Free guides
One job, one kind of business, written out in full
Each guide takes a single repetitive job and shows you exactly how to hand it to AI, step by step, with the prompts included. Free to read, no email required. They are written the same way as the paid workflows, which is the point.
How to Automate Client Follow-Ups for a Consulting Business
Most consulting enquiries do not go cold because the prospect said no. They go cold because nobody followed up. Here is the three-touch sequence that fixes it, set up once in about two hours.
How to Automate Quotes and Proposals for a Trades Business
If quoting happens at nine at night after a full day on the tools, you are losing jobs to whoever quoted first. Here is how to turn a voice note from the van into a sent quote, in about twenty minutes.
How to Automate Social Media Content for an E-commerce Business
Posting daily is not the hard part. Deciding what to post every single morning is. Here is the monthly session that produces thirty days of scheduled content in one sitting.
How to Automate Appointment Reminders for a Clinic or Salon
An empty chair at two in the afternoon is a slot you cannot sell twice. Here is a reminder and recovery sequence that runs off your existing booking calendar, built in about two hours.
How to Automate Invoice Chasing for a Trades or Services Business
Chasing money is unpleasant, so it gets done late and in the wrong tone. Here is a five-step reminder ladder written on a calm afternoon and sent by a machine, plus the Friday number that tells you where you stand.
How to Automate New-Client Onboarding for a Marketing or Design Agency
Most agencies do not have a bad onboarding process. They have a good one that only happens when the account lead has a quiet week. Here is how to make the good version happen every time.
How to Automate the Weekly Owner's Report for a Retail Store or Cafe
Running a shop on memory works until you try to remember whether the quiet Tuesday was the rain or the roadworks. Here is a weekly report that assembles itself and lands on Monday morning.
How to Automate Voice Notes into Written Follow-Ups for a Real Estate Agent
Five viewings on a Saturday and no write-up by Monday is not a discipline problem. It is a timing problem. Talking is easy, and you are already sitting in the car.
How to Automate Review Requests and Replies for a Restaurant, Cafe or Local Service
The review page is the one part of your business updated entirely by other people, usually when something went wrong. Here is how to ask every customer once and reply to everything, without it depending on how the shift went.
How to Automate Customer Support Replies for an Online Store
Where is my order, can I return this, will a medium fit me. You have answered all three a hundred times. Here is a setup that answers them from your own material and hands you everything else, built in about three hours.
How to Automate Quote and Estimate Follow-Ups for a Cleaning, Landscaping or Home Services Business
Most home services jobs are not lost on price. They are lost to the company that rang back. Here is a three-touch follow-up that runs on every quote you send, built in about two hours.
How to Automate Meeting Notes into Action Items and Client Recaps for a Consulting or Accounting Firm
The value of a meeting is decided afterwards, by whether anyone wrote down what was agreed. Here is a setup that turns a transcript into actions, tasks and a same-day client recap, built in about two hours.
How to Automate Applicant Screening and Interview Scheduling for a Cafe, Restaurant or Small Hospitality Business
Hospitality hiring is rarely lost at the interview. It is lost in the four days before anyone reads the application. Here is a screening and booking setup that replies the same day, built in about two hours.
How to Automate Low-Stock and Reorder Alerts for a Retail Shop or Small Wholesaler
Running out is quietly expensive and nobody complains about it. Here is an alert that reads the stock figures you already have, tells you what to order and drafts the supplier email, built in about three hours.
How to Automate Case Studies and Social Posts from Finished Projects for a B2B Services Firm
The facts that make a case study worth reading exist for about two weeks after a project ends. Here is a routine that collects them with permission and drafts from what was actually approved, built in about two hours.
How to Automate Receipt Capture and Expense Sorting for a Sole Trader or Tradesperson
Receipts collect in a coat pocket, the van door and an email folder nobody opens. Here is a capture habit and an automation that reads each one, set up in about two hours.
How to Automate Tenant Maintenance Requests for a Small Property Management Business
A request can arrive on six channels and none of them has a status. Here is one front door, a triage step that sorts by urgency, and a contractor instruction that needs no follow-up texts.
How to Automate Membership Renewals and Win-Back Messages for a Gym or Fitness Studio
A gym rarely loses a member on the day they cancel. It loses them six weeks earlier, when they stopped coming and nobody noticed. Here are the two sequences that catch both ends.
How to Automate Product Descriptions and Listing Updates for an Online Store or Marketplace Seller
The writing is not hard. Doing it four times, for every new line, across your own store and two marketplaces, is. Here is the setup that writes once and reshapes.
How to Automate Course Enquiries and Enrolment Follow-Ups for a Tutoring or Training Business
Enquiries for teaching arrive in waves and they all want an answer the same evening. Here is the setup that answers in a minute and follows through to an actual enrolment.
How to Automate Service Reminders and Maintenance Schedules for a Garage, HVAC or Equipment Servicing Business
Your customer list is really an asset list, and every unit on it has a next service date nobody can see. Here is the register and the reminder sequence that fixes that.
These are free versions of workflows from the AutomateFirst playbook. The full playbook has seven, plus the prompt library, the checklists, and lifetime access, for one payment of $97 with a 30 day refund.
Get the playbook for $97