What Should I Automate in My Business First? (Start Here)

When people hear the word "automation," they either light up… or freeze.

If you’re the type who’s been overwhelmed by the tech or just don’t know where to start — don’t worry. That’s exactly why The Facet Collective exists. Here's a list of 5 simple, high-impact automations I recommend for every service-based business:

1. New Lead → Email List

Whether it’s a freebie, quiz, or contact form — don’t let that new lead sit in limbo. Trigger an auto-response and add them to your email marketing flow.

2. Client Booking → Welcome Email

When someone books a service, they should instantly get a branded email with next steps. It’s professional, it’s clean, it’s stress-free.

3. Payment → Client Access Delivery

Once someone pays you? They get access to their client portal, meeting link, or digital product without you having to lift a finger.

4. Form Submission → CRM Entry

No more copy-pasting. Your CRM should populate automatically.

5. Missed Call → Follow-Up Email or Text

Did someone ghost your discovery call? No problem. A simple, automated reminder can win back potential clients on autopilot.

Want help setting up any of the above? We’ve got you.

Book your FREE strategy call now.