The 3 Most Important Things to Automate in Your Business (And Why It Matters More Than Ever)

The other day, someone asked me:

“What’s the most important thing to automate in your business?”

Honestly? That’s a tough one.

Because if you ask me, the answer is... it depends.

Every business is unique. What you need to automate might look different than what your biz bestie needs. But after spending years helping solopreneurs and service providers streamline their systems, I’ve noticed something:

There are three key areas that, once automated, create immediate relief and long-term growth—no matter your industry.

And here’s why this matters:

Automation isn’t just about working faster. It’s about working smarter.
It frees up your time, clears your mental clutter, and allows you to show up fully for the things that actually move the needle—like serving clients, creating content, and dreaming bigger.

So let’s get into it.

1. Automate Your Lead Capture

Let’s face it—if people are showing interest in your services and you don’t have a way to capture that interest immediately, you’re losing leads.

Setting up an automated lead capture system means:

• A visitor fills out a form on your website or landing page

• That form tags them based on interest or offer

• They automatically receive a thank-you message, freebie, or welcome email

✨ It all happens behind the scenes, while you’re out living your life.

This isn’t just efficient—it’s professional, polished, and scalable.

Pro tip: Use tools like The WalkerHer CRM powered by Go High Level to build forms that feed directly into your CRM, so you can keep track of every potential client (and never forget who’s interested again).

2. Automate Your Appointment Scheduling

Raise your hand if you’re still emailing back and forth to book calls.
(Been there. Done that. No thank you.)

With automated scheduling, you can:

• Let clients choose a time that works for them

• Automatically send confirmation emails

• Trigger reminder texts or emails 24 hours before

• Offer follow-up options without even opening your inbox

Not only does this save you time, but it also creates a seamless experience for your clients. They feel taken care of from the very first click.

My favorite tools? The built-in calendar features inside The WalkHer CRM powered by Go High Level.

3. Automate Your Client Onboarding

This one is a game changer.

You’ve made the sale—now what?

Most business owners drop the ball right after the “yes.” But when you automate your onboarding, you set the tone for an organized, supportive, and professional client relationship.

Your onboarding workflow can:

• Deliver a welcome message or video

• Send intake forms, contracts, and payment links

• Share important dates or how-to resources

• Assign them to a specific pipeline or status in your CRM

And the best part? You don’t have to lift a finger every time someone signs up.

It’s like cloning yourself… but only for the boring admin tasks.

BONUS: Automation = Brain Space

Once these three automations are in place, here’s what happens:

• You stop stressing about who’s fallen through the cracks

• You spend less time checking your email and more time in your zone of genius

• You get to create, connect, and grow—without burning out

And yes... you start enjoying your business again.

So, Where Should You Start?

If you’re not sure which of the three would make the biggest difference—start with what’s causing you the most friction right now.

Is it keeping track of leads?

Is it the constant back-and-forth of scheduling?

Is it scrambling to onboard new clients?

Pick one. Get that system running. Then move to the next.

And if you’re ready to stop duct-taping your business together and finally build a backend that supports your next-level growth, I’d love to help.

You don’t need more hustle. You need better systems.

Ready to Automate and Elevate?

What’s one thing you wish could run on autopilot in your business?

Let’s Connect!

Follow me on LinkedIn, explore more at TWCreativeDesign, or learn how WalkHerCRM can transform your business behind the scenes.

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