Automation in Small Businesses – Checklist
Business Growth · Productivity · Automation
📋 Your step-by-step guide to automating tasks, saving time, and scaling with confidence.
⸻
About the product
This practical checklist makes automation easy to implement for small business owners. With clear, bite-sized steps, it walks you through how to identify repetitive tasks, select the right tools, and build simple automations that free up your time and boost business efficiency. Whether you’re just starting with automation or want to streamline more areas of your work, this guide shows you exactly what to do—without the overwhelm.
⸻
What’s Inside ✅
• 🔍 Automation Opportunity Finder – Spot everyday tasks that can be automated in marketing, admin, and customer service
• ⚙️ Tool Selection Guide – Choose the best platforms and software to match your business goals
• 📨 Step-by-Step Instructions – Follow clear steps to automate things like emails, invoicing, lead capture, and social media
• 📈 Progress & Performance Tracker – Monitor your automation success and spot areas for improvement
• 🔁 Refinement Routines – Keep your workflows running smoothly with tips for ongoing optimisation
⸻
What You’ll Gain 🎯
✅ Time-saving systems to reduce manual work
✅ Clear actions to boost productivity and reduce human error
✅ Confidence in setting up automations without being “techy”
✅ A repeatable process to make your business more efficient
✅ A smarter way to scale without extra stress or staff
⸻
If you’re looking to run your business more efficiently and spend less time on admin, this checklist gives you the roadmap to make automation simple and effective.
⸻
Details
File type: ZIP
File size: 1 MB
⸻
Simon Said “Change your life, and someone else’s too — every purchase helps fund mental health support.”