The Academy
What to automate first
A simple rule for choosing your first play: automate the thing that's costing you money while you sleep.
Everyone wants to automate everything on day one. Don’t. Pick the one place work is leaking — the follow-up that never happens, the lead that goes cold, the ticket that misses its SLA — and start there.
The rule
Automate the task that (1) happens constantly, (2) follows a predictable pattern, and (3) costs you money when it’s late or forgotten. That’s almost always follow-up.
A first play, step by step
- Connect your inbox and CRM as two live tiles.
- Turn on the Sales team so every new lead lands in the CRM automatically.
- Let Macey draft the follow-up — you approve the first few, then let it run.
- Check “Needs You Today” once a day for the ones that need a human.
One week of that and you’ll have a feel for where the next play should go.