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19 Automation Systems

Automate the Parts of Your
Business That Are Costing You Leads

19 proven automation systems for local and service-based businesses. Each one built to save time, recover leads, and keep your business running while you sleep.

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19
Automation types available
24/7
Systems run without you
<60s
Average automated response time
Automation Catalogue

Every System You Need.
Built and Ready to Deploy.

Each automation below is a real commercial system — not a concept. Click any card to enquire about getting it set up for your business.

📵
Incoming Call
07891 234 567 — Missed
Missed
↓
Hi, sorry we missed your call. We will get back to you within the hour. — ODUEX
Sent  10:42am
01 / 19
Missed Call Text Back
Every missed call is a lead going to your competitor.
The moment a call goes unanswered, an automated text message is sent to the caller within seconds. The message acknowledges the missed call and promises a quick response. No lead slips through because your phone was busy.
Recover up to 60% of missed call leads before they call someone else.
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NameSourceStatus
Sarah M.WebsiteNEW
Tom B.InstagramROUTED
Lisa K.WhatsAppASSIGNED
02 / 19
Lead Capture and Routing
Enquiries get lost when there is no system to catch and direct them.
Every form submission, email enquiry, or chat message is automatically captured, tagged by source and type, and routed to the right person or system. Nothing sits unseen in an inbox.
Every lead seen, categorised, and actioned within seconds of arriving.
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87/100
High Intent Budget Ready ASAP
This lead shows strong buying signals...
03 / 19
AI Enquiry Qualification
You are spending time on tyre-kickers before you know if they are serious.
When an enquiry arrives, AI reads it and scores the lead based on intent, business type, urgency, and fit. You see a score and summary before you even open the message. High-scoring leads get prioritised automatically.
Spend your time on serious leads only. Stop chasing cold enquiries manually.
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Quote Request Received
11:43pm
Auto Acknowledgment Sent
11:43pm — Email
Follow-Up 1 Scheduled
+24 hours
Follow-Up 2 Scheduled
+48 hours
04 / 19
Instant Quote Request Workflow
When someone requests a quote and hears nothing, they move on.
The moment a quote request lands, an automatic acknowledgment is sent with a personalised message, expected timeframe, and a link to book a call. A follow-up sequence then runs automatically over the next 48 hours.
Every quote request gets a professional response even at 2am.
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Booking Confirmed
Hair Consultation
Tue 15 Apr, 2:30pm
New Booking Alert
Hair Consultation
Tue 15 Apr, 2:30pm
05 / 19
Booking Confirmations
A booking without confirmation feels uncertain and erodes trust.
Every new booking instantly triggers a professional confirmation message sent to both the client and the business. The confirmation includes date, time, location, and any preparation instructions relevant to the appointment type.
Clients feel confident. No confusion, no no-shows from forgotten bookings.
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✓
24 Hours Before — Reminder 1 Sent
✓
2 Hours Before — Reminder 2 Sent
•
30 Minutes Before — Sending Now
06 / 19
Appointment Reminders
No-shows cost you money. Most happen because people simply forget.
Three automated reminders are sent before every appointment: 24 hours before, 2 hours before, and 30 minutes before. Each message is friendly and includes a one-tap cancellation or reschedule option.
Reduce no-show rates significantly. Fill cancellation slots faster.
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Initial Enquiry Received
Day 0
Auto Follow-Up 1 Sent
Day 2
Auto Follow-Up 2 Scheduled
Day 4
Final Follow-Up Scheduled
Day 7
07 / 19
Follow-Up Automation
Most deals are lost because nobody followed up a second or third time.
When a lead goes quiet after an initial enquiry or quote, a timed follow-up sequence activates automatically. Messages are personalised with the lead's name and last interaction. The sequence runs for up to 7 days before pausing.
Re-engage cold leads without lifting a finger. Win back lost business.
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Last message — 14 days ago
Hi Sarah, we noticed we have not heard back. Is there anything we can help clarify?
Awaiting Reply
08 / 19
No Response Reactivation
Leads that went silent are not dead — they just need the right nudge.
If a lead has not responded within a set window, a reactivation message is triggered automatically. The message is warm, brief, and offers a clear next step. It can be sent by email, SMS, or WhatsApp.
Reactivate dormant leads without manual effort. Keep your pipeline alive.
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Hi David, it was great working with you. If you have 2 minutes, a review would mean the world to us.
Review on Google Review on Trustpilot
09 / 19
Review Request Automation
Happy customers rarely leave reviews unless you ask at the right moment.
After a job is completed or a service delivered, an automated review request is sent to the client. The message is warm, personalised, and includes direct links to Google and Trustpilot. Timing is set to 24 hours after the job closes.
Build your review count on autopilot. More reviews, more trust, more leads.
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Form Submit
→
Automation
→
CRM Updated
NameSourceStatus
Mark T.WebsiteSYNCED
10 / 19
CRM and Spreadsheet Sync
Manually entering lead data is slow, error-prone, and often does not happen.
