Work Less, Grow More – Business Automation Services

Running a business is exciting, but let’s be honest—the daily tasks can take over your life. Answering emails, following up with leads, managing bookings, and sending invoices… it’s never-ending!

That’s where automation comes in. This isn’t AIthis is smart business automation that connects your favorite tools and streamlines your workflow so things run smoothly in the background.

I’ll set up custom automations, sales funnels, and pipelines that keep your business running 24/7—without the stress, extra work, or tech headaches.

What Can We Automate?

No AI, Just Smart Systems

We specialize in streamlining your business operations through automation, allowing you to focus on what you do best—growing your business. Our services include:

 

Workflow Automation with Dubsado, Zapier, and Make

We implement and optimize automation tools like Dubsado, Zapier, and Make to create seamless workflows tailored to your business needs. From client onboarding to project management, we ensure your processes are efficient and effective.

 

Client Relationship Management

Utilizing Dubsado’s robust CRM capabilities, we help you manage client interactions, appointments, and communications effortlessly, fostering stronger relationships and improved client retention.

 

Custom Automation Solutions

Every business is unique. We design and implement custom automation strategies that align with your specific goals, ensuring you get the most out of tools like Dubsado, Zapier, and Make.

 

Training and Support

We provide comprehensive training and ongoing support, empowering you and your team to leverage automation tools effectively and confidently.

 

Embrace the power of automation with She Gets Digital and transform your business operations today.

Automation FAQs

What is business automation, and how can it help me?

Business automation uses tools like Zapier, Make, and Dubsado to streamline repetitive tasks—so you can save time, reduce errors, and focus on growing your business. From client onboarding to email follow-ups and invoicing, automation helps things run smoothly without manual effort.


What’s the difference between Zapier, Make, and Dubsado?

  • Zapier connects different apps and automates simple workflows, like sending leads from your website to your email list.
  • Make (formerly Integromat) offers more complex, multi-step workflows with advanced customization.
  • Dubsado is an all-in-one business management tool that automates client onboarding, contracts, invoicing, scheduling, and workflows.

I’ll help you choose the right tool (or a mix of them) based on your business needs!


How can Dubsado help my business?

Dubsado is a game-changer for service-based businesses because it automates:
Client onboarding – Send proposals, contracts, and invoices automatically.
Appointment scheduling – No more back-and-forth emails! Clients book directly.
Project management – Track leads, tasks, and deadlines all in one place.
Custom workflows – Automate your entire client experience from start to finish.

If you spend too much time managing clients manually, Dubsado can handle it for you!


What tasks can be automated in my business?

Here are just a few things I can automate for you using Zapier, Make, and Dubsado:
Lead management – Automatically add new leads to your CRM or email list.
Client onboarding – Send contracts, proposals, and welcome emails without lifting a finger.
Invoicing & payments – Auto-send invoices and follow-up reminders.
Email & SMS follow-ups – Stay in touch with leads and clients without the manual work.
Appointment scheduling – Sync your calendar and avoid double bookings.

If you do it over and over again, there’s a good chance I can automate it!


Do I need technical skills to use automation tools?

Nope! That’s what I’m here for. I’ll handle all the setup and customization so your automation works effortlessly in the background—no coding, no confusion, just results.


How long does it take to set up automation?

It depends on what you need! Simple automations can be set up in a few hours, while more complex workflows (like full client onboarding in Dubsado) may take a few days. I’ll customize everything for you and make sure it runs smoothly.


What if I need changes later?

No problem! I offer ongoing support so you can tweak and expand your automations as your business grows. Whether you need a quick fix or a brand-new workflow, I’ve got you covered.


How much does business automation cost?

Pricing starts at $1,100, but it depends on how many automations you need. I’ll help you choose the best tools and services to fit your budget and business goals.


Will automation replace me or my employees?

Nope! Automation isn’t about replacing people—it’s about making your team (or just you) more efficient. It handles the boring, repetitive tasks so you can focus on the work that actually makes you money.


How do I get started?

It’s simple! Book a call with me, and we’ll talk about what tasks you want to automate. From there, I’ll build a system that saves you time, reduces stress, and helps your business grow—without extra work on your end.