3 Workflows You Should Automate Before Hiring Your First Employee

Hiring is expensive. Before you bring on extra help, automate the repetitive tasks eating up your schedule.

Start With the Basics

Focus on the daily workflows that slow you down—things like new lead emails, onboarding checklists, and recurring reminders.

Our Favorite Automations

• Email follow-ups that send themselves
• Calendar events that sync across your apps
• Client intake forms that automatically update your CRM

Grow Without Burning Out

When these tasks run on autopilot, you get back the bandwidth to focus on strategy and sales. It's like adding a digital assistant without the payroll.

Layer on AI

Combine the Automation Kit with our AI Upgrade Add-on to generate smart summaries and instant email replies.

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You've Got This

Automate first, then hire. It'll save you money and keep your processes tight as you scale.