Time is money. Cliche but true—especially when you're running a small business and wearing every hat.
What if you could get back 10 hours a week without hiring anyone? That's what smart automation does. And before you say "I'm not technical enough"—most of these require zero coding.
What Can Actually Be Automated
Let me be specific. These are real tasks our clients have automated:
Email Management - Auto-responses to common inquiries - Follow-up sequences after someone contacts you - Appointment reminders (day before, hour before) - Review requests after completed jobs
Lead Handling - New form submission → added to CRM → notification to your phone - Lead info automatically organized in a spreadsheet - Task created to follow up within 24 hours
Social Media - New blog post → automatic sharing to Facebook, LinkedIn - Google reviews → posted to social as testimonials - Content calendar automatically posting scheduled content
Invoicing & Payments - Service completed → invoice sent automatically - Payment received → thank you email sent - Invoice overdue → reminder sequence triggered
Customer Communication - New customer → welcome email sequence - Birthday/anniversary → automated greeting - Haven't heard from customer in 90 days → check-in email
The Tools That Make This Possible
You don't need custom software. These tools let you connect apps and automate without coding:
**Zapier** ($0-20/month to start)
- The most popular automation tool
- Connects 5,000+ apps
- "When X happens, do Y" logic
**Make (formerly Integromat)** ($0-10/month)
- More complex automations possible
- Visual workflow builder
- Better pricing for high-volume
**IFTTT** (Free-$10/month)
- Simplest option
- Great for personal and basic business automations
- Limited compared to Zapier/Make
5 Automations Every Small Business Should Have
1. Lead Capture to CRM
The problem: Someone fills out your contact form. You get an email. You manually add them to your spreadsheet or CRM. Sometimes you forget.
The automation: Form submission → automatically creates contact in your CRM → sends you a notification → logs in a spreadsheet backup
Time saved: 5 minutes per lead × however many leads you get
2. Appointment Reminders
The problem: No-shows cost you money. Manual reminder calls take time.
The automation: When appointment is booked → send confirmation email immediately → send reminder 24 hours before → send reminder 2 hours before
Time saved: 10-15 minutes per appointment, plus reduced no-shows
3. Review Requests
The problem: You know you should ask for reviews but always forget.
The automation: Invoice marked paid (or job marked complete) → wait 2 days → send personalized review request email with direct link
Time saved: Getting reviews you'd otherwise miss entirely
4. Social Media Posting
The problem: You know you should post regularly but it falls off your list.
The automation: Blog post published → automatically shared to Facebook and LinkedIn → image pulled automatically
Time saved: 30 minutes per post × however often you should be posting
5. Client Onboarding
The problem: New clients need welcome emails, contracts, intake forms, and calendar invites. Manually sending all this is tedious.
The automation: New client added → welcome email sent → contract link sent → intake form sent → task created for kickoff call
Time saved: 20-30 minutes per new client
A Real Example
A McMinnville service business we work with implemented this automation stack:
- 1Website form → Zapier → HubSpot CRM
- 2HubSpot → automatic welcome email sequence
- 3Service completed → automatic review request
- 45-star review received → Zapier → posts to Facebook
Result: They spend zero time on lead management and get 3x more Google reviews than before. The owner estimates it saves 8-10 hours per week.
Getting Started Without Getting Overwhelmed
Don't try to automate everything at once. Here's the path I recommend:
Week 1: Pick your biggest time-waster. Set up one automation for it.
Week 2: Make sure it's working. Tweak as needed.
Week 3: Add one more automation.
Repeat: Build your system gradually over 2-3 months.
By going slow, you learn how the tools work and build systems that actually fit your business.
When DIY Doesn't Cut It
Some automations are complex:
- Custom integrations with software that doesn't have standard connectors
- Automations involving AI decision-making
- Complex multi-step workflows with conditional logic
That's when it makes sense to get help. We build custom automation systems for Yamhill County businesses—usually a one-time setup fee, then you own it.
The Math That Matters
Let's say automation saves you 10 hours per week.
10 hours × 50 weeks = 500 hours per year
At $50/hour (conservative for a business owner's time) = $25,000 worth of time
Even if you spend $2,000 on automation setup and $50/month on tools, you're getting a 10x return.
That's not theory—that's what we see with real clients.
Want Help Getting Started?
If you're a Yamhill County business owner who knows you should be automating but doesn't know where to start, let's talk. We'll look at your current processes and identify the quick wins—the automations that will save you the most time with the least effort.
Free conversation, no pressure. That's how we operate.




