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Top 10 processes to automate first

Not all automation is equal. These ten processes consistently deliver the fastest operational and revenue impact for UK SMEs.

  1. Lead capture & intake
  2. Lead qualification routing
  3. Calendar booking
  4. CRM sync
  5. Follow-up sequences
  6. Quote/proposal reminders
  7. Onboarding checklists
  8. Reporting dashboards
  9. Invoice/chase workflows
  10. Internal approval gates

Start with anything touching revenue before internal convenience — unless internal blockers stop revenue dead.

Full guide This article is part of our pillar resource: Business Automation UK.

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