5 Business Tasks You Should Automate Next Year
Most small business owners are great at what they do. But follow up? That’s where opportunities quietly slip away.
The good news is you don’t have to remember every task, send every message, or track every relationship on your own. A few smart automations inside your CRM can help you stay consistent, save time, and grow your business without working more hours.
Here are the 5 biggest quick wins you should automate next year.
1. Capturing New Leads
Your website, landing pages, referrals, and social channels can bring in contacts at any time. But if you’re copying and pasting details into your CRM manually, you’re already behind.
Instead, let automation add new leads to your database the moment they show interest. They’re instantly ready for follow up, and you never risk losing a warm prospect.
How AllClients helps: Our built-in landing pages and lead capture forms feed contacts directly into your CRM, fully tagged and ready for action.
2. Follow-Up Reminders
It only takes one dropped follow-up to lose a potential customer. And relying on memory isn’t a strategy.
Automated reminders make sure you always reach out at the right time. Whether it’s checking in after a networking event or following up after a quote, your system should have your back.
How AllClients helps: Our easy-to-use To-Do system automatically reminds you to follow up with every new contact so nothing slips through the cracks.
3. Birthday & Relationship Touchpoints
The small gestures are what build real loyalty. When a client hears from you outside of selling moments, they feel valued.
Automating birthday messages and personal check-ins keeps relationships warm year-round, even when you’re busy.
How AllClients helps: Our popular Birthday Assistant sends a friendly birthday email automatically every year without you lifting a finger.
4. Review & Testimonial Requests
Happy customers are your best marketing. But they usually won’t leave reviews unless you ask — at the right moment.
Automating your review requests ensures you capture more praise while clients are still feeling great about their experience.
How AllClients helps: Add a timed email or text to your onboarding workflow to request reviews exactly when the customer is smiling the widest.
5. Inactive Contact Re-Engagement
Most CRM databases are filled with contacts who once cared… and then forgot. A simple “hey, how have you been?” can restart the relationship.
One of the easiest ways to stay top of mind is with a monthly client newsletter. Even if someone isn’t ready to buy today, showing up consistently keeps them connected to you instead of going back to Google.
How AllClients helps: Select a great-looking email newsletter template and spend about 3 minutes a month preparing it. Your newsletter gets sent to every contact in your CRM, every month keeping them warm and engaged.
Start Small and Win Big
You don’t need a massive strategy to get started with automation. Pick just one of these tasks and automate it today. Every improvement you make gives you more time back and keeps more business coming your way.
And the best part?
AllClients already includes these automations out of the box. Just turn them on and enjoy the results.
➡️ Ready to save time and grow your business? Try AllClients today!
