Map the client journey first. Automate steps that happen every week, not the rare exceptions.
Pick the minimum stack. Scheduling, payments, and client communication come first.
Automate follow-up and handoffs. Clear reminders and onboarding sequences reduce churn and confusion.
Key Takeaways
- Automate only what repeats weekly.
- Keep the stack simple and stable.
- Clarity in handoffs reduces churn.