At some point, every online business owner hits a wall.
Replying to emails manually…
Scheduling appointments one by one…
Sending files individually…
The solution isn’t to work more — it’s to automate what doesn’t need your personal
touch.
What Does “Automate” Mean?
Using tools that complete repetitive tasks without needing you to press send,
double-check, or remember.
You don’t have to be techy — you just need the right tools.
✅ Why You Should Automate Early
● More time to create or rest
● Fewer mistakes
● Better client experience
● Growth without a big team
● Your biz runs even when you sleep
Top Things to Automate First
1. Auto-response to New Subscribers (deliver lead magnet + email welcome)
2. Scheduling Forms (like Calendly with payments & reminders)
3. Automatic Invoicing or Payments (Stripe, PayPal, ThriveCart)
4. Instant Digital Product Delivery
5. Client Onboarding Flows (email series after purchase)
6. Reminders for sessions or access
7. Automated Feedback Surveys
8. Redirects after download or signup (e.g. show a limited-time offer)
Tools to Get Started
● MailerLite or ConvertKit (email automations)
● Acuity or Calendly (scheduling + payments)
● ThriveCart or SendOwl (digital product sales)
● Zapier or Make (connect your platforms)
● Gumloop (for advanced task automation)
Pro Tip: Start with what you repeat every week.
Ask yourself: “Does this need me?”
If not → Automate!
Every hour you spend doing tasks a robot could do = time lost building your dream.
Download the Legal Self-Audit and get a clear action plan on what to automate, how
to stay compliant, and what legal gaps could be holding you back.
Free up time and protect your business. Click here to get the guide.
