Skip to content

The field guide

The 3 pillars of automation

Automate the boring stuff so humans can do the valuable stuff. Every business runs on these three pillars, and every one of them leaks hours.

Sales

Outbound Inbound Nurture Sales call

Top automations

  • Instant SMS response to inbound form fills
  • Call reminders and follow ups
  • Nurture sequences for no-show leads
  • Custom proposal and contract generator
391% 391% increase in sales conversions when leads are contacted within 60 seconds Velocify
78% 78% of customers buy from the company that responds to their inquiry first Lead Connect
⅔ ⅔ of buyers expect a response within 10 minutes to any marketing, sales, or customer service inquiry HubSpot

Ops

Onboarding Fulfillment Delivery

Top automations

  • Onboarding forms (welcome messages, portal access, introduction video)
  • Auto-create tasks/projects + cloud folders
  • Auto-send milestone updates
  • File/document requests triggered by status
48%42% Key results after implementing automation were 48% improvement in productivity, and 42% decrease in operating costs Sapio Research
Over 90% Over 90% of customers feel that the companies they buy from 'could do better' when it comes to onboarding Wyzowl

Admin

Invoices Payment Reporting

Top automations

  • Auto-send invoices + payment reminders
  • Auto-saving documents to cloud folders
  • Live updating reporting dashboards
122 hrs Workers could save an average of 122 hours annually through AI-powered admin task automation Reuters

Prefer the one-pager? Download the PDF