Automation is not just email. This guide covers 15 automation ideas top producers use to retain clients and grow books.
Most know they should automate. Few know where to start. This guide lists the 15 highest ROI automations.
Too many options.
Do not know which to build first.
Built wrong, give up.
60 second inbound SMS.
Auto text on missed call.
90, 60, 30, 14 day reminders.
Annual birthday SMS.
Day 7 post bind review request.
Need leverage.
Scaling processes.
Cross sell automation.
Coaching team.
Speed to lead, renewal drip, review ask, birthday drip.
Adds AI receptionist, advanced automations, custom reporting.
Book a 20 minute demo. We will help you pick the right first 3 automations.