Automation for Small Business

Run your small business on autopilot. From lead to customer, create a completely automated workflow.

small business automation
Meet Tree Amigos

Taman Treweek runs Tree Amigos, a locally-owned small business in Melbourne, Australia. 

 

Taman came to Agility Automation needing to automate the quote management process, because the team was wasting too much time on leads outside of their area, or less than ideal leads (because of the type of job, timeframe, or other factors). 

 

We built a layered automation system to screen potential leads on their website, with metrics around choosing their potential customers. This user-friendly contact form has several complex rule processes in the background that can reject or accept a lead on the basis of several factors. 

 

After the lead is accepted, they enter the automated sales and customer experience process in ActiveCampaign.

 

This automated tool saves Tree Amigos two hours a week in phone calls and driving, and an hour a day of admin work. It also improved the customer experience by setting expectations from the start of the interaction with the business.

tree amigos small business automation 1

How do I get started?

Book your free Automation Strategy Call to brainstorm, decide on your focus, and make a solid plan to automate your small business.

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