Free Resources

Learn & Apply

Practical guides, templates, and tools to help you identify, plan, and implement automation in your business.

Productivity

5 Tasks Every Service Business Should Automate First

Popular

Discover the top 5 high-impact tasks that, when automated, save service businesses an average of 15+ hours per week.

Preview

"Most businesses automate the wrong things first. This guide shows you exactly where to start for maximum impact..."

PDF Guide12 min read
Task identificationPriority frameworkImplementation tips
Planning

Automation Readiness Checklist

Popular

A comprehensive checklist to determine if your business is ready for automation and what to prepare.

Preview

"Before investing in automation, make sure you're prepared. This checklist covers everything..."

Interactive Checklist5 min
Process assessmentTool evaluationTeam readiness
Case Study

How a Salon Chain Saved 60 Hours Weekly

Detailed breakdown of how we automated booking management for a 3-location salon business.

Preview

"From 60 hours of manual booking work to just 4 hours per week. Here's exactly how we did it..."

PDF Case Study15 min read
Booking automationStaff coordinationClient management
Technical

Automation Demo: Lead Routing System

Watch how we build an automated lead routing system that qualifies and distributes leads instantly.

Preview

"See a real automation system built from scratch. No technical knowledge required..."

Video18 min
Lead scoringAuto-routingCRM integration
Templates

Client Onboarding Email Templates

Proven email templates for automating client onboarding across multiple industries.

Preview

"Start your client relationships right with these customizable onboarding sequences..."

Document + Examples10 min
Welcome emailsInformation gatheringExpectations setting
Planning

ROI Calculator for Automation

Popular

Interactive spreadsheet to calculate potential returns from automating specific tasks in your business.

Preview

"Put hard numbers to your automation investment. See exactly what you could save..."

Excel/Google Sheets15 min
Time trackingCost analysisROI projection
Industry-Specific

The Agency Automation Playbook

Complete guide to automating agency operations: client onboarding, project management, reporting, and more.

Preview

"Agencies leave massive efficiency gains on the table. This playbook shows you what to automate..."

PDF Guide25 min read
Client workInternal operationsReporting automation
Planning

Tool Selection Checklist

Evaluate and choose the right automation tools for your specific business needs.

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"Don't waste money on tools you don't need. Use this checklist to make smart decisions..."

Interactive Checklist8 min
Feature comparisonPricing analysisIntegration checks
Getting Started

Building Your First Automation: Step-by-Step

Popular

Beginner-friendly tutorial walking through creating your first automated workflow.

Preview

"Never built an automation before? Start here. We walk through everything step by step..."

Video22 min
Platform selectionWorkflow designTesting process

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