The 30-Point Business Automation Checklist
Every automation your business should have, organised by category with a plain-English description of what it does and why it matters. Tick off what you have. Everything else is an opportunity.
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Get PDF + Roadmap →Every form submission should automatically create a contact and deal in your CRM, zero manual data entry.
WhatsApp Business API captures lead details and creates CRM records without human intervention.
Lead ad form fills push directly to your pipeline, not a spreadsheet.
An automated qualifier asks budget, timeline, and intent questions, so your team only talks to warm leads.
You know whether each lead came from Google Ads, Instagram, WhatsApp, or referral, automatically.
Automated WhatsApp or email message goes out immediately on form submission, even at 2am.
If a lead does not convert, they enter a 30-day nurture sequence with emails, SMS, and WhatsApp touchpoints.
After sending a proposal, automated reminders go out at Day 2, Day 5, and Day 10 if there is no response.
Leads who said no 90 days ago receive a fresh sequence, many become clients later.
Clients who have been with you 3+ months automatically receive contextual offers for higher-value services.
Clients can book appointments directly from your website, no back-and-forth WhatsApp messages.
Immediate confirmation email/WhatsApp with meeting details, location, and preparation instructions.
Automated reminders reduce no-shows by 60-80% without anyone remembering to send them.
When a client cancels, they automatically receive a link to rebook, not a dead-end.
After each appointment, a follow-up message goes out asking for feedback or next steps.
Every new client goes through the same welcome sequence, welcome email, access credentials, kickoff booking.
Invoices go out on time and unpaid invoices trigger reminders at Day 3, Day 7, and Day 14.
Structured task management, every task has an owner, deadline, and status visible to the whole team.
Standard operating procedures are linked to tasks, team members know exactly what good looks like.
When a client leaves, they receive a structured offboarding, data package, satisfaction survey, referral ask.
Batched, automated email marketing, scheduled in advance and sent without manual action each week.
Social posts are planned and scheduled a week in advance, consistent presence without daily effort.
Every client who receives a service gets a WhatsApp/email asking for a Google review, 3 days later.
Happy clients at the 60-day mark receive an automated referral ask with a clear incentive.
Diwali, New Year, and financial year-end campaigns are templated and scheduled in advance.
You know which channel produces the most leads and the highest conversion, in real time.
Total pipeline value, conversion rates by stage, and deals at risk are visible without running a report.
Response times, task completion rates, and deal close rates are measured without manual spreadsheets.
Key business metrics are compiled and sent to you on the 1st of each month, no manual work.
Based on pipeline and historical conversion data, your system predicts next month's revenue automatically.
How did you score?
Early stage
You have significant automation opportunities across all categories. Start with lead follow-up (items 6-7), highest ROI, lowest complexity.
Growing
You have some foundations in place. Focus on the gaps in Operations and Reporting, common blind spots for growing Indian SMBs.
Advanced
Strong automation foundation. The remaining gaps are likely in advanced marketing and predictive reporting.
Optimised
You are running a fully automated business. The focus is now on optimising performance, not adding automations.
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