed to lead is the #1 factor in closing deals. Respond within 5 minutes vs. 1 hour — your conversion rate drops 10× with delay.

Set up: Form submission → instant email + SMS to prospect + internal notification to your team.

2. Review Request Sequence

Your happy customers won't leave reviews unless you ask. Automated review requests sent 3 days after project completion consistently generate 15–30% review rates.

3. No-Show Recovery

If someone misses an appointment, an automated follow-up sequence (2 emails + 1 SMS) recovers 30–40% of no-shows.

4. Invoice Follow-Up

Overdue invoices are a cash flow killer. Automated reminders at 3, 7, and 14 days past due dramatically reduce DSO without awkward calls.

5. Seasonal Re-engagement

Reach past customers before your busy season. An automated campaign sent 6 weeks before your peak generates warm leads at near-zero cost.

Getting Started

You don't need enterprise software. Make.com and a basic CRM handle all five of these. We can set up all of them in a single day.

Ready to apply these insights?

Get a free audit and let's talk about what would move the needle for your business.