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The 10 processes every SME should automate

A practical guide with real cases, concrete tools and savings estimates. No technical jargon. For business owners and managers who want results.

  • 10 processes prioritised by impact and ease of implementation
  • Recommended tools for each process (many are free)
  • Estimated hours saved per week for each case
  • Prioritisation checklist so you know where to start
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The 10 highest-ROI processes for an SME

Each process includes: what to automate, how to do it, which tools to use and how much time you can save.

1

Automatic response to leads and enquiries

Respond to every web form or WhatsApp message in under 2 minutes, without human intervention.

Saves 3-5 h/week
2

Order management and customer notifications

Order confirmation, dispatch notice and satisfaction survey — all without touching a spreadsheet.

Saves 4-8 h/week
3

Invoice generation and sending

Create and send invoices automatically when an order is completed or a CRM condition is met.

Saves 2-4 h/week
4

Follow-up on unanswered quotes

Automatic reminder to a client who has not replied to a quote after X days.

Increases conversion 20-35%
5

Periodic reports and summaries

Weekly sales, stock or support ticket report sent automatically every Monday at 8am.

Saves 1-3 h/week
6

New client registration and onboarding

Contract sending, platform access, welcome email and team assignment — in minutes.

Saves 2-5 h/new client
7

Backups and system alerts

Daily automatic backups with alerts in case of failure. No need to remember or verify manually.

Avoids critical data loss
8

Social media publishing

Schedule and publish content on LinkedIn, Instagram and Google Business from a single tool.

Saves 2-4 h/week
9

Internal task assignment

When a lead comes in, it is automatically assigned to the right salesperson and a task is created in the project manager.

Saves 1-2 h/week
10

Renewals and expiry alerts

Contracts, licences, insurance and subscriptions: automatic notice 30, 15 and 7 days before expiry.

Avoids losses from oversight
What our clients say

Results our clients are achieving

★★★★★

"We automated the entire WhatsApp and invoice management process. In the first month we saved 12 hours a week."

Marta G.
CEO, online shop
★★★★★

"The best investment we've made. Quote follow-up alone increased our conversion by 28% in 3 months."

Carlos R.
Director, professional services firm
★★★★★

"Our new client onboarding went from 3 days to 20 minutes. Clients are more satisfied and we spend less time on it."

Ana M.
Manager, medical clinic

Ready to start automating?

Download the free guide and discover which processes you should tackle first.

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