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OperationsFree

SMB Automation Starter Pack

The 10 automations every small business needs — up and running in a weekend.

12 prompts 10 automations 5 tutorials

About this pack

The definitive starting point for any small business owner ready to stop doing everything manually. This pack covers the highest-ROI automations across invoicing, lead capture, email marketing, and reporting — with step-by-step guides for each.

What's included (12 items)

Auto-send invoices when job is complete
Connect your job tool to QuickBooks
automation
New lead → CRM + team notification
Zapier multi-step Zap setup
automation
5-email welcome sequence
Mailchimp setup guide
automation
Payment reminder sequence
Automated 7/14/30-day follow-ups
automation
Review request after service
SMS + email templates
automation
Weekly sales report email
Google Sheets + Apps Script
automation
Social media post scheduler
Buffer/Later setup guide
automation
New employee onboarding flow
Automated task assignments
automation
Appointment reminder sequence
Calendly + Twilio SMS
automation
Monthly expense categorization
QuickBooks + bank feeds
automation
10 ChatGPT prompts for SMB owners
Ready to use, just fill in variables
prompt
Automation ROI calculator
Track time saved per automation
checklist

This pack is for

First-time automatorsSolo operatorsAny SMB