Best Practices6 min read
5 Business Processes You Should Automate First
Not sure where to start with automation? These five high-impact processes deliver quick ROI and free up your team's most valuable time.
Brandon Brooks
Automation Insights & Best Practices
Real-world guides on automating business processes, optimizing workflows, and scaling operations efficiently.
Best PracticesIndustry GuidesCRM & SalesStrategy & ROI
Featured Articles
Industry Guides8 min read
The Real Estate Agent's Guide to Automation: Save 15+ Hours Per Week
Automate lead follow-up, client communication, transaction management, and marketing. Real estate agents using automation close 30% more deals with less manual work.
Brandon Brooks
Industry Guides9 min read
HVAC Business Automation: Complete Guide to Scaling Service Operations
Automate dispatch, service scheduling, invoicing, and follow-ups for your HVAC company. Save 20+ hours per week and increase revenue per tech by 35%.
Brandon Brooks
Industry Guides9 min read
The Contractor's Guide to Automation: Scale Your Trade Business Without Chaos
Automate estimating, scheduling, client communication, and job management for contractors. Plumbers, electricians, and trade businesses save 20+ hours weekly.
Brandon Brooks
CRM & Sales5 min read
5 CRM Automation Mistakes That Are Costing You Deals
Even great CRMs can hurt your sales process if automations aren't set up correctly. Here are the most common mistakes we see—and how to fix them.
Brandon Brooks
All Articles
Best Practices6 min readFeatured
5 Business Processes You Should Automate First
Not sure where to start with automation? These five high-impact processes deliver quick ROI and free up your team's most valuable time.
#automation#business processes#productivity#ROI
Brandon Brooks
Industry Guides8 min readFeatured
The Real Estate Agent's Guide to Automation: Save 15+ Hours Per Week
Automate lead follow-up, client communication, transaction management, and marketing. Real estate agents using automation close 30% more deals with less manual work.
#real estate#CRM automation#real estate agents#lead management#transaction coordination
Brandon Brooks
Industry Guides9 min readFeatured
HVAC Business Automation: Complete Guide to Scaling Service Operations
Automate dispatch, service scheduling, invoicing, and follow-ups for your HVAC company. Save 20+ hours per week and increase revenue per tech by 35%.
#HVAC#field service automation#service business#dispatch automation#hvac software
Brandon Brooks
Industry Guides9 min readFeatured
The Contractor's Guide to Automation: Scale Your Trade Business Without Chaos
Automate estimating, scheduling, client communication, and job management for contractors. Plumbers, electricians, and trade businesses save 20+ hours weekly.
#contractors#trade business#construction automation#field service#plumbing#electrical
Brandon Brooks
CRM & Sales5 min readFeatured
5 CRM Automation Mistakes That Are Costing You Deals
Even great CRMs can hurt your sales process if automations aren't set up correctly. Here are the most common mistakes we see—and how to fix them.
#CRM#sales automation#HubSpot#Salesforce
Brandon Brooks
Strategy & ROI7 min read
How to Calculate the Real ROI of Business Automation
Beyond time savings: A framework for measuring the true business impact of automation, from reduced errors to faster cycle times.
#ROI#metrics#business case#automation strategy
Brandon Brooks
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