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The Automation Starter Playbook
Step-by-step guidance to build your first high-impact business automations
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Inside The Automation Starter Playbook
A practical framework for choosing and designing the right automations
The Real Cost of Automation
What businesses pay agencies — and why strategy matters more than tools.Templates vs. Custom Workflows
When templates help, when they hurt, and why tailored automations often perform better.The Automation Prioritization Matrix
A simple scoring method to decide exactly which processes to automate first.Choosing the Right Platform
Clear comparisons between tools like GoHighLevel, HubSpot, ActiveCampaign, Keap, Zapier, and Make.High-Value Starter Automation Examples
Practical workflow examples like lead follow-up, review requests, and internal notifications.Advanced Optimization Example
How A/B learning workflows can improve your results over time.
See Exactly What You’ll Build Inside the Micro-Automation Course
Learn the highest-impact automations in simple 15-minute lessons.
When to automate (and when NOT to)
CRM basics for operators
Lead Readout Automation
Review Request Automation
Overnight Booking AI
A/B testing + learning your own system
Build automations that actually learns your market — without needing a dev team
Done-For-You Means Done-for-Another Business
Pre-built setups reflect someone else’s audience, timing, and assumptions.
That’s why they look great in demos — and quietly fail when real leads hit your system.
The truth?
👉 If you don’t understand how your automation works, you can’t scale it.
👉If you can’t test it, you can’t improve it.
Inside this course, you learn how to test your own system — so it improves based on real data, not guesses.
Most Automations Fail Because the Wrong Things Get Automated First
Most automation projects fail before they ever break — because the wrong things get automated first.
Teams tend to automate what’s loud or easy, not what actually creates leverage. The result is a system that looks great in a demo but quietly underperforms in the real world.
That’s why we start with a prioritization matrix.
We walk through your processes and score them by impact, frequency, and ease of automation. This makes it clear which automations will save the most time, reduce the most friction, and deliver real ROI — before anything gets built.
Here’s what matters:
👉 If you don’t know why an automation exists, you can’t improve it.
👉 If you automate the wrong thing first, everything downstream suffers.
This step ensures every automation earns its place in your system.
No More Guessing. See Exactly What You’re Getting — And Why It Works
If You're Not Testing, Your System Will Never Improve
Most automations are “set and forget”… which means they stay mediocre forever.
This lesson shows you how to run simple A/B tests that make your automations smarter each week — without extra work.
Outcome: Your funnel quietly improves in the background while you focus on real work.
Your Team Isn’t Actually Reaching Out Right Away
Slow follow-up kills more deals than bad messaging.
You can’t rely on your team to reply in 2 minutes every time — nobody can.
Inside this lesson, you’ll build an automation that responds instantly
so leads don’t go cold while someone “gets around to it.”
Outcome: Your follow-up is faster than every competitor you have.
You Can’t Stay Up Watching Your Phone All Night
Leads hit your phone at 10pm, midnight, 3am — the exact hours you’re offline.
This module shows you how to build a 24/7 booking bot that handles replies, nudges, and appointments automatically.
Outcome: You wake up to booked calls — not missed opportunities.
WHAT WE OFFER
Choose Your Plan
Advanced Automation Fragment Courses
Add firepower to what’s already working — and feed your data engine
Learn the cheat codes for your existing systems.
We pull in the sharpest, highest-performing pieces from dozens of client builds and turn them into quick lessons on how to upgrade your game.
💡 Lead response data
🧟 Lead dropout data
🔍 Data alerts
🧼 Ghosted conversation catches
🧮 Automation Organization
Work through the logic, build off the templates and learn faster than your competition.
The MicroAutomation Course
Get back huge time savings with the 15-minute per day class — so you can stop wondering and start testing.
This isn’t a strategy call or a “wait 2 weeks” funnel.
You’ll get templates and walkthroughs for building the simplest automations that save you the most time.
✅ Real system
✅ Real tracking
✅ Real feedback loops
Because the sooner you’re testing, the sooner you’re scaling.
Don’t Use GHL Yet? We’ll Get You In.
Get GoHighLevel at marketplace pricing — with our automations, updates, and a full feature vault built to grow with you.
No markups. No weird reseller games. Just access to GHL + our battle-tested systems that install right on top.
✔️ All future automation drops
✔️ Full automation library access
✔️ Tools that actually move the needle
Plug in and grow — without duct-tape or delays.
Learn, Build, Keep What Works, No Pressure
Not sure if it’s right for you? No problem.
We’re not selling a dream.
We’re selling a class.
You’ll get the full course, tools, templates, and access to the exact platform we use
If it’s not for you? Cancel the CRM trial. Keep the course.
No hard sell. No “tricks.” Just a smarter way to automate.
STILL GOT QUESTIONS? NO WORRIES!
Frequently Asked
Questions
Do I need to have GoHighLevel to use your automations?
We’ll give you a full 14-day trial inside our agency version of GHL, preloaded with our automations. You don’t need your own GHL account to test it out or experience what a real automation system feels like.
What happens after the CRM trial?
You can choose to continue under our agency plan (most do), or export your system if you're moving to your own GHL account. No shady lock-ins, no pressure. If it works for your business, great — if not, you’ve still seen what good automation should feel like.
How is this different from buying templates online?
Templates give you guesses.
We give you systems — tested in real businesses, refined from real-world problems, and supported by people who actually use them. You’re not getting random zaps and triggers... you’re getting a working engine.
Can I use parts of the automation in my current setup?
Absolutely. That’s exactly what our “fragments” are for — you can bolt on the pieces you need without tearing everything down. Appointment flows, lead reactivation, tracking modules — we’ve got modular pieces built for flexibility.
What if I’m already using GHL?
Great — we can plug into your existing setup or give you access to our library of automation upgrades and tools.
What if I don’t know how to use GHL at all?
No problem — we built this with you in mind.
We’ll guide you through the process, set up the key automations, and show you how to use everything. You don’t need to be “techy” — you just need to want things to work.
How fast can I get up and running?
We recommend getting started with just the most impactful basics - save the improvements for when you need them!
If you’re starting with the trial or fragments, most automations can be installed same-day
What industries is this for?
We’ve built automations for agencies, coaches, consultants, SaaS startups, service pros, and more. If you rely on lead intake, follow-up, and client conversion — this will work for you.
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