Professional Services Automation Playbook

Stop chasing documents by hand.

What's inside

• A leak test and a ranked "what to automate first"
• 6 automations: speed to inquiry at lunch and after hours, consult reminders with intake and no shows, document chasing, proposal follow up and the welcome, review and referral ask, renewals and annual reminders
• Guardrails by field
• Copy and paste texts and emails for every step, and a fill in money check
• Build it yourself steps for GoHighLevel

Who it's for

Law, tax, CPA, bookkeeping, insurance and financial offices.

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