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BASIC AUTOMATION
BASIC AUTOMATION — Semi-Automated Workflow
End-to-End Workflow
- ✓Lead Comes In (Website / Email / WhatsApp / Form)
- ✓Customer Service Automation (Auto acknowledgement reply, Notification to business owner)
- ✓Google Sheets CRM Entry (Lead added automatically, Status: New Lead)
- ✓Digital Personal Assistant (Follow-up reminder created, Daily leads summary email)
- ✓Manual Follow-up by Business
- ✓Customer Status Updated (Contacted / Interested / Closed)
- ✓Accounting Automation (If converted → Add to invoice tracker, Payment reminder automation)
- ✓Basic Reporting (Weekly lead summary, Conversion tracking)
Basic Workflow Characteristics
- ✓Semi-automated
- ✓Manual follow-ups
- ✓Simple CRM
- ✓Basic reminders
- ✓Basic reporting
Best For
- ✓Micro businesses
- ✓Solo founders
- ✓Small London service businesses
Simple Technical Difference vs Advanced
- ✓Manual Follow-ups
- ✓Basic CRM
- ✓Basic Reporting
Sustainability Approach
- ✓No expensive CRMs
- ✓Google Sheets based
- ✓Minimal tools
- ✓Low automation cost
- ✓Easy maintenance
"Best For: Micro businesses, Solo founders, Small London service businesses"