Business automation guide
The Business Automation Guide: find, prioritise and automate the repetitive work in your business
A five-part playbook with 12 ready-to-build workflows, a tool selection framework, a build-and-hand-over standard and a 30-day implementation plan — no developer required.
Instant download after checkout. Secure payment by Stripe.
What’s inside
Part 1 · Find the work worth automating
A one-week task log and a 12-point scoring model that turns “we should automate stuff” into a ranked build list with hours saved per year.
Part 2 · The automation toolbox
Connector, intake, CRM, sequence, scheduling, document, accounting and AI tool categories — with five selection rules.
Part 3 · Twelve workflows to build first
Lead capture, speed-to-lead, reminders, proposals, client onboarding, invoice chasing, reviews, support triage, weekly numbers, employee onboarding, publishing and data hygiene.
Part 4 · Build, test and hand over
A six-step build standard, error notification paths and a one-page doc format so automations do not break silently.
Part 5 · 30-day implementation plan
Week-by-week plan from task log to a live register with an owner per workflow.
Three worksheets
Task log, workflow spec and automation register — print or copy into a spreadsheet.
Built for
- Small businesses of 1–25 people running operations from inboxes and memory
- Owners who have documented SOPs (or used our free SOP Kit) and want the next step: making them run themselves
- Consultants and service firms onboarding clients the same way every time
How it works
- Checkout with Stripe — the download link is on your confirmation page and in your receipt email.
- Run the one-week task log (Worksheet A) with your team.
- Build workflows 1–3 in week two, then follow the 30-day plan.
Questions
What format is it?
A single PDF (7 pages) with three worksheets, delivered instantly after checkout.
Which tools does it assume?
It is tool-agnostic and references Zapier, Make, n8n, HubSpot, Pipedrive, MailerLite, PandaDoc, QuickBooks and others where examples help.
How does it fit with your SOP templates?
SOPs describe how work is done; this guide shows you which of those steps a tool can do for you and how to build it safely. Use them together.
Refunds?
Digital products are refundable within 14 days if the guide is not what is described here.
Questions? Contact us