Every new lead, booking, or form submission is automatically pushed to your CRM or Google Sheet. Fields are mapped precisely. No manual data entry required.
A live, accurate record of every lead and client. Always up to date, zero effort.
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Instagram DM
Hi, how much does a website cost?
✓ ODUEX
Hi! Thanks for reaching out. What type of business are you in?
Hair salon.
Perfect. I will get some details and have someone reach out today.
11 / 19
Instagram DM Automation
Every unanswered Instagram DM is a lead that went cold while you were busy.
When someone messages your Instagram account, an automated reply is sent immediately. The bot qualifies the enquiry, captures their name, email, and service interest, and routes the conversation for human follow-up.
Turn Instagram into a lead generation engine. Reply instantly, qualify automatically.
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✓
Email 1 — Welcome — Day 0
✓
Email 2 — Quick question — Day 2
●
Email 3 — Case study — Day 4
●
Email 4 — Ready to move? — Day 7
12 / 19
Email Follow-Up Sequences
A single email gets ignored. A sequence builds trust and converts.
A multi-step email sequence is triggered by any qualifying action — a form submission, a quote request, or a new enquiry. Each email is timed, personalised, and written to move the lead closer to a decision.
Consistent, professional follow-up without writing a single email manually.
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Form Submitted
↓
Qualification Check — Score 80+
↓
WhatsApp Message Sent
13 / 19
WhatsApp Handoff Automation
Some leads prefer WhatsApp over forms and emails.
After a chatbot conversation or form fill reaches a qualifying stage, the lead is automatically sent a WhatsApp message inviting them to continue the conversation. The handoff is seamless and instant.
Meet leads where they are. Close conversations faster on their preferred platform.
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Invoice #1047 — £850 — Web Design
OVERDUE by 3 days
✓
Reminder 1 — Day 1 — Sent
●
Reminder 2 — Day 7 — Scheduled
●
Reminder 3 — Day 14 — Pending
14 / 19
Invoice Reminder Automation
Chasing overdue invoices is uncomfortable and takes time you do not have.
When an invoice passes its due date, a polite reminder is triggered automatically by email or SMS at Day 1, Day 7, and Day 14. All messages are professional and non-confrontational.
Get paid faster without awkward calls. Keep cashflow moving.
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Trigger: New Booking Confirmed
✓
CRM Record Updated
✓
Team Notification Sent
✓
Invoice Generated
●
Project Folder Created
15 / 19
Internal Admin Automation
Repetitive admin tasks steal hours from your week.
Internal workflows are automated to handle record updates, team notifications, document filing, and status changes. When a client books, pays, or completes a stage, the internal system updates automatically.
Less admin, fewer errors, more time on the work that matters.
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Website Form
42%
Instagram
28%
Google
18%
Referral
12%
16 / 19
Lead Source Tracking
If you do not know where your leads come from, you cannot double down on what works.
Every incoming lead is automatically tagged with its source — Google, Instagram, referral, website form, or WhatsApp. The data is pushed to a dashboard or spreadsheet in real time.
Make smarter marketing decisions based on real data, not guesswork.
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New Client: Rebecca H Salons
✓
Welcome Email Sent
✓
Intake Form Sent
●
Kickoff Call Scheduling
●
Project Brief Pending
17 / 19
Client Onboarding Automation
A disorganised onboarding experience damages trust before the work starts.
When a new client signs up, an automated onboarding sequence kicks off immediately. Welcome email, intake form, information request, kickoff call scheduling — all sent automatically in the right order.
Every new client has a professional, seamless onboarding from day one.
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TicketIssuePriority
#043Website DownURGENT
#044Update DetailsLOW
#045Chatbot IssueMEDIUM
18 / 19
Support Ticket Triage
Support requests get lost or misrouted when there is no system to handle them.
Incoming support requests are automatically read, categorised, and prioritised based on content. High-priority issues are flagged immediately. Routine queries are queued and assigned automatically.
Faster support responses. Nothing falls through the cracks.
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That is a great question. Let me connect you with Daniel right away.
Connecting to a human...
Daniel has joined
Hi, Daniel here. Happy to help — what would you like to know?
19 / 19
Chatbot to Human Handoff
Chatbots lose leads when they hit a question they cannot answer and leave the visitor hanging.
When the chatbot detects a complex query or a serious buying signal, the conversation is flagged and a human notification is sent. The chatbot holds the visitor with a warm message while the handoff happens.
Never lose a hot lead because a bot could not close the conversation.
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The Process

How It Works

01
Enquire
Fill in the contact form or book a call. No commitment at this stage.
02
Discovery Call
Daniel learns about your business, goals, and what systems you currently have.
03
System Built
The automation is built, tested, and configured to your exact workflow.
04
Goes Live
Full handover. You see exactly how to monitor and manage the system.

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Pick the automations that match your biggest problems and get them deployed fast.

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