Still stuck in email ping-pong? Manually sending proposals? Forgetting to follow up with leads? Welcome to the club… that shouldn’t exist anymore.
Episode 8 of the Total Profit Podcast is a productivity punch in the gut. T2 and Tommy P break down how automationcan drive more sales, save hours every week, and reduce the chaos that comes from doing everything manually.
Let’s Get Real:
You didn’t start a business to spend half your life clicking “Send” or chasing paperwork. And your business can’t scale if your processes depend on you being available 24/7.
Where Automation Wins:
Lead follow-up
Proposal generation
Invoicing and reminders
Project onboarding
Scheduling
Client communications
The ROI of Automation:
Think about your hourly rate. Now imagine reclaiming 10–15 hours per week from admin tasks. That’s money back in your pocket, or time you can reinvest into strategy, sales, or sanity.
Start Here:
CRM Automation:
Use tools like HubSpot, Pipedrive, or Keap to automate lead follow-up, pipeline tracking, and client communications.
Proposal Tools:
Use SumoQuote, PandaDoc, or better yet—create a template you can customize in minutes, not hours.
Invoicing & Payments:
Get paid faster by using software that auto-sends invoices and reminders. (Think: QuickBooks, FreshBooks, Stripe.)
Task Templates & SOPs:
Use tools like Notion or ClickUp to standardize processes and reduce guesswork.
Email & Text Sequences:
Set up simple email flows for onboarding, check-ins, upsells, and reviews.
Action Step:
Pick one task you repeat weekly. Automate it by Friday. Even a simple email template counts.
Final Word:
The best businesses run smooth in the background. Automation isn’t optional—it’s how you scale without losing your mind.